How to Mail Merge using Power Automate

Рет қаралды 273,595

Күн бұрын

In this step-by-step tutorial, learn how to Mail Merge using Excel Online and Power Automate. Once your Mail Merge is ready, send your emails using Outlook or Gmail. All of these tools are free to use. Customize and personalize everything, including the to/cc/bcc recipients, the subject, and even include custom attachments. This is the ultimate mail merge.
👋 Additional resources:
- Introduction to Power Automate: • Power Automate Tutoria...
- How to Mail Merge using Word, Excel, and Outlook: • How to Mail Merge in W...
- How to Mail Merge Address Labels: • How to Mail Merge Addr...
- How to Mail Merge using WPS Office: • How to Mail Merge in W...
⌚ Timestamps
0:00 Introduction
1:49 Log into Office.com
2:22 Enter Merge data into Excel Online
5:44 Open Power Automate
6:49 Create a new Mail Merge flow in Power Automate
8:25 Add Excel sheet to Power Automate
10:05 Select email provider, whether Outlook or Gmail
13:24 Customize to, cc, and bcc
14:20 Run Mail Merge
15:35 Preview results
15:45 Include attachment
17:58 Preview results
18:33 Format data properly in Excel
19:25 Wrap up
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Пікірлер: 397

@ingpingchia9396 3 жыл бұрын

Kevin, great video! Please elaborate on how to attach customized attachments - I followed every step of you video but this is one step that I need help on. Thank you!

@kennym5898 3 жыл бұрын

....As soon as you said you worked for Microsoft full time, I knew this was going to work! Clear and concise explanations and no 'Computer speak' jargon. Thank you.

@TylerStanczak 3 жыл бұрын

Mail merge has saved me so much time and frustration with me no longer having to spend hours customizing the same email to thousands of people at my job. So this is super important that you are sharing this helpful tutorial. Thanks Kevin! :)

@Britishpakistani2023 Жыл бұрын

Hi @TylerStanczak How did you manage to show your work/business email instead of Gmail or Outlook email as sender? When I do it it shows sent from my personal email. SOS 🙂

@betonshine 5 ай бұрын

Thank you Kevin, you really are helping people, not offering products, you are guiding on how to solve problems. Thumbs up for you and your content.👏

@JeremyMcMahan 3 жыл бұрын

Well, hearing that you worked on the Office home page made me smile big-time. Many thanks! It has improved a lot over the years and the new look is a big step up!

@ferozkibria9211 3 жыл бұрын

My dearest Kevin, with this tutorial video, you made me productive thousands time better. You owe me, Sir. Salute to you! My love and blessings 🙏 for you!

@andrewwild9815 3 жыл бұрын

Hi Kevin, Just a quick note to say thank you. Your instructions were clear and helped me to efficiently distribute user names and passwords to a group of my students.

@davidferrick 3 жыл бұрын

Nice tutorial. I added a column for conditional checks so I can have a running list of various contacts for different situations. I deliver a lot of reports and users are wanting to veer away from E-mail notifications so I now send them an MS Teams chat message when their reports are ready to view. It helps me maintain a distribution list that is selectable based on the report name. Good stuff... keep'em coming.

@loloysan6417 3 жыл бұрын

You are a rockstar Kevin, I have been using Power Automate for 3months but i did think it can be use for mail merge, disciminating windows user account is 1 hell of a ride. thanks a lot you save me big time. More helpful tutorial please specially power automate. Cheers mate, be safe

@anuzsbd Жыл бұрын

Thank you Kevin , its been a life saver for me ! using mailmerge with mac had been really difficult , power automate has been an amazing tool for mail merge.

@TenMinuteKQL 8 ай бұрын

Your videos are by far my favorite for Microsoft productivity. Practical examples that are concise and useful.

@AnwarHussainFaruqh Жыл бұрын

Great service for the fellow human professionals. Thank you so much dear @Kevin Stratvert for your selfless support and training for the needy people!

@doughughes257 2 жыл бұрын

Kevin, your videos are so awesome. This mail merge will help us every month. Thanks!

