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Finish Mail Merge
Send revised emails to recipients still waiting after a partial send
Use this Agent instantly or customize it - no programming needed
- approval emailapproval email
Your owner's reply identifies the batch and supplies the approved subject and message.
- recipient CSVrecipient CSV
Your original request includes the recipient list for this batch.
- earlier send reportsearlier send reports
Your earlier reports show which CSV rows were sent in this batch.
- sent messagessent messages
Your sent mail helps confirm which addresses were already emailed for this batch.
- sending rulessending rules
Your setup defines allowed owners, required fields, permitted recipients, and sending pace.
Your email account holds the CSV and send history, then sends approved emails and your report.
- clarification replyclarification reply
Your owner gets a reply naming the approval detail or original CSV needed to continue.
- clarification replyclarification reply
Your owner gets a reply naming the approval detail or original CSV needed to continue.
- recipient emailsrecipient emails
Your email account sends the approved revision to each eligible, unsent address.
- send reportsend report
Your report lists new sends, prior sends, blocked rows, and failed sends with reasons.
This Agent waits for your revised template approval. It checks your CSV and earlier sends. Then it emails eligible recipients still waiting and reports blocked rows.
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GmailUsed as:
- Email account
Gmail holds the CSV and send history, then sends approved emails and your report.
Microsoft OutlookUsed as:
- Email account
Microsoft Outlook holds the CSV and send history, then sends approved emails and your report.
ZoomUsed as:
- Email account
Zoom holds the CSV and send history, then sends approved emails and your report.
Microsoft Office 365Used as:
- Email account
Microsoft Office 365 holds the CSV and send history, then sends approved emails and your report.
Zoho MailUsed as:
- Email account
Zoho Mail holds the CSV and send history, then sends approved emails and your report.
Made for your industry
Finish Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Finish revised client mailings without repeating earlier sends.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send revised candidate outreach only to people not yet contacted.
Show all Agents for the Staffing and Recruiting industry - Professional Associations
Send updated member announcements to recipients missed earlier.
Show all Agents for the Professional Associations industry - Public Relations
Send revised client announcements to media contacts still waiting.
Show all Agents for the Public Relations industry - Nonprofit Organizations
Send revised donor appeals only to supporters still waiting.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send revised event notices to invitees missed in the first batch.
Show all Agents for the Event Management industry - Political Organizations
Finish revised supporter mailings without emailing anyone twice.
Show all Agents for the Political Organizations industry
Made for your role
Finish Mail Merge is made for people in these roles.
- Campaign Manager
Complete approved campaign mailings and see which contacts need review.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send the revised campaign message to contacts left in the batch.
Show all Agents for the Campaign Coordinator role - Recruiter
Send revised candidate messages only to people still waiting.
Show all Agents for the Recruiter role - Marketing Coordinator
Finish revised contact mailings and report rows that need correction.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Finish approved email campaigns without repeating earlier sends.
Show all Agents for the Email Marketing Specialist role - Membership Manager
Finish revised member mailings and flag addresses needing review.
Show all Agents for the Membership Manager role - Outreach Coordinator
Resume outreach to unsent contacts and flag uncertain addresses.
Show all Agents for the Outreach Coordinator role - Communications Coordinator
Send approved announcements to recipients still waiting for them.
Show all Agents for the Communications Coordinator role - Fundraiser
Send revised donor appeals without repeating earlier sends.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send revised customer updates only to contacts not emailed earlier.
Show all Agents for the Customer Communications Coordinator role - Event Marketer
Send revised event invitations only to contacts missed earlier.
Show all Agents for the Event Marketer role
Made for your department
Finish Mail Merge is made for people in these departments.
- Marketing
Finish revised email campaigns from the approved contact list.
Show all Agents for the Marketing department - Communications
Send revised announcements without repeating earlier messages.
Show all Agents for the Communications department - Recruiting
Finish revised candidate outreach without repeating earlier sends.
Show all Agents for the Recruiting department - Events
Send revised event notices only to invitees still waiting.
Show all Agents for the Events department - Membership
Send revised member updates to those missed in the first batch.
Show all Agents for the Membership department - Outreach
Contact the remaining people on a list and flag blocked rows.
Show all Agents for the Outreach department - Fundraising
Finish revised donor appeals without emailing supporters twice.
Show all Agents for the Fundraising department
How Finish Mail Merge works
5 steps, in order, on every run.
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Find the Original BatchFind the original CSV by batch ID. Compare earlier reports with sent mail to identify addresses already emailed or uncertain.
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Check Remaining RecipientsRemove addresses already emailed or repeated in the CSV. Flag rows that fail your recipient rules or need correction.
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Fill the Revised MessageFill the approved subject and body with each eligible row's details. Hold any message with an unresolved placeholder.
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Recheck and Send EmailsRecheck sent mail before each message. Send only to addresses still unsent, at the pace you set.
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Report Sends and BlockersReply to your approval email with new sends and skipped earlier sends. List blocked rows and failed sends with reasons.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
5 tools
- Choose the mailbox and approval folder or label to watch, and list the owners whose explicit approval can restart a batch.
- Require each original request and approval reply to carry the same unique batch ID; keep the original recipient CSV and earlier send reports in the mailbox.
- Set the allowed sender address, required CSV columns, personalization fields, permitted recipients, and sending pace for the mail merge.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Finish Mail Merge:
No. The Agent checks earlier reports and sent mail, then checks again before sending. If it cannot confirm an address is unsent, it holds that row for you.
Choose who can approve and which folder or label to watch. Include the batch ID, explicit sign-off, revised subject, and revised message in your approval email.
The Agent skips those rows and lists the reason in its reply. You can review the details before another send.
No. You receive send results and a list of failures, but a successful send does not prove that a recipient received the email.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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