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: https://youtu.be/dDO4Y4aDYXw
- How to Mail Merge using Word, Excel, and Outlook: https://youtu.be/_Efb_oMgxEs
- How to Mail Merge Address Labels: https://youtu.be/zSwI4mgEYtg
- How to Mail Merge using WPS Office: https://youtu.be/-kXofb4ISYw
- 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
Kevin Stratvert 