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

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

Join 400,000+ professionals in our courses here 👉 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.

🎥 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 Automate with Exam...  

➡️ Join this channel to get access to perks:    / @leilagharani  

👕☕ Get the Official XelPlus MERCH: https://xelplus.creator-spring.com/

🎓 Not sure which of my Excel courses fits best for you? Take the quiz: https://www.xelplus.com/course-quiz/

🎥 RESOURCES I recommend: https://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

Комментарии

Информация по комментариям в разработке