Generate and send large cohorts of personalised documents accurately, with full visibility and control.

Send them via Outlook with confidence. The right attachment to the right person, every time.

Press run – then it’s done.

Avoid mistakes

Word documents are generated directly from Excel data.

Save time and effort

Steps are handled by controlled processes rather than manual effort.

No new software

Runs entirely within Microsoft Office, with no additional systems to install.

Excel data generating personalised Word documents and preparing Outlook emails with consistent attachments.

The problem

  • Copy and paste errors
  • Time spent on repetitive work
  • Risk of incorrect attachments
  • Constant checking under pressure

The solution

  • Automated find and replace
  • Data driven file naming
  • Controlled email distribution
  • Simple inclusion of attachments

Indicative pricing

Pricing is based on the number of personalised fields required in the Word document. This includes preparing the associated set up of the email message with attachments.

Next step

Describe the documents you need and share a sample email message.

Get in touch