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!
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?
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?
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?
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!
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.
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 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 🙂
You are only one RU-vidr (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 ^_^
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.
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.
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.
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 :)
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 ?
Hi friend very great video, can you tell me how much mails we could send in bulk by this.???? and how to send BCC by using Office 365 & One drive free account???
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 ?
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.
....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.
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
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?
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! :)
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 🙂
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?
Dear Kevin, many thanks for this useful tutorial video. I was wondering if you could have another video about converting Form response (with attachment as supporting documents) to PDF (custom format) and then email approver for approval (or rejection if applicable) and finally send notification to a form responder about the request status. Thanks in advance. Regards, Sothearith
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!
Unfortunately, when I want to choose my table this error pops up: Could not retrieve values. The dynamic invocation request failed with error: The request is forbidden by Graph API. Error code is 'AccessDenied'. Error message is 'Could not obtain a WAC access token.'. what would you suggest?
Thank you Kevin for this great Tutorial Continue this great work you are doing CAN YOU TEACH US HOW TO SEND WITH PERSONALIZED ATTACHEMENT ? In my case it is a certificate for a yoga school. In your example here, it would the invoice itself ! ;-) => need to have the same-4-all-ms-word template (certificate) being filled with the same-spreadsheet-data-mergefield, and being included/attached in the merged-email. Namaste 🙏
Thank you so much, Kevin, for the helpful video. My account is business, and in action "linking it to the outlook," I am unable to sign in and get the error that says, "Connection creation/edit of 'shared_outlook' has been blocked by Data Loss Prevention (DLP) policy 'Default.'". Checking my policies, it says, "You can only view policies, but you will not be able to edit or create a new policy since you do not have admin privileges to any environments in this tenant." :(. Is there any other way you would suggest? I am also using a Mac and cannot use the add-in you recommended in the other video.
Hi Kevin, I have been using this setup to do mail merge for years , however , from the start of April 2024, it no longer work with free power automate account ( I have office 365 personal ). It asked me you log in using work or school account. Is there any other way to use this set up without using work or school account ? Would buying a power automate license do the job? (The problem is it no longer let me connect to excel spreadsheet store in OneDrive anymore)
Im having a "simple" mail merge issue - I am trying to make flashcards term on onside def on back... I mail merge using and avery 5388 with "term" on page one so it goes term 1, term 2, term 3. then on page 2 I do definition but on page 2 definition starts definition 4, definition 5, definition 6. when it should be definition 1,definition 2,definition 3. what code can i place at the begining of page 2 so it will start with row 1 and i can do front and back
Hi Kevin, I'm facing a challenge with my Power Automate flow and need your assistance. How can I create a flow to send just one email per week that consolidates all the changes to my appointments and meetings from my Outlook calendar? I want to avoid sending multiple emails throughout the week for each change, as this could overwhelm recipients and reduce their interest in the updates. Ideally, I'd like to send a single email at the end of the week summarizing all the changes. Can you help me with this challenge? Thanks in advance.
Kevin, Awesome videos! Thanks for this tutorial! Sending emails has become a matter of minutes. Do you know if there's a way to send a range of emails i.e.: rows 20 to 35 and not the whole list?
18:33 Format data properly in Excel In my table, can I add 2 extra unofficial columns with the ff: - amount due [accounting format/eg $7,500.00] - due date [formula/eg =TODAY()+2] Then paste the data to the corresponding columns as text? or there's no other way but to manually type them again?
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!
Hi Kevin, while sending mails with Powerautomate, attachment is coming as unable to purview.. Like it's not automatically showing as PDF Or word format.. Can you help me... I am Struggling...
Hello Kevin, Thank you so much for sharing. This was so great and sending email to those people on the list it looks like BCC because everyone get his/her email content without seeing others email. Great. I was wondering if using this someone will ever need to use BCC as we use it just to hide other receivers' emails?
My MEGA Company is using Teams, SharePoint, Power Automate, OneDrive,…but not Excel and Word Online. For those it’s the desktop version only. I wonder why
We had to write our own program to allow for personalized attachments in Outlook 2010 and 2016. Has this very obvious requirement finally been implemented in Office 365?
Hi, Thank you for your video. All clear! I use a MacBook and have a Microsoft Business account. I need to submit certificates of participation in pdf format.I don't know if it is possible to automate the whole process, but in any case I could first do a "print merge" procedure with word and save all the certificates, then convert them to pdf and extract them into individual files with an external tool, but then how do I send them to each individual? Can you please show me how to proceed? I don't know if it is possible to automate the whole process. If so, I could first run a "print merge" procedure with word and save all the certificates, then convert them to pdf and extract them into individual files with an external tool, but then how do I send them to each individual? Thank you very much! David.
