- AI-Agent
- Ready to Run
Send Mail Merge Emails
Send personalized emails to a saved contact group from your mailbox
Use this Agent instantly or customize it - no programming needed
- Approval emailApproval email
Your manager names the approved draft and a saved contact group in an email.
- Saved draftSaved draft
Your saved draft supplies the subject, message, and placeholders for each personal email.
- Contact group membersContact group members
You keep each member's address and personal details in a saved contact group.
- Mail merge settingsMail merge settings
You choose the mailbox, approval folder, authorized managers, and placeholder names before sending.
Your mailbox receives approvals, holds drafts and contact details, sends individual emails, and replies with results.
- Approval correction replyApproval correction reply
Your manager learns what needs correction before any contact receives an email.
- Approval correction replyApproval correction reply
Your manager learns what needs correction before any contact receives an email.
- Personalized emailsPersonalized emails
Each eligible contact receives a separate email using their saved details.
- Mail merge reportMail merge report
Your manager sees sent addresses, skipped contacts with reasons, and any sending failures.
This Agent waits for your manager's email approving a saved draft and contact group. It checks addresses and details, then sends personalized emails. Your manager gets a reply with the results.
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Microsoft OutlookUsed as:
- Mailbox
Microsoft Outlook receives approvals, holds drafts and contact details, sends individual emails, and replies with results.
monday.comUsed as:
- Mailbox
monday.com receives approvals, holds drafts and contact details, sends individual emails, and replies with results.
ZoomUsed as:
- Mailbox
Zoom receives approvals, holds drafts and contact details, sends individual emails, and replies with results.
Zoho MailUsed as:
- Mailbox
Zoho Mail receives approvals, holds drafts and contact details, sends individual emails, and replies with results.
Made for your industry
Send Mail Merge Emails is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaign emails separately to each contact.
Show all Agents for the Advertising and Marketing industry - Education
Send family or student notices individually from an approved draft.
Show all Agents for the Education industry - Professional Associations
Send member notices as personalized emails after approval.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved supporter messages as personalized emails.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send event guests individual updates from an approved draft.
Show all Agents for the Event Management industry - Political Organizations
Send approved campaign emails to each supporter in a saved group.
Show all Agents for the Political Organizations industry - Religious Organizations
Send congregation updates as individual, personalized emails.
Show all Agents for the Religious Organizations industry - Museums
Send member invitations by name from an approved draft.
Show all Agents for the Museums industry
Made for your role
Send Mail Merge Emails is made for people in these roles.
- Campaign Coordinator
Send approved campaign messages individually to eligible contacts.
Show all Agents for the Campaign Coordinator role - Marketing Coordinator
Send approved campaign emails to each eligible contact by name.
Show all Agents for the Marketing Coordinator role - Marketing Manager
Report which campaign contacts received the approved message.
Show all Agents for the Marketing Manager role - Email Marketing Specialist
Merge saved contact details into separate emails from an approved draft.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send guest updates individually and list any contacts left out.
Show all Agents for the Event Coordinator role - Membership Manager
Send approved member updates individually using saved contact details.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send outreach emails to each eligible contact in a saved group.
Show all Agents for the Outreach Coordinator role - Communications Coordinator
Send approved group updates as personalized emails.
Show all Agents for the Communications Coordinator role - Fundraiser
Send each eligible donor a personalized message from an approved draft.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer notices individually from a saved group.
Show all Agents for the Customer Communications Coordinator role - Event Marketer
Send personalized event invitations to a saved contact group.
Show all Agents for the Event Marketer role
Made for your department
Send Mail Merge Emails is made for people in these departments.
- Marketing
Send approved campaign emails individually to eligible contacts.
Show all Agents for the Marketing department - Communications
Send approved group updates with each contact's saved details.
Show all Agents for the Communications department - Events
Send approved event invitations to each eligible contact.
Show all Agents for the Events department - Membership
Send personalized member notices and list any skipped contacts.
Show all Agents for the Membership department - Outreach
Send individual outreach emails and report skipped contacts.
Show all Agents for the Outreach department - Fundraising
Send approved donor messages individually from the mailbox.
Show all Agents for the Fundraising department
How Send Mail Merge Emails works
4 steps, in order, on every run.
-
Confirm the approved sendCheck that the sender can approve the send and the named draft and group match. Reply without sending if the approval is unclear.
-
Check the group's contactsCheck addresses and details used in the draft. Skip missing values, malformed addresses, and repeat addresses with a reason for each.
-
Send personalized emailsFill the saved draft with each eligible contact's details. Send a separate message to each usable address and record failures.
-
Report the resultsReply to your manager's approval email with sent recipients and skipped contacts. Include reasons for skips and any sending failures.
How to Get Started
Connect the tools you already use, such as Microsoft Outlook, monday.com or Zoom.
4 tools
- Choose the sending mailbox, approval folder, and manager email addresses allowed to authorize a send.
- Have the manager name the exact saved draft subject and saved contact group in each approval email; draft subjects must be unique among current drafts.
- Put the intended subject and message in the saved draft, using agreed placeholders such as first name only for details stored on each contact.
- Keep group members as saved contacts with individual email addresses and the personal fields the draft uses.
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 sending mailbox, approval folder, and managers who can authorize a send. Save a draft and contact group with the details your message uses.
No. It skips contacts with missing or malformed addresses, missing details used in the draft, or repeated addresses. Your manager sees the reason in the reply.
Your manager gets a reply asking for a correction. No contact emails go out unless the approval identifies one saved draft and one contact group.
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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