Our approach

Generates and sends 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 — 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

Each solution is scoped around your document structure, data fields, volume, and email requirements. Scope, outputs, and timeline are agreed upfront. Work begins once scope is agreed and a deposit is received, with delivery following the agreed specification and a short refinement window after handover.

Developed and tested through 8 years of practical use in complex administrative workflows.

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.

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