I’m rather new to automating and am trying this partially due to a particular work task. I’m really struggling to figure out how to automate this to save me a lot of time.
I work for an orchestra and have to send out contracts for musicians per concert. I have a standard template that I use, and I have to input information straight from my Apple contacts (including name, address, home phone, cell phone, email address, and job title aka instrument). These all go into a word document that I then add the concert information (cut and paste). From there, I simply email it out and am done.
I’ve done this by manually typing the information from my Apple contacts. I’ve also done this by doing a mail merge with my Apple contacts, but this is rather clunky when I just need a single person inputted at a time.
Ultimately, I want to be able to select which contact and have the information placed in the contract. In an ideal world, I would even be able to pick one of five concerts and have the associated information added as well.
Does anyone have any advice on how I can do this or get started?
Thank you all in advance,