Hi there, is it a way to generate an e-mail that includes the text I show beneath? When it is less den 90 days until renewal, I want to send out an e-mail to the person in charge of the customer about the renewal terms.
Send an automatic e-mail based on due date.xlsx | ||||||||||||||||||||
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A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | |||
1 | 5/17/2021 | |||||||||||||||||||
2 | General terms | % | Special terms | Customer | Due date | Time until due | Transport | D&O | Cyber | Crime | Art | Name in charge | ||||||||
3 | Transport | 4,50% | 5,00% | Example 1 | 9/1/21 | 107 | 4,50% | 3,50% | 5,00% | |||||||||||
4 | D&O | 3,50% | 5,00% | Example 2 | 11/30/21 | 197 | 5,00% | 3,50% | ||||||||||||
5 | Cyber | 3,50% | 5,00% | Example 3 | 7/1/21 | 45 | 4,50% | 5,00% | John | John@test.com | ||||||||||
6 | Crime | 3,50% | 5,00% | Example 4 | 8/25/21 | 100 | 5,00% | 5,00% | ||||||||||||
7 | Art | 3,50% | 5,00% | Example 5 | 6/1/21 | 15 | 4,50% | 3,50% | 5,00% | Jane | Jane@test.com | |||||||||
8 | Example 6 | 7/30/21 | 74 | 5,00% | 3,50% | Jason | jason@test.com | |||||||||||||
9 | Example 7 | 7/1/21 | 45 | 4,50% | 5,00% | Lydia | Lydia@test.com | |||||||||||||
10 | Example 8 | 8/1/21 | 76 | 5,00% | 5,00% | Ellen | Ellen@test.com | |||||||||||||
11 | Example 9 | 8/1/21 | 76 | 3,50% | ||||||||||||||||
12 | Example 10 | 8/1/21 | 76 | 3,50% | ||||||||||||||||
13 | ||||||||||||||||||||
14 | ||||||||||||||||||||
15 | Email Subject | Renewal | ||||||||||||||||||
16 | Email Body | Dear… it is soon time for renewal for X customer. The following standard terms of renewal is: Transport : 4,5% D&O: 3,5% Crime: 5% Please let me know if they will be renewing under these terms. Thank you! Sincerely X | ||||||||||||||||||
17 | ||||||||||||||||||||
All products |
Cell Formulas | ||
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Range | Formula | |
A1 | A1 | =TODAY() |
I3,I9,I7,I5 | I3 | =$B$3 |
L3,L10,L6:L7 | L3 | =$C$6 |
J3,J7 | J3 | =$B$4 |
J4,J10,J6,J8 | J4 | =$C$4 |
M4,M8 | M4 | =$B$7 |
K5,K9 | K5 | =$C$5 |
H3:H12 | H3 | =G3-$A$1 |
J11 | J11 | =B4 |
J12 | J12 | =B4 |
Cells with Data Validation | ||
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Cell | Allow | Criteria |
E3:E12 | List | =$A$9:$A$11 |