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We receive e mails on Outlook. We now manually transfer each mail in 2 steps to .doc format. And number them chronologically. All attachments like excel and .pdf are saved with suffixes like A,B C etc. Each mail goes to the customer/general file which is numbered in 4 digits. There there is a sub folder created for what we required. There is one folder for Financial year; another for all addresses; a third for customer registrations and so on. Within FY folers there are again separe folders for each enquiry we get. The folders are numbered sequentially like 1,2,34,4,5 etc. The folder naming is specified with 5 specific data so that by reading the same you know what is inside it. Inside we arrange everything sequentially beginning with 1. We write EMR for email received , EMS for E mail sent, Order for orders placed. WE have a specific format for each of these 5 types of papers that we generate. There are three types of format that is common. One is word, then excel and the third is .pdf. As each item comes they get numbered. WE need to transfer al mails to our server system. Also these mails must be parallelly saved in Director INBOX where the same filing system works so that the same mail go on. We have 7 computers working parallelly with the same e mail id. So any one person saving will automatically delete the mails from all the computers. There should be no mails in the inbox of any computer. Everybody needs to access the mails from the server and push it back there. So this is one step. All we want is based on Microsoft software only. No cloud. No software which binds us to a person or entity. We need to develop a professional website, mailer system with clear demacration as to whom to go , region wise etc; software to do costing and pull prices from pricelists and prepare offers etc. These are additional works. WE need a person who can do these jobs with us. It is a long terms opportunity and not a one stop job.
Project ID: 40555468
18 proposals
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Active 7 days ago
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18 freelancers are bidding on average ₹19,356 INR for this job

We can automate your Outlook-to-server filing with strict folder naming and numbering so every incoming email is saved in both the local document flow and the Director INBOX instantly, with attachments split and suffixed (A, B, C…). Using only Microsoft stack (Outlook + Microsoft 365/Graph where available, otherwise Outlook add-in/VBA + Windows Task Scheduler + File System APIs), the workflow will: (1) parse subject/body to extract the 5 naming fields, (2) create FY/customer/enquiry subfolders sequentially (1,2,3… not 1,2,34 issues), (3) generate EMR/EMS/Order documents in your three supported formats (Word/Excel/PDF) with per-type templates, and (4) ensure mail removal from every PC by centralizing state on the server mailbox so no inbox remains. For the website and mailer system, we’ll build a region-wise routing UI and connect a costing/offers module that pulls prices from your pricelists and outputs consistent offers. Where to optimize first is guided by Calmly, what primary business outcome should improve first: faster filing accuracy, reduced manual effort, or the offer/pricing turnaround time?. Next step: confirm your folder schema rules and the exact 5 data fields format.
₹31,000 INR in 21 days
5.9
5.9

Your email workflow will collapse when multiple users delete the same message before it's properly archived. This creates data loss risk and breaks your audit trail. Quick questions - are you running Exchange Server or just shared IMAP access? And what's your current server OS - Windows Server with SMB shares or something else? Here is the architectural approach: - C# + OUTLOOK COM API: Build a Windows service that monitors incoming mail, auto-saves to .doc/.pdf with your naming convention (EMR/EMS prefix + 4-digit customer code), extracts attachments with A/B/C suffixes, and files into your FY folder structure before archiving the original email. - DATABASE MANAGEMENT: Create a SQL Server Express database (free, no licensing trap) to track every email, attachment, folder path, and timestamp so you can search/audit without digging through folders. - WEBSITE DEVELOPMENT: Build an ASP.NET Core intranet portal where your team accesses archived emails from the server, generates costing sheets by pulling Excel price lists, and routes inquiries by region without touching Outlook inboxes. I've built similar document management systems for 2 manufacturing clients who needed zero-cloud, Windows-only automation with multi-user access. Let's schedule a 30-minute call to map your exact folder logic and server setup before we start coding.
₹22,500 INR in 7 days
5.6
5.6

Hi, I can help automate your Outlook email filing workflow and build a Microsoft-based internal system that saves emails, attachments, numbering, folders, and document formats consistently on your server. The best solution is to first study your current manual process, folder naming rules, 4-digit customer/general file structure, FY/enquiry folders, document numbering logic, EMR/EMS/Order formats, attachment suffix rules, and multi-computer Outlook setup. Then I can design an automation using Microsoft-compatible tools such as Outlook VBA/VSTO, C#/.NET, Word/Excel automation, and server-based shared storage so emails are filed centrally and inbox handling remains controlled across all users. I’m comfortable with Microsoft Outlook automation, C#/.NET, Word/Excel document generation, PDF handling, shared server workflows, folder/file numbering logic, database management, and long-term business process automation. I can help with: * Outlook email-to-document automation * Attachment saving with A/B/C suffixes * Chronological numbering * Customer/general file folder creation * Director INBOX parallel filing * Server-based email document storage * Word/Excel/PDF format handling * Multi-user workflow control * Future website and mailer system * Costing/offer generation from price lists I’ll focus on a Microsoft-only, maintainable system that your team can use long term without dependency on external cloud tools. Best regards Ankit
₹12,500 INR in 2 days
3.6
3.6

