Monthly client reminder emails sent in minutes, not hours
An accountancy firm needed to remind clients every month to update their bank statements. Staff were sending these emails manually and often put them off. We built a simple Apps Script that reads a Google Sheet and sends personalised reminders via Gmail on a set schedule.
At a glance
Accountancy firm
Staff copying and pasting similar emails every month. Easy to miss clients or send reminders late.
Google Apps Script that reads a Sheet and sends personalised emails automatically on schedule.
Reminders sent on time automatically. Consistent messages. Staff can focus on client work.
Overview
Each month, this firm needed to remind clients to update their bank statements and records so accounts work could start on time. The reminders were important, but sending them by hand was repetitive and easy to delay.
The challenge
- Staff were copying and pasting similar emails every month.
- It was easy to miss clients or send reminders late.
- There was no simple way to see who had been emailed.
What we built
- A structured Google Sheet with one row per client and key fields like name, email and service type.
- A standard email template with light personalisation based on the data in each row.
- A Google Apps Script that runs once a month, pulls each row and sends a personalised email through Gmail or Google Workspace.
- Simple logging in the Sheet so the firm can see when the last reminder went out.
The impact
- Monthly reminder emails now go out on time with no manual sending.
- Every client gets a consistent, clear message.
- Staff have one less repetitive task to worry about and can focus on client work.
- The firm has a record of when reminders were sent for each client.
Tools used
- Google Sheets
- Google Apps Script
- Gmail / Google Workspace