Data workflow with MS Office or other

I want to manage my work data more efficiently. I receive lists of people that I have to contact. I have to send them a succession of documents and keep track of my communication efforts among other data. I'd like to be able to have the document types linked to an excel ss or access dbase to autogenerate one or several documents for one person and/or do the same for many in the list at the same time. I'd like a master dbase where i dump all and link to projects and clients and/or a quick way to generate tasks if it's just one spreadsheet list. Ideas welcomed.