I have carefully reviewed your offline data workflow and am fully prepared to automate your complete email-to-file filing system using Microsoft-native tools. I specialize in Microsoft Office architecture and desktop automation scripting, meaning I will build a secure, completely local VBA or desktop script solution that monitors your incoming Outlook emails, extracts and saves body content cleanly into your specified document structures, and appends the exact custom suffixes (A, B, C) to your PDF and Excel attachments. Furthermore, my script will completely automate your local file directory management—dynamically generating the 4-digit sequential folders, enforcing your strict 5-point folder naming criteria, and mirroring files across your network to ensure your 7 parallel local workstations stay perfectly synchronized with zero in-box leakage. I am committed to delivering an entirely offline, self-contained solution free of external cloud dependencies, and I look forward to establishing a long-term collaboration to support your operational workflow
₹20,000 INR in 4 days
2.0
2.0

Hello, Your project immediately caught my attention because I have experience building workflow automation systems that eliminate repetitive manual work while maintaining organized records and consistent document management. From your description, I understand that you are looking to automate the complete email filing process—from Outlook email handling and document numbering to attachment organization, folder creation, and centralized storage—using Microsoft-based technologies without relying on cloud services. I can help design a solution that: • Automates email processing and document numbering • Organizes attachments using your existing naming convention • Creates and maintains the required folder hierarchy automatically • Ensures all users work from a centralized location while preserving your existing filing workflow • Uses Microsoft technologies and is designed for long-term maintainability I also see that you are planning future developments such as your website, quotation/costing software, and additional workflow automation. I would be happy to work with you on these phases as well and build a scalable solution that grows with your business. I would appreciate the opportunity to discuss your current workflow in detail so I can recommend the most suitable Microsoft-based architecture before development begins. Looking forward to working with you. Best regards, Dhruv
₹12,500 INR in 7 days
1.8
1.8

Dear Client, I am interested in working with you on this long-term project. I have experience developing Microsoft-based business automation solutions involving Outlook, C#, Microsoft Word, Excel, databases, and document management systems. I understand your goal is to replace the current manual filing process with a secure, centralized system that remains entirely under your control without relying on third-party cloud services. I can help design a solution that automatically processes Outlook emails, assigns sequential document numbers, saves emails and attachments using your existing naming conventions, organizes them into the correct folder hierarchy on your server, and maintains synchronized access for all users across your seven computers. The solution will preserve your current workflow while eliminating duplicate manual work and ensuring every email is archived consistently and remains accessible from the server. Beyond the email management system, I can also assist with developing your professional website, region-based mailer system, quotation and costing software, price list integration, and other business applications as your requirements evolve. My focus is on building reliable, maintainable solutions with clear documentation and long-term support. I would be happy to discuss your existing workflow in detail and propose a phased implementation plan that minimizes disruption while modernizing your operations. Best regards, Eduard.
₹25,000 INR in 7 days
1.1
1.1

Hello, I hope you are doing well. I am an experienced C# & .NET Developer with over 5+ years of experience in developing web applications, REST APIs, and enterprise solutions. I have worked on projects involving Angular, C#, ASP.NET Core, Web API, SQL Server, Entity Framework, LINQ, TypeScript, JavaScript, Bootstrap, Git, and Azure. My expertise includes: ✔ Responsive UI Development using Angular ✔ REST API Development & Integration ✔ Database Design and SQL Optimization ✔ CRUD Operations & Business Logic Implementation ✔ Bug Fixing and Performance Optimization ✔ Authentication & Authorization ✔ Deployment and Maintenance Support I always focus on writing clean, scalable, and maintainable code while ensuring timely delivery and clear communication throughout the project. I would be happy to discuss your requirements in detail and suggest the best possible solution for your project. Looking forward to hearing from you. Best Regards, Krishna Bhagwat
₹12,500 INR in 2 days
0.8
0.8

Hello, I hope you're doing well. I've handled several Microsoft-based mail automation and document-workflow projects for Outlook and server storage, working with Word and Excel formats. For example, I built an Outlook add-in in C# using Exchange Web Services to export messages to .doc, save attachments with A/B/C suffixes, and centralize files to SQL Server while supporting multiple clients. I'd start by mapping your folder naming rules, then prototype an Outlook add-in plus a Windows service using C# and OpenXML for Word/Excel, and test concurrent access across seven PCs. Could we hop on a short call to confirm the five naming fields, the FY folder rules, and the Director INBOX behavior? Thank you, Alpeshbhai M.
₹25,000 INR in 62 days
0.5
0.5

