Outlook automation

T

Tom

I am looking for a way to automate our office processes in
Outlook similar to Goldime automation. Does anyone know of
an addin or vendor that can provide this solution.
 
R

Roady

Please specify what you are trying to automate.
Ever looked at the combination of SharePoint Services, Exchange and Outlook
form creation?

--
Roady
www.sparnaaij.net
Microsoft Office and Microsoft Office related News
Also Outlook FAQ, How To's, Downloads and more...

Questions of the month:
-Color Code Your E-Mail Advanced
-Add Sound To Your E-mail

Subscribe to the newsletter to receive news and tips & tricks in your
mailbox!
www.sparnaaij.net
 
G

Guest

Our office processes consist of numerous tasks. One
example - If a new client is added, I would like to have a
letter sent immediately, a thank you letter sent to the
referral source, a transfer spreadsheet updated, a welcome
packet sent out, etc. Currently we use checklists but I
would like to have our contact management solution
automate our tasks.
 
R

Roady

Where does the information workflow start? With an unformatted e-mail
(meaning a letter sent by the new client and not by a webform or template)
or within a database? If within a database or by hand adding the client into
the database you can start the workflow with a trigger on the creation of a
new record. Either way; Outlook isn't involved in this except from the
sending part but just could be any MAPI complient mailclient.

--
Roady
www.sparnaaij.net
Microsoft Office and Microsoft Office related News
Also Outlook FAQ, How To's, Downloads and more...

Questions of the month:
-Color Code Your E-Mail Advanced
-Add Sound To Your E-mail

Subscribe to the newsletter to receive news and tips & tricks in your
mailbox!
www.sparnaaij.net

-----
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top