title
How to Mail Merge using Power Automate

description
In this step-by-step tutorial, learn how to Mail Merge using Excel Online and Power Automate. Once your Mail Merge is ready, send your emails using Outlook or Gmail. All of these tools are free to use. Customize and personalize everything, including the to/cc/bcc recipients, the subject, and even include custom attachments. This is the ultimate mail merge. 👋 Additional resources: - Introduction to Power Automate: https://youtu.be/dDO4Y4aDYXw - How to Mail Merge using Word, Excel, and Outlook: https://youtu.be/_Efb_oMgxEs - How to Mail Merge Address Labels: https://youtu.be/zSwI4mgEYtg - How to Mail Merge using WPS Office: https://youtu.be/-kXofb4ISYw ⌚ Timestamps 0:00 Introduction 1:49 Log into Office.com 2:22 Enter Merge data into Excel Online 5:44 Open Power Automate 6:49 Create a new Mail Merge flow in Power Automate 8:25 Add Excel sheet to Power Automate 10:05 Select email provider, whether Outlook or Gmail 13:24 Customize to, cc, and bcc 14:20 Run Mail Merge 15:35 Preview results 15:45 Include attachment 17:58 Preview results 18:33 Format data properly in Excel 19:25 Wrap up 🚩 Connect with me on social: - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 🔔 Subscribe to my YouTube channel https://www.youtube.com/user/kevlers?sub_confirmation=1 🎬 Want to watch again? Navigate back to my YouTube channel quickly http://www.kevinstratvert.com

detail
{'title': 'How to Mail Merge using Power Automate', 'heatmap': [{'end': 495.694, 'start': 451.817, 'weight': 0.76}, {'end': 614.274, 'start': 496.155, 'weight': 0.884}, {'end': 699.666, 'start': 671.097, 'weight': 0.741}, {'end': 869.552, 'start': 854.098, 'weight': 1}, {'end': 1077.735, 'start': 972.779, 'weight': 0.729}], 'summary': 'Learn how to perform an email mail merge using excel online and power automate, with step-by-step guidance for beginners. automate personalized email sending and invoicing in excel for kcc, integrate with outlook or gmail, and automate excel tasks using power automate for efficient and personalized communication.', 'chapters': [{'end': 34.76, 'segs': [{'end': 34.76, 'src': 'embed', 'start': 0.069, 'weight': 0, 'content': [{'end': 7.617, 'text': 'hi everyone, kevin, here today i want to show you by far my favorite way of doing an email mail merge.', 'start': 0.069, 'duration': 7.548}, {'end': 10.339, 'text': "we're going to use tools that anyone can access.", 'start': 7.617, 'duration': 2.722}, {'end': 11.761, 'text': "they won't cost you anything.", 'start': 10.339, 'duration': 1.422}, {'end': 13.523, 'text': "you don't need a subscription.", 'start': 11.761, 'duration': 1.762}, {'end': 18.588, 'text': "we're going to use excel online, together with power automate, to do a mail merge.", 'start': 13.523, 'duration': 5.065}, {'end': 25.513, 'text': "Now, if you've never used Excel online, or if you've never used Power Automate before, don't worry, I'm going to make it super clear.", 'start': 19.088, 'duration': 6.425}, {'end': 29.456, 'text': "We're going to go through step by step how to do a mail merge.", 'start': 25.613, 'duration': 3.843}, {'end': 31.017, 'text': "So don't worry, I got your back.", 'start': 29.796, 'duration': 1.221}, {'end': 34.76, 'text': 'First off, you might be wondering what is a mail merge?', 'start': 31.778, 'duration': 2.982}], 'summary': 'Kevin demonstrates his favorite email mail merge using excel online and power automate, accessible to anyone at no cost.', 'duration': 34.691, 'max_score': 0.069, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR469.jpg'}], 'start': 0.069, 'title': 'Excel online mail merge with power automate', 'summary': 'Demonstrates performing an email mail merge using excel online and power automate, accessible to anyone without cost or subscription, and provides clear step-by-step guidance for beginners.', 'chapters': [{'end': 34.76, 'start': 0.069, 'title': 'Excel online mail merge with power automate', 'summary': 'Demonstrates how to perform an email mail merge using excel online and power automate, accessible to anyone without cost or subscription, and provides clear step-by-step guidance for beginners.', 'duration': 34.691, 'highlights': ['The chapter demonstrates how to perform an email mail merge using Excel Online and Power Automate, accessible to anyone without cost or subscription.', 'Step-by-step guidance is provided for beginners, ensuring clarity and ease of understanding.', "The presenter reassures the audience that they will be guided through the process and that they don't need prior experience with Excel Online or Power Automate."]