How to do Mail Merge in Power Automate (Full Tutorial)

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  • Опубликовано: 2 фев 2025

Комментарии • 47

  • @andersjensenorg
    @andersjensenorg  Год назад +2

    Thanks for all your likes, appreciated ❤🙌
    2-hour Power Automate Guide: ruclips.net/video/qfpHqfp2R3Y/видео.html

    • @danielakucerova78
      @danielakucerova78 5 месяцев назад

      Hi, this is an excellent video! I used it for our HR team. You used dynamic expressions in your video and mentioned that they will be in the comments, however I can't seem to be able to find it. Thank you.

    • @jacksondyer3060
      @jacksondyer3060 3 месяца назад

      Amazing video, this is exactly what I needed, but with a minor tweak. How can I get the respective PDF files emailed to each customer, or get all of the PDF attachments emailed to a single email address?

  • @shoshanadjaker3722
    @shoshanadjaker3722 10 месяцев назад +1

    Thank you! It worked like a charm! Do you have a video where i can learn the automation that when a row is updated/edited in excel (located in one drive) then it create the word and pdf doc? Many thanks again! :)

    • @andersjensenorg
      @andersjensenorg  10 месяцев назад

      Wow, you don't have to 😊❤️ Unfortunately not, but I will consider. Kind regards, Anders

  • @YuliaKozlova-e3c
    @YuliaKozlova-e3c 11 дней назад

    Good afternoon! Everything worked out perfectly! I want to now send an email with this exact file, please tell me how to use "Get file content" in this case

  • @chitrar5719
    @chitrar5719 Год назад +1

    Thanks for the Video. Continuation of this, have to send mail to the customers by extracting the word content and placing in the body of the mail. Main point is format should not get change while appending to the mail body. Please give your suggestions on this

    • @andersjensenorg
      @andersjensenorg  Год назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @andreaolajosova25
    @andreaolajosova25 5 месяцев назад +2

    This is awesome :) I may have one quick question, is it possible to, when doing mail merge from excel file to create multiple pdf/ word files based on value in the input excel? :) So to not do the copy paste of the files for which I need multiple copies :)

    • @andersjensenorg
      @andersjensenorg  3 месяца назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 13,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @nickr1120
    @nickr1120 5 месяцев назад +1

    Great video Anders! How would you send these customized PDF’s that were created to those specific users through Outlook as an attachment?

    • @andersjensenorg
      @andersjensenorg  2 месяца назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 14,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @jollestmc5528
    @jollestmc5528 3 месяца назад +1

    Hi Anders Super video which has helped me massively. I have one issue that I cant solve and I was wondering if you would know how to. I want to merge four address fields onto my word template. Sometimes one or more address field in my excel spreadsheet will have a null value and I dont want gaps to appear when merged to word. I also want the address to fields to appear underneath each other. I have used a compose action and placed
    ,
    , at the end of each field but they appear as text in the merged document. Any help or guidance how to solve this would be greatly appreciated

    • @andersjensenorg
      @andersjensenorg  3 месяца назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 13,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @troad99
    @troad99 7 месяцев назад +1

    Super helpful, really appreciate this educational tutorial, exactly what I needed

    • @andersjensenorg
      @andersjensenorg  7 месяцев назад

      Hey troad, thanks a lot for the nice comment, appreciated 😊 Kind regards, Anders

  • @Seleem2011
    @Seleem2011 4 месяца назад

    Regarding the mail merge, can I add charts from Excel in the Word / PowerPoint file through Power Automate? Please advise 🙏

    • @andersjensenorg
      @andersjensenorg  3 месяца назад +1

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 13,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @johncena1509
    @johncena1509 Год назад

    Is it possible to merge data from one spreadsheet to multiple different word documents at once?
    For example, for my job i have to fill out 10 different forms for each customer in our sign up process. Many of the data points are repeated across several forms. I would like to poulate all of the fields on the 10 forms at once. Thanks!

    • @andersjensenorg
      @andersjensenorg  11 месяцев назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 11,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @LouiseWilliams-x3k
    @LouiseWilliams-x3k 6 месяцев назад

    I dont have populate a microsoft word template as an option. I have a bunch of Encodian options. Any idea where to get the word options?

    • @andersjensenorg
      @andersjensenorg  6 месяцев назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 13,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @panthercatmw
    @panthercatmw 9 месяцев назад +1

    I want to thank for this video. I have learned so much from you!

    • @andersjensenorg
      @andersjensenorg  9 месяцев назад +1

      Your appreciation means the world to me! I'm grateful for your support - thanks the for the nice words 😊 Kind regards, Anders

  • @francescoreina3337
    @francescoreina3337 Год назад +2

    Thank you. Great video. Unfortunately for me, the workflow requires a premium license

    • @andersjensenorg
      @andersjensenorg  Год назад

      Thank you and yes you're right 😞 Kind regards, Anders

  • @Back1Ply
    @Back1Ply Год назад +1

    That's very cool thanks for that.
    i know mail merge is available on MS Word, maybe that be be automated with PAD ?
    The true challenge is grouped mail merge.

    • @andersjensenorg
      @andersjensenorg  Год назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @SanjuSatheesh-uq9ek
    @SanjuSatheesh-uq9ek Год назад

    Sir! Can u show us a workflow to extract attachement excel sheet from outlook to master excel file in sharepoint

    • @andersjensenorg
      @andersjensenorg  Год назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @GhriebAbdelkarimHani
    @GhriebAbdelkarimHani 6 месяцев назад +1

    Thank You so much for this video. It was very helpful! ♥

    • @andersjensenorg
      @andersjensenorg  6 месяцев назад

      I'm so glad to hear, thanks a lot 🙌 Kind regard, Anders

  • @davidpippen6898
    @davidpippen6898 8 месяцев назад

    Will this work with multiple lines of text columns?

    • @andersjensenorg
      @andersjensenorg  8 месяцев назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

    • @andersjensenorg
      @andersjensenorg  8 месяцев назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @davidpippen6898
    @davidpippen6898 8 месяцев назад

    Can this process work with a SharePoint List too?

    • @andersjensenorg
      @andersjensenorg  8 месяцев назад +1

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @baliflorent6971
    @baliflorent6971 Год назад +1

    Thanks sir

  • @rubencosta2696
    @rubencosta2696 Год назад

    Once I add the table I cannot do "next step"?

    • @andersjensenorg
      @andersjensenorg  Год назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 11,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @chrundlethegreat2251
    @chrundlethegreat2251 9 месяцев назад

    5:21 what is it thinking about?

    • @andersjensenorg
      @andersjensenorg  8 месяцев назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

    • @chrundlethegreat2251
      @chrundlethegreat2251 8 месяцев назад

      @@andersjensenorg bullshit

  • @Alexa_powerfullgirl
    @Alexa_powerfullgirl 7 месяцев назад

    i am having problem when it comes to date..... please help me

    • @andersjensenorg
      @andersjensenorg  7 месяцев назад

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ruclips.net/video/xWFz-S96XGo/видео.html Kind regards, Anders

  • @Khundire
    @Khundire Месяц назад +1

    You just added a premium feature (Populate a Microsoft Word template) like it was nothing. That's not on the reach for most of us "mortals".... :_(