Introduction
Send emails using excel list. Emails can be fully configured individually. Works with or without attachments, even with individual attachments and individual emails.
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Excel file with: Firstname Lastname Email
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Attachment: name of attachment without extension.
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Only needed if an attachment is used for the mailing
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For individual attachment, use individual names, otherwise just use the one single name for the attachment
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Example to compute individual Attachment names: = A2 & "_" & B2
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Additional fields are optional. Numbers, dates best formatted as text!
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Skip if no individual attachments needed.
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For individual Attachments, use Mail Merge in Word.
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Use the wizard if new to the Mail Merge.
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Use the previous excel as a source.
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Merge to Foxit PDF
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PDF File Name: choose the Attachment field from your excel.
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Save all PDFs in a directory on onedrive.
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open Microsoft 365 in your web browser
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Select Power Automate
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Edit Mail merge
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You may need to connect your onedrive and email the first time you use a flow.
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Select: Location, Library, Excel and Excel Table
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Write your email
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Dynamic fields (from the excel loaded in the step before) can be selected to add email addresses into the To field, or using dynamic content in your email.
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Save and run your modified flow. Emails to all entries in the excel will be sent.
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open Microsoft 365 in your web browser. Select Power Automate.
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Edit Mail merge with individual attachments
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Modify List rows present in a table
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Modify List files in folder
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Modify send an email to user if attachment name in excel = name of file
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Check if Compare excel Attachment Name to Name of File if you changed the header Attachment in your excel file.
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use the next steps for a detailed walk through instead of the video.
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open Microsoft 365 in your web browser and edit Mail merge with individual attachments in your flows.
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New line.You may need to connect your onedrive and email the first time you use a flow.
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Select: Location, Library, Excel and Excel Table
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Modify List files in folder
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Check that the header for the attachment in the excel file matches this comparison.
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All headers of the excel list are listed in the dynamic content.
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Compose your email. Fields from your excel list are found using the Dynamic Content.
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Attachment name: Dynamic content from the List file in folder.
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Attachment document: Dynamic content from the Get file content.
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Save your flow and run it. Best practice: test it first with know email addresses.
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