Jacob Automation

@UCDff7EYCX7i1JYerlMVqjvw - 7K subscribers

Welcome to Excel VBA Automation! 🚀 With 11+ years of experience as a controller and VBA expert, I help businesses automate workflows, eliminate manual tasks, and boost productivity—using Excel, VBA, Python, SQL, and AI. 📌 On this channel, you’ll find: Practical Excel VBA tutorials Smart workflow automation tips Real-world solutions you can actually use Tools to help you work faster and smarter 🛠️ Need plug-and-play automation tools? Check out my digital product store on Etsy: 👉 www.etsy.com/shop/JacobAutomation 📲 Follow for more daily content: 📸 Instagram – @jacob.automation 🎥 TikTok – @jacob.automation 🔔 Subscribe to simplify your work and scale your output with automation.

Home Videos Live Playlists

Build a Scheduling & Calendar CRM in Excel VBA Complete CRM Series Part 7

Build a Scheduling & Calendar CRM in Excel VBA Complete CRM Series Part 7 Jacob Automation

176 views - 5 days ago

Search Your Entire CRM in 1 Second — Excel VBA Global Search

Search Your Entire CRM in 1 Second — Excel VBA Global Search Jacob Automation

159 views - 1 week ago

I Built an Inventory System in Excel That Emails Suppliers Automatically

I Built an Inventory System in Excel That Emails Suppliers Automatically Jacob Automation

288 views - 2 weeks ago

Excel Operations Center: Dashboard, Workload Tracking & KPI Cards

Excel Operations Center: Dashboard, Workload Tracking & KPI Cards Jacob Automation

139 views - 2 weeks ago

Build a Zapier Alternative in Excel + Python (Full Automation System)

Build a Zapier Alternative in Excel + Python (Full Automation System) Jacob Automation

56 views - 3 weeks ago

🚀 New CRM Alert: Members Get Free ClientOS Starting Now

🚀 New CRM Alert: Members Get Free ClientOS Starting Now Jacob Automation

3 weeks ago

Excel Task Manager With Priority Levels, Status Filters & KPI Dashboard

Excel Task Manager With Priority Levels, Status Filters & KPI Dashboard Jacob Automation

208 views - 3 weeks ago

Build a CRM Activity Timeline in Excel VBA Notes, Communication History & Client Tracking Part 3

Build a CRM Activity Timeline in Excel VBA Notes, Communication History & Client Tracking Part 3 Jacob Automation

167 views - 1 month ago

Automate Client Follow-Ups in Excel | No Third-Party Tools Needed

Automate Client Follow-Ups in Excel | No Third-Party Tools Needed Jacob Automation

239 views - 1 month ago

Build a Complete CRM System in Excel VBA (Part 1) | Modern Client & Service Manager

Build a Complete CRM System in Excel VBA (Part 1) | Modern Client & Service Manager Jacob Automation

