How to Mail Merge using Power Automate

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КОМЕНТАРІ • 401

  • @ingpingchia9396
    @ingpingchia9396 4 роки тому +36

    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!

  • @betonshine
    @betonshine 7 місяців тому +1

    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.👏

  • @kennym5898
    @kennym5898 3 роки тому +4

    ....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.

  • @ferozkibria9211
    @ferozkibria9211 4 роки тому +7

    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!

  • @mcbaniel
    @mcbaniel 3 роки тому +22

    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
      @1precioussa 2 роки тому +5

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

    • @Britishpakistani2023
      @Britishpakistani2023 Рік тому

      @@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 🙂

  • @TylerStanczak
    @TylerStanczak 4 роки тому +15

    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
      @Britishpakistani2023 Рік тому

      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 🙂

  • @tommyraider5852
    @tommyraider5852 8 місяців тому

    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

  • @Carla369
    @Carla369 10 місяців тому

    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 :)

  • @yashmore9863
    @yashmore9863 3 роки тому +3

    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 🚀

  • @JeremyMcMahan
    @JeremyMcMahan 4 роки тому

    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!

  • @loloysan6417
    @loloysan6417 3 роки тому

    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

  • @zakara9382
    @zakara9382 4 роки тому +3

    You are only one UA-camr (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 ^_^

  • @TenMinuteKQL
    @TenMinuteKQL 10 місяців тому

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

  • @AnwarHussainFaruqh
    @AnwarHussainFaruqh Рік тому

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

  • @anuzsbd
    @anuzsbd Рік тому

    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.

  • @petervanwinkel3212
    @petervanwinkel3212 3 роки тому +5

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

  • @richelsantiago
    @richelsantiago 3 роки тому +10

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

  • @MangoTike
    @MangoTike 3 роки тому

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

  • @davidferrick
    @davidferrick 3 роки тому +1

    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.

  • @josephg8453
    @josephg8453 4 роки тому

    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??

  • @AyoolaBoyejo
    @AyoolaBoyejo Рік тому

    This is indeed the ultimate way to send mail merge!

  • @vab20hunte2
    @vab20hunte2 10 місяців тому +2

    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?

  • @tintindb
    @tintindb 4 роки тому +1

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

  • @JohnBrown-CRSI
    @JohnBrown-CRSI 4 роки тому +48

    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
      @jsantosdias 3 роки тому +6

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

    • @muchlak
      @muchlak 2 роки тому +2

      did you find out how to do this?

    • @ayoubniyaz
      @ayoubniyaz 2 роки тому +2

      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?

  • @nhatruclepalacios2462
    @nhatruclepalacios2462 Рік тому

    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!

  • @kumaresan0506
    @kumaresan0506 4 роки тому

    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.

  • @Albert00310
    @Albert00310 4 роки тому

    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 👍

  • @andrewwild9815
    @andrewwild9815 4 роки тому

    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.

  • @doughughes257
    @doughughes257 3 роки тому

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

  • @pattyschumann1236
    @pattyschumann1236 4 роки тому +1

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

  • @ethiohelptube794
    @ethiohelptube794 3 роки тому

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

  • @rlcornish5400
    @rlcornish5400 2 роки тому +1

    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
      @molicajoy Рік тому

      We're you able to add a table?

    • @Britishpakistani2023
      @Britishpakistani2023 Рік тому

      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 🙂

  • @sonyamills7278
    @sonyamills7278 3 роки тому +3

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

  • @rotethongvanit
    @rotethongvanit 2 роки тому

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

  • @noshortcuttoglory6443
    @noshortcuttoglory6443 4 роки тому

    May God Bless You Kevin!

  • @briancrombie-fisher4924
    @briancrombie-fisher4924 3 роки тому +2

    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.

  • @Evan-Lemoine
    @Evan-Lemoine Рік тому +21

    You had mentioned at 17:10 you can send personalized attachments to each individual... Could we get a tutorial showing how to do this? That would be awesome! Great tutorial either way.

    • @hernanariza8502
      @hernanariza8502 Рік тому +1

      Were you able to figure this out? I would like to know how to do it.

    • @Evan-Lemoine
      @Evan-Lemoine Рік тому +1

      @hernan ariza yes I did

    • @ShazibVijlee
      @ShazibVijlee Рік тому +2

      @@Evan-Lemoine Would you be able to share your instructions on sending custom attachments using Kevin's method?

    • @sofiaferrignotoriello9163
      @sofiaferrignotoriello9163 Рік тому +1

      Hello @@Evan-Lemoine ! Could you share with us how did you manage to send a personalised attachment to each individual? Was it a PDF ? many thanks in advance
      :)

  • @bashirmoustafa6116
    @bashirmoustafa6116 4 роки тому

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

  • @arunkaggarwal1962
    @arunkaggarwal1962 Рік тому

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

  • @markolima
    @markolima 4 роки тому +1

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

  • @krishnabairi1581
    @krishnabairi1581 4 роки тому

    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.

