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Send Daily Work Report Form to Team Automatically

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate notifications using Pabbly Connect, start by visiting the Pabbly Connect landing page. You can access it by searching for pabby.com/connect. If you’re new, sign up for a free account to explore the features offered.

Once logged in, you will receive 100 free tasks each month, allowing you to test your automation setup without a subscription. This is a great opportunity to familiarize yourself with Pabbly Connect and its functionalities.

2. Trigger Setup in Pabbly Connect

Next, you need to set up a trigger in Pabbly Connect. For this automation, select the trigger application as “Scheduled by Pabbly”. This is essential for sending notifications daily before the end of working hours.

Choose “Schedule Workflow” as the event.
Set the interval to “Every Day”.
Specify the time as 5:55 PM.

After configuring these settings, save the step. This setup ensures that the workflow will trigger every day at the specified time, sending a notification to your team.

3. Action Setup Using Google Chat

Now that the trigger is set, the next step involves configuring an action in Pabbly Connect. Select Google Chat as the action application to notify your team about submitting their daily work reports.

For the event, choose “Create Custom Card Message”. This allows you to format the notification effectively. To connect Google Chat, you will need to generate a webhook URL. Follow these steps:

Open the Google Chat space you want to connect.
Go to Apps and Integrations, then select Webhooks.
Create a new webhook and name it (e.g., Daily Work Report).

Once you have the webhook URL, paste it into Pabbly Connect and fill in the header title, subtitle, and message text for the notification.

4. Adding a Custom Button in the Notification

To enhance the notification, you can add a custom button that directs your team to the daily work report form. In this step, you will need to input JSON code into Pabbly Connect to create this button.

The JSON code should include the link to your report form. This is how you can set it up:

Enter the custom JSON code for the button.
Include the link to the report form in the code.

After entering the JSON and saving your settings, test the action to confirm that the notification with the button is sent correctly. This setup makes it easy for your team to access the report form directly from the notification.

5. Finalizing Your Pabbly Connect Workflow

After completing the action setup, you can finalize your workflow in Pabbly Connect. Click on “Save and Send Test Request” to see a preview of your notification. This allows you to verify that everything is working as intended.

Once you confirm that the notification is being sent as scheduled, your automation is complete. Now, every day at 5:55 PM, your team will receive a notification reminding them to submit their daily work reports.

Conclusion

In this tutorial, we explored how to automate notifications using Pabbly Connect, making it easier for teams to stay organized. By setting up triggers and actions, you can streamline communication and enhance productivity.