Automate sending mailmerge emails with table and PDF attachment - 23/04/2018 07:34 EDT

I need to build a mail merger program in XLS or Word to run from my desktop, which will collect the following fields and populate a pre-filled word document* and send an email in PDF format with the following cover wording in the email “Hello { First Name }, please note that we have now switched your { lender provider policy}, your policy details are as per the attachment, summarised below:” and a General details table. The General details table has aggregated results per customer (their name and phone number, etc.), the Policy details table has multiple lines per customer (for each of their individual products)

Variable fields:

 Policy number

 First Name & Surname

 ID number

 phone number

 email address

 street address

 date of birth

 plan type

 all lender providers covered by the plan type

 latest commencement date per plan type

 sum total cover amount per plan type

 sum total monthly premium for all plans

 debit order day


1. The data template layout / field names cannot change, another system relies on it

2. The table ONLY contains data for fields which have a ROA Desc of: “Switched” or “New Insurance Cover Added”

3. The General details table must also appear as a table copied into the covering email (HTML format)

4. Each customer has about 4 variations of contract (Comprehensive, Elite, Enhanced and Classic) and the more variations the customer has, the more columns need to be in the Policy details table

Skills: Data Entry, Data Processing, Excel, Web Scraping, Web Search

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( 4 reviews ) Tygervalley, South Africa

Project ID: #16762982

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