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!
....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.
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!
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 🙂
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.
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
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!
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 :)
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 🙂
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
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.
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!
Thank you Kevin for making this so easy to digest ! In my use case, I need to create a bunch of invites so need to see the recipients calendar. I wish the output could be queued up as pending invites so I can schedule.
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??
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.
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.
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 :)
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?
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 👍
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.
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.
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 🙂
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.
Thank you, Kevin, for this video. It's such a big help to me. I only have one issue: I created a sample flow, and it ran successfully, but when I checked the emails of my friends, they did not receive any emails from it. I hope you could help me with this🙏
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?
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.
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.
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?
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!
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!!!
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
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.
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?
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 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?
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!
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
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, Hope you are well. At first a ton of thanks to you for such productive tutorials. I love your content and feel so glad after learning something new. In this video, I found that the date is not coming in the right format and not showing properly as a date. You can check this out at "15:41". Please let us know how to bring that in the correct format. Thanks Again.
@@KevinStratvert just to add, I had to add the dynamic content for the related fields again otherwise it still sent the former format and not the new text format. Thanks very much for your great work.
@@KevinStratvert Hi Kevin, this seems like a workaround, rather than a solution. My spreadsheet has hundreds of rows with dates that are used in formulas elsewhere in the sheet. I cannot format as text then manually write the date as text over each one. When formatted as text, the dates appear as, e.g. 45138. There seems to be a way to convert date formats within Power Automate using Expressions (similar to toggling field codes in a Mail Merge), but so far I have not figured out how to do this. Could you perhaps explain how this could be done? For bonus point: not only using Expressions to format the dates to convert 10/22/2020 to October 22, 2020 but also converting 7500 to $7,500 ? thanks!
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?
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!
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.
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
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.👏
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!
....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.
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!
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 🙂
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.
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
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!
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 :)
Super video! I applauded for $2.00 👏
Thanks so much Fernando! Much appreciated 🙏
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.
Hi Kevin, can you show how to add customized attachments for each individual? That would be extremely helpful! 😃
@@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 🙂
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
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 🚀
Your videos are by far my favorite for Microsoft productivity. Practical examples that are concise and useful.
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.
Great service for the fellow human professionals.
Thank you so much dear @Kevin Stratvert for your selfless support and training for the needy people!
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!
Great video again Kevin, many thanks! As some other people asked as well I’d love to see how to do customized attachments
Kevin, your videos are so awesome. This mail merge will help us every month. Thanks!
Thanks!
This is indeed the ultimate way to send mail merge!
Kevin, This contents really help me to complete my task in just 10minutes (it was an hour to complete). Thank you so much.
Thank you Kevin for making this so easy to digest ! In my use case, I need to create a bunch of invites so need to see the recipients calendar. I wish the output could be queued up as pending invites so I can schedule.
This tutorial really helps me with my mail merge. Thanks Kevin.
You have no idea how much you are helping us!!!
Thanks
Very very helpful. Thank you Kevin. You make everything so easy to understand.
OMG!, it totally worked. Thank you so much. I'm looking pretty good to my boss lol
Hi! This was very helpful! can you also show us how to send individual or personalised attachments? Thanks!
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??
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.
Dear Kevin,,, your tutorials makes my life easy :) ,,, THANK YOU
Great video Kevin. Power automate is very powerful indeed.
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.
Thank you so much. I was trying to learn it for soooo long. You are the Best!
What you did in twenty minutes took me about three hours....🤦
but at least I can now do the attachment 😆. Thank you sir.
Wow! this is great information. I just started my own project with this tutorial. Thank you!
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?
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.
Were you able to figure this out? I would like to know how to do it.
@hernan ariza yes I did
@@Evan-Lemoine Would you be able to share your instructions on sending custom attachments using Kevin's method?
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
:)
Useful tool. Excellent teaching tutorial.
Thank you very much, man! Saving hundreds of dollars and tons of time!
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?
I would also! Do we need to use URL in the table?
did you find out how to do this?
