Use Case by CA Priya Seht:  Automating Bulk Email Sending with Excel Macro Using ChatGPT

Introduction:

An auditor always has a checklist of documents that he seeks from his auditees for assignments like internal audit, stock audit, statutory audit,etc.

Instead of writing the email manually to each of the team member and their corresponding seniors and then copying the checklist repeatedly, we can automate the process by using the power of AI.

Objective:

To create an Excel macro that automates the process of sending multiple personalized emails in bulk, reducing the need for manual copy-pasting the document checklist and saving valuable time.

Approach followed:

1. An excel sheet was maintained as per the following details (screenshot appended below):
4. Column A: Name → Contains recipient names.
5. Column B: Email → Contains recipient email addresses.
6. Column C: Company name → Contains the company names.

Column D: CC → Contains the person to be marked in carbon copy

1. A prompt was given to chatgpt to generate a macro for sending an automated email to the clients from the list prepared in the sheet. Each column was well defined in the prompt and the email text was also mentioned therein. It was further instructed to ensure that the relevant SMTP
2.  was configured as desired.

Execution Requirements:

a) Save the excel file after saving the macro as a Macro enabled file

b) Tweak the SMTP

 configuration as per your email id and passcode

Screenshot of successful run of the macro :