How to Use Power Automate to Send Emails from Excel with PERSONAL Attachments
HTML-код
- Опубликовано: 28 апр 2024
- Join 400,000+ professionals in our courses here 👉 link.xelplus.com/yt-d-all-cou...
In this tutorial I'll show you how you can do a mail merge with pdf attachments. We'll send personalized emails to multiple recipients with their own attachment. Best part is, we'll be sending the emails directly from Excel - without VBA, AND no Add-Ins required!
We'll use Power Automate to send each person a customized email message together with their respective attachment. We can trigger the event directly from Excel. Because we setup a flow to get this done, we can define bcc, cc, the reply to email address and a lot more options. You can also send multiple attachments with Power Automate.
🎥 What You'll Learn:
- Setting Up Excel File: Organize your data in Excel with names, emails, and corresponding file names.
- Using Power Automate: Navigate Power Automate to create a flow that triggers from Excel.
- Selecting Data in Excel: Understand how to select rows in Excel to initiate the flow.
- Customizing the Flow: Tailor the flow to loop through files, match file names, and send emails.
- Sending Personalized Emails: Configure Power Automate to send custom emails with the correct attachments.
- Testing and Execution: Learn how to test and execute the flow successfully.
🌟 Why Watch This Video:
- Perfect for Excel users who regularly communicate with multiple contacts.
- Essential for professionals seeking efficient ways to automate repetitive tasks.
- Great for those who want to leverage Power Automate for Excel-based tasks.
00:00 Excel Mail Merge With Attachments
01:46 Create Instant Cloud Flow in Power Automate
03:02 Setup a Loop to get files in a Folder
05:58 Prepare a Custom Email with Dynamic Content
08:03 Run Flow to Send Emails With PDF Attachments
10:20 Wrap Up
LINKS to related videos:
► Power Automate Beginner's Guide: • Learn to Use Power Aut...
➡️ Join this channel to get access to perks: / @leilagharani
👕☕ Get the Official XelPlus MERCH: xelplus.creator-spring.com/
🎓 Not sure which of my Excel courses fits best for you? Take the quiz: www.xelplus.com/course-quiz/
🎥 RESOURCES I recommend: www.xelplus.com/resources/
🚩Let’s connect on social:
Instagram: / lgharani
LinkedIn: / xelplus
Note: This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!
#excel #powerautomate
![Chance the Rapper - Buried Alive (2024) | [Official Music Video]](http://i.ytimg.com/vi/8BjfkpgbAEY/mqdefault.jpg)
Stay ahead with our Weekly Newsletter. Get the latest insights and updates straight to your inbox 👉 link.xelplus.com/yt-c-newsletter
I cannot thank you enough for this video - this is probably the 10th video I have watched to try this exact thing and none of the others made any sense or provided the steps clearly enough to replicate. You have saved me hours of busy work every month. Great video - thank you!
Thank you leila, was fed up of using add in from external parties and now this changes things. The way you explained made it much easier,
Thank you 😊
I am really impressed with your ability to deliver concepts with clarity...Great Job Leila !
Excellent Tutorial. I had to send 39 emails all with different attachments and this saved me a lot of time. I did not even test my flow and it worked in the first run (no recommended).
Thank you!
Hi Leila, this video has been a game changer for me and my team. We had successfully delivered accurate year end statements for all employees. The whole process was touchless and seamless. We are super grateful for thinking of such a user scenario and coming up with an amazing video. Thank you!
Wow...amazing! No VBA and no add-ins! Thanks, Leila!
Now this is a game changer. I don’t think I was able to figure this out ever with mail merges so thank you for sharing this :)
Most welcome, Tyler.
