I Stopped Creating Offer Letters Manually — Built This Instead 🤯

Learn how to automate offer letter creation using Pabbly Connect, Google Sheets, and Google Docs in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate offer letter creation, first, you need to access Pabbly Connect. Open a new tab and go to pabby.com/connect. Here, you will find options to sign in or sign up for free. If you are a new user, signing up will grant you access to 100 free tasks each month to explore Pabbly Connect features.

Once logged in, you can create a new workflow. This workflow will enable the integration between Google Sheets and Google Docs through Pabbly Connect. Make sure to follow the steps outlined in the video for a smooth setup.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In Pabbly Connect, create a new workflow by clicking on the plus button. Select Google Sheets as your trigger application. Choose the event as ‘New Spreadsheet Row’ to capture data when a new candidate is added.

• Select ‘Google Sheets’ as the trigger application.
• Choose the event ‘New Spreadsheet Row’.
• Click on the connect button to authenticate your Google Sheets account.

After connecting, Pabbly Connect will provide a webhook URL. Copy this URL to set up the connection in Google Sheets. This URL will enable Pabbly Connect to receive data from your Google Sheet automatically.

3. Configuring Google Sheets for Data Entry

To configure Google Sheets, go to your sheet and click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it. Once installed, refresh your Google Sheets.

After refreshing, navigate back to ‘Extensions,’ select ‘Pabbly Connect Webhooks,’ and click on ‘Initial Setup.’ Paste the copied webhook URL and set the trigger column to the final data column where you will enter the candidate’s details. For this example, use column T.

• Paste the webhook URL in the initial setup dialog.
• Set the trigger column to T, where the sender’s designation will be entered.
• Click on the submit button to save the configuration.

Once configured, you will see a message confirming that the setup is successful. This step is crucial as it establishes the link between Google Sheets and Pabbly Connect.

4. Creating an Offer Letter Template in Google Docs

Next, you will create an offer letter template in Google Docs. Open Google Docs and design your template, ensuring to include variables for candidate details such as name, date, and position. Use curly brackets to define these variables.

In Pabbly Connect, add an action step and select Google Docs as the application. Choose the event ‘Create Document from Template’. Connect your Google Docs account and select the offer letter template you created.

Select the action application as Google Docs. Choose the event ‘Create Document from Template’. Map candidate details to the respective variables in your template.

After mapping the details, save and send a test request. If successful, the document will be created in your Google Drive with the candidate’s details filled in.

5. Sharing the Offer Letter with Candidates

To share the created offer letter, add another action step in Pabbly Connect and select Google Drive. The event will be ‘Share a File with Anyone’. This allows you to change the document’s privacy settings to make it accessible to the candidate.

Map the document ID from the previous step to share the correct file. Once configured, send a test request to verify that the document is now publicly accessible.

Select Google Drive as the action application. Choose the event ‘Share a File with Anyone’. Map the document ID to share the correct file.

Finally, update the Google Sheets with the link to the shared PDF. This completes the automation process, allowing you to generate and share offer letters seamlessly using Pabbly Connect.

Conclusion

By following these steps, you can automate the creation of offer letters using Pabbly Connect, Google Sheets, and Google Docs. This integration streamlines your hiring process and saves time, enabling you to focus on other important tasks.