Admin Simplified

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

Avoid mistakes

Documents are generated directly from Excel data, reducing manual error.

Save time and effort

Steps are handled by controlled processes rather than manual effort.

No new software

Runs entirely within Microsoft Office — no additional software, subscriptions, or installations required.

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
Accurate attachment matching

Project approach

Scope and approach are agreed upfront, with delivery tailored to your specific workflow. An initial refinement period is included to ensure everything runs as expected.

Developed and tested through 8 years of practical use in complex administrative workflows. Successfully used by a major funding provider at a leading Russell Group university, improving turnaround times and reducing stress for both staff and recipients.

It also helped present a more efficient, reliable service to stakeholders.

In comparable roles, this approach has removed over 12 working days of manual effort per year from a single process.

Next step

Describe the documents you need and share a small set of test data in Excel, a sample Word document, and the email message.