In this article, we will show you how to automatically send email from Excel based on date. Simply follow the process below.
Are you in need of sending out recurring emails based on specific dates, perhaps for weekly updates or reminders of approaching deadlines?
While Gmail itself doesn't offer a built-in feature for setting expiration reminders, you can seamlessly integrate your Gmail account with Lido to automate the process of sending reminder emails with ease.
Here's how you can automate the process:
First things first, if you haven't already, sign up for a free Lido account at https://www.lido.app/go/signup. Lido serves as a dynamic spreadsheet tool that simplifies your workflow by combining spreadsheet data with email capabilities. To start automating your expiration reminder emails, input necessary information like recipients, expiration dates, and email content into Lido.
Once you've created your Lido file, transfer your data from Excel by copying and pasting it into Lido, then convert it into a table format. Each row in your table should correspond to a reminder email you plan to send. If recipients differ for each reminder, include their email addresses in your table. If recipients remain the same for all reminders, you can skip this step.
Sample data. Column C is optional; exclude it for consistent recipients in each email.
Select the range, right-click, and choose "Convert Table from Range."
Assign a name to your table and save it.
Now, let's create templates for the subject and body of your reminder emails.
Create templates using column names from your table as placeholders, indicated by the [@Column] syntax.
Establish email subject and body templates in a new worksheet:
Now, merge these templates with your table data to make the email content dynamic. Create two columns for the email Subject and Body, where we can use the STRINGTEMPLATE() formula within computed columns.
Place this formula in row 2 of the Subject column:
```=STRINGTEMPLATE(Sheet1!$B$1)```
In this scenario, Sheet1!$B$1 denotes the location of our subject email template. It's crucial to customize this according to your cell location; otherwise, the formula won't function correctly. Additionally, remember to anchor the cell reference with $ to ensure consistency across all rows. Following these steps, you'll have a subject column presenting varied expiration deadlines based on the values in column C.
Repeat the process for the email body. Create another computed column and apply the formula below, adjusting the cell references to align with your sheet:
```=STRINGTEMPLATE(Sheet1!$B$2)```
You'll end up with something like this:
Lido offers Action formulas, such as SENDGMAIL, which enable external data dispatch. However, these formulas require manual triggering.
Here's how to set up the SENDGMAIL formula:
=SENDGMAIL(sender, recipient, subject, body, [status_cell], [cc], [bcc], [attachments])
Here's our basic SENDGMAIL formula:
```=SENDGMAIL(<sender-credential>, B2, E2, F2)```
To display SENDGMAIL only when today's date matches the reminder send date, include an IF statement:
```=IF(TODAY() = send_date, SENDGMAIL(sender, recipient, subject, body))```
Here's how the formula works:
If today's date matches the send_date, display the SENDGMAIL formula; otherwise, display FALSE.
Generate a new Computed Column
Let's create a new computed column and input our formula below in row 2 (remember to adapt the formula for your data). Rename the column to "Send Reminder" by double-clicking on the header cell.
```=IF(TODAY() = C2, SENDGMAIL(<sender-credential>, B2, E2, F2))```
To send a test email, right-click on the SENDGMAIL formula and select "Run Action."
Automate the execution of the "Send Reminder" column by scheduling it to run daily at a preferred time. Click on the three-dot menu for the Send reminder column and select “Run column on a schedule”.
Input the scheduling parameters you would like, then click “Save.” Lido will automatically review pending reminder emails each day and dispatch them as needed.
With these steps, you've set up a dynamic system for sending expiration reminder emails, all seamlessly integrated with your Gmail account through Lido!
Ready to streamline your email reminders? Take the next step with Lido!
We hope that you now have a better understanding of how to automatically send emails from Excel based on date.
