INTRODUCTION

Manual follow-up emails are time-consuming.

Goal: Automate payment reminders with personalization.

The process is divided into two steps:

1. Create personalized reminder images
2. Send them via email automatically

LIVE DEMONSTRATION

1. Step 1: Generate personalized reminders for each customer
2. Step 2: Send those reminders via email in one click

PROMPT - 1

1. I have an Excel file with 4 columns:
2. Customer Firm Amount Service
3. I want a Python script that generates a separate image for each customer with a personalized message.
4. The image should display:
5. A greeting like: "Dear [Customer]" (Customer name to be taken from the Excel file)
6. A message such as: "Your outstanding payments with our firm are listed below:"
7. A properly formatted table showing:
8. Firm | Service | Amount
9. A closing note like: "We kindly request you to clear the above dues at the earliest."
10. You can slightly rephrase the message to make it sound more professional if needed.

Important Points:

1. One image should be created per customer
2. If a customer has multiple entries (multiple firms/services), all their outstanding dues should appear together in one table
3. The table and message should look neat and properly aligned in the image
4. Save each image with the customer's name as the filename

File Paths:

1. My CSV File is located at:
2. C:\Users\Log-in\Desktop\OS
3. Name of File is: Customer.CSV
4. Image folder is: C:\Users\Log-in\Desktop\OS\Images
5. Please provide a clean and well-commented script for this.

PROMPT - 2

1. I have a folder in which images are named after customers
2. Images are located at:
3. C:\Users\Log-in\Desktop\OS\Images
4. I have a separate CSV File of Contact Details in which mail IDs are there – which is also attached above
5. CSV file of contact located at:
6. C:\Users\Log-in\Desktop\OS
7. Name of file is: MAIL_ID.csv
8. Now I want to send images to each customer through Mail ID
9. Please give me a script for that

GENERATING PERSONALIZED REMINDERS

1. Reads customer data from a spreadsheet
2. Creates an image for each customer
3. Includes name, firm, services, and pending amount
4. With a greeting and polite note
5. Saves all images to a folder

SENDING EMAILS

1. Uses a second file with customer email addresses
2. Matches names to the generated images
3. Sends emails with:
4. A Short Message
5. The image as an attachment
6. Sent securely through Gmail

AUTOMATING THE SCRIPT WITH TASK SCHEDULER

1. Script can be scheduled to run daily, weekly, or monthly
2. No need to manually open or run anything
3. Runs silently in the background
4. Ideal for consistent follow-ups without extra effort

ADVANTAGES

1. Saves time and effort
2. Eliminates manual errors
3. Professional and well-formatted reminders
4. Easily scalable for many customers