}], 'duration': 34.691, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR469.jpg', 'highlights': ['The chapter demonstrates how to perform an email mail merge using Excel Online and Power Automate, accessible to anyone without cost or subscription.', 'Step-by-step guidance is provided for beginners, ensuring clarity and ease of understanding.', "The presenter reassures the audience that they will be guided through the process and that they don't need prior experience with Excel Online or Power Automate."]}, {'end': 341.604, 'segs': [{'end': 101.65, 'src': 'embed', 'start': 75.332, 'weight': 0, 'content': [{'end': 80.756, 'text': "We're going to set up an Excel table with the information and then we're going to use Power Automate to send out the emails.", 'start': 75.332, 'duration': 5.424}, {'end': 84.839, 'text': "We'll be able to send out emails with whether it's Outlook or even Gmail.", 'start': 81.136, 'duration': 3.703}, {'end': 87.802, 'text': 'Either one, we have that customizability.', 'start': 85.32, 'duration': 2.482}, {'end': 95.404, 'text': "Lastly, with this mail merge, first off, we're going to start with the basics and then I'm going to show you how you can do more advanced mail merge.", 'start': 88.877, 'duration': 6.527}, {'end': 97.126, 'text': "Let's say you want to customize a subject.", 'start': 95.464, 'duration': 1.662}, {'end': 101.65, 'text': 'Maybe you want to include an attachment or maybe you want to BCC or CC someone.', 'start': 97.486, 'duration': 4.164}], 'summary': 'Excel table set up for email automation via power automate with customizability and advanced mail merge options.', 'duration': 26.318, 'max_score': 75.332, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR475332.jpg'}, {'end': 246.368, 'src': 'embed', 'start': 217.273, 'weight': 3, 'content': [{'end': 222.536, 'text': "I've now pasted data into the Excel sheet and I want to take a moment to describe what's here.", 'start': 217.273, 'duration': 5.263}, {'end': 224.377, 'text': 'There are a few different columns.', 'start': 223.096, 'duration': 1.281}, {'end': 226.578, 'text': 'I have a name column with customer names.', 'start': 224.457, 'duration': 2.121}, {'end': 228.739, 'text': "I have the customer's email address.", 'start': 227.018, 'duration': 1.721}, {'end': 234.662, 'text': "For simplicity, I'm using the same email address, but in a real mail merge, I'd have different email addresses here.", 'start': 228.899, 'duration': 5.763}, {'end': 240.285, 'text': 'I have how many boxes of cookies they ordered, how much they owe for all of those boxes, and then the due date.', 'start': 235.082, 'duration': 5.203}, {'end': 246.368, 'text': "With a mail merge, I'm going to take this information and I'm going to insert it into a personalized email message.", 'start': 240.825, 'duration': 5.543}], 'summary': 'Excel sheet contains customer names, email addresses, cookie orders, amounts owed, and due dates for mail merge.', 'duration': 29.095, 'max_score': 217.273, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4217273.jpg'}, {'end': 301.111, 'src': 'embed', 'start': 275.312, 'weight': 4, 'content': [{'end': 281.839, 'text': 'Once we enter all of the data into this Excel spreadsheet, we need to do two more things before we move on to Power Automate.', 'start': 275.312, 'duration': 6.527}, {'end': 287.683, 'text': "Up on the top bar, you can rename your Excel spreadsheet just so it's a little easier to