815 views - 1 month ago

Duplicate Orders + Overselling? This Excel System Stops It

Duplicate Orders + Overselling? This Excel System Stops It Jacob Automation

230 views - 1 month ago

Excel Client Onboarding That Saves Hours Every Week

Excel Client Onboarding That Saves Hours Every Week Jacob Automation

196 views - 1 month ago

Filter Deals & Send Personalized Emails—Fully Automated

Filter Deals & Send Personalized Emails—Fully Automated Jacob Automation

201 views - 2 months ago

This Excel Sales Tracker Replaces Expensive CRM Tools

This Excel Sales Tracker Replaces Expensive CRM Tools Jacob Automation

298 views - 2 months ago

Stop Manually Updating Spreadsheets Do This Instead

Stop Manually Updating Spreadsheets Do This Instead Jacob Automation

436 views - 2 months ago

Excel Inventory System That Catches Low Stock Automatically

Excel Inventory System That Catches Low Stock Automatically Jacob Automation

396 views - 2 months ago

Excel Automation That Keeps Running When Everything Goes Wrong

Excel Automation That Keeps Running When Everything Goes Wrong Jacob Automation

346 views - 2 months ago

Link Invoices to Clients Automatically—No More Manual Work

Link Invoices to Clients Automatically—No More Manual Work Jacob Automation

261 views - 2 months ago

Stop Juggling Tools | Build This Instead

Stop Juggling Tools | Build This Instead Jacob Automation

372 views - 2 months ago

Stopped Doing Manual Invoices — Built This Excel System Instead

Stopped Doing Manual Invoices — Built This Excel System Instead Jacob Automation

562 views - 3 months ago

The Client Management System Excel Users Are Missing

The Client Management System Excel Users Are Missing Jacob Automation

279 views - 3 months ago

Say Goodbye to Manual Date Entry – Custom Excel Calendar

Say Goodbye to Manual Date Entry – Custom Excel Calendar Jacob Automation

365 views - 3 months ago

Excel Automation Engine: From Single Workflow to Scalable System

Excel Automation Engine: From Single Workflow to Scalable System Jacob Automation

254 views - 3 months ago

Turn Excel Into a Real Application with Live ListBoxes

Turn Excel Into a Real Application with Live ListBoxes Jacob Automation

206 views - 3 months ago

The Red Flag That Killed My $3,500 Automation Deal

The Red Flag That Killed My $3,500 Automation Deal Jacob Automation

88 views - 3 months ago

Excel Inventory System VBA: Build It From Scratch in 2026!

Excel Inventory System VBA: Build It From Scratch in 2026! Jacob Automation

2.1K views - 3 months ago

The Web App Every Service Business Owner Needs to See

The Web App Every Service Business Owner Needs to See Jacob Automation

264 views - 3 months ago

Excel VBA Project: Complete Workflow Automation from Scratch

Excel VBA Project: Complete Workflow Automation from Scratch Jacob Automation

494 views - 3 months ago

I Built an Invoice System That Saves 10+ Hours Weekly

I Built an Invoice System That Saves 10+ Hours Weekly Jacob Automation

444 views - 4 months ago

Send Bulk Emails from Excel to Gmail Without Outlook

Send Bulk Emails from Excel to Gmail Without Outlook Jacob Automation

384 views - 4 months ago

Scale Your Service Business With Automated Client Contracts

Scale Your Service Business With Automated Client Contracts Jacob Automation

223 views - 4 months ago

Generate 100 PDF Invoices in Seconds with Python

Generate 100 PDF Invoices in Seconds with Python Jacob Automation

325 views - 4 months ago

Excel VBA: Export Tables & Charts to HTML Automatically

Excel VBA: Export Tables & Charts to HTML Automatically Jacob Automation

168 views - 4 months ago

Excel CRM Built for Electrical Service Business (Upwork Project Walkthrough)

Excel CRM Built for Electrical Service Business (Upwork Project Walkthrough) Jacob Automation

632 views - 4 months ago

Build a Client Portal in Excel Free Starter Template

Build a Client Portal in Excel Free Starter Template Jacob Automation

684 views - 4 months ago

Merge Multiple Excel Files Automatically in Seconds

Merge Multiple Excel Files Automatically in Seconds Jacob Automation

181 views - 5 months ago

Merge Multiple Excel Files Automatically with Pandas

Merge Multiple Excel Files Automatically with Pandas Jacob Automation

151 views - 5 months ago

Fully Automate Gmail Emails from Excel (No Outlook Required)

Fully Automate Gmail Emails from Excel (No Outlook Required) Jacob Automation

398 views - 5 months ago

Excel Budget Tracker with UserForm (Full VBA Tutorial)

Excel Budget Tracker with UserForm (Full VBA Tutorial) Jacob Automation

550 views - 5 months ago

Send Purchase Orders from Excel with Outlook VBA Integration (Final System Test)

Send Purchase Orders from Excel with Outlook VBA Integration (Final System Test) Jacob Automation

