How to Authenticate Employee Resignation Request & Send Confirmation Using Pabbly Connect

Learn to automate employee resignation requests and send confirmations using Pabbly Connect, Google Sheets, and Gmail with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Employee Resignation Automation

To automate the employee resignation request process, start by logging into your Pabbly Connect account. This powerful integration platform enables seamless automation between Google Sheets and Gmail.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Auto Send Resignation Replies to Employees from Google Sheets’ to clarify its purpose.

2. Trigger Setup with Google Sheets

The next step involves setting up the trigger using Google Sheets. In Pabbly Connect, select Google Sheets as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever a row is updated.

• Select Google Sheets as the trigger app.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the generated webhook URL for later use.

After selecting the trigger, follow the instructions to connect your Google Sheets. Open your spreadsheet, click on ‘Extensions’, then ‘Add-ons’, and choose ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Refresh the spreadsheet to activate the add-on.

3. Configuring the Webhook URL in Google Sheets

With the Pabbly Connect Webhooks add-on installed, it’s time to configure the webhook URL. Click on ‘Extensions’, navigate to ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Paste the copied webhook URL into the designated field. using Pabbly Connect

Next, specify the trigger column that will activate the workflow. For instance, if your final data entry column is ‘E’, enter ‘E’ in the trigger column field. Click on ‘Send Test’ to verify the connection. If successful, you will see a confirmation message indicating that the data has been sent.

4. Sending Email Confirmation via Gmail

Now that the trigger is set up, the next step is to configure the action to send an email via Gmail. In Pabbly Connect, select Gmail as the action application and choose the action event as ‘Send Email’.

• Connect your Gmail account to Pabbly Connect.
• Map the recipient’s email address from the Google Sheets data.
• Customize the email subject and body based on the resignation status.

Fill in the email content, including the recipient’s name and the resignation status. You can personalize the message to reflect whether the resignation is accepted or rejected. Finally, click on ‘Save and Send Test Request’ to test the email functionality.

5. Finalizing the Automation Process

After testing the email functionality, ensure everything is working as intended. You can check the employee’s Gmail account to confirm they received the email notification. This automation will significantly reduce manual efforts for HR managers, allowing them to focus on more important tasks.

Once the setup is complete, you only need to maintain the Google Sheets. Whenever you change the approval status to ‘Accept’ or ‘Reject’, the corresponding email will be sent automatically through Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate the employee resignation request process using Pabbly Connect, Google Sheets, and Gmail. By following these steps, you can streamline HR processes and enhance efficiency in handling resignations.