Creating a recurring email message in Windows Outlook 2016

The Situation

At my day job, there's an email I need to send every week. Same subject, same message. The recipients stay mostly the same, though sometimes there are changes in the lineup.

I don't want to have to manually create this email every week. I want the computer to do what computers are supposed to do: remember and do stuff for me so I don't have to remember and do it.

We use Outlook 2016 on Windows 10. Outlook lets you create recurring appointments, recurring reminders, and recurring tasks — but not recurring emails. Fair enough. The other recurrences only bother you, but sending recurring emails can bother lots of other people.

Because our workstations are locked down, I cannot easily install any macro or automation software that could help me with this situation.

Two Solutions

So here are two solutions I cooked up using just the tools available to me from Windows 10.

The first one made me feel like the Professor on Gilligan's Island creating a catapult from bamboo and coconuts. The second one is plainer but gets the job done.

Neither of these are exhaustively tested or vetted procedures, so use at your own risk.

Solution 1: Fully automated

1. Create a contact group

Create a contact group in Outlook containing the message's recipients. Let's call it Recurring email group.

If the recipients list changes in future, then you only need to add or drop names in this group and nowhere else. The email template we create next will still work fine.

2. Create an email template

Microsoft describes the procedure in more detail, but here's the short version.

  1. Create an Outlook email with the text of the recurring message and the subject line.
  2. In the To: field, enter Recurring email group.
  3. If you usually include a signature in your emails, then do not include it in this template. Outlook will add the signature automatically when the new email is created.
  4. Save the email as an outlook template file (*.oft). For the purposes of this exercise, let's call it Recurring email template.oft.

By default, templates are saved to C:UsersusernameAppDataRoamingMicrosoftTemplates.

You can specify a different path but it's easier to just accept the default; if you specify a different path, make a note to yourself of the file's location because you will need the file path in the next step.

3. Create a batch file

I couldn't believe this is what I had to resort to, but it was. God bless batch files. Still incredibly useful little tools.

  1. Open Notepad (do not use Wordpad or Microsoft Word, use Notepad).
  2. Add the following lines to the batch file:
@echo off 

cd C:UsersusernameAppDataRoamingMicrosoftTemplates 

start "C:Program Files (x86)Microsoft OfficerootOffice16OUTLOOK.EXE" "Recurring email template.oft" 

There are many ways you could write the batch file; for example, I could have entered qualified paths to both the .exe and the .otl. In this case, I did what made sense to me to do.

Save the batch file to a folder on your hard disk. An obvious place is your C:Usersusername directory, but anywhere will do. Again, remember where you saved it because you need it for the next step.

Before you go any further, double-click the batch file and make sure it works as intended (a new email is created with the contents of the template file).

4. Create a recurring task in the Task Scheduler

Here's where our elaborate little Rube Goldberg contraption1 comes together.

  1. From the Start menu, open Windows Administrative Tools>Task Scheduler. (If you don't see an icon for the app, then try some of these methods to open it.) The Task Scheduler sports a most horrific UI. Fortunately, we won't be here for long.
  2. In the right panel, under Actions, create a Basic task.
    1. The trigger is the time you want to send the email, such as every Friday at 11 a.m.
    2. The action is to run the batch file. Navigate to the batch file and select it.

You can search Google or YouTube for more help on the Windows Task Scheduler.

5. You're done!

Now, every Friday at 11 am, the Task Scheduler will fire off the batch file, which calls Outlook to open the template file, and a new email will open up — ready to go — for you to review and send.

6. But just in case…

There are lots of moving parts to this contraption. Glitches happen and a component may not fire off correctly.

So, set a reminder in your calendar for an hour or so after the email is supposed to be created, something obvious like "WAS THE EMAIL CREATED??".

Aside: What methods didn't work

  1. Getting Task Scheduler to simply open the template file. The Scheduler wants either a program or script; specifying the .oft file is not enough, even though the file is associated to Outlook.
  2. The Task Scheduler would not accept a qualified path to outlook2016.exe (which took a while to find, BTW) with the .oft path as an option.

It was when these two obvious ways did not work that I hit on the batch file method.