214 views - 5 months ago

Automate Excel Purchase Orders with PDF Export & One-Click Reset (Part 3)

Automate Excel Purchase Orders with PDF Export & One-Click Reset (Part 3) Jacob Automation

225 views - 5 months ago

Auto-Numbering, Vendor Lookup & PO Loading in Excel VBA (Purchase Order System Part 2)

Auto-Numbering, Vendor Lookup & PO Loading in Excel VBA (Purchase Order System Part 2) Jacob Automation

224 views - 5 months ago

Build a Purchase Order Form in Excel with VBA – Layout, Styling & Auto PO Numbers

Build a Purchase Order Form in Excel with VBA – Layout, Styling & Auto PO Numbers Jacob Automation

658 views - 5 months ago

Pull Live SQL Data Into Excel — No Power Query, No Manual Work

Pull Live SQL Data Into Excel — No Power Query, No Manual Work Jacob Automation

689 views - 5 months ago

Client Portal vs Spreadsheet Chaos What I Built

Client Portal vs Spreadsheet Chaos What I Built Jacob Automation

448 views - 6 months ago

Merge Excel Files in 1 Click – Save 5 Hours with This VBA Macro!

Merge Excel Files in 1 Click – Save 5 Hours with This VBA Macro! Jacob Automation

379 views - 6 months ago

Excel VBA UserForm Trick: Sort ListBox Columns Like Excel

Excel VBA UserForm Trick: Sort ListBox Columns Like Excel Jacob Automation

819 views - 6 months ago

Why VBA Vs Excel Formulars isn't Even Close

Why VBA Vs Excel Formulars isn't Even Close Jacob Automation

180 views - 6 months ago

Build a Client Management System in Excel (No Coding!)

Build a Client Management System in Excel (No Coding!) Jacob Automation

708 views - 6 months ago

Build This Excel Purchase Order System with VBA (FREE Template Included!)

Build This Excel Purchase Order System with VBA (FREE Template Included!) Jacob Automation

1K views - 6 months ago

Is Drift.ai the Ultimate FP&A Assistant? A Real P&L Review

Is Drift.ai the Ultimate FP&A Assistant? A Real P&L Review Jacob Automation

76 views - 6 months ago

Build This Task Tracker in Excel with VBA (Step-by-Step UserForm Tutorial)

Build This Task Tracker in Excel with VBA (Step-by-Step UserForm Tutorial) Jacob Automation

459 views - 6 months ago

Excel UserForm Just Got Better (Progress Bar Included)

Excel UserForm Just Got Better (Progress Bar Included) Jacob Automation

329 views - 6 months ago

Never Manually Export a PDF Again—Here's Why

Never Manually Export a PDF Again—Here's Why Jacob Automation

641 views - 7 months ago

4-Sheet P&L Analysis in One Prompt?

4-Sheet P&L Analysis in One Prompt? Jacob Automation

291 views - 7 months ago

Send Automated HTML Email Reports from Excel (VBA Tutorial)

Send Automated HTML Email Reports from Excel (VBA Tutorial) Jacob Automation

747 views - 7 months ago

FULL CRM Build in Excel | Lead Tracker + Email Automation (FREE Template)

FULL CRM Build in Excel | Lead Tracker + Email Automation (FREE Template) Jacob Automation

2.6K views - 7 months ago

I Let AI Analyze My Excel Dashboard… in Seconds!

I Let AI Analyze My Excel Dashboard… in Seconds! Jacob Automation

299 views - 7 months ago

Excel CRM Part 3 Sort, Export & Notes Feature – More Powerful Tools!

Excel CRM Part 3 Sort, Export & Notes Feature – More Powerful Tools! Jacob Automation

318 views - 7 months ago

Update & Delete Clients in Excel CRM (VBA Tutorial Part 2

Update & Delete Clients in Excel CRM (VBA Tutorial Part 2 Jacob Automation

516 views - 7 months ago