- AI-Agent
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Send Mail Merge Emails
Send personalized mail merge emails and flag rows needing correction
Use this Agent instantly or customize it - no programming needed
- Card approvalCard approval
Your chosen reviewer moves the card into Approved to start the send.
- Approved messageApproved message
Your card holds the final subject and body, plus comments showing earlier sends.
- Recipient listRecipient list
Your the attached recipient list supplies each person's address, greeting, and custom details.
- Required fieldsRequired fields
Your chosen fields set what each row must include before sending.
- Sending settingsSending settings
Your connected mailbox, sender address, and daily limit control each send.
Your mail merge approval board holds the approved message and recipient list, then shows sends and rows to fix.
- Send reportSend report
Your card lists accepted sends and names skipped or failed rows with reasons.
- Card statusCard status
Your card moves to Sent or Needs Fixing after the Agent accounts for every row.
- Personalized emailsPersonalized emails
Your usable recipients each get an individual email request accepted by your sending mailbox.
- Send reportSend report
Your card lists accepted sends and names skipped or failed rows with reasons.
- Card statusCard status
Your card moves to Sent or Needs Fixing after the Agent accounts for every row.
Your email service sends each personal email from your connected mailbox and reports whether it accepted the request.
This Agent starts when a named reviewer moves a mail merge card into Approved. It checks the attached CSV and sends personal emails to usable addresses. You get a card report showing sends and rows to fix.
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GmailUsed as:
- Mail merge approval board
Gmail holds the approved message and recipient list, then shows sends and rows to fix.
- Email service
Gmail sends each personal email from your connected mailbox and reports whether it accepted the request.
Microsoft OutlookUsed as:
- Mail merge approval board
Microsoft Outlook holds the approved message and recipient list, then shows sends and rows to fix.
- Email service
Microsoft Outlook sends each personal email from your connected mailbox and reports whether it accepted the request.
TrelloUsed as:
- Mail merge approval board
Trello holds the approved message and recipient list, then shows sends and rows to fix.
monday.comUsed as:
- Mail merge approval board
monday.com holds the approved message and recipient list, then shows sends and rows to fix.
ZoomUsed as:
- Mail merge approval board
Zoom holds the approved message and recipient list, then shows sends and rows to fix.
- Email service
Zoom sends each personal email from your connected mailbox and reports whether it accepted the request.
BrevoUsed as:
- Email service
Brevo sends each personal email from your connected mailbox and reports whether it accepted the request.
Microsoft Office 365Used as:
- Mail merge approval board
Microsoft Office 365 holds the approved message and recipient list, then shows sends and rows to fix.
- Email service
Microsoft Office 365 sends each personal email from your connected mailbox and reports whether it accepted the request.
ClickSend SMSUsed as:
- Email service
ClickSend SMS sends each personal email from your connected mailbox and reports whether it accepted the request.
KeapUsed as:
- Email service
Keap sends each personal email from your connected mailbox and reports whether it accepted the request.
SendGridUsed as:
- Email service
SendGrid sends each personal email from your connected mailbox and reports whether it accepted the request.
Zoho MailUsed as:
- Mail merge approval board
Zoho Mail holds the approved message and recipient list, then shows sends and rows to fix.
- Email service
Zoho Mail sends each personal email from your connected mailbox and reports whether it accepted the request.
Campaign MonitorUsed as:
- Email service
Campaign Monitor sends each personal email from your connected mailbox and reports whether it accepted the request.
GetResponseUsed as:
- Email service
GetResponse sends each personal email from your connected mailbox and reports whether it accepted the request.
MailgunUsed as:
- Email service
Mailgun sends each personal email from your connected mailbox and reports whether it accepted the request.
MailjetUsed as:
- Email service
Mailjet sends each personal email from your connected mailbox and reports whether it accepted the request.
PipefyUsed as:
- Mail merge approval board
Pipefy holds the approved message and recipient list, then shows sends and rows to fix.
lemlistUsed as:
- Email service
lemlist sends each personal email from your connected mailbox and reports whether it accepted the request.
ActiveCampaign PostmarkUsed as:
- Email service
ActiveCampaign Postmark sends each personal email from your connected mailbox and reports whether it accepted the request.
Mailchimp TransactionalUsed as:
- Email service
Mailchimp Transactional sends each personal email from your connected mailbox and reports whether it accepted the request.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange sends each personal email from your connected mailbox and reports whether it accepted the request.
SenderUsed as:
- Email service
Sender sends each personal email from your connected mailbox and reports whether it accepted the request.
Made for your industry
Send Mail Merge Emails is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns as personalized emails.
Show all Agents for the Advertising and Marketing industry - Professional Associations
Send approved member emails and flag incomplete recipient rows.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved donor appeals to each usable address.
Show all Agents for the Nonprofit Organizations industry
Made for your role
Send Mail Merge Emails is made for people in these roles.
- Campaign Manager
Send approved campaign emails and report accepted sends.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send approved campaign emails and report rows needing fixes.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Check merge fields and send approved campaign emails.
Show all Agents for the Marketing Operations Coordinator role - Marketing Coordinator
Send reviewed campaigns from the approved message and recipient list.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Send personalized campaign emails and flag bad contact rows.
Show all Agents for the Email Marketing Specialist role - Communications Specialist
Send approved announcements as individual emails.
Show all Agents for the Communications Specialist role - Membership Manager
Send approved member emails and report addresses needing fixes.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send approved outreach emails to checked contact lists.
Show all Agents for the Outreach Coordinator role - Fundraiser
Send approved donor emails and flag incomplete recipient rows.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer updates and report skipped addresses.
Show all Agents for the Customer Communications Coordinator role
Made for your department
Send Mail Merge Emails is made for people in these departments.
- Marketing
Send approved campaigns as individual personalized emails.
Show all Agents for the Marketing department - Communications
Send approved updates and report addresses needing fixes.
Show all Agents for the Communications department - Membership
Send approved member emails and flag missing details.
Show all Agents for the Membership department - Outreach
Send approved outreach emails and report skipped contacts.
Show all Agents for the Outreach department - Fundraising
Send approved donor appeals to checked recipient lists.
Show all Agents for the Fundraising department
How Send Mail Merge Emails works
4 steps, in order, on every run.
-
Read the approved cardRead the final subject, message, and recipient CSV. Check earlier card comments for addresses already sent.
-
Check recipient rowsCheck addresses and required fields against your setup. Skip duplicate or incomplete rows with a clear correction reason.
-
Send personal emailsFill the approved message from usable rows. Send individual emails within your chosen daily limit.
-
Report sends and correctionsList accepted sends and problem rows on the card. Move it to Sent or Needs Fixing based on what remains.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Trello.
21 tools
- Choose the approval board and its Approved, Sent, and Needs Fixing lists, and name the reviewers authorized to approve a card.
- Set the required CSV columns, including email and greeting name, plus any custom fields used in the approved message.
- Connect the sending mailbox and set its permitted sender address and daily send limit.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Mail Merge Emails:
You name the reviewers during setup. The Agent starts when one of them moves the prepared card into Approved.
The Agent skips that row and names the problem on your card. Your coordinator can review the correction before another send.
The Agent skips addresses already recorded as sent on that card. If a send result is uncertain, it stops so you can check before retrying.
No. The report shows requests your mailbox accepted for sending. It cannot confirm delivery or that an address exists.
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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