@@LeilaGharani Hi I was wondering if I want to send emails with CC how do I include this in excel, if I want to send two different pdf attachments can I just create another column. Can I have it 'rescheduled' but I have to actually hit send incised there are weeks I don't need to send reports.. I'm really nervous about sending incorrect reports to wrong clients re;confidentiality but so tired of typing and sending 15 emails each week.. has to be an easier solution? Would appreciate any help p.s have referred to your videos re: data analysis and power bi very useful. Thanks again
I'm always amazed at what i learn on this channel.. i had no idea excel can do these things
Glad to hear that!
Been struggling all week long! Such a great solution and wonderful tutorial, thank you!
Hi Leila, I am using Power Automate to run an automatic approval flow. I get notified by email whenever approvers approve or reject. Apart from getting email evidence of approval, Power Automate keeps record of approvals as well. Approval flows are a specific chapter within Power Automate with lots of possibilities and combinations. There are many things you can do without writing a single line of code, but if you know some JSON basics you can become the Power Automate hero of your company (this is one of my future learning activities). Great video 👍 Thanks for sharing.
Hi Ma'am, what a wonderful coincidence, I just logged into RUclips to learn this and it is the first thing available in my subscriptions.
Wonderful! Hope it will be helpful.
@@LeilaGharani It is extremely helpful. I've recommended your channel to all my colleagues.
Google reads minds now too 😁
Thank you, Leila. I will definitely try to integrate this way for my project. You really are a life saver.
Thank you Leila!!! I absolutely love your Microsoft videos. You've taught me so much about the Office programs which has helped me excel in my career.
Happy to help!
This tutorial totally changed my work life today. I love your videos; great delivery and easy to follow. Thank you so much! 🌟🌟🌟🌟🌟
Glad it was helpful, Medina!
This is absolutely a game changer 🙌. Best video I've watched on RUclips ❤
This is genius!!! I've been waiting for something like this. It looks a bit complicated to set up but once it's there it will be super useful. Thank you!!!!! When you're emailing 100+ students with different files. Heck yeah!
Have you figured out how to leverage Power Automate to send your students their individual files with Power Automate? I ran into a wall with my Flow as per the video, and wanted to see how you got on? In my case, i've got 156x attachments to send, but this Flow can't handle so many.
@@enuarurutini Sadly no.. I really wanted to try however my organisation has disallowed the microsoft store and addons so unfortunately couldn't even install it. Requisition attempts also failed because everyone is a dinosaur. Am sadly stuck with using an old macro which doesn't allow to differentiate different attachments but at least lets me open 20+ individual emails already addressed and subjected... i think there's a method to add different attachments per email as well but my VBA isn't good enough to alter it unfortunately... D: i hope you find something though!
@@fairlymoon448 ruclips.net/video/KLosq-mccoI/видео.html
Brick wall may have been eliminated. You’re the best!
Thank you for your time, dedication and love of the subject🙏🙏🙏
Great video, thanks Leila! I use Power Automate to automatically send out the calendar invitation to my participants upon successful registration of my training. It just saves me tons of time.
That's a great idea!
Can you make a video on this flow
I need to send attachment and similar email content to many many customers using excel, and I found it very useful in my task recently.
Thank you, lifesaver from mundane, time consuming tasks. Always great content!
Thank you, Martha!
really not sure what to say. still letting this all sink in. been looking for a way of scheduling a number of emails in advance and it seems it is all there in PowerAutomate. This could be a game changer for how we use office. thank you. very much appreciate this.
Genius. This just saved my day & I learnt something new. Thank you for explaining this in simple words.
Hi Leila, thank you for this fantastic tutorial. FOR THE VIEWERS: I found that the limit is 20 for each batch, so try to select (this version only sends to the selected rows) 20 for each set until you complete your whole list. You can see the sent ones in your sent box. I have used an alternative email address to send from, which also worked. (It was a shared inbox) Thank you.
Hi @semiheser did you find a way to remove the limit? @leila could you suggest a way out?
