- AI-Agent
- Ready to Run
Send Mail Merge Emails
Send personalized outreach from your sheet and record results
Use this Agent instantly or customize it - no programming needed
- Campaign approvalCampaign approval
Your team marks the campaign approved after reviewing its message and audience.
- Approved emailApproved email
Your approved subject and body define which row values may personalize each message.
- Recipient rowsRecipient rows
Your rows hold addresses, contact permission, personalization values, and earlier send results.
- Sent campaign emailsSent campaign emails
Your sent mail reveals campaign messages missing from the sheet's send status.
- Campaign settingsCampaign settings
You choose the campaign ID, sending mailbox, coordinator address, and send limit.
Find your approved copy and recipient rows in outreach sheet, then save each row's result there.
Your email account checks sent mail, sends personalized emails, and gives your coordinator a recap.
- Coordinator recapCoordinator recap
Your coordinator gets an email naming sends, duplicates, rows needing fixes, and failures.
- Row resultsRow results
Your sheet shows sent message IDs and times, or the exact issue to fix.
- Coordinator recapCoordinator recap
Your coordinator gets an email naming sends, duplicates, rows needing fixes, and failures.
- Personalized emailsPersonalized emails
Your eligible recipients receive the approved email with their allowed row values filled in.
- Row resultsRow results
Your sheet shows sent message IDs and times, or the exact issue to fix.
- Coordinator recapCoordinator recap
Your coordinator gets an email naming sends, duplicates, rows needing fixes, and failures.
This Agent checks your approved outreach sheet on your schedule. It checks sent mail before sending eligible messages. You get updated rows and a recap of anything needing attention.
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Google SheetsUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Google Sheets, then save each row's result there.
GmailUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Gmail, then save each row's result there.
- Email account
Gmail checks sent mail, sends personalized emails, and gives your coordinator a recap.
Microsoft OutlookUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Microsoft Outlook, then save each row's result there.
- Email account
Microsoft Outlook checks sent mail, sends personalized emails, and gives your coordinator a recap.
AirtableUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Airtable, then save each row's result there.
monday.comUsed as:
- Outreach sheet
Find your approved copy and recipient rows in monday.com, then save each row's result there.
ZoomUsed as:
- Email account
Zoom checks sent mail, sends personalized emails, and gives your coordinator a recap.
Microsoft ExcelUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Microsoft Excel, then save each row's result there.
Microsoft Office 365Used as:
- Outreach sheet
Find your approved copy and recipient rows in Microsoft Office 365, then save each row's result there.
- Email account
Microsoft Office 365 checks sent mail, sends personalized emails, and gives your coordinator a recap.
SmartsheetUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Smartsheet, then save each row's result there.
Zoho MailUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Zoho Mail, then save each row's result there.
- Email account
Zoho Mail checks sent mail, sends personalized emails, and gives your coordinator a recap.
Zoho SheetUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Zoho Sheet, then save each row's result there.
KintoneUsed as:
- Outreach sheet
Find your approved copy and recipient rows in Kintone, then save each row's result there.
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 contact.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send approved candidate outreach and record each successful send.
Show all Agents for the Staffing and Recruiting industry - Real Estate
Send approved prospect emails and show which contacts need attention.
Show all Agents for the Real Estate industry - Professional Associations
Send approved member emails and record who has already been contacted.
Show all Agents for the Professional Associations industry - Public Relations
Send approved media outreach and avoid contacting the same address twice.
Show all Agents for the Public Relations industry - Nonprofit Organizations
Send approved supporter outreach and flag contacts needing fixes.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved attendee invitations and flag duplicate addresses.
Show all Agents for the Event Management industry
Made for your role
Send Mail Merge Emails is made for people in these roles.
- Campaign Coordinator
Send the approved campaign copy to new contacts on the outreach sheet.
Show all Agents for the Campaign Coordinator role - Sales Development Representative
Send approved prospect emails and avoid duplicate outreach.
Show all Agents for the Sales Development Representative role - Marketing Coordinator
Send approved campaign emails and show which rows need correction.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Personalize approved emails and log sends beside each contact.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send approved invitations and identify guests already contacted.
Show all Agents for the Event Coordinator role - Membership Manager
Send approved member messages without repeating earlier sends.
Show all Agents for the Membership Manager role - Public Relations Specialist
Send approved media emails and track who has already received them.
Show all Agents for the Public Relations Specialist role - Outreach Coordinator
Send approved outreach once per recipient and flag rows needing fixes.
Show all Agents for the Outreach Coordinator role - Fundraiser
Send approved donor outreach and flag missing contact details.
Show all Agents for the Fundraiser role - Talent Sourcer
Send approved candidate emails and mark contacts already reached.
Show all Agents for the Talent Sourcer role
Made for your department
Send Mail Merge Emails is made for people in these departments.
- Marketing
Send personalized campaign emails from the approved contact sheet.
Show all Agents for the Marketing department - Sales
Send approved prospect emails and flag incomplete contact rows.
Show all Agents for the Sales department - Communications
Send approved outreach messages and report contacts needing fixes.
Show all Agents for the Communications department - Recruiting
Send approved candidate outreach and record who has been contacted.
Show all Agents for the Recruiting department - Events
Send approved event invitations and log each recipient's status.
Show all Agents for the Events department - Membership
Send approved member outreach and flag duplicate recipients.
Show all Agents for the Membership department - Fundraising
Send approved donor emails and show which contacts need correction.
Show all Agents for the Fundraising department
How Send Mail Merge Emails works
5 steps, in order, on every run.
-
Read New Recipient RowsRead new or corrected rows and the campaign's approved copy. Stop and tell your coordinator if approval or copy is missing.
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Check Prior SendsSearch sent mail for this campaign before sending. Mark already contacted rows so they do not get another message.
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Prepare Eligible MessagesSkip rows without permission, usable addresses, or required details. Fill the approved message with allowed values for the rest.
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Send and Record EmailsSend complete messages up to your chosen limit. Record sent message IDs and times, or the error when a send fails.
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Report ResultsEmail your coordinator the sends and rows needing fixes. Include duplicate recipients and any send or sheet update failures.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
12 tools
- Choose the outreach spreadsheet and recipient tab, and provide a campaign ID, approved subject and body, and the columns allowed in the message.
- Add columns for recipient email, contact permission, send status, sent message ID, sent time, and correction reason; mark the campaign approved only after its copy and audience are reviewed.
- Choose the sending mailbox, the outreach coordinator's email address, the check interval, and the maximum number of messages to send per check.
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:
Choose your outreach spreadsheet, recipient tab, sending mailbox, and campaign ID. Provide approved copy and a contact permission decision for every recipient.
The Agent checks your sheet and sent mail for the same campaign and address. Your coordinator sees any earlier send marked on the row.
Your coordinator sees the specific issue on the row and in the recap. The Agent skips that recipient until you correct the row.
Your coordinator gets the message ID in the recap. The next run checks sent mail before trying that recipient again.
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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