- AI-Agent
- Ready to Run
Send Mail Merge Emails
Send personalized emails from your shared sheet and record results
Use this Agent instantly or customize it - no programming needed
- Campaign approvalCampaign approval
Your campaign row links its approval and owner to recipient rows by campaign ID.
- Approved messageApproved message
Your campaign row supplies the subject and message template for every recipient.
- Recipient rowsRecipient rows
Your recipient rows hold addresses, message fields, exclusions, and earlier send results.
- Send rulesSend rules
You choose which message fields matter and how to handle repeat addresses.
Your shared spreadsheet holds the approved message and recipient rows, then shows the send results.
- Campaign status and totalsCampaign status and totals
Your campaign row shows whether the send is complete or needs review, with counts for each result.
- Recipient send resultsRecipient send results
Your sheet shows who was sent, skipped, failed, or needs review, with details beside each row.
- Campaign status and totalsCampaign status and totals
Your campaign row shows whether the send is complete or needs review, with counts for each result.
- Recipient send resultsRecipient send results
Your sheet shows who was sent, skipped, failed, or needs review, with details beside each row.
- Recipient send resultsRecipient send results
Your sheet shows who was sent, skipped, failed, or needs review, with details beside each row.
- Campaign status and totalsCampaign status and totals
Your campaign row shows whether the send is complete or needs review, with counts for each result.
- Owner summary emailOwner summary email
You receive the campaign totals and a link to the recipient sheet, including rows needing attention.
Your work email account sends each personalized email and the owner's summary.
This Agent starts when you approve a campaign in your shared sheet. It checks recipients, sends eligible personalized emails, and records results. You get a summary by email.
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Google SheetsUsed as:
- Shared spreadsheet
Google Sheets holds the approved message and recipient rows, then shows the send results.
GmailUsed as:
- Work email account
Gmail sends each personalized email and the owner's summary.
Microsoft OutlookUsed as:
- Work email account
Microsoft Outlook sends each personalized email and the owner's summary.
AirtableUsed as:
- Shared spreadsheet
Airtable holds the approved message and recipient rows, then shows the send results.
monday.comUsed as:
- Shared spreadsheet
monday.com holds the approved message and recipient rows, then shows the send results.
ZoomUsed as:
- Work email account
Zoom sends each personalized email and the owner's summary.
BrevoUsed as:
- Work email account
Brevo sends each personalized email and the owner's summary.
Microsoft ExcelUsed as:
- Shared spreadsheet
Microsoft Excel holds the approved message and recipient rows, then shows the send results.
Microsoft Office 365Used as:
- Shared spreadsheet
Microsoft Office 365 holds the approved message and recipient rows, then shows the send results.
- Work email account
Microsoft Office 365 sends each personalized email and the owner's summary.
SmartsheetUsed as:
- Shared spreadsheet
Smartsheet holds the approved message and recipient rows, then shows the send results.
Zoho MailUsed as:
- Work email account
Zoho Mail sends each personalized email and the owner's summary.
MailgunUsed as:
- Work email account
Mailgun sends each personalized email and the owner's summary.
Microsoft ExchangeUsed as:
- Work email account
Microsoft Exchange sends each personalized email and the owner's summary.
KintoneUsed as:
- Shared spreadsheet
Kintone holds the approved message and recipient rows, then shows the send results.
Made for your industry
Send Mail Merge Emails is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaign emails and log each recipient's result.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send approved candidate emails and mark skipped or failed sends.
Show all Agents for the Staffing and Recruiting industry - Real Estate
Send approved buyer outreach and record the result beside each contact.
Show all Agents for the Real Estate industry - Education
Send approved student outreach and flag rows that need correction.
Show all Agents for the Education industry - Professional Associations
Email approved member lists and flag exclusions before sending.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved supporter emails and track each send in the shared list.
Show all Agents for the Nonprofit Organizations industry - Event Management
Email approved guest lists and show who was sent or skipped.
