Email Tasks from Spreadsheet Automated

Victor Figueroa 1 Reputation point
2021-05-04T17:12:23.183+00:00

Hello, I work for a Real Estate Company and we have a task that we need help with. We offer certifications after our agents have taken a certain set of classes. Currently, we have a spreadsheet and we have the agents name in each row along with the email address and dates of when the classes were completed, if the cell is blank then it means they have not taken the class yet. We send out individual reminder emails every month manually copy/paste the row and send, but this is very tedious. We would like for this process to be automated where we can record the date when they have taken the class into the spreadsheet and at the end of the month it will automatically send each individual agent an update email. Please help any input would be greatly appreciated! I am attaching a screenshot of the spreadsheet we currently use. 93672-screen-shot-2021-05-04-at-100454-am.png

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  1. Emily Hua-MSFT 27,526 Reputation points
    2021-05-05T05:57:58.83+00:00

    @Victor Figueroa

    According to your description, I suggest you use formulas or filters in Excel to find out the agents that have not taken the class yet.

    Then use mail merge send email notifications to these agents in batches.

    More information abut mail merge, please refer to "Use mail merge for bulk email, letters, labels, and envelopes", "Mail merge using an Excel spreadsheet".

    But if you want the fully automated operation, maybe you need the code, or somthing like power auto flow, which are out of my support scope. Under this case, to better help you, I would modify the tag later.

    Any updates, you may post back.

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