r/Outlook•
GoRedBad

Automating Outlook tasks - possible without additional software?

At my office, we have a daily task where we have to open upcoming appointments for the directors and paste a link to the relevant digital file on the shared drive into the Outlook event. This is done by hand and is extremely tedious. It’s also easy to duplicate work, as Outlook events are often moved between diaries or shifted in time.

As the title of each event begins with the customer account number - eg JP7687Y22 - and the digital file also begins with this number, I thought it might not be too difficult to automate this process. Have Outlook (or indeed windows) generate the hyperlink to the file automatically when it detects appointments that use that account number format (as opposed to, say, dental appointments or lunch dates).

Now, I have some limited experience programming in Java, and lately Python, but as yet I haven’t finished working through my copy of “Automate the boring stuff”. Besides we don’t have Python on our PCs, nor are management likely to authorise it, since they are paranoid about anything they don’t understand being installed on the networked PCs.

However, it strikes me as an obvious feature to have in Office or Windows – some way to make simple scripts that will automate the process - and my prior experience is likely to make learning it fairly straightforward. Is anyone aware where I might start?

I’m not looking for anyone to do the work for me, just a pointer towards the appropriate tool or resource. Thank you.

Posted Jan 10, 2019, 10:02 AM UTC

11
plawdonerite•

In Outlook 2013, there's a "Visual Basic" (VBA) button for writing such code. It's under the Developer tab (which you may have to enable in "customize the ribbon")

VBA is a bit of a pain to work with. The APIs for the Office suite used to be poorly documented, at least when I last messed with VBA 5 years ago. It was enough of a learning curve that I never really took the dive just to automate the handling of a couple emails.

2