Does anyone know how to automate repetitive tasks in windows/excel/outlook?

Question

what i want to do particularly is:
1. at 2am open excel document, and refresh data, save document
2. open outlook, and either attach document, or cut/paste info from above
3. email to my manager, so he has the info in his email when he gets to work in the morning.
4. do this once a week.
5. thanks!

Answer 1

Hey cramerisajerk -

I don't think the others actually understand what you are trying to do. For starters, schedule a weekly task using just macros.

Note that 1) you can write an Excel macro to run when you open a document 2) You can email Excel spreadsheets without leaving Excel.

So, following this strategy, you may be able to simply instruct the task scheduler to open your document once a week.

Getting started with Excel Macros:
http://en.wikipedia.org/wiki/Visual_Basic_for_Applications

It might also be possible to use the new Windows PowerShell in conjunction with the XP task manager to accomplish what you want.

Where to get the release candidate for PowerShell:
http://www.microsoft.com/downloads/details.aspx?FamilyId=B4720B00-9A66-430F-BD56-EC48BFCA154F&displaylang=en

How to schedule tasks:
http://support.microsoft.com/default.aspx?scid=kb;en-us;308569&sd=tech

The reason why you might need PowerShell is that the task scheduler only executes a single program at a time. With PowerShell, it may be possible to combine your Excel and Outlook activities.

I don't know why malung786 thinks you need an Access macro...

Answer 2

Create a macro in your perspective program. Then save that macro and add it to your Scheduled Tasks to set the time for it to run. That can be found by clicking start, programs, accessories, system tools, scheduled tasks. How you make the macro depends on which program you're using. For instance: in Excel, click Tools, then Macro then record macro and do EXACTLY what you want to do, IN THE ORDER that you want it done. Then stop the recording. Save it.

Looks like I saved you $215 an hour ;)

Answer 3

Try MacroExpress - I swear by it, and it is shareware so you won't have to pay 215$.

http://www.macros.com/

Answer 4

you can do that using excel and access macros.

Answer 5

Yes I do know how - that's why I'm paid $215 an hour.