Solution 2: Manual but maybe more foolproof

  1. Create the contact group, as above.
  2. Create the email template file, as above. Open up a File Explorer window so you can see the .oft file you created.
  3. In your Outlook folder hierarchy, create a new folder called "Templates" or something equally brilliant.
  4. Drag the .oft file from the File Explorer window to the "Templates" folder in Outlook.
  5. Set a task reminder or calendar reminder for the date and time you want to send the email.
  6. When the reminder fires off on the date and time you selected, go to the Outlook "Templates" folder and double-click the email template. A new email will open up with the template's contact group, subject, and message you specified.

The second solution is more manual, but also less prone to gremlins in the system. Outlook task and calendar reminders always perform solidly.

We just spent hours to save minutes. You're welcome.

  1. Search YouTube for "mouse trap game." I was amazed at how many videos there are. Not just of the board game contraption, but many animations recreating the action of the trap. ↩︎

Avoid The “Just One More Thing” Impulse

I have been posting a business/productivity/mastermindish type article every Sunday on LinkedIn for a few weeks now. 

Usually, I take a post or part of a post I’ve published here first, revise it, clean it up, and post it. 

The “Columbo” post is from an idea I read somewhere on Mark Forster’s site, though I cannot now find the reference. I put a structure around it, added the Columbo references, a dash of 3 Principles, and there it was.

I had wanted to present this video compilation of Columbo’s “just one more thing” tactic, but the studios restricted the video’s playback to YouTube only. Shame.

So the only video I could really link to that worked with my article was the following short (under 10 seconds) video illustrating what you need to do when you hear that “just one more thing” gremlin in your ear.

 

 

Outage breaks posting streak! (The March 27 post)

Frontier DSL experienced a mass outage in Durham, NC, last night, before I was able to make yesterday’s post.

I refuse to tap out a token post on my iPhone SE, so I let it go. Thus was my streak of daily posts — started last Christmas day — ended. Boo-hoo.

In retaliation, I will post twice today. This post will count as my March 27 post; the next one will be the March 28 post.

The DSL was still down this morning and may not come back till sometime tomorrow, if then. So I may draft another quickie post and schedule it for tomorrow, just in case.

(I’m using The Man’s internet till then.)

Jacques Barzun on True Work

I cannot remember where I got this quote, but it impressed itself on me so much that I had it posted in my office cubicles for years, on my old Google blog site, and on my old Tumblr site. I love it so much I want to post it again.

True Work is that which occupies the mind and the heart, as well as the hands. It has a beginning and an ending. It is the overcoming of difficulties one thinks important for the sake of results one thinks valuable.

— Jacques Barzun

AI’s intelligence and stupidity in one photo stitch fail | Engadget

A Google panorama photo fail from a Reddit user has again shown how good AI can be at weirdly specific tasks and how bad it is at seeing, well, the big picture.

My friend Bob told me about Google Photos’ capability to automatically stitch together a sequential series of photos into a panorama shot with mostly good results. 

Googling that capability surfaced this amazing photo created by Google’s auto-stitching algorithms. The article shows the series of photos that were stitched together to make that awesome panorama.

Bob told me of another way to abuse the auto-stitch feature. A friend of his was around when someone was photographing groupings of their friends in sequence to create a panorama. “Wait,” the friend said. He then inserted himself into each group of people that were part of the series. They were puzzled as to why he was pushing himself into every photo.

When the shots were stitched together into a panorama, it looked as if there were six clones of the friend hanging out with his/their friends, with each clone in a different pose: laughing, talking, looking at the sky. Brilliant!

Shook | Austin Kleon

A bomb exploded in my neighborhood last night on a sidewalk I walk every morning with my wife and two sons. We’re all okay. The boys are oblivious, thankfully, but my wife and I are a little shook. I wanted to get down a couple thoughts…

Writer-who-draws Austin Kleon lives in a neighborhood where one of the Austin bomber’s devices exploded. He shares a bit of the panic and anxiety he felt about his family, and where to find the best information in an emergency. 

Forget breaking news and even neighborhood listservs. The best information was via the official Twitter feeds of the police and EMS departments.

I also admire his taking of the long view; some information is always there, ready for the taking.

What Exactly Does a Librarian Do? Everything. | Literary Hub

Lots of different types of library work happens everywhere—new jobs crop up daily, thanks to evolving tech and shifting community needs—but there are some standard positions that remain eternal.

Kristen Arnett begins a new bimonthly column on the job that never earns enough to pay back the student loans. It has the punchy humor and wry tone that I associate with literary humor (that’s an observation, not a criticism!).

