- AI-Agent
- Ready to Run
Send Mail Merge
Send personalized mail to a saved contact group from your team mailbox
Use this Agent instantly or customize it - no programming needed
- Approved mailingApproved mailing
Your approval email names the group and supplies the final subject and message.
- Saved contact groupSaved contact group
Your saved group supplies current addresses, opt-outs, and details for each personal message.
- Mailing settingsMailing settings
Your settings choose who may approve mailings, which details are required, and where replies go.
Your team mailbox receives approvals, sends personal emails, and replies with the results.
Your contact manager holds the saved group, mailing preferences, and details for each person.
- Mailing reportMailing report
Your reply lists sends, skips, and failed or uncertain attempts, or explains why sending stopped.
- Mailing reportMailing report
Your reply lists sends, skips, and failed or uncertain attempts, or explains why sending stopped.
- Mailing reportMailing report
Your reply lists sends, skips, and failed or uncertain attempts, or explains why sending stopped.
- Completed mailing requestCompleted mailing request
You can find the approval email under the completed label after the report.
- Personal emailsPersonal emails
Each eligible address receives one email with the approved text and that person's details.
- Mailing reportMailing report
Your reply lists sends, skips, and failed or uncertain attempts, or explains why sending stopped.
- Completed mailing requestCompleted mailing request
You can find the approval email under the completed label after the report.
This Agent starts when you label a mailing you approved in the team mailbox. It checks the saved group and sends personalized messages to eligible contacts. You get a report of sends and exceptions.
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:
- Team mailbox
Gmail receives approvals, sends personal emails, and replies with the results.
Microsoft OutlookUsed as:
- Contact manager
Microsoft Outlook holds the saved group, mailing preferences, and details for each person.
- Team mailbox
Microsoft Outlook receives approvals, sends personal emails, and replies with the results.
monday.comUsed as:
- Contact manager
monday.com holds the saved group, mailing preferences, and details for each person.
ZoomUsed as:
- Contact manager
Zoom holds the saved group, mailing preferences, and details for each person.
- Team mailbox
Zoom receives approvals, sends personal emails, and replies with the results.
BrevoUsed as:
- Contact manager
Brevo holds the saved group, mailing preferences, and details for each person.
Microsoft Office 365Used as:
- Team mailbox
Microsoft Office 365 receives approvals, sends personal emails, and replies with the results.
ClickSend SMSUsed as:
- Contact manager
ClickSend SMS holds the saved group, mailing preferences, and details for each person.
SendGridUsed as:
- Contact manager
SendGrid holds the saved group, mailing preferences, and details for each person.
Zoho MailUsed as:
- Team mailbox
Zoho Mail receives approvals, sends personal emails, and replies with the results.
AWeberUsed as:
- Contact manager
AWeber holds the saved group, mailing preferences, and details for each person.
GetResponseUsed as:
- Contact manager
GetResponse holds the saved group, mailing preferences, and details for each person.
EmailOctopusUsed as:
- Contact manager
EmailOctopus holds the saved group, mailing preferences, and details for each person.
MailjetUsed as:
- Contact manager
Mailjet holds the saved group, mailing preferences, and details for each person.
MarketoUsed as:
- Contact manager
Marketo holds the saved group, mailing preferences, and details for each person.
OmnisendUsed as:
- Contact manager
Omnisend holds the saved group, mailing preferences, and details for each person.
SenderUsed as:
- Contact manager
Sender holds the saved group, mailing preferences, and details for each person.
Microsoft ExchangeUsed as:
- Team mailbox
Microsoft Exchange receives approvals, sends personal emails, and replies with the results.
Made for your industry
Send Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaign emails to eligible contacts.
Show all Agents for the Advertising and Marketing industry - Real Estate
Send approved property updates to client groups and report exceptions.
Show all Agents for the Real Estate industry - Professional Associations
Send approved member updates to contacts in a saved group.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved supporter emails and flag opted-out contacts.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved event messages to guests and report skipped contacts.
Show all Agents for the Event Management industry
Made for your role
Send Mail Merge is made for people in these roles.
- Campaign Coordinator
Send approved campaign copy to contacts in the saved group.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Check saved contact groups before sending approved mail merges.
Show all Agents for the Marketing Operations Coordinator role - Marketing Coordinator
Send approved campaign emails and account for every contact.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Personalize approved emails and skip opted-out addresses.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send approved guest emails and report skips after the mailing.
Show all Agents for the Event Coordinator role - Membership Manager
Send approved member messages and flag contacts needing review.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send approved outreach to eligible contacts and report skips.
Show all Agents for the Outreach Coordinator role - Fundraiser
Send approved donor outreach and flag unusable addresses.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer updates and track each accepted send.
Show all Agents for the Customer Communications Coordinator role
Made for your department
Send Mail Merge is made for people in these departments.
- Marketing
Send approved campaigns to eligible contacts and report exceptions.
Show all Agents for the Marketing department - Communications
Send approved group updates from the team mailbox and track results.
Show all Agents for the Communications department - Events
Send approved guest mailings and flag missing contact details.
Show all Agents for the Events department - Membership
Send approved member updates and track accepted sends by address.
Show all Agents for the Membership department - Outreach
Send personalized outreach to saved groups and flag skipped contacts.
Show all Agents for the Outreach department - Fundraising
Send approved donor mailings and report unusable addresses.
Show all Agents for the Fundraising department
How Send Mail Merge works
5 steps, in order, on every run.
-
Confirm the MailingRead the labeled request and confirm its approver, group, and final copy. Stop and reply if approval or required details are missing.
-
Check the Contact GroupRead the saved group and check email permission and required details. Skip unusable or repeated addresses, with a reason for each.
-
Personalize the MessagesFill only the named fields in the approved text for eligible contacts. Keep contacts with missing details off the send list.
-
Send From the Team MailboxCheck sent mail since approval for each recipient and subject. Send remaining messages separately and record message IDs or errors.
-
Report Sends and ExceptionsReply to the approver with sends and message IDs. List skips and failed or uncertain attempts, then mark the request complete.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or monday.com.
17 tools
- Choose the team mailbox, the ready and completed labels, and the addresses allowed to approve mailings.
- Choose the saved contact group and map its email, opt-out, and personalization fields; keep group membership and mailing permission current.
- Set the approved request format: contact group name, subject, final message text with named fields, and an explicit approval statement.
- Set the sender name, reply address, and the coordinator address for the completion report.
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 who can approve mailings and which label means ready. The approval email must include the group, subject, final message, and approval statement.
The Agent skips them and names the reason in your completion report. You choose the group's fields and keep its mailing permissions current.
The Agent puts that address in your report without resending it. You can review it against sent mail before deciding what to do.
No. It records messages the mailbox accepted for sending. Later delivery and bounces fall outside this mailing report.
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.
Suppliers 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.