Email Automation

Challenge: Client maintains a monthly Excel worksheet tracing invoices received. The client was manually filtering for open invoices, and then manually contacting each vendor to request invoices.

Solution: DataBasics created a VBA program to filter the Excel worksheet on open invoices by vendor.

It then programmatically creates a new worksheet with all open invoices listed and connects to an Access database to retrieve vendor and customer information that is automatically put on the invoice worksheet.

This worksheet is now programmatically emailed to the vendor to request the invoices through the client's Gmail account.

This program saves the client hours of manual processing.