u/princess_monomoke

Mass Email Automation for Individual Quality Dashboards Excel File
▲ 5 r/email+1 crossposts

Mass Email Automation for Individual Quality Dashboards Excel File

  • 177 (around 180) emails need to be sent (email automation) but for the demo I made it 4 people 
  • Each person has their own Individual Quality Dashboard
  • Each person should only receive their own dashboard and CANNOT view other dashboards for security and confidential purposes
  • The dashboards are all on an Excel sheet and controlled by a pivot table with a filter for each person. The filter allows users to choose which person’s dashboard/chart/scores they would like to take a look at.

I am using Excel, Power Automate, and Outlook to try and tackle this project. However, I am stuck with how Power Automate will filter through each doctor and only send their dashboard information in an email.

https://chatgpt.com/share/6a428a52-6fa4-83ea-882f-726549261f24 

Link to chatGPT idea for solution but I am so new with Excel I don't know how to implement this without step by step instructions.

[link to my Excel file](Demo.xlsx)

u/princess_monomoke — 7 days ago