Excel / Make.com Automation for Evaluation Tracking and Reminder Emails

Posted last week

Worldwide

Summary

I'm looking for someone experienced with Make.com, Excel (or Google Sheets), and workflow automation through Make.com to automate several recurring administrative tasks. I already have the Excel workbooks and formulas built. The reports are exported manually from our internal portal. The process generally works like this: - I export a report from our portal. - I copy and paste it into my Excel workbook. - The workbook formulas already identify the records that require action. What I would like to automate is everything that happens after I paste the data. The automation should include tasks such as: - Sending reminder emails for evaluations that are approaching expiry. - Sending reminder emails for students who are below the required number of evaluations. - Comparing attendance records with schedules and vacation/rotation information to identify unexplained absences, then sending follow-up emails requesting the reason for the absence. - Sending a few scheduled reminder emails during each academic block (for example requesting half-day back submissions or supervisor information for specific students based on their schedule). - Automatically updating simple student summary sheets using the latest imported data. The email templates already exist and will be provided. The objective is simply to eliminate repetitive manual work while keeping the existing process largely unchanged. I'm looking for a practical, cost-effective solution. This is a relatively small automation project, so I'm hoping to keep the implementation straightforward. Please include: - A brief description of how you would approach this. - Examples of similar workflow automations you have built. - Your estimated timeline. - Your fixed-price quote. This is a small project, but may lead to additional automation work in the future if we're a good fit.

  • $100.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Make.com
Microsoft Excel
Activity on this job
  • Proposals:50+
  • Last viewed by client:6 days ago
  • Interviewing:
    46
  • Invites sent:
    28
  • Unanswered invites:
    6
About the client
Member since Sep 13, 2024
  • CAN
    Toronto 9:48 PM
  • $200 total spent
    4 hires, 2 active

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