Debtor Report Email Automation

I work with recurring Excel debtor spreadsheets that hold two key columns of information: invoice details and customer contact info. Each file should be parsed automatically, turning raw rows into a detailed report that highlights who owes what, for how long, and any rolling totals or aging buckets that help me act quickly. Once an invoice passes its due date, the same workflow must fire off a polite but firm follow-up email using the customer’s stored address and the relevant invoice data. I’m open to VBA, Python, Power Query, Power Automate, or another reliable approach—whichever lets me click once and have both the analysis and the overdue notices handled without further manual work. Deliverables • A reusable script or macro that ingests fresh Excel debtor files, produces a detailed report, and saves or displays it in an easy-to-read format. • Automated email module that triggers only for overdue invoices, pulls the correct contact, attaches or embeds the invoice details, and logs what was sent. • A brief setup guide so I can adjust paths, credentials, or wording later. Acceptance criteria: the tool must run on my Windows 11 PC with Office 365, generate an accurate report that matches a manual check, and send a test batch of overdue notices to demonstrate end-to-end automation.

ID do Projeto: 40006630