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?
Very Many Things!!! I love power automate.
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 👍
May God Bless You Kevin!
Kevin, great job. Thank you very much for all videos! You helped me a lot.
Fantastic video Kevin, I will now look for more power automate and Flow videos. Learning so much from you. Cheers.
Love Power Automate SO MUCH!
Thank you for posting!!! This is exactly what I was looking for!!!
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.
Great instructions. I was able to follow and test it with no issues. Ready to configure a similar flow for our users. Thank you.
Finally clicking on thumbs up for a reason, thanks Kevin.
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.
We're you able to add a table?
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 🙂
You are awesome kevin appreciate you for this wonderful tutorial.
Fantastic tutorial Kevin. 👏👏👏
Thank you for your lovely video. Very useful information for my job. From London UK
This has been immensely useful. Thank you. Liked and Subscribed🙂
i learnt and applied for the communication i intended. The results was awesome. Thanks.
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.
Thank you, Kevin, for this video. It's such a big help to me. I only have one issue: I created a sample flow, and it ran successfully, but when I checked the emails of my friends, they did not receive any emails from it.
I hope you could help me with this🙏
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?
What an amazing tool!!! Thank you so much!
Great mentoring skills mate, clear!!!
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.
Did you find out how to do this?
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.
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?
*I have the same question, hopefully Kevin is listening!*
Greate question, i also searching for this
Very helpful. Kevin is great in explaining.
Thank you soo much Kevin. You are angel for me
Thanks a million, Kelvin. You are an Angel
Thank you so much Kevin you rock!
This is so helpful. A few things learned today
Really Good Information 👍👍👌
Brain is going into vaporlock watching this. Not the video or instruction but learning something new.
Great video incredibly helpful, Will save a lot of time. Thank you so much
Thank you, Kevin!!🙏
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!
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!!!
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
Thank you, thank you, thank you!!
This is very helpful, thank you so much!
Very good video, Kevin.😊
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.
Thanks, this tutorial was really helpful!
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?
Did you find out how to do this?
Just write copy paste your signature there.
Yes with this step your signature will not attached
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 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?
Thank you for this informative and clear video!
Thank you! Great video.
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!
Wow! this is a treasure! Thank YOU!!!)))
Awesome, so easy to follow.
This is really cool. Thanks Kevin!!!
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
Thank you very much for your explanations, especially your lesson. This is very useful to me
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 ?
Great video Kevin. Can you also explain how I can add a different attachment for each person on the mail merge list? Thank you
Dear Kevin, Hope you are well. At first a ton of thanks to you for such productive tutorials. I love your content and feel so glad after learning something new.
In this video, I found that the date is not coming in the right format and not showing properly as a date. You can check this out at "15:41". Please let us know how to bring that in the correct format.
Thanks Again.
In excel, format the cell as text. It’ll come through properly then. I touch on this at the end of the video. Cheers!
@@KevinStratvert Sorry that i missed the session after attachment section.
You're Awesome, cheers..!! Love for you from Bangladesh...👍
@@KevinStratvert just to add, I had to add the dynamic content for the related fields again otherwise it still sent the former format and not the new text format. Thanks very much for your great work.
@@KevinStratvert Hi Kevin, this seems like a workaround, rather than a solution. My spreadsheet has hundreds of rows with dates that are used in formulas elsewhere in the sheet. I cannot format as text then manually write the date as text over each one. When formatted as text, the dates appear as, e.g. 45138. There seems to be a way to convert date formats within Power Automate using Expressions (similar to toggling field codes in a Mail Merge), but so far I have not figured out how to do this. Could you perhaps explain how this could be done? For bonus point: not only using Expressions to format the dates to convert 10/22/2020 to October 22, 2020 but also converting 7500 to $7,500 ? thanks!
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?
Because Excel works in the American version of dates. I would suspect you would need to convert the date format first.
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!
This, Sir, was a beautiful feature instructional video. 👏👏👏👏
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.
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