@zakara9382 3 жыл бұрын

You are only one KZfaqr (except my favorite bands) to whom I subscribed and turned on all notifications. People.... this man is LEGEND he has the best how to channel and his videos can make your life 197450981 times cheaper and easier. Thank you Kevin ^_^

@markolima 3 жыл бұрын

Kevin, great job. Thank you very much for all videos! You helped me a lot.

@MangoTike 3 жыл бұрын

Kevin, This contents really help me to complete my task in just 10minutes (it was an hour to complete). Thank you so much.

@Carla369 8 ай бұрын

UNBELIEVABLEE, I cannot put too much data here but this is the solution to a lot of frustration about writting tedious emails with sooooooo manyyyyyyy variable data on itttt. THANK YOU, you are a genious! You are the GOAT :)

@petervanwinkel3212 3 жыл бұрын

Great video again Kevin, many thanks! As some other people asked as well I’d love to see how to do customized attachments

@yannicklerolland9407 2 жыл бұрын

Great instructions. I was able to follow and test it with no issues. Ready to configure a similar flow for our users. Thank you.

@kumaresan0506 3 жыл бұрын

That's great to know this. Its well constructed way of presentation. Much appreciated. Thanks a ton. For me it a timely video where i have to send about 80 custom emails to the team members.

@adrianrobinson9554 3 жыл бұрын

Fantastic video Kevin, I will now look for more power automate and Flow videos. Learning so much from you. Cheers.

@pattyschumann1236 3 жыл бұрын

Wow! this is great information. I just started my own project with this tutorial. Thank you!

@ethiohelptube794 3 жыл бұрын

You have no idea how much you are helping us!!! Thanks

@arunkaggarwal1962 11 ай бұрын

Very very helpful. Thank you Kevin. You make everything so easy to understand.

@nhatruclepalacios2462 Жыл бұрын

This my first time hearing about mail merge and your video. I find this video very helpful, clear and resourceful. This is like to the next level. Thank you so much!

@tommyraider5852 6 ай бұрын

Great advice at the end about doing a test run first. I usually test to myself once, then to a small number of real contacts and check the sent items before I go for the full run

@bashirmoustafa6116 3 жыл бұрын

Dear Kevin,,, your tutorials makes my life easy :) ,,, THANK YOU

@yashmore9863 3 жыл бұрын

Kevin this is awesome! Now we just need to know how to send unique attachments to each email address. That would be the ultimate-ultimate mail merge 🚀

@rotethongvanit 2 жыл бұрын

This tutorial really helps me with my mail merge. Thanks Kevin.

@mcbaniel 3 жыл бұрын

Kevin, this is incredibly helpful, thank you! One thing I learned the hard way: there is a row limit of 256 unless you do this. In the List rows in a table step, click the 3 dots to get to settings. Turn pagination on, and then up the limit to what you need.

@1precioussa 2 жыл бұрын

Hi Kevin, can you show how to add customized attachments for each individual? That would be extremely helpful! 😃

@Britishpakistani2023 Жыл бұрын

@@1precioussa How did you manage to show your work/business email instead of Gmail or Outlook email as sender? When I do it it shows sent from my personal email. SOS 🙂

@ahmedkhalifa73 3 жыл бұрын

Thank you very much for your explanations, especially your lesson. This is very useful to me

@evelincosta1449 3 жыл бұрын

What an amazing tool!!! Thank you so much!

@LessThanHandy 3 жыл бұрын

This, Sir, was a beautiful feature instructional video. 👏👏👏👏

@sonyamills7278 3 жыл бұрын

OMG!, it totally worked. Thank you so much. I'm looking pretty good to my boss lol

@mobr. 3 жыл бұрын

Thank you for this informative and clear video!

@hectorregala7777 3 жыл бұрын

This is very helpful, thank you so much!

@kumaresan0506 3 жыл бұрын

i learnt and applied for the communication i intended. The results was awesome. Thanks.

@kewartoscar8913 3 жыл бұрын

Thanks a million, Kelvin. You are an Angel

@clifffernandes5814 3 жыл бұрын

Very helpful. Kevin is great in explaining.

