How to Send Excel File to Email Automatically (3 Suitable Methods)

Sometimes, you have to mail your Excel work to your project manager or other hierarchy. To go to Gmail and send the Excel is a long process. It is beneficial if we do this in the Excel worksheet. This article will cover all possible ways to send an Excel file to Email automatically. I hope you enjoy the whole article and gather some valuable knowledge.


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3 Easy Methods to Send Excel File to Email Automatically

To send an Excel file to Email automatically, we have found three fruitful methods through which you can easily send an Excel file to Email automatically. These methods are mainly based on VBA code and Excel commands.


1. Quick Access Toolbar to Send Excel File to Email Automatically

We can utilize the Quick Access Toolbar to send Excel files to email automatically. We have to enable Email by customizing Quick Access Toolbar before using it. By default, it remains unchecked. Using this method, you can send a single worksheet and the whole workbook as an Email body. That’s why this method is a very promising and effective one.


1.1 Send a Single Worksheet as an Email Body

You can send a single worksheet as an Email body. But you need to make a copy of the preferred worksheet. Then create a new workbook in Excel. After that, send it to our desired mail address. To do this you have to follow the following instruction.

Steps

  • First, you need to right-click on the sheet.
  • Here, we want to send Sheet1. So, right-click on Sheet1.
  • An options box will appear.
  • From there, select Move or Copy.

Utilizing Quick Access Toolbar to Send Excel File to Email

  • Move or Copy dialog box will appear.
  • In the To book section, select New book.
  • Check the Create a Copy option.
  • Finally, click on OK.

  • That will create a new workbook as Book2 that includes the selected worksheet.
  • Next, go to the Customize Quick Access Toolbar.
  • From there select Email.

  • There we have an Email icon just beside Customize Quick Access Toolbar.

  • Click on the Email icon.
  • A new window will pop up.
  • You will find an attachment that consists of just a single worksheet.
  • Write down the Email address in the To option box.

Utilizing Quick Access Toolbar to Send Excel File to Email

  • Finally, click on Send.

Utilizing Quick Access Toolbar to Send Excel File to Email


1.2 Send Whole Workbook as an Email Body

We can send the whole workbook as an Email body by utilizing Quick Access Toolbar. Most of the time, we need to send the whole workbook instead of some specific sheets. To do this follow the following instruction.

 Steps

  • First, go to the Customize Quick Access Toolbar.
  • From there select Email.

  • There we have an Email icon just beside Customize Quick Access Toolbar.

  • Click on the Email icon.
  • A new window will pop.
  • Write down the Email address in the To box.

Utilizing Quick Access Toolbar to Send Excel File to Email

  • There is a blank box that is the Email body. Here, you can write some details.

  • Finally, click on Send.

Utilizing Quick Access Toolbar to Send Excel File to Email

Read More: Macro to Send Email from Excel with Body (3 Useful Cases)


2. Utilizing Share Command to Send Excel File to Email

We can send an Excel file by Email by utilizing the share command. In this method, you send an Excel file as an attachment, PDF, or XPS.  Every way is equally useful and easy to use. To apply this method, follow the following steps.

Steps

  • First, go to the File tab in the ribbon.
  • Next select Share Command from there.

  • Now, Select Email from the Share section.

  • In the Email option, you will get different ways to send Excel files to Email.
  • We take the Send as Attachment option.

Utilizing Share Command to Send Excel File to Email

  • After clicking on this, a new window will pop up.
  • Write down the Email address where you want to send your Excel file.
  • Next, click on Send.

Utilizing Share Command to Send Excel File to Email

Read More: How to Share Excel File Online (2 Easy Methods)


Similar Readings


3. Embedding VBA to Send Excel File to Email Automatically

One of the most popular and effective ways to send an Excel File to Email is by utilizing VBA codes. VBA code basically provides you an overall system where you can change your dataset and just apply run to send Excel File to someone’s Email. To apply this, Follow the following instruction carefully.

Steps

  • First, open the Developer tab by pressing Alt+F11.
  • You can adjust the Developer tab in the ribbon by customizing the ribbon.
  • A Visual basic window will appear.

  • Next, go to the View tab.
  • Select Module from there.

  • A new Module window will pop up.
  • Next, write down the following code
Sub Email_From_Excel_Basic()

Dim email_app As Object
Dim email_item As Object

Set email_app = CreateObject("Outlook.Application")
Set email_item = email_app.CreateItem(0)

email_item.to = "[email protected]"
email_item.Subject = "Subject Line for Email"
email_item.Body = "The message for the email"

email_item.Display

Set email_item = Nothing
Set email_app = Nothing

End Sub
  • Now click on Run to apply this code.
  • A new window will appear.
  • Put your preferred Email address.

Embedding VBA to Send Excel File to Email Automatically

  • As our main purpose is to send the Excel file, so we need to attach an Excel file there.
  • Go to the Insert tab.
  • Next, select Attach File.

  • In the Attach File option, you will get several options that you have recently used.
  • Select your preferred Excel file.

  • It will appear above the Email body.
  • Now, click on Send.

Send Excel File to Email Automatically

Read More: Excel Macro to Send Email Automatically (3 Suitable Examples)


Conclusion

We have shown three different ways to send Excel files to email automatically. Here, two of them are based on Excel commands and the other is by using VBA code. All the processes are equally useful and easy to digest. If you have any questions, feel free to ask in the comment box, and don’t forget to visit our Exceldemy page.


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Durjoy Paul

Durjoy Paul

Hi there! I'm Durjoy. I have completed my graduation from the Bangladesh University of Engineering and Technology. I am working and doing research on Microsoft Excel and here I will be posting articles related to it.

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