Outlook automation

  • Thread starter Thread starter Tom
  • Start date Start date
T

Tom

I am looking for a way to automate our office processes in
Outlook similar to Goldime automation. Does anyone know of
an addin or vendor that can provide this solution.
 
Please specify what you are trying to automate.
Ever looked at the combination of SharePoint Services, Exchange and Outlook
form creation?

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Roady
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Our office processes consist of numerous tasks. One
example - If a new client is added, I would like to have a
letter sent immediately, a thank you letter sent to the
referral source, a transfer spreadsheet updated, a welcome
packet sent out, etc. Currently we use checklists but I
would like to have our contact management solution
automate our tasks.
 
Where does the information workflow start? With an unformatted e-mail
(meaning a letter sent by the new client and not by a webform or template)
or within a database? If within a database or by hand adding the client into
the database you can start the workflow with a trigger on the creation of a
new record. Either way; Outlook isn't involved in this except from the
sending part but just could be any MAPI complient mailclient.

--
Roady
www.sparnaaij.net
Microsoft Office and Microsoft Office related News
Also Outlook FAQ, How To's, Downloads and more...

Questions of the month:
-Color Code Your E-Mail Advanced
-Add Sound To Your E-mail

Subscribe to the newsletter to receive news and tips & tricks in your
mailbox!
www.sparnaaij.net

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