  • @yannicklerolland9407
    @yannicklerolland9407 2 роки тому

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

  • @CarlosMartinez-kb8fd
    @CarlosMartinez-kb8fd 4 роки тому +1

    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
      @muchlak 2 роки тому

      Did you find out how to do this?

  • @coipallingayan1933
    @coipallingayan1933 3 роки тому

    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.

  • @adrianrobinson9554
    @adrianrobinson9554 4 роки тому

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

  • @kumaresan0506
    @kumaresan0506 4 роки тому

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

  • @Periimplantar
    @Periimplantar 4 роки тому

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

  • @raheelanjum8203
    @raheelanjum8203 Рік тому +3

    This is too good but as you mentioned that we can do the customize attachments for different email, can you guide how to do this in the case when different attachments are in different folders.

  • @helenasvensson6747
    @helenasvensson6747 2 роки тому +1

    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
      @rayqusa 2 роки тому

      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

  • @sophiatsai0910
    @sophiatsai0910 4 роки тому

    Love Power Automate SO MUCH!

  • @calraise6460
    @calraise6460 3 роки тому

    Brain is going into vaporlock watching this. Not the video or instruction but learning something new.

  • @yanli9603
    @yanli9603 4 роки тому +1

    Millions thanks,just want to know more about how to set the conditional rules in mail merge and send out the mass email through outlook and power automatic

  • @YeungKaHung
    @YeungKaHung 4 роки тому +1

    Useful tool. Excellent teaching tutorial.

  • @blastonnoronha6631
    @blastonnoronha6631 3 роки тому +11

    How can we configure this to send different attachments to each of the entries in the excel. Like adding the complete file name and path and linking it to Power automate?

    • @mdnahidn
      @mdnahidn 3 роки тому +1

      *I have the same question, hopefully Kevin is listening!*

    • @uddhav7363
      @uddhav7363 3 роки тому

      Greate question, i also searching for this

  • @zayedrashid7697
    @zayedrashid7697 Рік тому

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

  • @VijayendranRaghavendran
    @VijayendranRaghavendran 3 роки тому

    Great video Kevin. Power automate is very powerful indeed.

  • @hollygreen3901
    @hollygreen3901 4 роки тому

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

  • @DerickChibilu
    @DerickChibilu Рік тому

    Kevin this is awesome just what I was looking for, now just have one more request how can I send invoices for each customer so that each customer gets only their invoices?

  • @kewartoscar8913
    @kewartoscar8913 3 роки тому

    Thanks a million, Kelvin. You are an Angel

  • @whouse7
    @whouse7 2 роки тому

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

  • @4._.9
    @4._.9 2 роки тому +1

    Dear Kevin: I just started to learn about Power Automate. This video is really helpful. However, I need to send emails to different individuals with different attachments. Can you help to advise how to do it? Appreciate your kind advice. Thank you very much.

  • @evelincosta1449
    @evelincosta1449 4 роки тому +1

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

  • @PANDA_HOONIGAN
    @PANDA_HOONIGAN 3 роки тому

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

  • @jose.avelar
    @jose.avelar 8 місяців тому

    Great video Kevin. Can you also explain how I can add a different attachment for each person on the mail merge list? Thank you

  • @Sai-lk3fc
    @Sai-lk3fc 2 місяці тому

    Thank you so much Kevin you rock!

  • @rajatsarna7707
    @rajatsarna7707 4 роки тому +2

    Very helpful video, thanks! I noticed that after you finished running the job, all of the three emails had an incorrect date format in the subject line. Would you want to explain why that would happen and how to correct it?

    • @laurakirkby8615
      @laurakirkby8615 3 роки тому

      Because Excel works in the American version of dates. I would suspect you would need to convert the date format first.

  • @EmilianoBaez_
    @EmilianoBaez_ Місяць тому

    Thank you, thank you, thank you!!

  • @beenaraj5227
    @beenaraj5227 3 роки тому

    You are awesome kevin appreciate you for this wonderful tutorial.

  • @ahmedkhalifa73
    @ahmedkhalifa73 4 роки тому

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

  • @jackedwards9059
    @jackedwards9059 2 роки тому +1

    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.

  • @clifffernandes5814
    @clifffernandes5814 4 роки тому

    Very helpful. Kevin is great in explaining.

  • @silentknight8732
    @silentknight8732 2 роки тому

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

  • @idrisomarmorris
    @idrisomarmorris 2 роки тому +3

    Hi Kevin.
    Thank you for the patient and clear step by step instructions on getting this to work.
    I tweaked a few things to get what I needed like multiple email to by adding ";".
    But.. How do I send the emails with my email signature?

    • @muchlak
      @muchlak 2 роки тому

      Did you find out how to do this?

