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Send Workbook Mail Merge
Send personalized emails from a recipient workbook tab
Use this Agent instantly or customize it - no programming needed
- Approved mail merge requestApproved mail merge request
Your request names the workbook tab and includes the approved subject and message.
- Recipient rowsRecipient rows
Your tab lists addresses, personal details, eligibility, and prior send status.
- Mail merge rulesMail merge rules
Your settings define allowed requesters, required columns, eligible rows, and sent status.
Your email mailbox receives approved requests, sends personalized emails, and replies with the log.
Your recipient workbook supplies recipient rows and stores each row's result.
- Requester replyRequester reply
Your reply lists sent rows, repairs, and any issue to check before retrying.
- Workbook send logWorkbook send log
Your tab records sent times and specific reasons for skipped or failed rows.
- Requester replyRequester reply
Your reply lists sent rows, repairs, and any issue to check before retrying.
- Personalized emailsPersonalized emails
Your approved message goes to each eligible, unsent address with that row's details.
- Workbook send logWorkbook send log
Your tab records sent times and specific reasons for skipped or failed rows.
- Requester replyRequester reply
Your reply lists sent rows, repairs, and any issue to check before retrying.
This Agent waits for a mail merge request in your chosen mailbox folder. It checks the named workbook tab and emails eligible, unsent contacts. You get a reply with the send log and rows to fix.
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Google SheetsUsed as:
- Recipient workbook
Google Sheets supplies recipient rows and stores each row's result.
GmailUsed as:
- Email mailbox
Gmail receives approved requests, sends personalized emails, and replies with the log.
- Recipient workbook
Gmail supplies recipient rows and stores each row's result.
Microsoft OutlookUsed as:
- Email mailbox
Microsoft Outlook receives approved requests, sends personalized emails, and replies with the log.
- Recipient workbook
Microsoft Outlook supplies recipient rows and stores each row's result.
AirtableUsed as:
- Recipient workbook
Airtable supplies recipient rows and stores each row's result.
monday.comUsed as:
- Recipient workbook
monday.com supplies recipient rows and stores each row's result.
ZoomUsed as:
- Email mailbox
Zoom receives approved requests, sends personalized emails, and replies with the log.
Microsoft ExcelUsed as:
- Recipient workbook
Microsoft Excel supplies recipient rows and stores each row's result.
Microsoft Office 365Used as:
- Email mailbox
Microsoft Office 365 receives approved requests, sends personalized emails, and replies with the log.
- Recipient workbook
Microsoft Office 365 supplies recipient rows and stores each row's result.
SmartsheetUsed as:
- Recipient workbook
Smartsheet supplies recipient rows and stores each row's result.
Zoho MailUsed as:
- Email mailbox
Zoho Mail receives approved requests, sends personalized emails, and replies with the log.
- Recipient workbook
Zoho Mail supplies recipient rows and stores each row's result.
Zoho SheetUsed as:
- Recipient workbook
Zoho Sheet supplies recipient rows and stores each row's result.
KintoneUsed as:
- Recipient workbook
Kintone supplies recipient rows and stores each row's result.
Made for your industry
Send Workbook Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns from contact lists and log each send.
Show all Agents for the Advertising and Marketing industry - Retail
Send personalized shopper campaigns and flag contact list errors.
Show all Agents for the Retail industry - Education
Send approved prospect emails and track sends on the school contact list.
Show all Agents for the Education industry - Professional Associations
Send approved member emails and record each send on the member list.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send personalized donor emails and flag supporter records to fix.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send personalized guest emails and flag unusable event list rows.
Show all Agents for the Event Management industry
Made for your role
Send Workbook Mail Merge is made for people in these roles.
- Campaign Manager
Send approved campaign copy to eligible contacts and return a send log.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send campaign emails from approved lists and report skipped contacts.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Check recipient rows, send approved emails, and log each result.
Show all Agents for the Marketing Operations Coordinator role - Marketing Coordinator
Send approved campaigns from contact sheets and track each result.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Send personalized emails to eligible contacts and flag list errors.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send approved guest emails and list addresses needing correction.
Show all Agents for the Event Coordinator role - Membership Manager
Send approved member emails and report which records need fixing.
Show all Agents for the Membership Manager role - Fundraiser
Send personalized donor appeals and flag contacts needing correction.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer emails and track each contact's send status.
Show all Agents for the Customer Communications Coordinator role - Admissions Officer
Send personalized prospect emails and log each send or skip.
Show all Agents for the Admissions Officer role
Made for your department
Send Workbook Mail Merge is made for people in these departments.
- Marketing
Send approved outreach to contact lists and return a send log.
Show all Agents for the Marketing department - Communications
Send approved audience emails and report contact list errors.
Show all Agents for the Communications department - Events
Send guest updates from event lists and flag addresses to fix.
Show all Agents for the Events department - Membership
Send member campaigns and record each send on the contact list.
Show all Agents for the Membership department - Fundraising
Send donor campaigns and flag supporter records that need repair.
Show all Agents for the Fundraising department - Admissions
Send prospect messages and log each successful or skipped contact.
Show all Agents for the Admissions department
How Send Workbook Mail Merge works
5 steps, in order, on every run.
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Read the named workbook tabOpen the tab named in the request and read recipient rows, including prior send status. Stop and reply if the tab cannot be opened.
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Check who can receive emailMatch message placeholders to tab columns. Stop and reply if a column is missing. Skip sent, duplicate, ineligible, or incomplete rows.
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Send personalized emailsFill the approved subject and body from each usable row, then send through your mailbox. Record failed sends for retry.
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Update the workbook logMark successful sends with the send time. Note skipped rows and failed sends beside their rows.
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Reply with the send logReply in the request thread with sent addresses and row numbers. List rows that need a fix or retry.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
12 tools
- Choose the mailbox folder used only for approved mail merge requests and the addresses allowed to place requests there.
- Give the Agent access to the shared workbook and require each request email to name its workbook link, tab, approved subject, and approved body with column-name placeholders.
- Set the tab's email, personalization, eligibility, send-status, sent-at, and error-note columns; decide which eligibility values permit sending and which status means already sent.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Workbook Mail Merge:
Choose a mailbox folder for approved requests and who can submit them. Put the workbook link, tab, subject, and message with column placeholders in the request.
You choose which eligibility values allow sending and what status means already sent. The Agent skips duplicate addresses and rows missing a usable address or required details.
The Agent stops further sends and tells you which address may have been sent. Check that row before retrying the request.
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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