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Looking to automate tedious emails that involve attaching a PDF. Could this be automated without external tools?
Our take
Are you looking to streamline your email process by automating PDF attachments? In logistics, managing workflows efficiently is crucial, especially when sending confirmation letters and shipping notifications. Currently, you’ve mastered sending confirmation emails using your exported database, but the time spent on attaching invoices and tracking numbers can be a significant drain on productivity. Fortunately, there are ways to utilize Excel's capabilities to reduce this workload. Let’s explore potential solutions that can simplify these tasks and enhance your operational efficiency.
hi Reddit
I'm currently working in logistics, and part of our operations workflow is emailing out confirmation letters indicating due dates and type of work received, then shipping/delivery email which contains tracking number we ship out via 3PL, and also an attached invoice.
The former is very easy to setup, I already have exported our database with email lists to send out confirmation letters easily. I also wan't to automate the latter, as due to the sheer volume of emails to send out, this soaks up an hour of time each day.
Cutting down as much time as possible doing tedious tasks like these will help tremendously in scaling our operations. Is there any solution to this with just using Excel?
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