How to Mail Merge using Power Automate

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:

⌚ Timestamps
0:00 Introduction
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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[ingpingchia]

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!

[kennym]

....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.

[ferozkibria]

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!

[andrewwild]

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.

[betonshine]

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]

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!

[TylerStanczak]

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! :)

[davidferrick]

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.

[AnwarHussainFaruqh]

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]

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.

[petervanwinkel]

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

[loloysan]

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

[TenMinuteKQL]

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

[doughughes]

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

[markolima]

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

[yannicklerolland]

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

[MangoTike]

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

[zakara]

You are only one Youtuber (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 ^_^

[pattyschumann]

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

[adrianrobinson]

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