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Send Mail Merge
Send personal emails from a draft and track results in a shared sheet
Use this Agent instantly or customize it - no programming needed
- Campaign approvalCampaign approval
Your campaign approval identifies the draft and recipient tab for this mail merge.
- Approved email draftApproved email draft
Your approved draft supplies the subject and body for each personal email.
- Recipient rowsRecipient rows
Your recipient rows supply addresses, personal details, and any prior send status.
Your spreadsheet starts a merge when you approve a campaign and tracks each recipient's result.
Your email service holds the approved draft and sends a personal copy to each eligible address.
- Campaign statusCampaign status
Your sheet shows whether the merge needs correction, is running, or is complete.
- Campaign statusCampaign status
Your sheet shows whether the merge needs correction, is running, or is complete.
- Campaign statusCampaign status
Your sheet shows whether the merge needs correction, is running, or is complete.
- Recipient resultsRecipient results
Your sheet shows each row's status, reason, and confirmed message details.
- Personal emailsPersonal emails
Your mail merge sends one personalized email to each eligible address.
- Recipient resultsRecipient results
Your sheet shows each row's status, reason, and confirmed message details.
- Campaign statusCampaign status
Your sheet shows whether the merge needs correction, is running, or is complete.
This Agent starts when you approve a campaign in your shared sheet. It checks the draft and ready recipients, then sends personalized emails. Your sheet shows confirmed sends and rows needing attention.
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Google SheetsUsed as:
- Spreadsheet
Google Sheets starts a merge when you approve a campaign and tracks each recipient's result.
GmailUsed as:
- Email service
Gmail holds the approved draft and sends a personal copy to each eligible address.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook holds the approved draft and sends a personal copy to each eligible address.
AirtableUsed as:
- Spreadsheet
Airtable starts a merge when you approve a campaign and tracks each recipient's result.
monday.comUsed as:
- Spreadsheet
monday.com starts a merge when you approve a campaign and tracks each recipient's result.
ZoomUsed as:
- Email service
Zoom holds the approved draft and sends a personal copy to each eligible address.
Microsoft ExcelUsed as:
- Spreadsheet
Microsoft Excel starts a merge when you approve a campaign and tracks each recipient's result.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 holds the approved draft and sends a personal copy to each eligible address.
- Spreadsheet
Microsoft Office 365 starts a merge when you approve a campaign and tracks each recipient's result.
SmartsheetUsed as:
- Spreadsheet
Smartsheet starts a merge when you approve a campaign and tracks each recipient's result.
Zoho MailUsed as:
- Email service
Zoho Mail holds the approved draft and sends a personal copy to each eligible address.
KintoneUsed as:
- Spreadsheet
Kintone starts a merge when you approve a campaign and tracks each recipient's result.
Made for your industry
Send Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns to checked contact lists.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send approved candidate outreach and flag incomplete contact rows.
Show all Agents for the Staffing and Recruiting industry - Professional Associations
Send approved member messages and record who received a send attempt.
Show all Agents for the Professional Associations industry - Public Relations
Send approved pitches to checked media contacts and log each send.
Show all Agents for the Public Relations industry - Nonprofit Organizations
Send personalized donor appeals and flag incomplete contact rows.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send personalized event invitations and track each recipient's status.
Show all Agents for the Event Management industry
Made for your role
Send Mail Merge is made for people in these roles.
- Campaign Manager
Send approved campaign emails and see which contacts need attention.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send the approved draft to ready contacts and track every row.
Show all Agents for the Campaign Coordinator role - Sales Development Representative
Send personalized prospect emails from an approved draft.
Show all Agents for the Sales Development Representative role - Marketing Operations Coordinator
Check merge fields before sending and record each contact's status.
Show all Agents for the Marketing Operations Coordinator role - Recruiter
Send approved candidate emails and flag rows needing correction.
Show all Agents for the Recruiter role - Marketing Coordinator
Send approved outreach from the campaign list and flag missing details.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Personalize the approved email for each checked subscriber.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send approved guest invitations and track the send status of each row.
Show all Agents for the Event Coordinator role - Membership Manager
Send personalized member notices and see which addresses need fixes.
Show all Agents for the Membership Manager role - Public Relations Specialist
Send approved media pitches and flag duplicate addresses.
Show all Agents for the Public Relations Specialist role - Fundraiser
Send approved donor emails and flag contacts missing personal details.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer updates and mark uncertain sends for review.
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 email campaigns and flag contacts missing merge details.
Show all Agents for the Marketing department - Sales
Send approved prospect emails and track which contacts need review.
Show all Agents for the Sales department - Communications
Send approved messages to checked audiences and log each attempt.
Show all Agents for the Communications department - Recruiting
Send approved candidate outreach and mark incomplete rows for review.
Show all Agents for the Recruiting department - Events
Send personalized guest invitations and record each send result.
Show all Agents for the Events department - Membership
Send approved member emails and flag addresses needing correction.
Show all Agents for the Membership department - Fundraising
Send personalized donor outreach and track each contact's status.
Show all Agents for the Fundraising department
How Send Mail Merge works
6 steps, in order, on every run.
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Read Your Approved CampaignRead the campaign's draft reference and recipient tab after you approve it. Mark the run In progress.
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Check Draft FieldsMatch draft placeholders to sheet columns. Stop the campaign if a required column is missing.
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Screen Ready RecipientsCheck Ready rows for missing details and duplicate or malformed addresses. Skip prior sends and record reasons for rows needing correction.
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Send Personal EmailsMark eligible rows Sending, then send a separate personalized email to each address. Stop any row whose status cannot be saved.
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Record Send ResultsRecord message IDs and send times for confirmed sends. Mark definite failures Needs correction and uncertain attempts Needs review.
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Finish the CampaignCount sent and attention rows, then mark the campaign Complete. Leave every selected row with its result in the sheet.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
11 tools
- Connect the shared campaign sheet and the email account that holds the approved draft and sends the messages.
- Use a campaign control tab with campaign ID, draft ID, recipient tab, approval, and run status columns; approve a campaign by setting its approval cell to Approved.
- Give each recipient row a campaign ID, email address, merge field columns, send status, reason, sent time, and sent message ID; mark rows Ready before approval.
- Have a person approve the exact draft and recipient sheet before changing the campaign approval cell.
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:
Connect your shared sheet and the email account that holds your draft. Put the draft ID and recipient tab on a campaign row. Approve the exact draft and list there.
Missing values put that row in Needs correction while other ready rows continue. A missing draft column stops the campaign before sending.
An uncertain send goes to Needs review for you to check. The Agent holds that row from automatic resending.
No. Sent means your email provider accepted the message and returned an ID. It does not confirm inbox delivery or an open.
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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