How to Create and Send Experience Letter using Google Sheets & Google Docs with Pabbly Connect

Learn how to automate experience letter creation using Google Sheets and Google Docs with Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Experience Letters

To create and send experience letters, we will utilize Pabbly Connect to automate the process of integrating Google Sheets and Google Docs. First, sign up for a free account on Pabbly Connect. Once registered, navigate to the dashboard and click on the ‘Create Workflow’ button to begin.

In the workflow setup, name it something descriptive like ‘Google Sheets to Google Docs to Google Drive.’ This workflow will connect your Google Sheets, where employee details are stored, with Google Docs, where your experience letter template is located. By using Pabbly Connect, you can automate the entire process seamlessly.

Trigger Setup with Google Sheets in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. In the trigger window, select Google Sheets as the app and choose the event ‘New or Updated Spreadsheet Row.’ This will allow the workflow to trigger whenever a new employee’s details are added to your Google Sheets.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and head to your Google Sheets. Go to Extensions, click on Add-ons, and then Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets to ensure the add-on is active.

• Install the Pabbly Connect Webhooks add-on.
• Access Initial Setup from the Extensions menu.
• Paste the copied webhook URL into the setup window.

After configuring the setup, test the connection by sending a test row from Google Sheets to Pabbly Connect. If successful, you will see the data reflected in your Pabbly Connect workflow.

Creating Documents in Google Docs with Pabbly Connect

Next, we will set up the action in Pabbly Connect to create a document in Google Docs. Choose Google Docs as the app and select the action event ‘Create Document from Template.’ Connect your Google Docs account by signing in through Pabbly Connect.

Once connected, select the template document you created for the experience letter. You can find this in the dropdown list of your Google Docs. For the new document’s name, map it to include the employee’s name and the term ‘Experience Letter’ to ensure clarity. This mapping will pull details directly from the trigger step responses.

• Select the experience letter template from Google Docs.
• Map employee details to the respective fields in the template.
• Save and send a test request to verify the document creation.

Once the document is created, it will be stored in your specified Google Drive folder. This integration through Pabbly Connect ensures that all employee details are accurately reflected in the experience letter.

Sharing Documents and Uploading PDFs Using Pabbly Connect

After creating the document, the next step is to share it and upload the PDF version. Use Pabbly Connect to add another action step, this time selecting Google Drive. Choose the action event ‘Share a File with Anyone’ to change the document’s sharing settings.

Connect to Google Drive and map the document ID received from the previous step. This allows you to modify the sharing permissions so that anyone with the link can access the experience letter. Once this is done, you can retrieve the PDF link of the newly created document.

Select the document ID to change sharing permissions. Retrieve the PDF link from the response. Upload the PDF to a designated folder in Google Drive.

This step ensures that the experience letter is accessible in PDF format, facilitating easy distribution. The entire process is efficiently managed through Pabbly Connect, saving time and reducing manual effort.

Finalizing the Automation Workflow with Pabbly Connect

To complete the automation, you can upload the PDF file into a separate folder designated for experience letters. Use Pabbly Connect again to select Google Drive and choose the action event ‘Upload a File.’ Map the URL of the PDF file and specify the folder ID where you want to store it.

After entering the necessary details, test the upload action. Once successful, all experience letters generated will automatically be saved in the specified folder, ready for distribution. The entire workflow showcases how Pabbly Connect streamlines the process of creating and sending experience letters.

Additionally, if you have multiple employee details in your Google Sheets, you can use the ‘Send All Data’ option in the Pabbly Connect add-on to generate experience letters for all employees at once. This feature significantly enhances efficiency and ensures consistency across all documents.

Conclusion

This tutorial demonstrates how to create and send experience letters using Google Sheets and Google Docs with the help of Pabbly Connect. By automating the integration process, you can efficiently manage employee documentation with minimal effort.