Learn how to automate sharing HTML links of new files in Google Docs using Pabbly Connect. Step-by-step tutorial with detailed integration instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Google Docs HTML Automation
To automate sharing HTML links of new files in Google Docs, start by accessing Pabbly Connect. This platform enables seamless integration between Google Docs and other applications.
Begin by creating a new workflow in Pabbly Connect. Select Google Sheets as your trigger app to pull data from a spreadsheet that contains employee details. This data will be used to populate your Google Docs template.
2. Creating a Google Docs Template for Automation
Next, you need to create a template in Google Docs. This template will hold placeholders for the data you will automate. Use a job offer letter as an example, where placeholders will include the employee name, designation, and salary.
- Create a job offer letter template in Google Docs.
- Include placeholders for employee details.
- Ensure your Google Docs is linked to the Google Drive where the documents will be saved.
With your template ready, go back to Pabbly Connect to set up the action step where Google Docs will create a new document from this template using the data from Google Sheets.
3. Generating HTML Link for the New Document
Once the document is created in Google Docs, the next step is to generate its HTML link. In Pabbly Connect, add a new action step and select Google Drive to share the file.
Here, you will need to map the document ID from the previous step to get the sharable link. Select the action event as ‘Share a file with anyone’ to enable link sharing.
- Choose the Google Drive action event to share the file.
- Map the document ID obtained from the document creation step.
- Click on ‘Save and send test request’ to retrieve the link.
After executing this step, you will receive several links, including the HTML link, which can then be shared with others.
4. Sharing the HTML Link via Email or Other Platforms
With the HTML link generated, you can now share it through various channels. Use Pabbly Connect to send the link via Gmail or other messaging platforms like WhatsApp.
For Gmail, simply add another action step in Pabbly Connect and configure it to send an email containing the HTML link. You can also save the link in a Google Sheets document for record-keeping.
Add a new action step to send an email via Gmail. Map the HTML link to the email body. Alternatively, save the link in Google Sheets for future reference.
This flexibility allows you to efficiently distribute the HTML link to relevant parties.
5. Conclusion: Streamlining Document Sharing with Pabbly Connect
In conclusion, using Pabbly Connect to automate the sharing of HTML links for new files in Google Docs simplifies your workflow significantly. By integrating Google Sheets and Google Drive, you can create documents and share them effortlessly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This automation not only saves time but also ensures that your documents are shared promptly with the required stakeholders. Start leveraging Pabbly Connect for your document automation needs today!