Top 10 Google Docs Automation: A Complete Guide Using Pabbly Connect

Learn how to automate Google Docs, Gmail, and Google Sheets using Pabbly Connect with this step-by-step guide. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Docs Automation

To automate Google Docs, you first need to set up Pabbly Connect. Start by signing up for a free account at Pabbly.com. Once signed in, click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Google Docs Automation’.

In this workflow, you will connect Google Forms as your trigger application. Select Google Forms and choose the trigger event as ‘New Response Received’. After this, Pabbly Connect will provide you with a webhook URL that you will use to connect your Google Form with Pabbly Connect.

2. Connecting Google Forms with Pabbly Connect

After copying the webhook URL, go to your Google Form where you want to capture responses. Navigate to the ‘Responses’ tab and click on the three dots to create a new spreadsheet. This spreadsheet will store all form responses. using Pabbly Connect

Next, go to the ‘Extensions’ menu in your Google Sheets, select ‘Add-ons’, and then click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Once installed, refresh your Google Sheet and go back to the ‘Extensions’ menu. Click on ‘Pabbly Connect Webhooks’ and then select ‘Initial Setup’.

• Paste the copied webhook URL into the designated field.
• Set the trigger column to the last data entry column (e.g., Column E).
• Click ‘Submit’ to complete the connection.

With this setup, every time a new response is submitted, Pabbly Connect will capture the data automatically.

3. Automating Invoice Creation in Google Docs

Now that your Google Form is connected to Pabbly Connect, you can automate invoice creation. Set up another action step in your workflow by selecting Google Docs as the application and choose ‘Create Document from Template’ as the action event. This allows you to create a new invoice based on a predefined template.

After connecting Google Docs, select the invoice template you have created. For the new document name, map the customer’s name from the Google Form responses. This way, each invoice will be uniquely named based on the customer’s details.

• Select the folder in which you want to save the new invoice.
• Map all relevant fields from the form responses to the invoice template.
• Click ‘Save and Send Test Request’ to create the invoice.

Once the document is created, you can check your Google Drive to find the newly generated invoice with all the mapped details.

4. Sharing Invoices via Email Using Pabbly Connect

After creating the invoice, the next step is to share it with the customer via email. Add another action step in your workflow by selecting Gmail as the application and choosing ‘Send Email’ as the action event. This allows you to send the invoice directly to the customer’s email. using Pabbly Connect

Connect your Gmail account, and in the recipient field, map the email address from the Google Form responses. Customize the email subject and content to inform the customer about their invoice.

Attach the invoice PDF generated in the previous step. Ensure to personalize the email with the customer’s name and details. Click ‘Save and Send Test Request’ to send the invoice email.

With this step, every time a new order is placed, the customer will receive their invoice automatically via email.

5. Finalizing the Automation Workflow

To finalize your automation, ensure that all steps are correctly mapped and tested. You can test the entire workflow by submitting a new response in your Google Form. Check your Google Docs and Gmail to confirm that the invoice is created and sent correctly.

By following these steps, you can automate the entire process of capturing Google Form responses, generating invoices in Google Docs, and sending them via email using Pabbly Connect. This integration will save you time and streamline your workflow significantly.

Review the entire workflow to ensure all connections are properly set. Test the automation with different responses to ensure reliability. Adjust any mapping or settings as necessary based on feedback.

This comprehensive guide demonstrates how to leverage Pabbly Connect for seamless automation between Google Forms, Google Docs, and Gmail.

Conclusion

Utilizing Pabbly Connect allows you to automate Google Docs, Gmail, and Google Sheets seamlessly. This step-by-step guide provides a thorough understanding of the automation process, enabling you to save time and enhance productivity.