Create a Template in Google Docs With Recommendations Based on True/False Values in Typeform Using Pabbly Connect

Learn how to automate document creation in Google Docs based on Typeform responses using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a document automatically based on Typeform submissions, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly, enabling automation without coding skills. Visit Pabbly Connect and sign up for a free account to get started.

Once you are logged in, you will reach the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Auto Create Document on Typeform Submission’. This step sets the stage for integrating Typeform with Google Docs using Pabbly Connect.

2. Setting Up Trigger with Typeform in Pabbly Connect

In the workflow setup, the first step is to set the trigger application to Typeform. This is crucial for capturing responses from your form submissions. Select Typeform as your trigger app and choose the event as ‘New Entry’. This event will trigger the workflow whenever a new response is submitted.

• Search for Typeform in the app selection.
• Select the trigger event as ‘New Entry’.
• Connect your Typeform account to Pabbly Connect.

After connecting, select the specific form you want to use. This allows Pabbly Connect to listen for submissions from that form. Click on ‘Save and Send Test Request’ to ensure that the connection is working correctly. This step is essential for moving forward with the document generation process.

3. Creating Google Docs Template for Automation

Next, you need to create a template in Google Docs that will be used for generating documents based on the responses. Open Google Docs and create a new document where you will include variable tags that will be replaced with actual data. For example, you can use tags like {{Name}}, {{Email}}, {{Phone}}, and responses for questions.

Once your template is ready, return to Pabbly Connect and add an action step to create a document from this template. Choose Google Docs as the action app and select the event ‘Create Document from Template’. Connect your Google account and map the template you just created.

• Ensure you have the correct variable tags in your Google Docs template.
• Map the necessary fields like Name, Email, and Phone from the Typeform response.
• Select the correct folder in Google Drive where the document will be saved.

This setup allows Pabbly Connect to generate personalized documents automatically based on user responses, making the process efficient and streamlined.

4. Sending Generated Documents via Email

After the document is created, you may want to send it to the user who submitted the Typeform response. To accomplish this, add another action step in Pabbly Connect and select Gmail as the application for sending emails. Choose the action event ‘Send Email’ and connect your Gmail account.

In the email setup, map the recipient’s email address from the Typeform response. You can also customize the email subject and body. For instance, include a message that addresses the user and informs them about their document. Attach the generated document using its shareable link from Google Drive.

Map the recipient’s email address from the Typeform submission. Customize the email subject and body to provide context. Attach the document using the link generated in the previous step.

This integration through Pabbly Connect ensures that users receive their documents promptly after submission, enhancing the overall experience.

5. Finalizing the Automation and Testing

To finalize your automation, review all steps in Pabbly Connect to ensure everything is properly mapped and connected. Once satisfied, conduct a test by submitting a new entry through your Typeform. This will trigger the workflow, creating a document in Google Docs and sending it via email.

Check your Google Drive to confirm that the document was created accurately and that the email was sent successfully. This testing phase is crucial to ensure that the entire integration works seamlessly, allowing you to automate document creation effectively.

After testing, you can activate your workflow in Pabbly Connect, and it will run automatically for every new Typeform submission, saving you time and effort in document management.

Conclusion

In this tutorial, we demonstrated how to automate document creation in Google Docs based on Typeform responses using Pabbly Connect. By following the outlined steps, you can streamline your document management process and enhance user experience.