Hi Kevin, whilst using Power Automate for mail merge, the emails were sent successfully but the personalised attachments could not be opened in PDF file. The message generated is "Adobe Acrobat Reader could not open file because it is either not a supported file type or because the file has been damaged (for example, it was sent as an email attachment and was not correctly decoded". I should be grateful if you could help out. Thank you
Hi @Kevin, Nice Vedio, I have an requirement like , I have sent Initial mail and after needs to send update on top of it initial mail, how can we achieve this? My source data is Share point excel sheet where I have values like Initial ,Update, Skip, Resolution where ever I changed the status I need to send an email on top of it Initial mail only.
Hi Kevin, I am an Exec Admin in a corporation and support someone who I am a delegate to, and am trying to do an email merge as if sending from her account...like I can regular emails. I see that I can change the 'From' sender to her name, yet I receive an error message stating that I don't have permission to send on her behalf...when I know that I normally am able, is there another setting specifically for Power Automate that I need to ensure is populated? Thank you so much!
hi Kevin and many thanks for this truly useful video as i have to send a bulk of emails every month with an attachment. the only difference to your video is that i have to send a different attachment to each recipient. i tried adding the attachment column of my excel file (which has the OneDrive link of each file) in the advance options of the attachments section but while testing, the only attachment a get is blank one which appears to be corrupted/wrong size. file is working just fine if i open it from the root folder. so i just wanted to know what i am doing wrong and if you could shed some light as how to make this work.
Kevin, can you add conditions to Mail Merge. For instance, I have students in different course and I want to send them different attachments. Also, I have a column for status. If course A and status = 1 send course A email plus attachment 1, and so on.
I am sending e- mails every week to check in with new adopters from the dog rescue that I volunteer with. I include a link to a folder in a google drive with files about recommended trainers, how to register their microchip, etc. The list of adopters is in airtable, so I first copy and paste that into a source doc in excel and then my letter is in word. What you have demonstrated here seems like a lot of extra steps just to get a custom subject line. Also, by sending a link to the files, we can make updates or add files and they would have access to those, rather than a static attachment. Would there be any other advantage to running it through PA instead of just doing it from word that I have not considered?
Wow Kevin I think I should sell cookies too. It is so lucrative for you. 😂😂😂 But I need to find out who are your customers and what are your secret ingredients. 🤣😂
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!
The problem with this tutorial is that Kevin only provides one option, that you must use One Drive to make this process work. If you store your files in DropBox, then this video is not for you.
What if we want the attachment to be unique to a specific person/ company. Does power automate have the capability to search for the unique attachment within a folder and select the relevant attachment for that person/company? Also great video!
Fantastic video, however I would just like the email to be sent always and only from the last row of the table. At this point it sends all the emails, but I just wanted the last line email. All this because I am receiving the orders by email, the data is put in an Excel sheet, the orders are numbered and the sender receives an email with the order confirmation and the order number.
I am not able to copy/insert a table to the body of the email. Looks like you can only add plain text. Am I missing something? Does anyone have any suggestions?
Great tutorial, Kevin- how would this work if you had more than one line for a customer, say they bought two different types of cookies, so two lines in the table for each customer? Would they get 2 emails each?
this works well! but how can i attach multiple files? sometimes i have to attach 20+ files. is itg possible to get those files from a sharepoint folder and let them being attached?
Awesome tutorial Kevin! Is there a way for the email to trigger when a new row is added to the table and only send to new row/email? (instead of every row/email in table)
Great stuff, but I have a few questions: When all those emails are sent, are they also left in the "sent items" folder of the mail account? If they are left in "sent items", can this be changed for merged emails but not for emails i send manually? Regardless of the above, can a summary report be created to show to whom the emails were sent? If i filter the table in the spreadsheet, will the email be sent only to those not filtered out? If not, can the mail merge be made conditional on one or more of the fields?
@@MAURICEMD44 in the meantime I have used Microsoft Word to send emails to addresses given in an excel file. Same issue, though with all of the outgoing messages being saved in "sent items. Can't seem to use outlook rules to handle them differently in real time, but have a rule I can run after the fact to move them all to another folder.
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
@kevin please can you do a video about how to work mail merge when your excel sheet has the same user with multiple rows of data and you want to send that user all that data without doing multiple emails
thank you for sharing, it is a really great tool to work with. I have a question about this mail merge, Is it possible to mail merge the inbox? I mean when I receive messages is it possible to power automate all the receiving messages in excel? thank you so much
This works really well - one issue I am having though. When a new form response populates on the excel doc, an email is sent to every form response previously populated on the excel doc. Is there a way to set this up so only the latest form response generates an email?
It's a pity this isn't built into word. Having to first save the individualised pdfs for each person, then do a separate mail merge is annoying and a double step that increases the chances of error
very helpful thanks for sharing. just wanted to ask if how to attach different files per recipient. the example on the vid only uses one file to be sent to everyone. thank you in advance!
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?
Need a help. Consider a sheet with data having same letter no for say 3 rows. I need to get all 3 rows in 1 mail merge document against that single letter no. Is it possible?
I receive my bank transaction report daily in csv format by email attachment can I power automate to update 1 excel sheet for all the daily transaction
Can you set the CC line as a field to be pulled from the excel? -- for example if you needed different people CC'd on different emails that were sent using this
