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How to Use Power Automate to Send Emails from Excel with PERSONAL Attachments

Leila Gharani
2.91M subscribers
477K views 4 years ago #powerautomate #excel
Join 400,000+ professionals in our courses here ๐Ÿ‘‰ https://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. ๐ŸŽฅ What You'll Learn:  โ€ฆ...more
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How to Use Power Automate to Send Emails from Excel with PERSONAL Attachments
6.8KLikes
477,026Views
2021Apr 29
Join 400,000+ professionals in our courses here ๐Ÿ‘‰ https://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. ๐ŸŽฅ 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.
๐ŸŒŸ 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: โ–บ Power Automate Beginner's Guide:    โ€ข Learn to Use Power Automate with Examples ...   โžก๏ธ Join this channel to get access to perks:    / @leilagharani   ๐Ÿ‘•โ˜• Get the Official XelPlus MERCH: https://xelplus.creator-spring.com/ ๐ŸŽ“ Not sure which of my Excel courses fits best for you? Take the quiz: https://www.xelplus.com/course-quiz/ ๐ŸŽฅ RESOURCES I recommend: https://www.xelplus.com/resources/ ๐ŸšฉLetโ€™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
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Leila Gharani

2.91M subscribers