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Send Scheduled Mail Merges
Send personalized emails from current campaign rows through your mailbox
Use this Agent instantly or customize it - no programming needed
- Current timeCurrent time
Your scheduled check supplies the current time to compare with each batch's send time.
- Batch detailsBatch details
Your batch details include approval, send time, time zone, and the owner's email address.
- Approved messageApproved message
Your approved subject and body provide the text for each personalized email.
- Recipient rowsRecipient rows
Your current recipient rows provide addresses, personal details, and prior send statuses.
- Suppression listSuppression list
Your current suppression list identifies people who must not receive this email.
Your campaign spreadsheet holds current recipient details and suppression addresses, then shows each batch's results.
- Batch statusBatch status
Your campaign sheet shows batch counts and completion state, or flags a missing detail.
- Send logSend log
Your send log shows each row's accepted, skipped, failed, or uncertain status and reason.
- Personalized emailsPersonalized emails
Your outgoing messages use each eligible recipient's details and the approved text.
Your sending mailbox sends personalized messages to eligible recipients and a results email to you.
- Send logSend log
Your send log shows each row's accepted, skipped, failed, or uncertain status and reason.
- Batch statusBatch status
Your campaign sheet shows batch counts and completion state, or flags a missing detail.
- Owner summary emailOwner summary email
Your summary email shows accepted sends, exceptions, and a link to the campaign sheet.
This Agent finds approved batches when their send time arrives. It checks current recipients and suppressions before sending personalized emails. It records results and emails you a summary.
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Google SheetsUsed as:
- Campaign spreadsheet
Google Sheets holds current recipient details and suppression addresses, then shows each batch's results.
GmailUsed as:
- Sending mailbox
Gmail sends personalized messages to eligible recipients and a results email to you.
Microsoft OutlookUsed as:
- Sending mailbox
Microsoft Outlook sends personalized messages to eligible recipients and a results email to you.
AirtableUsed as:
- Campaign spreadsheet
Airtable holds current recipient details and suppression addresses, then shows each batch's results.
monday.comUsed as:
- Campaign spreadsheet
monday.com holds current recipient details and suppression addresses, then shows each batch's results.
ZoomUsed as:
- Sending mailbox
Zoom sends personalized messages to eligible recipients and a results email to you.
Microsoft ExcelUsed as:
- Campaign spreadsheet
Microsoft Excel holds current recipient details and suppression addresses, then shows each batch's results.
Microsoft Office 365Used as:
- Campaign spreadsheet
Microsoft Office 365 holds current recipient details and suppression addresses, then shows each batch's results.
- Sending mailbox
Microsoft Office 365 sends personalized messages to eligible recipients and a results email to you.
SmartsheetUsed as:
- Campaign spreadsheet
Smartsheet holds current recipient details and suppression addresses, then shows each batch's results.
Zoho MailUsed as:
- Sending mailbox
Zoho Mail sends personalized messages to eligible recipients and a results email to you.
PodioUsed as:
- Campaign spreadsheet
Podio holds current recipient details and suppression addresses, then shows each batch's results.
KintoneUsed as:
- Campaign spreadsheet
Kintone holds current recipient details and suppression addresses, then shows each batch's results.
Made for your industry
Send Scheduled Mail Merges is made for businesses in these industries.
- Advertising and Marketing
Send approved client outreach to current, eligible contacts.
Show all Agents for the Advertising and Marketing industry - Staffing and Recruiting
Send personalized candidate outreach from the approved campaign.
Show all Agents for the Staffing and Recruiting industry - Real Estate
Send property emails to eligible prospects from the designated mailbox.
Show all Agents for the Real Estate industry - Professional Associations
Send member updates on schedule and flag skipped addresses.
Show all Agents for the Professional Associations industry - Public Relations
Send approved media pitches to current contacts and log failures.
Show all Agents for the Public Relations industry - Nonprofit Organizations
Send donor campaign emails after checking the latest suppression list.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send event invitations to eligible guests at the approved time.
Show all Agents for the Event Management industry
Made for your role
Send Scheduled Mail Merges is made for people in these roles.
- Campaign Manager
Send approved campaign emails on schedule and review the results.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send personalized campaign emails and flag skipped rows.
Show all Agents for the Campaign Coordinator role - Sales Development Representative
Send approved prospect emails and identify skipped contacts.
Show all Agents for the Sales Development Representative role - Recruiter
Send personalized candidate emails to unsuppressed contacts.
Show all Agents for the Recruiter role - Real Estate Agent
Send approved listing emails to eligible prospects.
Show all Agents for the Real Estate Agent role - Email Marketing Specialist
Send email campaigns using the latest recipient and suppression lists.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send scheduled guest invitations from the approved message.
Show all Agents for the Event Coordinator role - Membership Manager
Send member campaign emails and surface addresses needing attention.
Show all Agents for the Membership Manager role - Public Relations Specialist
Send approved pitches to media contacts and log each outcome.
Show all Agents for the Public Relations Specialist role - Fundraiser
Send approved donor outreach to eligible supporters on schedule.
Show all Agents for the Fundraiser role
Made for your department
Send Scheduled Mail Merges is made for people in these departments.
- Marketing
Send scheduled campaigns to eligible contacts from approved copy.
Show all Agents for the Marketing department - Sales
Send approved prospect emails and record each send result.
Show all Agents for the Sales department - Communications
Send approved stakeholder emails after checking suppressions.
Show all Agents for the Communications department - Recruiting
Send candidate outreach using the latest approved contact rows.
Show all Agents for the Recruiting department - Events
Send approved invitation emails to eligible guest lists.
Show all Agents for the Events department - Membership
Send member outreach and show which addresses were skipped.
Show all Agents for the Membership department - Fundraising
Send donor appeals on schedule using current supporter details.
Show all Agents for the Fundraising department
How Send Scheduled Mail Merges works
6 steps, in order, on every run.
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Find Due BatchesFind batches you have approved whose send time has arrived. Leave batches with missing send details in the sheet for correction.
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Read Current RowsRead the latest recipient rows and suppression list when a batch comes due.
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Set Aside Ineligible RowsSkip suppressed or previously sent addresses. Flag duplicate, invalid, or incomplete rows with reasons in the sheet.
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Send Personalized EmailsMark each eligible row before sending. Fill the approved message with that person's details and send from the designated mailbox.
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Record Send ResultsSave each send response or failure beside its row. Flag attempts without a confirmed result for your review.
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Report the BatchWrite batch counts and skipped reasons in the sheet. Email you a summary and a link to the send log.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
12 tools
- Connect the campaign sheet with batch approval, scheduled time and time zone, approved subject and body, recipient rows, a suppression tab, and columns for send results.
- Connect the mailbox authorized to send the merge and enter the campaign owner's email address in the batch row.
- Set the required recipient columns and message fields, plus the allowed sending pace and batch size.
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 Merges:
You can connect the campaign sheet and the mailbox authorized to send. Add batch approval, send time, recipient rows, and a suppression tab to the sheet.
Your newly suppressed contact stays off the send list. The Agent reads the latest suppression rows when the batch comes due and records the skip.
No. A successful response means your mailbox accepted the email for sending; it does not confirm inbox delivery.
The Agent records failed sends and continues within your chosen pace. It flags uncertain attempts for your review instead of automatically resending them.
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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