Automate WhatsApp Shift Reminders to Employees Using Pabbly Connect

Learn how to automate WhatsApp reminders about shift timings for employees using Pabbly Connect, Google Sheets, and Wati in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp Reminders

In this tutorial, we will explore how to use Pabbly Connect to send automated WhatsApp reminders to employees about their shift timings. This integration simplifies the process of notifying employees by automating message delivery based on data from Google Sheets.

The primary applications involved in this process are Google Sheets for maintaining employee shift records and WhatsApp for sending reminders. With Pabbly Connect, you can seamlessly connect these applications without any coding knowledge.

2. Setting Up Pabbly Connect

The first step is to access Pabbly Connect. Open your browser and navigate to Pabbly’s official website. From there, you can sign up for a free account or log in if you already have one. Once logged in, go to the Pabbly Connect dashboard.

To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Google Sheets to WhatsApp Messages’. This name will help you identify the workflow later. After naming, you will set up the trigger and action for your workflow.

• Navigate to the Pabbly Connect dashboard.
• Click on ‘Create Workflow’ and name it.
• Set up the trigger and action.

Now that the workflow is created, you will define the trigger event which will initiate the reminder process.

3. Setting the Trigger Event in Google Sheets

Next, you will set up the trigger event in Pabbly Connect to pull data from Google Sheets. Select Google Sheets as your trigger app and choose the event ‘New Row’. This event will activate whenever a new row is added or updated in your Google Sheet, which contains employee shift details.

After selecting the trigger event, you need to connect your Google Sheets account. Click on the connect button, authorize Pabbly Connect to access your Google Sheets, and select the specific spreadsheet that contains employee shift information.

• Choose Google Sheets as the trigger application.
• Select ‘New Row’ as the trigger event.
• Connect your Google Sheets account and select the relevant spreadsheet.

This setup ensures that whenever there is a change in the shift timings, Pabbly Connect will automatically trigger the subsequent actions.

4. Sending WhatsApp Reminders Using Pabbly Connect

After setting up the trigger, the next step is to send WhatsApp reminders. For this, you will need to add another action in Pabbly Connect. Select Wati as the action app, which is used for sending WhatsApp messages.

In the action event, select ‘Send Template Message’. Connect your Wati account by providing the necessary API details. Then, map the WhatsApp number and the message template you created earlier. This template should include placeholders for the employee’s name and shift timings, which will be filled dynamically by Pabbly Connect.

Select Wati as the action application. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and message template.

This action will ensure that as soon as a shift timing is updated in Google Sheets, an automated WhatsApp reminder is sent to the respective employee.

5. Testing and Finalizing the Workflow

After setting up the actions, it’s crucial to test your workflow to ensure everything operates smoothly. In Pabbly Connect, use the ‘Save and Send Test Request’ feature to send a test message. Check the WhatsApp account of the employee to confirm the message is received correctly.

If the test is successful, you can finalize your workflow. Ensure that all mappings are accurate and that the message template is correctly formatted. Once verified, turn on your workflow to start sending automated reminders.

Use the ‘Save and Send Test Request’ feature to test the workflow. Check the employee’s WhatsApp for the test message. Finalize and activate the workflow after testing.

By following these steps, you can automate the process of sending WhatsApp reminders about shift timings to your employees, significantly improving communication and reducing manual effort.

Conclusion

In summary, using Pabbly Connect, you can effortlessly automate WhatsApp reminders for employees regarding their shift timings. This integration not only saves time but also ensures that employees are always informed about their schedules. Start using Pabbly Connect today to enhance your business communication!