If you work will multiple clients you might be assigned with separating data in Excel and sending this information from Outlook. To complete this task in Excel you could filter the data and move client specific information into separate Workbooks. Then in Outlook create new emails, enter the appropriate recipients, add an email subject and type out a message in the email body. Finally ensure you attach the correct Workbook to the appropriate email. This process takes a lot of time and leaves a lot of room for error. Avoid the potential to make a mistake and use VBA! VBA gives you a way to automatically create Outlook emails out of Excel and add Workbooks as attachments. This Excel macro will use the Folder Path indicated in the code to find potential email attachments. By Default, the Folder Path will be the same as the Active Workbook. Once run this macro will use the name of each Worksheet to find files with the same name. If a match is found a new email with be generated with the Workbook attached. The Outlook email generated will have the subject and body populated. With a few updates to the VBA code you can have specific recipients pull in based on the Worksheet name.
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Leverage & Lean is focused on improving computer processes by Leveraging programming and applying Lean principles. It is our goal to make you more efficient and effective on your computer producing "Less Clicks and More Results!" To see our content visit LeverageLean.com where we have Visual Basic Applications (VBA) Macros in Excel, Outlook, and Word that automate repetitive computer tasks. You can start using this macro today for FREE, No Charge, No Gimmicks!!! Come visit us and watch our additional Macro Instructions videos to see how to implement our VBA macros in your computer processes and customize them meet your specific needs. Macros helps save time and time is money it’s as simple as that! Also, walkthrough our PDF Tutorials step by step or watch our See How videos to utilize computer settings that have been hiding in plain sight. Read our weekly Insights that open your mind and challenge you to start improving your computer processes. Leverage & Lean Insights are a quick read (less than 1 minute on average) but can be a great reset to your day and help you focus on how to start winning on your computer!
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Brent Schneider
Leverage & Lean
Est. 2017