@hollygreen3901 3 жыл бұрын

Thank you for your lovely video. Very useful information for my job. From London UK

@Periimplantar 3 жыл бұрын

Thank you very much, man! Saving hundreds of dollars and tons of time!

@Albert00310 3 жыл бұрын

Thank you, Kevin! I had trouble with mailmerge in Office 365. Word takes my oldest Outlook mailaccount as default in the mailmerge, not giving an opportunity to change it. I have more emailnames in my Outlook account To make it worse, I sometimes have to send mails from my website (separate account and not connected to Office 365) and couldn’t use mailmerge art all. This solution will save me tons of time 👍

@sophiatsai0910 3 жыл бұрын

Love Power Automate SO MUCH!

@beenaraj5227 3 жыл бұрын

You are awesome kevin appreciate you for this wonderful tutorial.

@whouse7 2 жыл бұрын

Thank you for posting!!! This is exactly what I was looking for!!!

@MichaelToub 3 жыл бұрын

Simply wonderful, thanks!

@LSl0 3 жыл бұрын

Wow! this is a treasure! Thank YOU!!!)))

@silentknight8732 2 жыл бұрын

This has been immensely useful. Thank you. Liked and Subscribed🙂

@zayedrashid7697 Жыл бұрын

Thank you so much. I was trying to learn it for soooo long. You are the Best!

@AyoolaBoyejo Жыл бұрын

This is indeed the ultimate way to send mail merge!

@RayHenry100 3 жыл бұрын

Thank Kevin, You the Man!

@rodp2310 3 жыл бұрын

Fantastic tutorial Kevin. 👏👏👏

@FabolousSwiss 3 жыл бұрын

Thanks, this tutorial was really helpful!

@YeungKaHung 3 жыл бұрын

Useful tool. Excellent teaching tutorial.

@VijayendranRaghavendran 3 жыл бұрын

Great video Kevin. Power automate is very powerful indeed.

@jackedwards9059 2 жыл бұрын

Kevin - very interesting and useful for creation of the mail merge. Perhaps you could add on a step for execution. I work with a number of "branch office" scenarios in which the staff have minimal IT background and no interest in learning, but have a task to perform. Setting up a "button" on the desktop or on a website that they can press to execute the Power Automate function would be useful. Thanks for your consideration.

@tintindb 3 жыл бұрын

What you did in twenty minutes took me about three hours....🤦 but at least I can now do the attachment 😆. Thank you sir.

@kimmynaris8547 3 жыл бұрын

This is really cool. Thanks Kevin!!!

@ankurthole1099 2 жыл бұрын

Great video incredibly helpful, Will save a lot of time. Thank you so much

@LizAdit 2 жыл бұрын

This is so helpful. A few things learned today

@coipallingayan1933 3 жыл бұрын

thanks for this video Kevin! you are a life saver! would be great if you can also post a video on how to attach unique attachments. i think a lot has already requested.

@rajuclick 3 жыл бұрын

Awesome, so easy to follow.

@richelsantiago 3 жыл бұрын

Hi! This was very helpful! can you also show us how to send individual or personalised attachments? Thanks!

@krishnabairi1581 3 жыл бұрын

Of course this is helpful Kevin, Thanks a lot. I am working on a small project at work and I will use this. Please do more videos on Power Auto. I am looking for customized emails approvals and struggling to track back whether or not approved.

@aditya_suresh 3 жыл бұрын

Great video! Thanks!

@noshortcuttoglory6443 3 жыл бұрын

May God Bless You Kevin!

@Sai-lk3fc 23 күн бұрын

Thank you so much Kevin you rock!

@InsightfulJourney123 2 жыл бұрын

Thank you, Kevin!!🙏

@cristinamartinez-lebron484 Жыл бұрын

This is great! Thank you so much!

@ambergill6422 3 жыл бұрын

Very helpful.Thanks :)

@mauritsacosta 2 жыл бұрын

Thank you! Great video.

@m.c.4458 2 жыл бұрын

Great mentoring skills mate, clear!!!

