How to Send Equipment Request Updates to Employees Using Pabbly Connect

Learn how to automate sending equipment request updates to employees using Pabbly Connect, Google Sheets, and Gmail. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Automation

To automate sending equipment request updates to employees, start by accessing Pabbly Connect. This platform enables seamless integration between Google Sheets and Gmail, allowing you to streamline communication processes.

Visit the Pabbly Connect website and sign up for a free account. Once logged in, you will be directed to the dashboard where you can create a new workflow for your automation needs.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to facilitate the integration. Click on ‘Create Workflow’ and name it appropriately, such as ‘Google Sheets to Gmail’. This will help you manage your automations effectively.

• Name your workflow for easy identification.
• Set the trigger event to ‘New or Updated Spreadsheet Row’ in Google Sheets.
• Connect your Google Sheets account to Pabbly Connect.

After setting up the trigger, you can proceed to define the action, which will be sending an email through Gmail when the status in Google Sheets is updated.

3. Setting Up Google Sheets for Integration

Next, you need to configure your Google Sheets to work with Pabbly Connect. Ensure that you have a Google Sheet ready to capture equipment requests from your employees. This sheet should include relevant columns such as employee name, email, equipment requested, and the status of the request.

Install the Pabbly Connect Webhooks add-on in your Google Sheets. This will allow you to send data from Google Sheets to Pabbly Connect. After installation, set the trigger column to the last data entry column, which in this case is the status column.

4. Filtering Status Updates for Email Notifications

In this step, we will set up a filter in Pabbly Connect to ensure that emails are only sent when the status of the equipment request is marked as ‘Dispatched’. This helps in managing communication effectively.

• Select the filter option in the action step.
• Set the condition to check if the status is equal to ‘Dispatched’.
• Save the filter to proceed with the email action.

This filtering step is crucial as it ensures that only relevant updates are communicated to employees, enhancing their experience and keeping them informed.

5. Sending Email Updates via Gmail

Finally, we will configure the Gmail action in Pabbly Connect to send email updates to employees. Select Gmail as the action app and choose the ‘Send Email’ action. Connect your Gmail account to Pabbly Connect to enable email sending.

Map the recipient’s email address from the Google Sheets response to the email field in the Gmail action. Customize the email subject and body to include personalized information such as the employee’s name and the equipment dispatched.

Conclusion

By following this tutorial, you can effectively automate sending equipment request updates to employees using Pabbly Connect, Google Sheets, and Gmail. This integration not only saves time but also enhances communication within your organization. Start using Pabbly Connect today to streamline your processes!