How to Convert Google Docs to PDF & Upload in Google Drive Using Pabbly Connect

Learn how to convert Google Docs to PDF and upload it to Google Drive using Pabbly Connect in this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

In this section, we will learn how to set up Pabbly Connect to automate the process of converting Google Docs to PDF and uploading it to Google Drive. Start by signing up for a free Pabbly Connect account if you haven’t already. After creating your account, navigate to the dashboard.

Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Google Sheets to Google Docs to Google Drive’. Then, select the folder where you want to store this workflow and click on ‘Create’. This setup will allow Pabbly Connect to manage the automation between Google Sheets and Google Drive effectively.

2. Triggering Automation with Google Sheets

Next, we will configure the trigger step to connect Google Sheets with Pabbly Connect. In the trigger window, select Google Sheets as the app and choose the event as ‘New or Updated Spreadsheet Row’. This configuration means that every time a new candidate’s details are added to Google Sheets, it will trigger the automation.

• Choose Google Sheets from the app list.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Sheets, click on Extensions, and then on Add-ons. Search for the Pabbly Connect Webhooks add-on, install it, and refresh your Google Sheets. This integration allows Pabbly Connect to receive data from Google Sheets whenever a new row is added.

3. Generating Google Docs from a Template

After setting up the trigger, we will now proceed to generate a new document using a template in Google Docs. In the action step of Pabbly Connect, choose Google Docs as the app and select the action event as ‘Create Document from Template’. This step allows you to create a new offer letter for each candidate based on the template you have set up.

Connect your Google Docs account by clicking on ‘Sign in with Google’. After successful authentication, select the template document you want to use. Map the candidate’s details from the trigger step into the respective fields in your Google Docs template. For the document name, you can use the candidate’s name followed by ‘Offer Letter’.

• Select the template document from Google Docs.
• Map the candidate’s details into the document.
• Set the document name dynamically based on the candidate’s name.

This step ensures that each candidate receives a personalized offer letter generated through Pabbly Connect using their specific details.

4. Uploading the PDF to Google Drive

Once the document has been generated, the next step is to upload the PDF version to Google Drive. In the action step, select Google Drive as the app and choose the action event ‘Upload a File’. This allows you to upload the newly created PDF file to a designated folder in Google Drive.

Connect your Google Drive account if you haven’t done so already. You will need to provide the file URL of the PDF generated in the previous step. Map the document ID from the Google Docs response to the file ID field in Google Drive. This step is crucial as it tells Pabbly Connect which file to upload to Google Drive.

Select the action event ‘Upload a File’. Map the PDF file URL to the appropriate field. Specify the folder ID where the PDF should be uploaded.

This process ensures that every candidate’s offer letter is not only generated but also stored securely in Google Drive, managed seamlessly by Pabbly Connect.

5. Testing the Automation Workflow

Finally, it’s essential to test the entire workflow to ensure that the automation functions correctly. To do this, you can delete any previously generated documents from Google Drive to avoid confusion. Then, go back to your Google Sheets and use the Pabbly Connect add-on to send all data to Pabbly Connect.

After triggering the automation, check both the Google Docs and the designated Google Drive folders. You should see the newly generated offer letters and their corresponding PDF files. This confirms that the integration between Google Sheets, Google Docs, and Google Drive via Pabbly Connect is working flawlessly.

By following these steps, you can automate the process of generating and storing offer letters efficiently. This integration saves time and reduces manual errors, showcasing the power of Pabbly Connect in streamlining workflows.

Conclusion

In this tutorial, we learned how to convert Google Docs to PDF and upload it to Google Drive using Pabbly Connect. This automation simplifies the process of generating personalized offer letters for candidates, making it efficient and error-free.