    • @rayqusa
      @rayqusa 2 роки тому

      Just write copy paste your signature there.
      Yes with this step your signature will not attached

  • @LizAdit
    @LizAdit 2 роки тому

    This is so helpful. A few things learned today

  • @kc2293
    @kc2293 10 місяців тому

    This video is so helpful -- it is clear and concise - like all your videos! Question - I would like to do this, but using a WORD letter merge template instead of using email for the merge. AND the resultant merged letters(files) outputs to a PDF. The goal is to have PDF file (or files) of all the merged letters.
    Can you guide me on this? Even just provide the workflow Actions/ steps in power automate would be helpful. Thank you!

  • @Thefarrukhabbas
    @Thefarrukhabbas 2 роки тому

    Thank you soo much Kevin. You are angel for me

  • @ankurthole1099
    @ankurthole1099 2 роки тому

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

  • @eEkow
    @eEkow 3 роки тому +2

    Hi Kevin, thanks for the tutorial. I got everything right when i tried it, except for the attachment.
    Though i attached a jpeg, .docx or pdf file, I always receive an attachment with no file type.
    Any idea what would cause this ?

  • @hectorregala7777
    @hectorregala7777 4 роки тому +1

    This is very helpful, thank you so much!

  • @qualityinquantity9893
    @qualityinquantity9893 Рік тому

    Sir Good Morning, Thanks a lot

  • @RogerFlystop
    @RogerFlystop Рік тому

    A total Novice here but can you automate the conversion of the fields like date and currency to Text format with Power Automate prior to sending? A great video

  • @JM-yq3mt
    @JM-yq3mt Рік тому +1

    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!

  • @bhartityagi8183
    @bhartityagi8183 4 роки тому

    Kindly make a tutorial on motion animated video with sounds and other effects. There r so many tutorial but ur way of xplaing is best. Please

  • @blabla-ug7wn
    @blabla-ug7wn 4 роки тому

    i tried my best and it became a success

  • @rodp2310
    @rodp2310 4 роки тому

    Fantastic tutorial Kevin. 👏👏👏

  • @mobr.
    @mobr. 4 роки тому

    Thank you for this informative and clear video!

  • @LSl0
    @LSl0 3 роки тому

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

  • @nitashasingh5186
    @nitashasingh5186 2 роки тому +1

    At times there are multiple mails which are addressed to the same individual, however, as a best practice, it is preferred to not send multiple mails to the same person and club all the information in one mail before shooting the mail. Is there a way that can be automated ?

  • @LessThanHandy
    @LessThanHandy 4 роки тому

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

  • @akanshaarora6836
    @akanshaarora6836 3 роки тому

    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.

  • @gizem85
    @gizem85 2 роки тому +1

    Hi Kevin, thank you for the great content. Can I also personalize who will be CC'ed to specific e-mails?

  • @BSReddy.Tech4Trends
    @BSReddy.Tech4Trends 4 роки тому +1

    Thank you Kevin, really going to be useful. So far I'm using libreoffice mail merge to send as pdf , say certificates. This looks more promising.
    I have few questions:
    1. How many mails we can send using office365 school mail id?
    2. How can I send certificate as attachment with dynamic fields inside, say for example how can I send certificate or selection letter as pdf attachment.
    I have organized a faculty development program with 9000 teachers participants and I need to send certificates as pdf attachment to individual.
    Please reply. Waiting for your reply.

  • @InsightfulJourney123
    @InsightfulJourney123 2 роки тому

    Thank you, Kevin!!🙏

  • @galwil17
    @galwil17 Рік тому

    Hi, Kevin! I’m so thankful I found your channel. Do you have a video on how to automate/ send an email reminder from due dates in excel?

  • @m.c.4458
    @m.c.4458 2 роки тому

    Great mentoring skills mate, clear!!!

  • @lennartjohansson-ax5499
    @lennartjohansson-ax5499 7 місяців тому

    Great video, very instructive.
    Is there a reason why my testmails all end up in the spam folder?

  • @AshieFan
    @AshieFan 10 місяців тому

    Great video, very helpful. Is there a way to use Power Automate to save the mail-merged email in drafts first?

  • @TheSeanBampton
    @TheSeanBampton Місяць тому

    I know this is an older video, but a couple of things stand out for me.
    1. 17:59, the date in the email subject isn't displayed as a date, rather it's displayed as the 5 number code.
    2. Is there a way to send multiple mail merges based on your last send. ie: you have a registration list in excel that's automatically updated by Forms. You want to send a mail merge at the end of each day to only the newest registrations (you've already sent emails to the previous registrants). Each day, between 8-10 new registrations are received and I only want to send emails to those new entries.
    3. How do we send custom attachments? (as others have asked and not received an answer that I can find).
    Many thanks, Cookie Monster!

  • @sureshnanduri15
    @sureshnanduri15 2 роки тому

    Really Good Information 👍👍👌

  • @FabolousSwiss
    @FabolousSwiss 3 роки тому

    Thanks, this tutorial was really helpful!