Reading a spreadsheet and sending emails
This is the most common automation we build, because it’s the most common manual task in the small-business world.
You have a spreadsheet ‐ customers, invoices, bookings, members, stock. Every week someone filters it, works out who to contact, and sends them an email. It takes an hour. It gets skipped when someone’s on holiday. It’s where typos and missed follow-ups live.
A Python script reads the spreadsheet, applies the same logic your colleague does, personalises the emails, and sends them ‐ at the same time every week, from the same address, without fail.
A real-world shape of this job:
- • Read
orders.xlsxfrom a shared drive or Google Sheets. - • Find rows where the invoice is more than 7 days overdue.
- • Send each customer a templated reminder using their name and the amount owed.
- • Update the sheet with “reminded” and the date.
- • Run automatically every Monday at 9am.