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MacroToolkit

Excel Addin for automating excel based processes

I developed this addin for excel when I couldn't find an existing solution to a core need within our finance world: an addin which can be calibrated to automate steps within a file. At its core, the addin can be set up with specified parameters to:

  • Pull in files, search for data from emails, download files from URLs
  • Transform data
  • Output results in files, draft or send emails with preset bodies, tables, and attachments

Additional features that need adding but I haven't successfully built or had time to explore:

  • SQL data input
  • Power point output
  • Power point manipulation (eg. copy slide x from pack A to pack B)

Using the code requires a few standard sheets in the XLAM file (MACRO sheet for inputing action steps & Macro Parameters sheet with some key components). I'll upload these once I figure out how.

I'm happy for suggestions and inputs to improve the quality of the code or add additional features.

installation guide: https://github.com/Goldilocs/MacroToolkit/blob/main/Installation%20Guide.md

using the toolkit guide: (to be added)

video of toolkit used for active use case: (to be added)

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