How to Send Certificate of Appreciation on WhatsApp using Google Sheets & Google Slides with Pabbly Connect

Learn how to send certificates of appreciation via WhatsApp using Google Sheets and Google Slides, integrated seamlessly with Pabbly Connect. 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

1. Setting Up Pabbly Connect for Automation

In this section, we begin with the essential step of setting up Pabbly Connect. This platform will serve as the backbone for our automation process, allowing us to connect Google Sheets and Google Slides seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once signed in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which we will call ‘Send Certificate of Appreciation on WhatsApp using Google Sheets and Google Slides’. Choose a folder to save this workflow, such as ‘Google Slides Automation’, and click ‘Create’. This initiates the process of automating certificate generation and distribution.

2. Trigger Setup with Google Sheets

Now, we will set up the trigger for our workflow using Google Sheets. The trigger will activate whenever a new row is added to our specified Google Sheets document. In Pabbly Connect, select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This action will capture the employee details automatically.

• Select Google Sheets as the trigger application.
• Choose the trigger event ‘New or Updated Spreadsheet Row’.
• Copy the generated webhook URL from Pabbly Connect.

Next, open your Google Sheets document, click on Extensions, then Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already. After installation, go back to Extensions, find Pabbly Connect Webhooks, and select ‘Initial Setup’. Paste the copied webhook URL and designate the trigger column, which will be column C for this example. Click ‘Submit’ to complete the setup.

3. Action Setup to Create Certificates in Google Slides

After successfully configuring the trigger, we will now set up the action to create appreciation certificates using Google Slides. In Pabbly Connect, select Google Slides as your action application and choose the event ‘Create Presentation from Template’. This action utilizes the template you created earlier in Google Slides.

Authorize Pabbly Connect to access your Google Slides account. Next, select the template presentation you created for the certificates. Map the employee’s name from the previous step to dynamically generate the certificate title, such as ‘Appreciation Certificate – [Employee Name]’. Specify the location in Google Drive where the generated certificates will be saved, ensuring they are stored in a designated folder.

• Select the template presentation for the certificate.
• Map the employee’s name for the certificate title.
• Specify the Google Drive folder for saving certificates.

Click ‘Save and Send Test Request’ to verify the action. If successful, you will receive a presentation ID confirming that the certificate has been created in Google Drive.

4. Sharing Certificates via Google Drive

The next step is to ensure that the created certificates are accessible to all employees. We will add another action step in Pabbly Connect to share the certificate file on Google Drive. Select Google Drive as your action application and choose the event ‘Share a File with Anyone’.

In this step, you will need to map the file ID from the previous action, which corresponds to the certificate you just created. This allows the file to be shared publicly, ensuring every employee can access their certificate through the provided link. Click ‘Save and Send Test Request’ to finalize this action.

Once the request is sent successfully, the response will indicate that the file is now accessible to anyone with the link. You can check the Google Drive folder to confirm that the sharing settings have been updated.

5. Sending Certificates on WhatsApp Using WhatsApp Cloud API

Finally, we will set up the last action to send the certificate links to employees via WhatsApp. In Pabbly Connect, select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. This step requires you to have a template message ready for sending the certificate link.

Authorize Pabbly Connect to access your WhatsApp Cloud API account. Map the recipient’s mobile number from the Google Sheets data and insert the PDF link of the certificate in the message body. This ensures that each employee receives a personalized message along with their certificate link.

Select WhatsApp Cloud API as the action application. Map the recipient’s mobile number. Insert the PDF link in the message body.

Click ‘Save and Send Test Request’ to send the message. If successful, you will see a confirmation that the message has been sent to the specified mobile number. You can check your WhatsApp to verify that the message and link have been received correctly.

Conclusion

This tutorial demonstrates how to send certificates of appreciation on WhatsApp using Google Sheets and Google Slides, all facilitated through Pabbly Connect. By following these steps, you can automate the entire process efficiently, ensuring that every employee receives their certificate seamlessly.