Looking for a similar answer. I tried to do something similar through share point to see if it could go beyond the limit but failed. I have 1800 emails to send out next week hoping to bypass the loop limit
@@jakehenry501 let me know if you find a way, mine is around 300 but still
@@rolandoamirmirabalhinojosa7091 wow how you can do that..? i still stuck with the limit = 20
Think someone put a comment about this on another video on power automate mail merge - the video with Kevin stratvert! @@rolandoamirmirabalhinojosa7091
Hi L. I think that was good. The application that I have is automating a complex quoting system using Excel - this part really does speed stuff up. I need to set it up and dedicate some time do so - convinced it will be worth it - It is the kind of thing that will be a worthwhile slog - I think. Thanks for doing this.
Excellent tutorial. Power Automate is a program that all of us must know in depth. Thank you Leila.
It really is a power tool.
Useful video! Love Power Automate. I am using it to give exam feedback by sending individual marked exam scripts to my student (>150) via Power Automate with one click.
This worked for me. It's great. Thanks a ton for this tutorial. Every month I am supposed to send data tracker to my boss. Now using this, I will no longer have to sit an draft a mail or find for attachments, and simply use the power automate run flow to send the mail at just one click.
Great tips as always, thank you Leila 🤗
Thank you! It was super helpful.👍
Thank you Leila, this process has just saved me a day worth of work!
Amazing very nicely explained and saved hours of manual work... Thanks a ton.
Thanks, this worked really interesting how these triggers work.
Awesome Leila! Please post more videos like this for sending emails on specific date!
Thank you for you sharing, That can help me to more productivity
Hi Leila, this has just saved me a mountain of work. No need for add-ins and I could just follow along with the tutorial to send out my custom email with attachments...heaven! So grateful. Maurice
Happy it was helpful, Maurice!
❤ Great job Leila, wonderful tutorial, worked for me. Thank you very much
Great to hear!
Excellent. Thank you so much for your crisp and clear explanation.
You're very welcome!
Thank you for your little tutorial on power automate👍
They serve me daily at work and help me a lot.
Really very usefull
I follow you 😅
Glad to hear that, Gerard.
Love this. Great content Leila. I would love to try this out in my job.
Hi Leila, amazing and easy to follow tutorial as always. From the comments I read, it seems I'm not the only one who would like to create the same flow for files saved in Sharepoint instead of One Drive. I tried following the same idea but maybe not selecting the right action for Sharepoint. Would it be possible to create a similar tutorial for Sharepoint please......
Leila thanks for sharing this video!
I was looking exactly for this example!
This is perfect! Just what I was looking for.
Leila always fulfils all my dreams!
Thank you, Leila. It's really helpful. You explained beautifully.
You're welcome 😊
Thanks for posting. What if we want to attach the multiple attachments to personal recipient?
Thank you! Worked for me. I used it to send 400 certificates to different trainees.
Amazing! This is going to save so much time on my day to day work
Thankyou so much Leila. This another excellent video like all other. Great work.
Excellent Tutorial. Thank you!!
Wish I could give this 100 thumbs up. This is going to save me hours each month. Thank you.
You're most welcome, Craig!
Thanks Leila.
I built this with VBA a little while ago, so I look forward to dipping into this video in the near future to check out the PowerAutomate version :)
Sounds great, Andy!
Hi Leila, I came across your RUclips channel over a year now and have learned a lot from you since then. Thank you for the wonderful content and and style of delivery. You're my number one stop when I want to learn something new in office. This is the first time I learn about Power Automate; it sure seems to be a powerful tool and I can't wait to explore it further and use it at work. Is there a way to automate the creation of the pdf files then send them as attachments? In your video the pdfs were already created.
Hi, your tutorials are really wonderful. Thanks for sharing the same.
Works perfectly, Thanks Leila!
Hi Leila.
Thank you for your video, this is actually that one I need..
Hope you doing great and waiting for more of your videos..
Regards..
This is superb! Thank you for this video, this is very helpful
Thank you so so much! Extremely helpful!
