- AI-Agent
- Ready to Run
Send Mail Merge
Send personalized emails and return row-by-row results
Use this Agent instantly or customize it - no programming needed
- Approved requestApproved request
Your request names the saved draft and identifies who asked for the send.
- Email draftEmail draft
Your saved draft supplies the approved wording and the fields each email needs.
- the recipient spreadsheetthe recipient spreadsheet
Your the recipient spreadsheet holds recipient addresses, personal details, and any existing send statuses.
- Sending rulesSending rules
Your settings choose allowed requesters, the list size limit, and the sending pace.
Your mailbox holds the request and draft, sends each email, and returns the results.
- Blocker replyBlocker reply
You receive the exact reason the request cannot proceed before any recipient emails go out.
- Personalized emailsPersonalized emails
Your valid, unsent recipients get emails filled from their rows in the approved draft.
- Updated the recipient spreadsheetUpdated the recipient spreadsheet
Your the recipient spreadsheet shows each row's send status, accepted send time, or specific error.
- Completion replyCompletion reply
You receive the updated file in the request thread with counts of sent, skipped, and failed rows.
- Request statusRequest status
Your request moves to processed after the reply, or manual review if the reply fails after sending.
This Agent waits for an approved mail merge request in your ready folder. It checks the draft and recipient rows, then sends usable emails. You get the spreadsheet back with a result for every row.
Modify Agent
Customize this Agent to fit your needs using natural language.
Start Agent for Free
Enter your email address and we will send you a secure link to continue.
GmailUsed as:
- Mailbox
Gmail holds the request and draft, sends each email, and returns the results.
Microsoft OutlookUsed as:
- Mailbox
Microsoft Outlook holds the request and draft, sends each email, and returns the results.
ZoomUsed as:
- Mailbox
Zoom holds the request and draft, sends each email, and returns the results.
Microsoft Office 365Used as:
- Mailbox
Microsoft Office 365 holds the request and draft, sends each email, and returns the results.
Zoho MailUsed as:
- Mailbox
Zoho Mail holds the request and draft, sends each email, and returns the results.
Made for your industry
Send Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns and log results beside each contact.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send approved candidate updates and mark each contact's send result.
Show all Agents for the Staffing and Recruiting industry - Real Estate
Send approved listing emails to buyers and track each send by contact.
Show all Agents for the Real Estate industry - Education
Send approved admissions messages and return the marked recipient list.
Show all Agents for the Education industry - Professional Associations
Send approved member notices and record each recipient's send result.
Show all Agents for the Professional Associations industry - Public Relations
Send approved media pitches and flag contacts skipped or rejected.
Show all Agents for the Public Relations industry - Nonprofit Organizations
Send approved donor appeals and return a result for each supporter.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved event invitations and flag addresses that need fixing.
Show all Agents for the Event Management industry - Political Organizations
Send approved campaign emails and flag supporter records with errors.
Show all Agents for the Political Organizations industry
Made for your role
Send Mail Merge is made for people in these roles.
- Campaign Coordinator
Send approved campaign emails and flag contacts needing correction.
Show all Agents for the Campaign Coordinator role - Sales Development Representative
Send approved prospect emails and track send results by lead.
Show all Agents for the Sales Development Representative role - Administrative Assistant
Send approved group emails and return a list of recipient results.
Show all Agents for the Administrative Assistant role - Recruiter
Send approved candidate emails and flag addresses needing correction.
Show all Agents for the Recruiter role - Marketing Coordinator
Send approved campaign emails and return the marked contact list.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Send approved email campaigns and flag contacts needing correction.
Show all Agents for the Email Marketing Specialist role - Membership Manager
Send approved member emails and return the updated contact list.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send approved outreach and return a result for every contact.
Show all Agents for the Outreach Coordinator role - Communications Coordinator
Send approved group messages and record each recipient's result.
Show all Agents for the Communications Coordinator role - Fundraiser
Send approved donor appeals and return results beside each contact.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer updates and mark sending errors by contact.
Show all Agents for the Customer Communications Coordinator role - Event Marketer
Send approved event invitations and log each contact's send result.
Show all Agents for the Event Marketer role
Made for your department
Send Mail Merge is made for people in these departments.
- Marketing
Send approved campaign drafts and return results beside each contact.
Show all Agents for the Marketing department - Sales
Send approved prospect emails and record send results by lead.
Show all Agents for the Sales department - Communications
Send approved audience updates and record each recipient's result.
Show all Agents for the Communications department - Recruiting
Send approved candidate messages and mark errors on the contact list.
Show all Agents for the Recruiting department - Administration
Send approved group mailings and return the marked recipient file.
Show all Agents for the Administration department - Events
Send approved guest invitations and mark failed addresses in the list.
Show all Agents for the Events department - Membership
Send approved member notices and flag contacts needing correction.
Show all Agents for the Membership department - Outreach
Send approved outreach emails and return a result for each contact.
Show all Agents for the Outreach department - Fundraising
Send approved donor mailings and return contact-level send results.
Show all Agents for the Fundraising department - Admissions
Send approved applicant emails and flag rows needing correction.
Show all Agents for the Admissions department
How Send Mail Merge works
5 steps, in order, on every run.
-
Open the mail merge requestRead the request in your ready folder and open its saved draft. Download the attached recipient spreadsheet.
-
Check the requestConfirm the requester can approve this send and the list fits your limit. Check that the draft matches the spreadsheet; reply with any blocker.
-
Review recipient rowsCheck unsent rows for a valid address and required draft fields. Mark missing or duplicate entries with an error.
-
Send personalized emailsFill the draft with each ready row's details. Send from your chosen mailbox at your chosen pace.
-
Return the send reportRecord accepted sends and row-specific errors in the spreadsheet. Reply in the request thread with the updated file and send counts.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
5 tools
- Choose the sending mailbox, the ready folder, the requesters allowed to approve a send, and the address that receives the completed spreadsheet.
- Keep each recipient spreadsheet attached to its request and name the saved email draft in that request; the draft supplies the approved subject, body, and personalization fields.
- Use spreadsheet columns for recipient email, the fields named in the draft, send status, send time, and error; leave send status blank for rows ready to send.
- Set the maximum number of messages per request and the permitted sending pace for the mailbox.
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:
You choose the ready folder and who can approve sends. Placing a request there is your team's approval signal.
You get a specific error on those spreadsheet rows. The Agent skips them and sends to usable recipients.
No. Sent means your mailbox accepted the email. It does not confirm delivery or an open.
Your team gets a request marked for manual review. They can check what went out before retrying.
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.
Agents related to Send Mail Merge
More ready-to-run Agents for connected work.
Your launch team sees reviews due soon, what is blocked, and who needs to act next, together in chat before the launch window.
12 toolsYour purchase task shows when the supplier agreement is signed, with a link your team can open.
8 toolsSuppliers get a clear list of missing answers or documents, so your team can move complete onboarding forms forward.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.