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Send Scheduled Mail Merge
Send personalized spreadsheet emails to eligible recipients on schedule
Use this Agent instantly or customize it - no programming needed
- Check dateCheck date
Your chosen schedule provides today's date in your time zone.
- Mailing detailsMailing details
Your mailing details include the approval, send date, and final message.
- Recipient rowsRecipient rows
Your current rows show each recipient's eligibility, personalization, and send status.
- Sending rulesSending rules
You choose the eligible value and the personalization fields each email needs.
- Sender accountSender account
You choose the account that sends the recipient emails and owner recap.
- Owner email addressOwner email address
Your email address receives the send recap and any issue that stops the mailing.
Your mailing spreadsheet supplies current recipients and keeps their send results.
- Owner alertsOwner alerts
You hear what to complete or which message IDs need manual entry.
Your email account sends eligible emails and your send recap.
- Recipient row resultsRecipient row results
Your sheet shows each confirmed send or why a row needs attention.
- Recipient emailsRecipient emails
Eligible recipients receive your approved message with their own details filled in.
- Recipient row resultsRecipient row results
Your sheet shows each confirmed send or why a row needs attention.
- Owner alertsOwner alerts
You hear what to complete or which message IDs need manual entry.
- Owner send recapOwner send recap
You receive send counts, message IDs, and rows to fix with the spreadsheet link.
This Agent starts at the daily time you choose. It checks recipient eligibility and fields in today's approved mailings. It sends personalized emails and gives you a send log and rows to fix.
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Google SheetsUsed as:
- Mailing spreadsheet
Google Sheets supplies current recipients and keeps their send results.
GmailUsed as:
- Mailing spreadsheet
Gmail supplies current recipients and keeps their send results.
- Email account
Gmail sends eligible emails and your send recap.
Microsoft OutlookUsed as:
- Email account
Microsoft Outlook sends eligible emails and your send recap.
AirtableUsed as:
- Mailing spreadsheet
Airtable supplies current recipients and keeps their send results.
monday.comUsed as:
- Mailing spreadsheet
monday.com supplies current recipients and keeps their send results.
ZoomUsed as:
- Email account
Zoom sends eligible emails and your send recap.
BrevoUsed as:
- Email account
Brevo sends eligible emails and your send recap.
Microsoft ExcelUsed as:
- Mailing spreadsheet
Microsoft Excel supplies current recipients and keeps their send results.
Microsoft Office 365Used as:
- Mailing spreadsheet
Microsoft Office 365 supplies current recipients and keeps their send results.
- Email account
Microsoft Office 365 sends eligible emails and your send recap.
SmartsheetUsed as:
- Mailing spreadsheet
Smartsheet supplies current recipients and keeps their send results.
Zoho MailUsed as:
- Email account
Zoho Mail sends eligible emails and your send recap.
PodioUsed as:
- Mailing spreadsheet
Podio supplies current recipients and keeps their send results.
MailgunUsed as:
- Email account
Mailgun sends eligible emails and your send recap.
Microsoft ExchangeUsed as:
- Email account
Microsoft Exchange sends eligible emails and your send recap.
KintoneUsed as:
- Mailing spreadsheet
Kintone supplies current recipients and keeps their send results.
Made for your industry
Send Scheduled Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns to eligible contacts on schedule.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send approved candidate outreach from current lists without repeat emails.
Show all Agents for the Staffing and Recruiting industry - Real Estate
Send property mailings to eligible contacts and record each send.
Show all Agents for the Real Estate industry - Education
Send approved school mailings to current recipients and flag list gaps.
Show all Agents for the Education industry - Professional Associations
Send member mailings from current lists and flag rows to fix.
Show all Agents for the Professional Associations industry - Public Relations
Send approved media outreach to eligible contacts without repeats.
Show all Agents for the Public Relations industry - Nonprofit Organizations
Send donor appeals to eligible supporters and log each result.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send event invitations to eligible guests on the planned date.
Show all Agents for the Event Management industry - Religious Organizations
Send congregation mailings to eligible members on the chosen date.
Show all Agents for the Religious Organizations industry
Made for your role
Send Scheduled Mail Merge is made for people in these roles.
- Campaign Coordinator
Send approved campaign emails and flag recipient rows needing fixes.
Show all Agents for the Campaign Coordinator role - Recruiter
Send candidate mailings to eligible addresses and skip prior sends.
Show all Agents for the Recruiter role - Marketing Coordinator
Send scheduled mail merges and surface list errors for correction.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Send personalized emails from current lists and log each result.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send guest emails on schedule and flag missing details before sending.
Show all Agents for the Event Coordinator role - Communications Specialist
Send scheduled notices to eligible contacts and report skipped rows.
Show all Agents for the Communications Specialist role - Membership Manager
Send member emails from current rows and report contacts needing fixes.
Show all Agents for the Membership Manager role - Public Relations Specialist
Send approved pitches to eligible media contacts and log each send.
Show all Agents for the Public Relations Specialist role - Fundraiser
Send approved donor emails to eligible supporters and log exceptions.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send customer mailings and record each confirmed send.
Show all Agents for the Customer Communications Coordinator role
Made for your department
Send Scheduled Mail Merge is made for people in these departments.
- Marketing
Send approved email campaigns from current lists and log results.
Show all Agents for the Marketing department - Communications
Send approved audience mailings and give the team a send log.
Show all Agents for the Communications department - Recruiting
Send candidate outreach from current lists and avoid repeat sends.
Show all Agents for the Recruiting department - Events
Send guest mailings on schedule and flag incomplete invitees.
Show all Agents for the Events department - Membership
Send member notices from current rows and flag contacts to fix.
Show all Agents for the Membership department - Fundraising
Send donor mailings to eligible supporters and report list errors.
Show all Agents for the Fundraising department
How Send Scheduled Mail Merge works
5 steps, in order, on every run.
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Find Mailings Due TodayRead today's mailings and check approval, send date, and message text. Tell the owner when anything is missing.
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Check Recipient RowsCheck each recipient's current eligibility and required fields. Set aside invalid, duplicate, or previously sent addresses with reasons.
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Send Personalized EmailsFill the subject and body with each ready recipient's details. Send the email and capture its result and message ID.
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Record Sends and ExceptionsRecord send times, message IDs, and reasons for skipped or failed rows. Stop further sends if a confirmed send cannot be logged.
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Email the Owner a RecapEmail the owner a recap with the send count and spreadsheet link. Include sent rows and message IDs, plus skipped or failed rows with reasons.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
15 tools
- Choose the mailing spreadsheet and columns for mailing ID, approval, send date, approved subject and body, recipient address, eligibility, personalization, send status, send time, message ID, and exception reason.
- Set the daily check time and time zone, the sender account, the owner's email address, and which eligibility value and personalization fields are required before sending.
- Keep recipient eligibility current in the spreadsheet and approve the final subject, body, and mailing date there before the daily 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 Scheduled Mail Merge:
You choose the spreadsheet, sender account, daily check time, and required recipient fields. Your team keeps eligibility current and approves the message and date.
The Agent checks the send status column you choose. It skips rows already marked sent and lists them in the results.
The Agent records the failure and tells you in the recap. If the send result is uncertain, it does not retry automatically.
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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