Excel exports by role
The same mailbox export is a report for one role and noise for another. Pick your role: each page has the exact columns, an example row and the pitfalls that ruin the file.
20 roles, one export method
Every page below uses the same IMAP export and differs in the columns and checks that matter for that job. If your role is missing, start from the universal IMAP guide.
- Accountantmonthly invoice export and reconciliation
- Bookkeeperclient correspondence kept per client folder
- Recruiterapplications and CVs into a pipeline
- Lawyerclient correspondence archive for matters
- Virtual assistantinbox cleanup and daily reporting
- Ops managershared mailbox triage and SLA tracking
- IT adminmailbox audits and migration checks
- Agency ownerper-client reporting from inbox
- E-commerce opssupplier and customer email tracking
- Crypto opsexchange statements and support threads
- Crypto accountantcost basis from exchange emails
- Support leadticket-like email triage
- Sales opslead and follow-up tracking from email
- Project manageremail actions into a project log
- Founderinvestor and partner correspondence
- Data analystmailbox metadata for analysis
- Researcherliterature and interview correspondence
- Community managerescalations and feedback from inbox
- Real estate agentinquiries and document collection
- Insurance brokerpolicy documents and renewals from email
No code needed: the fields column in each guide maps directly to the
--fields option of the script.Related guides
- IMAP → Excel: the universal methodThe method behind every role page.
- Ready script$3, one command, tested locally.