Many to one mailmerge aka Manager mail merge

Many to one mailmerge aka Manager mail merge

Sometime it’s necessary to email an individual about multiple people. Sometimes, its necessary to email loads of people about loads of people.

I needed a way to email managers about staff in their team who were receiving new equipment. As this was multiple people in multiple teams with multiple managers it was a bit out of the scope of what mail merge is designed to handle.

Follow this project on GitHub

The script takes a “source.csv” layed out like this:

IDNameDeviceManagerIDManagerNameManagerEmail
1001Joe BloggsiPhone 62001A[email protected]
1002Steve JonesiPhone 52001A[email protected]
1003Dan SmithiPhone 62002B[email protected]

For each unique manager in this list (“A” and “B”) a new email will be created based on an html template “_template.htm”. addressed to the manager and containing a formatted table with their staff.

screenshot1
screenshot1

Using the table above, manager “A” will receive and email about employees 1001 & 1002, and manager “B” about employee 1003.

Setup

  • Edit the "_template.html" file in MS Word (to retain the formatting)
  • Edit/replace the “sourcedata.csv” file, retaining the headers
  • Run the script
  • All messages will sit in outlooks “Draft” folder until ready to send

To Do/Extension

  1. Automatic sending The initial use case for this script need it to be sent by outlook at a given time

  2. More options!

  3. Inline processing This wasn’t required initially but it might be useful to be able to accept the sourcedata table/object via a pipe or argument

comments powered by Disqus