Show all Agents for the Event Management industry
Made for your role
Send Mail Merge Emails is made for people in these roles.
- Campaign Manager
Send approved campaign emails and review each recipient's result.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Turn approved recipient sheets into tracked campaign emails.
Show all Agents for the Campaign Coordinator role - Sales Development Representative
Send approved prospect emails and flag contacts that need fixes.
Show all Agents for the Sales Development Representative role - Marketing Operations Coordinator
Check recipient rows before sending and record every outcome.
Show all Agents for the Marketing Operations Coordinator role - Recruiter
Send approved candidate emails and log each attempt in the sheet.
Show all Agents for the Recruiter role - Marketing Coordinator
Send approved outreach from a shared list and log the results.
Show all Agents for the Marketing Coordinator role - Real Estate Agent
Email approved buyer lists and see which contacts were skipped.
Show all Agents for the Real Estate Agent role - Email Marketing Specialist
Personalize approved emails and flag contacts needing fixes.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Email approved guest lists and log each guest's send result.
Show all Agents for the Event Coordinator role - Membership Manager
Email approved member lists and mark excluded or failed rows.
Show all Agents for the Membership Manager role - Fundraiser
Send approved donor emails and spot addresses needing correction.
Show all Agents for the Fundraiser role - Admissions Officer
Send approved applicant emails and flag incomplete contact rows.
Show all Agents for the Admissions Officer role
Made for your department
Send Mail Merge Emails is made for people in these departments.
- Marketing
Personalize approved campaign emails and log every send.
Show all Agents for the Marketing department - Sales
Email approved prospect lists and mark skipped contacts.
Show all Agents for the Sales department - Communications
Send approved audience emails and track each recipient's result.
Show all Agents for the Communications department - Recruiting
Send approved candidate outreach and record each send result.
Show all Agents for the Recruiting department - Events
Send approved guest emails and show which addresses were skipped.
Show all Agents for the Events department - Membership
Email approved member lists and identify rows needing correction.
Show all Agents for the Membership department - Fundraising
Send approved donor outreach and log who was emailed.
Show all Agents for the Fundraising department - Admissions
Send approved applicant outreach and mark rows needing review.
Show all Agents for the Admissions department
How Send Mail Merge Emails works
5 steps, in order, on every run.
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Read the approved campaignRead the campaign message and linked recipient rows after you approve it. Stop and flag the campaign if approval or the message is missing.
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Check recipients before sendingCheck exclusions, addresses, duplicate recipients, required fields, and earlier sends. Mark rows needing correction with a reason.
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Personalize and send emailsFill each eligible subject and message, then check for missing placeholders. Mark its row Sending and email that recipient.
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Record recipient resultsWrite Sent with the time and message ID, or Failed with the error. Leave uncertain sends for your review.
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Summarize the campaignCount results and mark the campaign Complete or Needs review. Email you totals and a link to the sheet.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
14 tools
- Choose the shared spreadsheet and its campaign and recipient tabs; give the Agent permission to read and update them.
- Use a unique campaign ID to connect the approval row to recipient rows. Put the approved subject and message template, owner email, and approval status on the campaign row.
- Give each recipient row an email address, the fields used in the message, an exclusion flag, and columns for send status, time, message ID, and a reason if skipped or failed.
- Choose the sending mailbox, the required message fields, and the rule for treating duplicate addresses within one campaign.
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:
Yes, if your shared spreadsheet is in Google Sheets. Choose the campaign and recipient tabs, then connect the work mailbox that will send the emails.
Add recipient addresses, message fields, exclusions, and result columns. You choose the required fields and how to handle duplicate addresses.
The Agent skips excluded or unusable rows and writes a reason beside each one. You can see which rows need correction in the sheet.
The Agent stops further sends and leaves that row marked Sending for you to check. It will not automatically retry an uncertain send.
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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