find.", 'start': 282.399, 'duration': 5.284}, {'end': 290.744, 'text': 'Right now, my file is called Book 1.', 'start': 288.163, 'duration': 2.581}, {'end': 292.405, 'text': 'Let me call it something more descriptive.', 'start': 290.744, 'duration': 1.661}, {'end': 294.987, 'text': 'I gave the spreadsheet the name KCC Billing.', 'start': 292.766, 'duration': 2.221}, {'end': 296.148, 'text': 'That sounds good to me.', 'start': 295.127, 'duration': 1.021}, {'end': 301.111, 'text': 'Next, I need to make sure that the data I entered here is in a table format.', 'start': 296.648, 'duration': 4.463}], 'summary': 'Data entered into excel, renamed file to kcc billing, and formatted as table.', 'duration': 25.799, 'max_score': 275.312, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4275312.jpg'}], 'start': 35.12, 'title': 'Streamlining email and invoicing processes', 'summary': 'Covers automating personalized email sending with excel and power automate, integrating with outlook or gmail, and setting up invoicing in excel for kcc, including pasting customer data, creating personalized email messages, and formatting data as a table.', 'chapters': [{'end': 198.888, 'start': 35.12, 'title': 'Mail merge with excel and power automate', 'summary': 'Explains how to use excel and power automate to automate the process of sending personalized emails to a large group, demonstrating the efficiency of customizing and sending out emails, integrating with outlook or gmail, and the process of setting up an excel sheet for mail merge.', 'duration': 163.768, 'highlights': ['Demonstrates the efficiency of customizing and sending out emails Using Power Automate to customize and send out emails, saving time and effort, especially when sending a large number of emails.', 'Integrating with Outlook or Gmail for customizability Ability to send out emails using either Outlook or Gmail, providing flexibility and customizability in the email sending process.', 'Setting up an Excel sheet for mail merge Process of setting up an Excel sheet with the required information for mail merge, facilitating the automation of personalized email sending.']}, {'end': 341.604, 'start': 199.288, 'title': 'Setting up invoicing in excel for kcc', 'summary': 'Details the process of setting up invoicing in excel for the kcc company, including pasting customer data, creating personalized email messages for customers based on their orders, and formatting the data as a table.', 'duration': 142.316, 'highlights': ["I've pasted data into the Excel sheet, which includes customer names, email addresses, number of boxes of cookies ordered, amount owed, and due dates, setting the groundwork for personalized email messages.", "Renaming the Excel spreadsheet to 'KCC Billing' and formatting the data as a table are essential before moving on to Power Automate."]}], 'duration': 306.484, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR435120.jpg', 'highlights': ['Demonstrates the efficiency of customizing and sending out emails Using Power Automate to customize and send out emails, saving time and effort, especially when sending a large number of emails.', 'Integrating with Outlook or Gmail for customizability Ability to send out emails using either Outlook or Gmail, providing flexibility and customizability in the email sending process.', 'Setting up an Excel sheet for mail merge Process of setting up an Excel sheet with the required information for mail merge, facilitating the automation of personalized email sending.', "I've pasted data into the Excel sheet, which includes customer names, email addresses, number of boxes of cookies ordered, amount owed, and due dates, setting the groundwork for personalized email messages.", "Renaming the Excel spreadsheet to 'KCC Billing' and formatting the data as a table are essential before moving on to Power Automate."]