mml
09-04-2019, 07:57 PM
Hello
I have a process that I would like to automate . I am seeking advice on what can be automated if anything
My process is :
I receive a spreadsheet with Students and their assigned clients . The spreadsheet is run each month off site and the numbers of clients assigned to each student will vary from month to month.
The sheet will contain up to 2700 lines / client names in total but split into student group by provider. Instead of printing the spreadsheet I would like to email the client names to the student that they are assigned to.
I have attached a cut down copy if the spreadsheet that I receive. There is a macro to do a “page break” , which groups the client list by each student.
The provider (number) is unique for each student .
The first problems I can see is:
1. I don’t have the student email included in the original spreadsheet. I have an external list for this.
Question would I be able to match the name with the email for that name found in an external list .
The list is very long not sure what can be automated.
I would like to be able send a generic email with client assignments for each separate student attached .
I am open to any advice . I am stumped ,there must be a smarter way to manage this process
I have a process that I would like to automate . I am seeking advice on what can be automated if anything
My process is :
I receive a spreadsheet with Students and their assigned clients . The spreadsheet is run each month off site and the numbers of clients assigned to each student will vary from month to month.
The sheet will contain up to 2700 lines / client names in total but split into student group by provider. Instead of printing the spreadsheet I would like to email the client names to the student that they are assigned to.
I have attached a cut down copy if the spreadsheet that I receive. There is a macro to do a “page break” , which groups the client list by each student.
The provider (number) is unique for each student .
The first problems I can see is:
1. I don’t have the student email included in the original spreadsheet. I have an external list for this.
Question would I be able to match the name with the email for that name found in an external list .
The list is very long not sure what can be automated.
I would like to be able send a generic email with client assignments for each separate student attached .
I am open to any advice . I am stumped ,there must be a smarter way to manage this process