Thanks a lot Leila for this super useful tutorial! How I wished, I had this before few years, where I had to struggle and juggle between multiple tools to get customized attachments! But none the less, now it's so easy! Power Automate is sure to change everything about Office tools, wow! 😊👍
Power Automate really is a power tool :)
Can you help me because i cannot install Microsoft flow for excel
I was doing it through macros and now I find this method very interesting.. cheers to Leila Baji...
Glad you liked it.
I’ve learned a lot from your videos. It has helped with me with my work. Can you please do a video about all the Depreciation Methods ? Thank you very much
Just started using power automate. Must say it's very useful and neat.
It really is!
Powerful tool and great explanation as always!
Thank you!
You certainly delivered. Thank you Leila.
You’re welcome 😊
Your last 10 videos were amazing!
Oh thank you!
Time saver! Thank you so much!!
Hi Leila, amazing video! Thanks for posting. What if we want to attach the multiple attachments to a single recipient? A video on how to create an array or something similar which enables to send multiple attachments will make things more easier. Please post it soon.
Hey, did you get the answer for this by any chance? 😅
Please let me know the solution for the same if you've already got the answer.
+1
Thanks a lot Leila mam, it made our task very easy for sending attachments in bulk using power Automate
Leila , saving lives since , well, forever.
Thank you Leila for your amazing videos.
I need your help for one case.
I have two tables, A1:A10 and B1:B10.
The value of each cell in table B is related to the other sell in table A. i.e if I select A5, the value in B5 should be presented automatically and so on.
I hope you got my point.
Indeed a smart way. Thanks for the share.
Leila, from the bottom of my heart, Thank you! Liked and Subscribed.
Great! Glad to have you aboard!
I love this! Is there a current video you recommend for adding multiple attachments to each person's email using excel the same way you explained here?
This is new to me and I will try it as I send many mail merged documents every year.
Brilliant! Thank you so much!
Hi Leila,your tutorial are so help pls make more videos on power automate
Absolutely brilliant!
Thank you!
Thanks for this. Please come up with one video on how you can encrypt multiple pdf files using different passwords on power automate. Thanks
Hi Leila, thank you for another game-changer video!
My pleasure!
I was doing this from VBA, but this is a game changer :)
Hope it will come in handy for you, Marko.
thanks for these power automate videos! I want to like it / use it but wow does it seem daunting!
Thanks Leila for sharing the video.Really it is useful for me.🙏. Is there any option to paste dynamic templates in mail body?
Hi, Leila. you have been part of my journey in my data analytics especially during the time when I was starting 4 years ago, when I created a dashboard in excel. I am hoping you can help me, all of us on automating creation of a pdf report from power bi dashboard for each value of a slicer in power bi desktop. that is, each pdf is different for each slicer value.
Thanks Leila. Always interesting tips from you :)) Thumbs up!!
Thank you! 😃
Thanks a lot Leila. You answered my query.
It will be of great help to me.
You're welcome 😊
Great video, thanks! Having problems in the final step with getting the attachment using SMTP connection (unable to use Outlook 365). The fields are different for the dynamic content. Any tips on this would be helpful.
this is just amazing !
Thanks. Really helpful
This is the best thing ever!!! Thank you so much!
My pleasure :)
Excellent work Leila I will try and share my experience
Gracias por este maravilloso tutorial, te amo Leila
Great just what I needed. This works perfect for sending insurance certificates.
Thanks for this ❤❤❤
very nice, helpful.. Many thanks
Power Automate is a really useful tool!
It sure is! Really a power tool.
Hi Leila, I love the way you explain each and every single step, I have made the flow and its working but if I want to attach two files i dont know which step to add as in last we can add attachments but the loop where we define filename is in one column and i want to attach another file from next column plz guide me
Today you look stunning. And thanks for new tips. Is excellent.
Awesome tutorials
Thank you Leila.