How to Automatically Create Personalized Offer Letters and ID Cards for New Employees Using Pabbly Connect

Learn how to use Pabbly Connect to automate the creation of personalized offer letters and ID cards for new employees seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating the creation of personalized offer letters and ID cards, first, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Start by signing up for a free account on the Pabbly Connect website.

Once your account is created, log in to reach the dashboard. Click on the ‘Create Workflow’ button to initiate your automation setup. You can name your workflow, for example, ‘Auto create ID cards and offer letters’. After naming, click on the ‘Create’ button to proceed with your automation.

2. Connecting Jotform to Pabbly Connect

In this step, we will connect Jotform to Pabbly Connect to receive employee details through a form. Select Jotform as the trigger application and choose the event ‘New Response’ as the trigger event. This will activate the workflow every time an employee submits the form.

• Search for Jotform in Pabbly Connect.
• Copy the webhook URL provided by Pabbly Connect.
• Open your Jotform settings and navigate to Integrations.
• Paste the webhook URL into the Webhooks integration field.

After completing this integration, perform a test submission on the Jotform to ensure that data is correctly captured in Pabbly Connect. This data will be used in subsequent steps to generate the ID cards and offer letters.

3. Saving Employee Data in Google Sheets

Next, we will save the captured employee data into Google Sheets using Pabbly Connect. Add a new action step and select Google Sheets as the application. Choose the action event ‘Add New Row’. This will allow you to store employee details such as name, position, email, and more.

Connect your Google Sheets account by selecting ‘Add New Connection’. Once connected, choose the appropriate spreadsheet where you want to save this data. Map the fields from the Jotform submission to the respective columns in your Google Sheet.

4. Creating ID Cards with Google Slides

Now it’s time to generate the ID cards using Google Slides. In Pabbly Connect, add another action step and select Google Slides. Choose ‘Create Presentation from Template’ as the action event. Connect your Google account and select the ID card template you’ve created in Google Slides.

• Map the employee name and ID to the respective placeholders in the template.
• Select the folder in Google Drive where the ID card will be saved.

Once the ID card is created, you can add the employee’s photo to the presentation using another action step in Pabbly Connect. Select ‘Upload Image in Presentation’ to insert the employee’s photo into the ID card template.

5. Generating Offer Letters with Google Docs

Finally, create the offer letters using Google Docs through Pabbly Connect. Add a new action step and select Google Docs. Choose ‘Create Document from Template’ as the action event. Connect to your Google account and select the offer letter template you prepared.

Map all the necessary fields such as employee name, position, and start date to the placeholders in your offer letter template. After setting up the document, you can save it in the same Google Drive folder where the ID cards are stored.

Conclusion

By following these steps, you can automate the creation of personalized offer letters and ID cards for new employees using Pabbly Connect. This integration streamlines the onboarding process, saving time and ensuring accuracy in employee documentation.