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)