@Andy.CS01 2 жыл бұрын

That's great! Thanks a lot

@Thefarrukhabbas 2 жыл бұрын

Thank you soo much Kevin. You are angel for me

@princemigavel 4 ай бұрын

Thanks for your help

@ViviNyc1 Жыл бұрын

Thank you!

@SkillsClub 3 жыл бұрын

*Good work Kevin * *Support from Pakistan*

@josephg8453 3 жыл бұрын

I use mail merge for my job quite frequently, but this is a much better method. Thanks so much for sharing!!! Also, anyone else hoping that the Kevin Cookie Company actually becomes a thing??

@vab20hunte2 8 ай бұрын

Hi Kevin, this is very interesting. Thank you so much. Can you please show how to send a different attachment to each person in the list?

@CarlosMartinez-kb8fd 3 жыл бұрын

Hi Kevin, thanks a lot for taking the time to create all these tutorials. They are very useful. In this video, you say that it's possible to attach customized files. Could you please show us how to do it? Thanks again for your help.

@muchlak 2 жыл бұрын

Did you find out how to do this?

@briancrombie-fisher4924 3 жыл бұрын

Thanks for this video Kevin - it has really helped me to be more efficient! Could you do a video on how to add custom attachments to the email? You mention it's possible, and i have tried, but I can't quite get it working.

@MrAmarnathraju 2 жыл бұрын

Very Useful

@JohnBrown-CRSI 3 жыл бұрын

Kevin, i would love to see how you set attachments unique to each email address in the table. I am thinking the filename would have to be in a fiel in the table. Am I right?

@jsantosdias 3 жыл бұрын

I would also! Do we need to use URL in the table?

@muchlak 2 жыл бұрын

did you find out how to do this?

@ayoubniyaz 2 жыл бұрын

This is exactly what I wanted to ask. I want to mail merge a bunch of course certificates and email to individuals. Can pdfs be incorporated for mail merge through power automate?

@edwardpaulbangura 3 жыл бұрын

Superb!!!

@Knitting1ge Жыл бұрын

Thanks!

@rlcornish5400 2 жыл бұрын

This was very straight forward and easily digested. One advanced question I would have about Power Automate is whether a table can be added / populated using this method. I'm going to play with it a bit and see if that's possible. Thanks for this content.

@molicajoy Жыл бұрын

We're you able to add a table?

@Britishpakistani2023 Жыл бұрын

Hi @rlcornish5400 How did you manage to show your work/business email instead of Gmail or Outlook email as sender? When I do it it shows sent from my personal email. SOS 🙂

@cyberlocker3230 2 жыл бұрын

highly appreciated

@vernivijayarajah9830 3 жыл бұрын

Wonderful, easy

@worldwidecs242 3 жыл бұрын

amazing channel

@akanshaarora6836 3 жыл бұрын

Hi Kevin, your videos have been really helpful. Can you please also extend this mail merge video if we add some conditions in power automate to send out the emails.

@francesdobbins2964 2 ай бұрын

Very good video, Kevin.😊

@ghazyothman8504 3 жыл бұрын

Yiu are my super hero, wish you the best

@shaxzodziyadullayev9115 3 жыл бұрын

You rock👍

@JM-yq3mt Жыл бұрын

Amazing tutorial, thank you for providing step by step instructions! Question, is it possible to create a hyperlink in the body of the email? I need to navigate the customer to their login client portal. Thank you again!

@PANDA_HOONIGAN 2 жыл бұрын

Finally clicking on thumbs up for a reason, thanks Kevin.

@alifrahman7705 2 жыл бұрын

man ur a legend

@NubianNubian 3 жыл бұрын

Kevin, this is an awesome tutorial! I was looking dod a solution like this and this came along. How can I use this if I want to send birthday wishes to various customers on their birthdays?

@helenasvensson6747 2 жыл бұрын

So great tutorial! Thank you! It would be great if you could show how to create a mail merge when the Excel list consists of 1-5 rows. Say that the customer had one order/invoice, and the next customer had 3 orders/invoices. Once again, thanks!!!

@rayqusa 2 жыл бұрын

Easy. I was do that. Just make 5 table insert that 5. Then the last 2 row may empty, other row filled I forget the different between row and coloum. At least you get the point