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Automatic email from Lotus notes based on the due dates in excel

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    Post Automatic email from Lotus notes based on the due dates in excel

    Hi all
    I am new to this forum. Basically a mechanical engineer. We usually make minutes of meetings( Meeting document) in excel sheet. In this, we put action items against Target date of completion. When the target date is passed, we don't have any provision/method of reminding suppliers or stakeholders about their action items. Hence i need to develop a code so that i can send the reminders throug email automatically to the stakeholders. Sample excel sheet is attached.
    Column A contains Action item, column B contains TDC and Column C contains the Mail id where email has to be sent.

    I need the help of this forum to develop the code specific to my requirement.

    Thanks in anticipation
    Attached Files Attached Files

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    Forum Expert OllieB's Avatar
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    Re: Automatic email from Lotus notes based on the due dates in excel

    Please try the attached workbook.

    I have played around with your requirements a bit:
    1. I have added a action status column (D) to indicate whether the action has been completed yes/no - only actions with value "Pending" will be selected
    2. I have added the action log workbook itself as an attachment to the reminder e-mail (I thought that was nice - but can easily be removed if you don't like it)
    3. Obviously you will have to tweak the text and signature of the mail body

    have fun
    Attached Files Attached Files
    If you like my contribution click the star icon!

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    Post Re: Automatic email from Lotus notes based on the due dates in excel

    Hello Ollie

    Thanks for the wonderful reply.

    I need to implement this so that i can check whether it is working or not. Mail id that i have mentioned in the sheet is mine only. Corrections in the mail body and other items can be made afterwards. So now just tell me how to put this script into action.

    Regards
    Vijendra

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    Forum Expert OllieB's Avatar
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    Re: Automatic email from Lotus notes based on the due dates in excel

    Vijendra,

    I assumed at least a basic knowledge from your side do I did not elaborate on how to use the code provided. Explaining on how to run a routine is not something that I find easy to do as I do not have the patience for that and there are too many options availble. You could create a button one the worksheet that links to the cocde provided, run the macro manually from the developer menu, run the code from the VBA editor window etc Don't you have a colleague you can ask?

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    Re: Automatic email from Lotus notes based on the due dates in excel

    Thanks for the wonderful macro.

    I believe we need to manually run the macro everyday. Can we make it auto run whenever we open it? Is there a better method of automating handling of the report.

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