Build email generator tool for documentation
Bütçe: -
HOURLY / PART_TIME
⭐ 0.00 (0)
India
python, microsoft-excel, powerapps, sharepoint, power-query
Preferred qualifications
- Experience: Expert
looking for an experienced freelancer to develop an automated email generation and dispatch tool for document control / engineering project workflows.
The objective is to reduce manual effort in preparing repetitive vendor/client emails by using data maintained in Excel and generating professional, standardized emails automatically.
The solution can be developed using Microsoft Excel, Power Apps, Python, or a combination of these technologies, depending on the most efficient and maintainable approach.
Key Requirements
The tool should be able to:
Import/read project and document data from Excel.
Maintain vendor/client contact details.
Select one or multiple vendors/recipients.
Automatically generate emails based on predefined templates.
Dynamically populate email fields such as:
Vendor/Company name
Document number
Document title
Revision
Issue purpose
Submission date
Required action
Due date
Project/reference number
Generate appropriate email subject lines automatically.
Generate professional email body content based on the selected document/status.
Support multiple email templates for different purposes, such as:
Document submission
Document review
Document revision
Document rejection/comments
Document approval
Transmittal
Reminder/follow-up
Overdue document notification
Allow multiple documents to be included in a single email where required.
Provide an option to review/edit the generated email before sending.
Generate emails in Microsoft Outlook.
Support attachments or attachment references where technically feasible.
Maintain an email generation/sending history.
Provide validation to identify missing or incorrect data before generating the email.
Preferred Technology
The preferred solution should use one or more of:
Microsoft Excel
Excel VBA / Office Scripts
Microsoft Power Apps
Power Automate
Python
Microsoft Outlook integration
Microsoft 365
The freelancer should recommend the simplest, most reliable and maintainable architecture rather than unnecessarily using multiple technologies.
Example Workflow
User updates/selects document information in Excel.
User selects the required vendor/recipient.
User selects the required email purpose/template.
Tool validates the data.
Tool automatically generates the subject and email body.
User reviews the generated email.
Tool creates the email in Outlook.
User can send the email manually or, if approved/configured, automate the sending process.
The tool records the transaction/status in Excel.
Additional Requirements
The solution should have:
Simple and user-friendly interface.
Minimal manual data entry.
Error/validation messages.
Protection against accidental incorrect recipients.
Standardized professional email formatting.
Easy modification of email templates.
Ability to add new vendors and templates without major redevelopment.
Clear documentation explaining how to use and maintain the tool.
Deliverables
The freelancer should provide:
Fully functional email automation tool.
Source files/code.
Excel template/database structure.
Power Apps / Power Automate components, if used.
Python source code, if used.
Email templates.
Outlook integration.
User instructions.
Basic technical documentation.
Testing and bug fixing after delivery.
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