Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Offer Letter Automation

To start automating your offer letter creation, you need to access Pabbly Connect. If you are a new user, visit pabbl.com/connect and sign up for a free trial. Existing users can log in directly to the dashboard.

Once logged in, navigate to the workflow builder. This is the central hub for creating automations. You will be able to set up triggers and actions that allow you to automate the creation of offer letters efficiently.

2. Setting Up the Trigger with Google Sheets in Pabbly Connect

In this section, you will learn how to set up a trigger using Google Sheets through Pabbly Connect. Click on the “Add Trigger” button and select Google Sheets as your trigger application. Choose the event as “New or Updated Spreadsheet Row” and click connect.

  • Select Google Sheets as the trigger application.
  • Choose the event “New or Updated Spreadsheet Row”.
  • Click on “Connect” to generate the webhook URL.

After generating the webhook URL, copy this URL and paste it into your Google Sheets extension setup. This allows Pabbly Connect to receive data whenever a new row is added or updated in your spreadsheet.

3. Configuring Google Sheets with Pabbly Connect

Next, you will configure Google Sheets to work seamlessly with Pabbly Connect. Open your Google Sheet, and under Extensions, look for “Pabbly Connect Webhooks”. Install the add-on if you haven’t done so already.

Once installed, refresh your spreadsheet and go to “Pabbly Connect Webhooks” and select “Initial Setup”. Paste the webhook URL you copied earlier and specify the trigger column where your data will be entered.

  • Paste the webhook URL into the Initial Setup.
  • Define the trigger column based on your data layout.
  • Click “Submit” to confirm your setup.

After submitting, you will receive a confirmation that the setup was successful. Now, Pabbly Connect is ready to capture data from your Google Sheets whenever a new entry is made.

4. Creating Offer Letters Using Gemini and Pabbly Connect

With your Google Sheets now connected, you can proceed to create offer letters using Gemini through Pabbly Connect. Click on “Add New Action Step” and select Gemini as the application. Choose the event as “Generate Content” and connect your Gemini account.

To connect, you will need to provide your API key from Google AI Studio. After entering the API key, select the model you wish to use, such as Nano Banana, and set your prompt to include candidate details from the previous step.

  • Select Gemini and choose “Generate Content”.
  • Input your API key from Google AI Studio to connect.
  • Map candidate details dynamically into the prompt.

After setting up the action, click “Save and Send Test Request”. You will receive the generated offer letter as a response, which you can then review and send to your candidates.

5. Finalizing the Integration and Sending Offer Letters

Now that your offer letters are generated, you can finalize the integration by updating your Google Sheets with the generated offer letter links through Pabbly Connect. Add another action step, select Google Sheets, and choose “Update Cell Value”.

Connect to your Google Sheets account again, select the spreadsheet, and specify the cell where the offer letter link should be added. Ensure the row index is dynamic so it updates with each new entry.

  • Select Google Sheets and choose “Update Cell Value”.
  • Map the generated offer letter URL to the appropriate cell.
  • Click “Save and Send Request” to finalize.

With this setup, every new candidate added to your Google Sheets will automatically generate an offer letter through Pabbly Connect, streamlining your HR processes efficiently.

Conclusion

In this tutorial, we explored how to automate offer letter creation using Pabbly Connect and Google Sheets. By following these steps, you can save time and enhance your HR workflows significantly.