Learn how to automate adding special characters from Google Forms responses into Google Docs using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Google Forms and Google Docs
To automate the process of adding special characters from Google Form responses into Google Docs, we will use Pabbly Connect. First, sign up for Pabbly Connect and log into your dashboard. From the dashboard, click on the ‘Create Workflow’ button to start setting up your automation.
Once you’re on the workflow page, name your workflow appropriately. For this automation, you can name it ‘Google Forms to Google Docs Automation’. This naming will help you identify the workflow easily later. After naming, click on the ‘Create’ button to proceed.
2. Integrating Google Forms as a Trigger in Pabbly Connect
In this section, we will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the list of applications and choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new submission is made on the specified Google Form.
After selecting the trigger, Pabbly Connect will provide you with a webhook URL. You need to follow the instructions given to create a connection with your Google Form. Once connected, manually fill out the form to capture the response. The captured response will be displayed in your Pabbly Connect workflow.
- Select Google Forms as the trigger application.
- Choose ‘New Response Received’ as the trigger event.
- Follow the instructions to set up the webhook URL.
After filling out the Google Form, the response data will be fetched into Pabbly Connect, allowing you to use it in the next steps of your automation.
3. Creating Google Docs Documents from Form Responses
Now that we have the Google Form responses captured, the next step is to create a Google Docs document using these responses. In Pabbly Connect, add an action step and select Google Docs as the application. Choose the action event as ‘Create Document from Template’.
Connect your Google Docs account by clicking on ‘Sign in with Google’. Select the appropriate Google account that contains your document template. You will then need to specify the template document to be used. For this example, you can use a template titled ‘Customer Feedback Verification’. This template will be populated with the responses from the Google Form.
- Select the action event as ‘Create Document from Template’.
- Connect your Google Docs account.
- Specify the template document to be used.
Map the fields from the Google Form responses into the corresponding placeholders in your Google Docs template. This step ensures that the data is correctly inserted into the document.
4. Using Lookup Table in Pabbly Connect for Special Characters
To add special characters based on form responses, we will utilize the Lookup Table feature in Pabbly Connect. This feature allows you to create labels that correspond to specific responses. For instance, if a customer agrees, you want to insert a checkbox symbol; if they disagree, a cross symbol.
Create a Lookup Table action in your workflow. You will need to define the labels for ‘Agree’ and ‘Disagree’ and map the corresponding special characters. For ‘Agree’, you can use the checkbox symbol, and for ‘Disagree’, use the cross symbol. After setting up the Lookup Table, you will map the response from the Google Form to this table to retrieve the appropriate symbol.
Create a Lookup Table action in your workflow. Define labels for ‘Agree’ and ‘Disagree’. Map the corresponding special characters to these labels.
This setup allows you to dynamically insert the correct symbols into your Google Docs based on the feedback received from the Google Form.
5. Finalizing Your Automation Workflow in Pabbly Connect
In the final step, you need to establish conditional paths for your automation using the Router feature in Pabbly Connect. This allows you to create different actions based on whether the customer agreed or disagreed. Set up two routes: one for when the response is ‘Agree’ and another for ‘Disagree’.
For each route, map the appropriate symbols into the placeholders of your Google Docs template. After configuring the routers, test your workflow by simulating a form submission. This will help you verify that the automation works as intended, creating documents with the correct symbols based on user feedback.
Set up conditional paths using the Router feature. Map symbols into the Google Docs placeholders for each route. Test the workflow to ensure proper document creation.
Once confirmed, your automation is complete and will run automatically whenever new responses are received in your Google Form.
Conclusion
This tutorial demonstrates how to use Pabbly Connect to automate the process of adding special characters from Google Form responses into Google Docs. By following these steps, you can streamline your document creation process and ensure accurate representation of feedback in your documents.
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