How to do Mail Merge in Power Automate (Full Tutorial)

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This video tutorial shows how to do advanced mail merge in Microsoft Power Automate. Learn how to use a Word template with placeholders, Excel as a data source, and Power Automate to do the mail merge automatically. You also learn how to send up an advanced trigger so the flow runs each time a new file is added to a folder.
👨‍👩‍👧‍👦 Get Power Automate help and network with 10.000+ RPA developers in my FREE Discord community: discord.gg/iloveautomation
📚 LINKS FROM THE VIDEO
- Download the data I use in the video: drive.google.com/drive/folders/1AKbICEUYdrALMV1ox7gwfgNRP5faPwkq
📺 VIDEOS FOR YOU
- Power Automate Beginners Guide: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-MIDb3GOY1xI.html
- Get Started with Power Automate Desktop: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qfpHqfp2R3Y.html
RESOURCES (AFFILIATE LINKS)
👨‍💻 Learn Power Automate as a Beginner: ru-vid.com/group/PLXXz88_TPiHqGlJoWhBDCAxZ9m1N_jsB6
📖 Best Power Automate Book: geni.us/cKCS
👨‍👩‍👧‍👦 RPA Developer Community: discord.gg/iloveautomation
👨 PA Facebook Community: groups/754059285247921
💼 PA LinkedIn Group: www.linkedin.com/groups/12566435
📜 PL-500 Microsoft RPA Preparation Guide: ru-vid.com/group/PLXXz88_TPiHrnu0itj7At0K-xEZyl2XNr
► LinkedIn: www.linkedin.com/in/andersjensenorg
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⌚ TIMESTAMPS
00:00 Prepare Excel data
01:43 Word Template
05:34 Power Automate Mail Merge
15:58 Trigger and Advanced Expressions
#powerautomate #powerplatform #microsoft365

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Опубликовано:

10 ноя 2023

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Комментарии : 35

@andersjensenorg 8 месяцев назад

Thanks for all your likes, appreciated ❤🙌 2-hour Power Automate Guide: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qfpHqfp2R3Y.html

@troad99 28 дней назад

Super helpful, really appreciate this educational tutorial, exactly what I needed

@andersjensenorg 28 дней назад

Hey troad, thanks a lot for the nice comment, appreciated 😊 Kind regards, Anders

@user-cj3ox3qc9d 3 дня назад

Thank You so much for this video. It was very helpful! ♥

@andersjensenorg 3 дня назад

I'm so glad to hear, thanks a lot 🙌 Kind regard, Anders

@panthercatmw 3 месяца назад

I want to thank for this video. I have learned so much from you!

@andersjensenorg 3 месяца назад

Your appreciation means the world to me! I'm grateful for your support - thanks the for the nice words 😊 Kind regards, Anders

@chitrar5719 7 месяцев назад

Thanks for the Video. Continuation of this, have to send mail to the customers by extracting the word content and placing in the body of the mail. Main point is format should not get change while appending to the mail body. Please give your suggestions on this

@andersjensenorg 7 месяцев назад

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-xWFz-S96XGo.html Kind regards, Anders

@shoshanadjaker3722 3 месяца назад

Thank you! It worked like a charm! Do you have a video where i can learn the automation that when a row is updated/edited in excel (located in one drive) then it create the word and pdf doc? Many thanks again! :)

@andersjensenorg 3 месяца назад

Wow, you don't have to 😊❤️ Unfortunately not, but I will consider. Kind regards, Anders

@Back1Ply 8 месяцев назад

That's very cool thanks for that. i know mail merge is available on MS Word, maybe that be be automated with PAD ? The true challenge is grouped mail merge.

@andersjensenorg 8 месяцев назад

@baliflorent6971 8 месяцев назад

Thanks sir

@andersjensenorg 8 месяцев назад

My pleasure 🙌

@francescoreina3337 7 месяцев назад

Thank you. Great video. Unfortunately for me, the workflow requires a premium license

@andersjensenorg 7 месяцев назад

Thank you and yes you're right 😞 Kind regards, Anders

@SanjuSatheesh-uq9ek 8 месяцев назад

Sir! Can u show us a workflow to extract attachement excel sheet from outlook to master excel file in sharepoint

@andersjensenorg 8 месяцев назад

@johncena1509 5 месяцев назад

Is it possible to merge data from one spreadsheet to multiple different word documents at once? For example, for my job i have to fill out 10 different forms for each customer in our sign up process. Many of the data points are repeated across several forms. I would like to poulate all of the fields on the 10 forms at once. Thanks!

@andersjensenorg 5 месяцев назад

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 11,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-xWFz-S96XGo.html Kind regards, Anders

@LouiseWilliams-x3k 3 дня назад

I dont have populate a microsoft word template as an option. I have a bunch of Encodian options. Any idea where to get the word options?

@andersjensenorg 2 дня назад

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 13,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-xWFz-S96XGo.html Kind regards, Anders

@davidpippen6898 2 месяца назад

Can this process work with a SharePoint List too?

@andersjensenorg 2 месяца назад

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-xWFz-S96XGo.html Kind regards, Anders

@davidpippen6898 2 месяца назад

Will this work with multiple lines of text columns?

@andersjensenorg 2 месяца назад