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How to Automatically Send COVID Test Reports on WhatsApp Using Pabbly Connect

Learn how to automate sending COVID test reports via WhatsApp using Pabbly Connect, Google Sheets, and Google Drive. Step-by-step tutorial included! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start sending COVID test reports automatically via WhatsApp, you first need to set up Pabbly Connect. This platform will help you integrate various applications like Google Sheets and WhatsApp seamlessly.

Begin by logging into your Pabbly Connect account. If you don’t have one, you can create it easily. Once logged in, navigate to the dashboard to create a new workflow that will facilitate the integration process.

2. Creating Google Sheets for Patient Data

The next step involves creating a Google Sheet to store patient data. This sheet will include essential details such as the patient’s name, email address, phone number, and test results.

Open Google Sheets and create a new spreadsheet.
Label the columns as Name, Email, Phone Number, and Test Result.
Input sample data for testing purposes.

Once your Google Sheet is ready, go back to Pabbly Connect to connect this sheet, which will allow the automation of data retrieval.

3. Configuring Google Drive for PDF Creation

After setting up the Google Sheet, the next step is to configure Google Drive for storing the generated PDF reports. This is crucial because the reports will be created and saved here before being sent via WhatsApp.

In your Pabbly Connect workflow, add a new action step to create a document from a Google Docs template. This template will format the test report appropriately. Make sure to select the correct Google Drive folder for saving these reports.

4. Integrating WhatsApp to Send Messages

The final step in this process is integrating WhatsApp through Pabbly Connect. This will enable you to send the generated PDF reports directly to the patients’ WhatsApp numbers.

In your Pabbly Connect workflow, add another action step to send a WhatsApp message. You will need to specify the recipient’s phone number and attach the PDF report that was created in the previous step. Make sure to customize the message to include relevant patient information.

5. Testing the Automation Workflow

After completing the setup, it’s essential to test your automation workflow. This ensures that all components work together seamlessly to deliver the COVID test reports as intended. using Pabbly Connect

Trigger the workflow by adding a new entry in your Google Sheet. After a few moments, check the specified WhatsApp number to confirm the receipt of the test report. If everything is set up correctly, the patient should receive their report automatically!

Conclusion

In this tutorial, we explored how to automate the sending of COVID test reports via WhatsApp using Pabbly Connect, Google Sheets, and Google Drive. This integration simplifies the process, ensuring timely delivery of important health information to patients.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.