How do I make this process more efficient?
March 19, 2010 10:31 AM Subscribe
Is it possible to automate the process of editing two word documents, converting them to pdfs, merging them, and then emailing?
posted by gagoumot to Technology (7 answers total) 1 user marked this as a favorite
One of my job responsibilities is that I have to update and send out to new people a specific document. I am trying to automate this process (or at least figure out a better way to do it) so that I actually have time to do the rest of my work. Here is what I currently do:
I receive an email with four pieces of information: Name, Email, Company, and Address.
First, I take the Company and Address and insert it into a table (in Word). This is done alphabetically. I then save as "Roster" and convert to a pdf.
Second, I update a multi-page document (Document X) with the Name and Company in several places throughout. I save as (Document X -- Company Name) and convert to a pdf.
Third, I insert the Roster into "Document X -- Company" after page 8. Save, then send in an email to the email address, with a form letter that uses Name and Company.
All in all this takes about 15 minutes. Some days I do 10 of them. Am I doing something wrong? If could automate even parts of this process, my life would be better. I am on Windows 7, have the entire Office Suite and Crystal Reports.