Learn how to automate the process of adding new uploaded Google Drive file links in MS Excel using Pabbly Connect. Follow this detailed tutorial for seamless integration.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Google Drive with MS Excel, you need to access Pabbly Connect. This powerful automation tool allows you to connect multiple applications seamlessly. Begin by visiting Pabbly.com/connect to log in or sign up for a free account.
Once logged in, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate your automation setup. You will be prompted to name your workflow; for this tutorial, you can use ‘Sync Google Drive Files with MS Excel Automatically’.
2. Setting Up Google Drive Trigger in Pabbly Connect
After naming your workflow, the next step is to set up the trigger in Pabbly Connect. Select Google Drive as your trigger application. This will allow Pabbly Connect to monitor your Google Drive folder for new file uploads.
- Choose ‘New File in Folder’ as the trigger event.
- Connect your Google Drive account by clicking on ‘Add New Connection’.
- Select the folder where you will upload files, ensuring it is accessible.
Once connected, Pabbly Connect will fetch the details of files in the selected folder. This step is crucial as it enables the automation to trigger each time a new file is uploaded.
3. Uploading a File and Fetching Data via Pabbly Connect
With the trigger set, the next step is to upload a file to your designated Google Drive folder. As you upload, Pabbly Connect will automatically capture the file details. For instance, upload a PDF file and observe how Pabbly Connect fetches the file name and link.
After the upload, check the response in Pabbly Connect. You should see the file name and a web content link. Ensure the folder permissions allow access, so the link is downloadable. This setup is essential for the subsequent integration with MS Excel.
4. Adding File Links to MS Excel Using Pabbly Connect
Now that Pabbly Connect has captured the file details, it’s time to add this information to MS Excel. Select Microsoft Excel as the action application in Pabbly Connect. Choose the action event ‘Add Row’ to insert the file details into your worksheet. using Pabbly Connect
- Connect to your Microsoft 365 account by selecting ‘Add New Connection’.
- Select the workbook and worksheet where the data will be added.
- Map the file name and link from Google Drive to the corresponding columns in Excel.
Once mapping is complete, click on ‘Save and Send Test Request’. This action will add the file name and link to your Excel sheet, ensuring that all uploaded files are tracked in one place.
5. Conclusion
Using Pabbly Connect to automate the integration between Google Drive and MS Excel streamlines your workflow efficiently. This setup allows for real-time updates of file links in Excel, ensuring your team has access to the latest uploads without manual intervention.
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