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Monomeeth Monomeeth is offline
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Default Excel as a data source for Outlook to email Word docs

Hello

Each fortnight I am given a report (in Excel) containing the details of all
NEW team leaders and managers for our organisation. This report contains,
amongst other things, the User ID and First Name of each person listed. I
also have a standard letter (in Word) which needs to be emailed (via Outlook)
to each of these people.

WHAT I NEED
In summary, I need a macro which will do the following:

1. Grab the first name of the person from the Excel spreadsheet and place it
in the salutation of the letter in Word (i.e. Dear "first name")
2. Send this letter as an attachment in an email via Outlook, which in turn
uses the User ID from the Excel spreadsheet as the email address.

My preference would be to have a separate email for each person listed in
the spreadsheet, and for the macro to process each name one by one until it
hits a blank cell.

If at all possible, I would also like to have the person's first name used
in the actual email text.

As such, I imagine the macro (or macros) would have to save the Word
document with some sort of unique name (perhaps using the User ID in the
filename) in a particular location before then using Outlook to open an
existing email template, inserting the first name in the email text,
attaching the appropriate letter and then sending it off to the correct
recipient.

Basically, we are trying to create a personalised experience for these people.

I have cross-posted this to a group in each of the three applications
(Excel, Word and Outlook) as I wasn't sure where to start?

Any help would be greatly appreciated. I really hope this is possible...

Joe.
--
If you can measure it, you can improve it!