}, {'end': 571.586, 'segs': [{'end': 373.167, 'src': 'embed', 'start': 341.604, 'weight': 0, 'content': [{'end': 343.585, 'text': 'so we can now move on to Power Automate.', 'start': 341.604, 'duration': 1.981}, {'end': 348.468, 'text': "I'm back on Office.com and next we want to go to Power Automate.", 'start': 344.145, 'duration': 4.323}, {'end': 351.551, 'text': 'You might be wondering what is Power Automate?', 'start': 348.849, 'duration': 2.702}, {'end': 357.535, 'text': 'Power Automate allows you to automate very many things and it allows you to connect different services.', 'start': 351.731, 'duration': 5.804}, {'end': 364.5, 'text': "Today we're going to be connecting Excel online with email whether it's Gmail or Outlook to send out a mail merge.", 'start': 358.055, 'duration': 6.445}, {'end': 366.622, 'text': 'But you can do a lot more than that.', 'start': 364.801, 'duration': 1.821}, {'end': 373.167, 'text': "If you're interested in learning all about Power Automate, I have a tutorial video that you can access in the description.", 'start': 367.062, 'duration': 6.105}], 'summary': 'Power automate automates tasks, connects services, and enables mail merge with excel online and email, with tutorial available.', 'duration': 31.563, 'max_score': 341.604, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4341604.jpg'}, {'end': 430.461, 'src': 'embed', 'start': 385.357, 'weight': 1, 'content': [{'end': 393.724, 'text': 'However, if you click on this icon in the bottom left-hand corner for all apps, this will show you all the different apps that you have access to.', 'start': 385.357, 'duration': 8.367}, {'end': 398.428, 'text': 'Now once again, even with a free account, you get access to Power Automate.', 'start': 394.144, 'duration': 4.284}, {'end': 407.298, 'text': "Now that we're in what's called the app gallery here, I can see all of my different apps and right over on the right hand side, I see Power Automate.", 'start': 398.988, 'duration': 8.31}, {'end': 408.539, 'text': "Let's click on that.", 'start': 407.678, 'duration': 0.861}, {'end': 413.665, 'text': 'This opens up Power Automate and once again, I have a tutorial where you could learn more.', 'start': 408.92, 'duration': 4.745}, {'end': 418.811, 'text': "There's quite a bit here and you can do a lot of amazing things using Power Automate.", 'start': 413.945, 'duration': 4.866}, {'end': 422.054, 'text': "Today, we're just going to stick to a simple mail merge.", 'start': 419.091, 'duration': 2.963}, {'end': 426.318, 'text': "Over on the left-hand side, let's click on the option that says Create.", 'start': 422.614, 'duration': 3.704}, {'end': 430.461, 'text': 'This opens up a screen where we can create different flows.', 'start': 426.838, 'duration': 3.623}], 'summary': 'Access multiple apps, including power automate, to create different flows and perform tasks efficiently.', 'duration': 45.104, 'max_score': 385.357, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4385357.jpg'}, {'end': 495.694, 'src': 'heatmap', 'start': 451.817, 'weight': 0.76, 'content': [{'end': 454.859, 'text': 'This opens up the build an instant flow dialogue.', 'start': 451.817, 'duration': 3.042}, {'end': 457.601, 'text': 'And first off, we need to give this flow a name.', 'start': 454.979, 'duration': 2.622}, {'end': 460.423, 'text': "I'm going to call it KCC billing mail merge.", 'start': 457.621, 'duration': 2.802}, {'end': 464.405, 'text': 'Once I type in the name, I need to choose how I want to trigger this flow.', 'start': 461.023, 'duration': 3.382}, {'end': 466.547, 'text': 'I want to manually trigger this flow.', 'start': 464.825, 'duration': 1.722}, {'end': 471.111, 'text': "So anytime I want to send out a mail merge, I'm going to initiate the mail merge.", 'start': 466.607, 'duration': 4.504}, {'end': 473.956, 'text': "I'm going to click on this option and then click on create.", 'start': 471.232, 'duration': 2.724}, {'end': 478.182, 'text': 'Next, we can start creating our flow or our mail merge.', 'start': 474.376, 'duration': 3.806}, {'end': 481.728, 'text': "As a first step, let's click on the option that says new step.", 'start': 478.663, 'duration': 3.065}, {'end': 489.39, 