Excel to Word to PDF workflow

[P-2016]

Dear all,

I have searched for hours, but did not find the right information so far. I'm organizing a conference and would like to automate the following workflow:

1. We have a big Excel (2013, Mac) spreadsheet with names, position, organization etc.
2. We would like to automatically import this into the Word invitation letter template (with fields, this part is still easy)
3. We would like to automatically save this Word invitation with the right fields as a PDF with the file name "First name, last name - Personal Invitation to the XY Conference" (i.e. again using these spreasheet-imported fields as values in the PDF title)

Does anybody know if this is possible as an automatic workflow? Any help would be greatly appreciated!

All the best,
Paul

 

[macropod]

What you're describing sounds very much like a macro-driven mailmerge that saves each record as a separate file. For a macro to do that, see Send Mailmerge Output to Individual Files in the Mailmerge Tips and Tricks thread at:
http://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html
or:
http://windowssecrets.com/forums/showthread.php/163017-Word-Mailmerge-Tips-amp-Tricks