You can also run the Mail Merge again, sending messages right away. You can immediately send emails using the "Redirect Messages" utility. Here, you can see email messages exactly as they will be delivered to your recipients, making sure everything is in order. After configuring the tool, you can easily create outgoing messages in a specified Outlook folder, without sending them. This utility is a safe and reliable way to work with mass mailings. The utility provides the ability to select an Outlook account and the sender's address, distribute the sending time, limit selection of rows from the data source, combine template and table data, and a great deal more. Select the PDF file you want to mail merge from your Google Drive account. In the body of the email, click on the Insert files using drive icon. Address the email to the recipients you want to receive the PDF. Open the zip folder and copy the folder Outlook Mail Merge Attachment (Same name but no zip extension) to where you want to store it and work from. Have you ever wished that you could do an email Mail Merge with PDF attachments as the merged results There are a variety of reasons you may want to do this. Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge out-of-the-box: Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message. Firstly, you need to download the zip folder Download OutlookMailMergeAttachment.zip (in the right pane) to your Desktop or any other folder. How to attach a pdf to a word document mail merge. to see how to install and use the various tools. You can use fields from a data table anywhere in a message: from the recipient addresses (including CC and BCC) to subject and message text. In your Gmail account, create a new email. Extract the files from the archive and read the: READ ME Setting up and using the Merge Tools Add-in. Unlike standard Microsoft Word mail merge tools, our utility provides a lot more features it is faster and easier to use. With this, you can send different or the same files to many recipients and combine both cases. The utility allows you to use the template attachments. Location for attachments is specified in the table or in the program settings. You can create this table in Microsoft Excel or another program, working with tabular data and contact databases. The data source for mailing is a standard CSV spreadsheet file. Such templates can be created directly in Outlook in the form seen by the recipients. As an email template, you can use the files of standard Outlook formats: OFT or MSG. The utility performs a Mail Merge, creating personalized email messages, using a template, your contact base, and specified attachments. In my example I have created PDF files with a consistent filename format using the customer account number and the month. From the Word Add-ins tab, select the pdfMachine drop down menu and choose PDF Mail Merge Step 4. Thank you in advance for taking the time to read this and sharing some insights.Free tool for sending personalized email messages using fields from CSV data table and any data sources. Select PDF Mail Merge from the pdfMachine Word add-in. I am sure this can be done in some way in excel but I figured Power Automate can be much more efficient, or maybe any other alternatives that you can suggest. The flow will loop across all the rows in my excel table and complete the actions above until the list is exhausted. Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message. This folder is stored inīasically, what I am attempting to do with the flow is to: A folder containing all of the PDF files with unique names.(not the actual attachment, just the name of each file). I have to create mail merge document in PDF, attach it to email and send this document. An excel file with names, email addresses, and the pdf files names If you just want to use Word Mail Merge but need to send the PDF as an attachment then use pdfMachine Word Mail Merge to send the output as PDF attachments in.I have to repeat this task over 150 times since I have a list of recipients.Īfter watching a few tutorials and experimenting with Power Automate, I was able to create a manual flow to send an email to everyone from my list (Excel File) but I am struggling to figure out how to attach a unique PDF file with each email going out to these recipients. Specify a unique attachment filename for each PDF using merge fields. At the Message Format tab, select the PDF attachment mode. Send an email to a specific recipient with a corresponding pdf attachment. Run Mail Merge Toolkit to create the first PDF attachment. I have been to create a manual flow using Power Automate to complete the following task:
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