Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect for HR Automation

To automate sending work anniversary wishes, first, access Pabbly Connect by visiting pabbly.com/connect. Here, you can either sign in if you’re an existing user or create a new account for free.

New users can create their accounts in just two minutes and receive 100 free tasks every month. This allows you to explore various integrations within Pabbly Connect. Once logged in, you can start setting up your automation workflow.

2. Create a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the “Create Workflow” option. You will see options to create using scratch, AI, or quick builder. For this tutorial, select the quick builder for a streamlined setup.

In the quick builder, type in the applications you want to connect: Google Sheets, Google Chat, and Scheduler. Click on send to initiate the workflow creation. This process will set up the trigger using the Scheduler feature in Pabbly Connect.

  • Select “Scheduler” as the trigger application.
  • Set the trigger to occur daily at 9:00 AM.
  • Confirm and save the workflow settings.

This setup ensures that your workflow will check for work anniversaries every day at the specified time.

3. Fetch Current Date Using Pabbly Connect

Next, you need to fetch the current date to match it against the employee data in Google Sheets. Add an action step by selecting “Date Time Formatter” from the Pabbly Connect options.

Choose the option to get the current date, and ensure that the format matches the date format in your Google Sheets. Use the “Save and Send Test Request” button to confirm that you are receiving the correct date.

  • Select the format of the date (e.g., DD-MM).
  • Use the “Text Formatter” to split the date if necessary.
  • Map the current date dynamically for future requests.

By fetching the current date, Pabbly Connect allows you to compare it with the entries in your Google Sheets for work anniversaries.

4. Lookup Employee Data in Google Sheets

Now that you have the current date, the next step is to look up employee data in Google Sheets. Add another action step and select “Google Sheets” as the application.

Here, you will select the action to “Lookup Spreadsheet Rows”. Connect to your Google Sheets account and choose the spreadsheet that contains employee data. Map the lookup value to the current date fetched earlier.

  • Select the correct spreadsheet and sheet name.
  • Map the date from the previous step.
  • Select “Advanced Response” to capture multiple entries if needed.

This step ensures that Pabbly Connect retrieves all employees with work anniversaries on the current date.

5. Send Work Anniversary Wishes via Google Chat

Finally, you will set up the action to send messages through Google Chat. Add a new action step and select “Google Chat” as the application. You will need to create a webhook URL to send messages to your designated chat space.

Once you have the webhook URL, configure the message content. Use the iterator feature to process multiple employee entries, allowing you to send personalized messages for each employee’s work anniversary.

  • Create a webhook in your Google Chat space.
  • Map the employee name and years completed in the message.
  • Test the message sending using the “Save and Send Test Request” button.

With this final setup, Pabbly Connect automates the entire process, sending work anniversary wishes to employees on their special day.

Conclusion

By following these steps, you can easily automate sending work anniversary wishes using Pabbly Connect and Google Chat. This workflow not only saves time but also enhances employee engagement.