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Send Excel Mail Merge
Check recipient rows and send personalized emails from Excel
Use this Agent instantly or customize it - no programming needed
- Recipient listRecipient list
Your Recipients sheet holds addresses, Send choices, and values for the approved message.
- Email templateEmail template
Your Template sheet holds the approved subject and body with placeholders matching recipient columns.
Use spreadsheet tool to open your approved recipient workbook and save an annotated results copy.
- Mail merge results workbookMail merge results workbook
Your results copy shows each row's status, known attempt time, and next action.
- Personalized emailsPersonalized emails
Your mailbox receives one personalized send request for each eligible recipient.
- Mail merge results workbookMail merge results workbook
Your results copy shows each row's status, known attempt time, and next action.
Use email service to send personalized emails and check each request's outcome.
This Agent starts when you upload an approved Excel mail merge workbook. It checks rows and sends eligible emails through your work mailbox. You get a results workbook with each row's outcome.
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GmailUsed as:
- Spreadsheet tool
Use Gmail to open your approved recipient workbook and save an annotated results copy.
- Email service
Use Gmail to send personalized emails and check each request's outcome.
Microsoft OutlookUsed as:
- Spreadsheet tool
Use Microsoft Outlook to open your approved recipient workbook and save an annotated results copy.
- Email service
Use Microsoft Outlook to send personalized emails and check each request's outcome.
ZoomUsed as:
- Email service
Use Zoom to send personalized emails and check each request's outcome.
BrevoUsed as:
- Email service
Use Brevo to send personalized emails and check each request's outcome.
Microsoft Office 365Used as:
- Spreadsheet tool
Use Microsoft Office 365 to open your approved recipient workbook and save an annotated results copy.
- Email service
Use Microsoft Office 365 to send personalized emails and check each request's outcome.
ClickSend SMSUsed as:
- Email service
Use ClickSend SMS to send personalized emails and check each request's outcome.
KeapUsed as:
- Email service
Use Keap to send personalized emails and check each request's outcome.
SendGridUsed as:
- Email service
Use SendGrid to send personalized emails and check each request's outcome.
Zoho MailUsed as:
- Spreadsheet tool
Use Zoho Mail to open your approved recipient workbook and save an annotated results copy.
- Email service
Use Zoho Mail to send personalized emails and check each request's outcome.
Campaign MonitorUsed as:
- Email service
Use Campaign Monitor to send personalized emails and check each request's outcome.
GetResponseUsed as:
- Email service
Use GetResponse to send personalized emails and check each request's outcome.
MailgunUsed as:
- Email service
Use Mailgun to send personalized emails and check each request's outcome.
MailjetUsed as:
- Email service
Use Mailjet to send personalized emails and check each request's outcome.
lemlistUsed as:
- Email service
Use lemlist to send personalized emails and check each request's outcome.
ActiveCampaign PostmarkUsed as:
- Email service
Use ActiveCampaign Postmark to send personalized emails and check each request's outcome.
Mailchimp TransactionalUsed as:
- Email service
Use Mailchimp Transactional to send personalized emails and check each request's outcome.
Microsoft ExchangeUsed as:
- Email service
Use Microsoft Exchange to send personalized emails and check each request's outcome.
SenderUsed as:
- Email service
Use Sender to send personalized emails and check each request's outcome.
Made for your industry
Send Excel Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaign emails from Excel and flag bad contact rows.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send approved candidate emails from Excel and flag unusable addresses.
Show all Agents for the Staffing and Recruiting industry - Professional Associations
Email members from an approved Excel list and show which rows need attention.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved supporter emails from Excel and mark records needing correction.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved attendee messages from Excel and track each recipient's result.
Show all Agents for the Event Management industry
Made for your role
Send Excel Mail Merge is made for people in these roles.
- Marketing Operations Coordinator
Check campaign list rows and record each personalized email result.
Show all Agents for the Marketing Operations Coordinator role - Recruiting Coordinator
Send approved candidate emails and track each row's outcome.
Show all Agents for the Recruiting Coordinator role - Marketing Coordinator
Send approved campaign emails from Excel and spot contacts to correct.
Show all Agents for the Marketing Coordinator role - Operations Coordinator
Send approved list emails and return an Excel file with row results.
Show all Agents for the Operations Coordinator role - Email Marketing Specialist
Send personalized emails to eligible contacts and track skipped rows.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send attendee emails from Excel and see which addresses need fixing.
Show all Agents for the Event Coordinator role - Membership Manager
Send member emails from Excel and review skipped or failed sends.
Show all Agents for the Membership Manager role - Outreach Coordinator
Email approved contacts from Excel and identify rows needing follow-up.
Show all Agents for the Outreach Coordinator role - Fundraiser
Send approved supporter emails and flag incomplete contact rows.
Show all Agents for the Fundraiser role
Made for your department
Send Excel Mail Merge is made for people in these departments.
- Marketing
Send personalized campaign emails from an approved Excel list.
Show all Agents for the Marketing department - Communications
Send approved audience messages and record each recipient's result.
Show all Agents for the Communications department - Recruiting
Send approved candidate messages and record failed or skipped rows.
Show all Agents for the Recruiting department - Operations
Turn approved recipient workbooks into emails with row-by-row results.
Show all Agents for the Operations department - Events
Email eligible attendees and flag missing details in the list.
Show all Agents for the Events department - Membership
Email members from an approved workbook and track skipped rows.
Show all Agents for the Membership department - Outreach
Send approved contact messages and identify lists needing cleanup.
Show all Agents for the Outreach department - Fundraising
Send personalized supporter emails and mark rows needing correction.
Show all Agents for the Fundraising department
How Send Excel Mail Merge works
5 steps, in order, on every run.
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Read the Excel workbookOpen the uploaded workbook and read its recipient list and email template. Stop if the workbook or template is incomplete.
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Check recipient rowsCheck Send choices, addresses, and template fields. Mark incomplete or duplicate rows Skipped with a reason.
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Prepare the results workbookSave an Excel copy with a status beside every source row before sending. Stop if the copy cannot be saved.
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Send personalized emailsFill the approved subject and body from each eligible row. Save an In progress status before each send through your work mailbox.
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Record each resultMark accepted sends Submitted and rejected sends Failed. Flag uncertain outcomes Needs review, then add final counts to the workbook.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
18 tools
- Choose an approved mail merge intake folder that only authorized campaign owners can upload to, plus a separate results folder.
- Use an .xlsx workbook with a Recipients sheet containing Email and Send columns and a Template sheet containing an approved subject and body; only rows marked Yes in Send may be emailed.
- Set the mailbox that sends the messages, and require template placeholders to match Recipients column headings exactly.
- Confirm before upload that the listed recipients are cleared to receive the message and that any opt-outs have Send set to No.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Excel Mail Merge:
Yes. Put cleared recipients in your workbook and set Send to Yes only for rows you want mailed. Set opt-outs to No before upload.
The results workbook marks them Skipped with a reason. You can correct the source workbook before your next upload.
No. Submitted means your mailbox accepted the send request. It does not confirm delivery to the recipient's inbox.
The results workbook marks rejected sends Failed and uncertain sends Needs review. You can check those rows; the Agent does not retry uncertain sends automatically.
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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