How to send Emails with PDF attachments directly out of Excel and simplify your workflow.
Get a glimpse of what's possible with Excel automation. See a custom email automation tool built for a client which streamlined the monthly reporting and emailing processes, all with just a click of a button. If you’re looking to save time and reduce manual work in your business, reach out to explore how we can build a solution tailored to your needs.
Chapters:
0:00 Introduction
0:30 Email Shortcuts in Excel (Quick Access Toolbar)
0:46 Other way to quickly send email from within Excel
1:00 Client Case Study Example
1:30 Configuring an Email Sheet with Parameters
1:53 Emailing multiple people
2:09 Demo of Automating Monthly Email Reports
3:11 Avoiding Overwriting Saved File attachments
3:27 Option to have Excel send emails in back end without pop-up email
3:47 Wrap-up & Next Steps
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