Because I got my master’s at a library school, I have a soft spot in my heart for librarians. Those who love it, really love it. The young folks coming in to the field are energetic, imaginative, and really pushing the limits of what the local public library can offer. Public service is what it’s all about for them.

If I recall correctly, at the time I was in school (2006-2011) the undergrads were overwhelmingly “library science” whereas the graduate students overwhelmingly “information science.” This was trending to an overproduction of information science faculty nationwide, leading some commentators to wonder who was going to teach the students interested in brick-and-mortar institutions? Most librarians get a Ph.D. to qualify to lead a research library or similar institution, they don’t always come back to teach.

The Portlandia Effect: How Did the Show Change Portland?

After hundreds of voters weighed in, the results came back. Old Portland died on January 21, 2011 — the day Portlandia debuted.

The end of Portlandia is time to look back on a show that opened the door to a type of hipster humor that felt young and fresh until its moment, like all moments, passed.

The Vulture’s article on the death of Old Portland at the hands of Portlandia reminded me of similar stories, particularly how the villagers of Port Isaac are fed up with the Doc Martin series filming in their village

Are the shows really to blame? Austin has long had a hip reputation and old-timers lament the passing of landmarks, but I can’t recall any TV shows set there. Our little town of Durham is growing by leaps and bounds yet there’s no TV show fueling that. Maybe Old Portland would have changed even without the attention the show brought to it. 

But there is such a thing as “buzz”; downtown Durham has it for better and worse, and we visited Portland based on watching Portlandia. The buzz will die away eventually, it has its moment, as humor does. In the meantime? Suffer the tourists and techno-nomads, perhaps, or search out the next Portland or Austin or Durham and stake your claim. More fun to create your own scene than hang out at someone else’s.

Hold On to the Badge

This is a rather silly little hack but when I do it, it solves lots of little problems. 

The situation: 

  • At my workplace, our badges have a chip to unlock the secure doors. 
  • The badge also logs me in to my computer. After inserting the badge into the computer, I enter a PIN and wait a minute or two or three for the login process to finish and Windows to boot up. Once booted, I can pull out the badge. 
  • People forget about their badges and leave them in their computers. This is such a frequent occurrence that a big window will pop up on the screen after 20 minutes or so if the badge is still inserted. 
  • But by the time that window pops up, you have walked out of the locked office area to the bathroom or to get coffee. Returning to the locked door you  realize you left your card in the computer. You are locked out. Much knocking and embarrassed, hushed “thank-yous” follow.  

So, what to do? Here’s what I tried:

  • I printed out signs with big red letters screaming BADGE!!! Within days, I’d stopped seeing them. 
  • I moved the signs to places where I’d be sure to see them when standing up or exiting my cube. I walked past them as if they weren’t there. 
  • What worked sometimes was simply to sit at the computer while it booted up but…is that boring or what? I would get impatient and walk away, promising myself I’d remember to retrieve my badge but usually I forgot. 

As I’ve learned from Mark Forster‘s books and blogs over the years, the first step in plugging a leaky process or system is to not take the failures personally. This is not about correcting perceived character flaws. I didn’t fail, my system failed. Failing provides information I can use to tweak my system so it will work with me and not against me.

As I daydreamed about what would help the situation, I remembered a detail from Thomas Limoncelli’s time management book. He mentioned that he kept his badge in his hand as he took off his coat because if he ever set it on a desk or shelf, he’d forget he’d done so and walk off without it.  

Hmm. Maybe instead of reminding myself to retrieve the badge, the simpler solution would be to never let the badge leave my hand. 

The following system is what has worked best: After I insert the badge into the computer and enter my PIN, I put my fingers on the badge and I wait for the computer to boot up. After I’m logged in, I whip out the badge, put it into my badge holder, and go about my business.

No need for signs or reminders, no forgetting the badge, no embarrassed knocks on a locked door. It’s a pretty leakproof system.

I can’t explain why keeping my hand on the badge and waiting works for me while leaning back in my chair and waiting does not. Perhaps the simple act of holding the badge is enough to engage body and mind. I’m actively rather than passively waiting. 

Also, waiting that minute or so teaches me that the pain of boredom is imaginary. Just ignore that feeling and wait, if waiting is what needs to be done.