How to Auto-Generate Donation Acknowledgement Letters Using Pabbly Connect

Learn how to automate donation acknowledgement letters using Pabbly Connect, Google Docs, and Razorpay in this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating donation acknowledgement letters, first, access Pabbly Connect. Visit the Pabbly Connect website and either sign in or create a new account for free. This platform allows you to integrate multiple applications seamlessly.

Once signed in, you will see the dashboard of Pabbly Connect. Click on the ‘Access Now’ button to start creating your workflow. This is the first step in setting up your automation process.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Enter a name like ‘AI Agent to Auto-Generate Donation Acknowledgement Letters’.

• Select a folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two windows: one for the trigger and one for the action. This setup is essential for automating your process using Pabbly Connect.

3. Setting Up the Trigger with Razorpay

The next step involves setting up the trigger application. Select Razorpay as your trigger application, and choose the trigger event as ‘Payment Captured’. This ensures that every time a donation is made, the workflow is activated.

Copy the webhook URL provided by Pabbly Connect and navigate to your Razorpay account. In the settings, find the webhooks section and create a new webhook using the copied URL. Set the event to ‘Payment Captured’ to connect Razorpay with Pabbly Connect.

4. Adding Action Steps to Generate Acknowledgement Letters

After setting up the trigger, the next action is to generate the acknowledgement letter using OpenAI. Select OpenAI as your action application and choose the event as ‘Chat GPT’. Connect it to Pabbly Connect using your API token.

• Input the prompt detailing how the letter should be structured.
• Map the donor’s name and donation amount from the previous step.

Once the letter content is generated, the next action is to create a document in Google Docs using the generated letter. Select Google Docs as the action application and choose ‘Create Document from Template’.

5. Sharing the Generated Document via Google Drive

After creating the document, it is important to make it accessible to your donors. Use Google Drive’s action to share the file with anyone. This ensures that your donors can easily access their acknowledgement letters.

Map the document ID from the previous step and set the sharing permissions to ‘Anyone with the link’. This finalizes the process of automating the generation and sharing of donation acknowledgement letters using Pabbly Connect.

Conclusion

By following these steps, you can effectively automate the generation of donation acknowledgement letters using Pabbly Connect, Razorpay, and Google Docs. This process saves time and ensures that donors receive timely acknowledgements for their contributions.