Is it possible to automate sending emails with an invoice attached?
The list of addressees, new each month, in Excel format, ordered by invoice number, contains the following data I need to utilise:
- Invoice number
- Email address
The actual PDF invoices are provided to me all in a folder with no other files, named only with their invoice number.
The email needs to be formatted as follows:
- From [1 email account of several on my Mac]
- To [addressee’s email]
- Subject “Invoice 0[invoice number] - i.e. the invoice number in the Excel sheet needs to have a leading “0” added in the subject line
- Body: None, just the pdf of the invoice
- Attachment: The corresponding monthly invoice
- Signature: Special Invoicing signature
I have already made some shortcuts, but it’s still tedious and long.
I made a BusyContacts group specifically for invoicing, but the Excel list isn’t exactly the same each month and is not created in alphabetical order. I use the shortcut ⌘M and it opens Mail (previously set up with the invoicing account as default) with the addressee filled in.
I double check the physical invoice to make sure number and payee correspond to the list info.
I use a TextExpander snippet with the subject line partially filled so I only have to type the last digits of the invoice number.
I have to drag the corresponding PDF file onto the message
I use ⌘D to send.
I search for the next addressee and repeat the process.
Automation tools I have:
- Keyboard Maestro, but don’t know how to use it.
- LaunchBar (?)
Can anyone tell me if I can set up a(n) (semi-)automated process?