Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating work anniversary reminders, first access Pabbly Connect by visiting pavly.com/connect. Once on the landing page, you will see options to sign in or sign up.

If you are a new user, click on the “Sign Up for Free” button to create an account. This process takes just two minutes and gives you 100 free tasks each month to explore the software.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on “Create Workflow.” You will see options to create using scratch, AI, or quick builder. For this tutorial, select the “Quick Builder” option for a faster setup.

  • Type in the applications you want to connect: Schedule, Google Sheets, and Google Chat.
  • Click “Send” to initiate the workflow creation.

Once the workflow starts, you will select the trigger app, which in this case is the Schedule feature of Pabbly Connect. This feature allows you to automate tasks based on specific timings.

3. Configuring the Schedule for Reminders

In this step, you will configure the schedule for sending reminders. Choose how often you want the workflow to run—daily, weekly, or monthly. For work anniversaries, select “Every Day” and set the time to 9:00 AM.

This setup ensures that every day at 9:00 AM, the workflow checks for any employee with a work anniversary. After saving this configuration, the workflow is ready to fetch the current date.

  • Select “Date Time Formatter” from the action steps to get the current date.
  • Choose the format that matches your Google Sheets data.

Once the current date is fetched, it will be used to compare against the dates in your Google Sheets to identify employees with work anniversaries.

4. Fetching Employee Data from Google Sheets

Now, you will set up the connection to Google Sheets within Pabbly Connect. Choose the action event “Lookup Spreadsheet Rows” to find the relevant employee data. Make sure you are logged into your Google account to create this connection.

Select your spreadsheet containing employee details, and set the lookup value to the current date. This will allow the workflow to identify any employees celebrating their work anniversary on that specific day.

  • Specify the column where the anniversaries are listed (e.g., Column D).
  • Select “Advanced Response” to handle multiple anniversaries on the same date.

By using an advanced response, the workflow can process multiple entries and send individual messages for each employee celebrating their anniversary.

5. Sending Messages via Google Chat

The final step involves sending the anniversary messages through Google Chat using Pabbly Connect. Set up a webhook URL in your Google Chat space to receive messages. Create a new webhook and copy the URL provided.

In Pabbly Connect, configure the message format, including the title, subtitle, and the congratulatory message. Use the iterator feature to map each employee’s name and the number of years they have completed.

  • Customize the message to include personal touches for each employee.
  • Click “Save and Send Test Request” to verify that the messages are sent correctly.

Once confirmed, your automation is complete! Every day at 9:00 AM, Pabbly Connect will check for anniversaries and send messages automatically, enhancing employee morale without manual effort.

Conclusion

By following this tutorial, you can successfully automate work anniversary reminders using Pabbly Connect, Google Sheets, and Google Chat. This setup not only saves time but also fosters a positive work environment by recognizing employee milestones.