What a PROJECT!! This task sounds straightforward on the surface, but the real challenge is automating the complex email management and website creation process while maintaining a strict Microsoft software-only environment. I've built this kind of thing before. Here's what I'll deliver: - Automated transfer of emails to .doc format with attachments - Organized filing system with specific folder structures - Efficient email management across 7 parallel computers - Professional website development with clear demarcations Turnaround: 6 weeks for the initial milestone. One question before I start: How do you envision handling email synchronization across the 7 computers to ensure no duplicates or lost emails? That'll help me avoid rework and scope the first milestone correctly. Ready to get started whenever you are.
₹18,750 INR in 7 days
0.0
0.0

Hi there, I have extensive experience in automating Microsoft-based workflows, including Outlook integration, server-side document filing, and building robust, internal-only business systems. I understand your need for a stable, "no-cloud" solution that allows 7 computers to access a unified, automated filing system without manual conflict. My approach focuses on creating a reliable C# or VBA-based automation that handles the chronological numbering, sub-folder distribution, and consistent naming conventions you described. I am looking for long-term collaborations and can certainly assist with the additional requirements for website development and cost-calculation tools. Are you currently using a local Windows Server or an on-premises Exchange setup for your network? I’m ready to discuss the architecture immediately. Best regards, Jagsimranjit Singh
₹20,000 INR in 7 days
0.0
0.0

GIVE ME A MOMENT TO SHOW YOU WHAT SETS ME APART. I recently worked on streamlining email management and website creation processes for a client, automating email transfers, file organization, and attachment categorization to enhance efficiency. We have experience in optimizing email workflows and developing customized filing structures tailored to your specific needs. Our solutions will ensure seamless email management and streamlined website creation. SUCCESS ISN’T JUST ABOUT EXECUTION—IT’S ABOUT MAKING THE RIGHT DECISIONS BEFORE THE WORK STARTS. Regards, Nabeel Ismail
₹18,750 INR in 7 days
0.0
0.0

I understand the challenges you face with manual email management and document organization. To streamline your processes, I propose creating a custom Microsoft-based solution. By automating the transfer of emails to .doc format and organizing them into folders based on specific criteria, we can simplify your workflow. Additionally, I suggest setting up a central server to store all emails, ensuring synchronization across your 7 computers. This approach will eliminate the need for manual transfers and prevent duplicates. For the website and mailer system, we will develop a user-friendly interface with region-specific categorization and automated pricing tools. With my expertise in Microsoft software and commitment to efficient communication and reliable delivery, I aim to provide you with a tailored solution that meets your long-term needs. I offer a free consultation to discuss your vision further. What is your preferred timeline for implementing these improvements?
₹18,750 INR in 7 days
0.0
0.0

Give me one minute and I’ll show you exactly how I’d deliver this. I've gone through your job post and have a good understanding of what you're looking to achieve. I'd love to help you bring this to life and deliver something that truly meets your needs while making the entire process smooth and stress-free. We recently assisted a client in a similar category, ensuring a positive outcome. We will help you streamline your email management and website creation, ensuring efficiency, organization, and seamless communication. I care about getting things right and making the process simple, reliable, and aligned with your goals from start to finish. Your emphasis on a clean and professional filing system aligns with our expertise in efficient document management solutions. With my background in developing customized software solutions, I am well-equipped to tackle your project requirements effectively. I'd love to chat about your project and see if we're a good fit. Feel free to reach out for a free consultation and even if we don't work together, you'll walk away with practical advice and valuable insights that you can use moving forward. Regards, Enrique.
₹18,750 INR in 7 days
0.0
0.0

I have a feeling most proposals you're receiving look exactly the same. This isn't one of them. I understand the need for seamless, integrated email management and website creation. Your requirement for a clean, professional, and user-friendly system aligns with my expertise in automating processes and creating user-friendly interfaces. While I'm new to Freelancer, I've spent years delivering quality work on time. My skills include email automation, document management, and website development. If you're looking for someone who thinks beyond the brief, I'd welcome the opportunity to chat. Regards, Warrick Van Eeden
₹16,900 INR in 7 days
0.0
0.0

I recently assisted a client in automating email management and website creation, achieving seamless organization and efficiency. I specialize in Website Design and Development, Web Applications, and UI UX Design, focusing on clean, professional, and user-friendly solutions. Your project's detailed email filing system and server integration align perfectly with my expertise. I understand the importance of automating processes for enhanced productivity. I'd love to learn more about your vision and discuss how we can bring it to life. Regards, Isabella
₹18,000 INR in 7 days
0.0
0.0

Bhuj, India
Member since Jul 2, 2026
$8-15 AUD / hour
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₹12500-37500 INR
₹12500-37500 INR
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₹12500-37500 INR
₹1500-12500 INR
₹1500-12500 INR
$15-25 USD / hour
$30-250 USD
$2-8 USD / hour
₹1500-12500 INR
₹1500-12500 INR
$8-15 AUD / hour
₹100-400 INR / hour
$250-750 USD
$250-750 USD
$15-25 USD / hour
₹12500-37500 INR