- AI-Agent
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Send Mail Merge Batches
Send personalized outreach from current recipient rows and log results
Use this Agent instantly or customize it - no programming needed
- Scheduled check timeScheduled check time
Your chosen schedule sets when each check begins and which batch send times have passed.
- Batch detailsBatch details
Your batch details show its approval, send time, and whether sending has finished.
- Approved messageApproved message
Your approved subject and body define the message and the details each recipient needs.
- Current recipient listCurrent recipient list
Your latest recipient rows show addresses, opt-outs, personal details, and prior send results.
- Owner email addressOwner email address
Your chosen owner address receives the batch recap and any urgent send alert.
Your outreach spreadsheet holds current recipient details and records each send result.
- Owner alertOwner alert
Your owner hears when approval changes, a message is missing, or a successful send has an uncertain log.
Your email service sends individual emails and the owner's batch recap.
- Exception listException list
Your exception list names skipped or failed rows and gives the reason for each one.
- Send logSend log
Your send log lists each accepted email with its recipient, send time, and message ID.
- Exception listException list
Your exception list names skipped or failed rows and gives the reason for each one.
- Owner alertOwner alert
Your owner hears when approval changes, a message is missing, or a successful send has an uncertain log.
- Batch statusBatch status
Your completed batch shows how many recipients were sent, skipped, or failed.
- Owner recapOwner recap
Your recap shows whom the sending mailbox accepted and which rows need your review.
This Agent finds approved mail merge batches due at the scheduled check. It rereads recipients, skips opt-outs, and sends personalized emails separately. You get a send log and a list of exceptions.
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Google SheetsUsed as:
- Outreach spreadsheet
Google Sheets holds current recipient details and records each send result.
GmailUsed as:
- Email service
Gmail sends individual emails and the owner's batch recap.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook sends individual emails and the owner's batch recap.
AirtableUsed as:
- Outreach spreadsheet
Airtable holds current recipient details and records each send result.
monday.comUsed as:
- Outreach spreadsheet
monday.com holds current recipient details and records each send result.
ZoomUsed as:
- Email service
Zoom sends individual emails and the owner's batch recap.
BrevoUsed as:
- Email service
Brevo sends individual emails and the owner's batch recap.
Microsoft ExcelUsed as:
- Outreach spreadsheet
Microsoft Excel holds current recipient details and records each send result.
Microsoft Office 365Used as:
- Outreach spreadsheet
Microsoft Office 365 holds current recipient details and records each send result.
- Email service
Microsoft Office 365 sends individual emails and the owner's batch recap.
SmartsheetUsed as:
- Outreach spreadsheet
Smartsheet holds current recipient details and records each send result.
Zoho MailUsed as:
- Email service
Zoho Mail sends individual emails and the owner's batch recap.
PodioUsed as:
- Outreach spreadsheet
Podio holds current recipient details and records each send result.
MailgunUsed as:
- Email service
Mailgun sends individual emails and the owner's batch recap.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange sends individual emails and the owner's batch recap.
KintoneUsed as:
- Outreach spreadsheet
Kintone holds current recipient details and records each send result.
Made for your industry
Send Mail Merge Batches is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns from current lists and log exceptions.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send approved candidate outreach and flag contacts needing review.
Show all Agents for the Staffing and Recruiting industry - Real Estate
Send approved prospect emails and log which contacts were emailed.
Show all Agents for the Real Estate industry - Education
Send approved admissions emails using current prospect details.
Show all Agents for the Education industry - Professional Associations
Send approved member outreach and record each email attempt.
Show all Agents for the Professional Associations industry - Market Research
Send approved study invitations and log skipped contacts.
Show all Agents for the Market Research industry - Nonprofit Organizations
Send approved donor appeals while honoring current opt-outs.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved attendee emails and flag missing contact details.
Show all Agents for the Event Management industry
Made for your role
Send Mail Merge Batches is made for people in these roles.
- Campaign Coordinator
Send approved campaign emails on schedule and report skipped rows.
Show all Agents for the Campaign Coordinator role - Sales Development Representative
Send approved prospect batches without emailing opted-out contacts.
Show all Agents for the Sales Development Representative role - Marketing Operations Coordinator
Check merge fields before sending and keep a per-recipient log.
Show all Agents for the Marketing Operations Coordinator role - Recruiter
Send approved candidate emails using the latest contact list.
Show all Agents for the Recruiter role - Real Estate Agent
Send approved property outreach and see which prospects were emailed.
Show all Agents for the Real Estate Agent role - Email Marketing Specialist
Send personalized campaigns from current lists and honor opt-outs.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send approved attendee messages and review address errors.
Show all Agents for the Event Coordinator role - Membership Manager
Send approved member emails and see who was skipped or failed.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send approved outreach batches and show exactly which rows need review.
Show all Agents for the Outreach Coordinator role - Fundraiser
Send approved donor emails and flag contacts with missing details.
Show all Agents for the Fundraiser role - Admissions Officer
Send approved prospect emails and track each attempted send.
Show all Agents for the Admissions Officer role
Made for your department
Send Mail Merge Batches is made for people in these departments.
- Marketing
Send approved email campaigns and log skipped recipients.
Show all Agents for the Marketing department - Sales
Send approved prospect emails and avoid duplicate sends.
Show all Agents for the Sales department - Communications
Send approved announcements and show which addresses were emailed.
Show all Agents for the Communications department - Recruiting
Send approved candidate emails and record send errors for review.
Show all Agents for the Recruiting department - Market Research
Send approved study invites and record who was skipped.
Show all Agents for the Market Research department - Events
Send approved guest emails and list addresses needing correction.
Show all Agents for the Events department - Membership
Send approved member updates and flag incomplete contact rows.
Show all Agents for the Membership department - Outreach
Send approved outreach from current lists and report exceptions.
Show all Agents for the Outreach department - Fundraising
Send approved appeals while excluding donors who opted out.
Show all Agents for the Fundraising department - Admissions
Send approved applicant outreach using current contact details.
Show all Agents for the Admissions department
How Send Mail Merge Batches works
6 steps, in order, on every run.
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Find batches ready to sendCheck the outreach sheet for batches due now. Confirm approval and message details before sending.
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Refresh recipient detailsRead current recipient rows before sending. Check opt-outs, merge values, and earlier send results.
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Prepare eligible emailsSkip opted-out, invalid, duplicate, already sent, or incomplete rows. Fill the approved message for eligible addresses.
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Send and record resultsSend personalized messages separately. Record each message ID or send error on its recipient row.
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Finish the batch logMark skipped rows with reasons. Complete the batch when every recipient row has a result.
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Send the owner a recapEmail the owner the send log and exception list. Include row numbers and reasons for rows needing review.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
15 tools
- Choose the outreach spreadsheet, the batch and recipient tabs, and the owner email address.
- Put each batch's ID, approval status, send time, approved subject and body templates, and required merge fields in the batch tab.
- Put each recipient's batch ID, email address, merge values, opt-out flag, and send status in the recipient tab; keep opt-outs current there.
- Choose the sending mailbox, check interval, time zone, and maximum batch size. Run only one sender for this sheet.
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 Batches:
Put approved messages and send times in a batch tab. Keep recipients and opt-outs in another tab. Choose your sending mailbox and schedule.
The Agent rereads recipient rows when the batch starts and skips addresses marked as opted out. The exception list shows the skipped row.
Yes. Your sheet lists each accepted send with its address, send time, and message ID. The owner recap includes sends and exceptions.
The Agent records a send error for your review. If it sends an email but cannot log it, it stops the batch and tells you which address needs checking before a retry.
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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