Automating Emailing of PDF Reports from Excel Using ChatGPT and VBA Macro

TLDRLearn how to automate the process of sending PDF reports from Excel via email using ChatGPT and VBA macro. Create a VBA macro that saves the Excel tab as a PDF file, then configure it to send the PDF file to the specified email address with a custom subject. Finally, create a button in Excel to easily repeat the task.

Key insights

💡Automating repetitive tasks in Excel can save time and improve efficiency.

💻ChatGPT can be used to guide the process of creating VBA macros in Excel.

📧Sending emails directly from Excel can be accomplished using VBA macros.

📂VBA macros can be used to save Excel tabs as PDF files in the same folder as the Excel file.

🔘Creating a button in Excel allows for easy repetition of the task with customizations.

Q&A

Can I use a different email service instead of Outlook?

Yes, you can modify the VBA macro to use a different email service based on your requirements.

Can I send multiple reports at once?

Yes, by creating a button in Excel and updating the information in column B, you can send multiple reports with a click.

Is knowledge of VBA necessary to automate tasks in Excel?

Yes, basic knowledge of VBA is required to create and modify macros in Excel.

Can ChatGPT help in writing VBA macros?

Yes, ChatGPT can guide the process of creating VBA macros by providing step-by-step instructions.

Is it possible to customize the email message and subject?

Yes, you can customize the email message and subject by updating the corresponding cells in Excel.

Timestamped Summary

00:00The video demonstrates how to automate the process of sending PDF reports from Excel via email using ChatGPT and VBA macro.

01:50The code originally used Mail Envelope to send emails but was modified to use Outlook for emailing.

02:28ChatGPT is used to rewrite the code and use Outlook to send emails.

03:04A button is created in Excel to repeat the task with customized details such as email address and report.

04:26The automation saves time and is especially useful for sending multiple reports.