'text': 'First, we wanna connect to our Excel spreadsheet because we wanna use that as part of our mail merge.', 'start': 483.266, 'duration': 6.124}, {'end': 495.694, 'text': "If you have a work or school account, you're gonna wanna connect to Excel online or business.", 'start': 489.971, 'duration': 5.723}], 'summary': "Creating 'kcc billing mail merge' flow to manually trigger mail merge using excel spreadsheet.", 'duration': 43.877, 'max_score': 451.817, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4451817.jpg'}, {'end': 561.999, 'src': 'embed', 'start': 534.21, 'weight': 2, 'content': [{'end': 542.293, 'text': "What this means is it'll fetch all the data that we added to a table in our Excel spreadsheet and it'll make it available for our mail merge.", 'start': 534.21, 'duration': 8.083}, {'end': 543.554, 'text': "Let's click on this option.", 'start': 542.493, 'duration': 1.061}, {'end': 547.655, 'text': 'Next, I need to select the file that we want to use for our mail merge.', 'start': 543.974, 'duration': 3.681}, {'end': 549.015, 'text': "I'm going to click on the picker.", 'start': 547.755, 'duration': 1.26}, {'end': 554.757, 'text': 'This opens up a file picker that shows me all of the different files that are in my OneDrive account.', 'start': 549.336, 'duration': 5.421}, {'end': 561.999, 'text': 'Now, once again, I mentioned that you need to make sure that your Excel file is in a OneDrive account if you created it in Excel online.', 'start': 554.797, 'duration': 7.202}], 'summary': 'Excel data fetched for mail merge from onedrive.', 'duration': 27.789, 'max_score': 534.21, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4534210.jpg'}], 'start': 341.604, 'title': 'Power automate for mail merge', 'summary': 'Introduces power automate for automation and integration, emphasizing its use in connecting excel online with email for mail merge. it also provides a tutorial on creating an instant flow for mail merge, connecting to an excel spreadsheet in onedrive.', 'chapters': [{'end': 408.539, 'start': 341.604, 'title': 'Introduction to power automate', 'summary': 'Introduces power automate, a tool that allows automation and integration of different services, focusing on connecting excel online with email for mail merge and showcasing its accessibility through office.com and app gallery.', 'duration': 66.935, 'highlights': ['Power Automate allows automation and integration of different services, such as connecting Excel online with email for mail merge.', 'The tool is accessible through Office.com and app gallery, even with a free account.', 'To access Power Automate, users can find it in the app gallery on Office.com homepage.']}, {'end': 571.586, 'start': 408.92, 'title': 'Power automate mail merge tutorial', 'summary': 'Demonstrates how to use power automate to create an instant flow for mail merge, connecting to an excel spreadsheet in onedrive and selecting the file for mail merge.', 'duration': 162.666, 'highlights': ['Creating an instant flow for mail merge The tutorial focuses on creating an instant flow for mail merge using Power Automate, providing flexibility for initiating the mail merge process manually.', 'Connecting to Excel spreadsheet in OneDrive The tutorial emphasizes the importance of connecting to an Excel spreadsheet in OneDrive to fetch data for the mail merge, ensuring accessibility of the required files.', 'Selecting the file for mail merge The process involves selecting the file from OneDrive to use for the mail merge, showcasing the specific steps needed to initiate the mail merge process with Power Automate.']}], 'duration': 229.982, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4341604.jpg', 'highlights': ['Power Automate allows automation and integration of different services, such as connecting Excel online with email for mail merge.', 'The tutorial focuses on creating an instant flow for mail merge using Power Automate, providing flexibility for initiating the mail merge process manually.', 'Connecting to an Excel spreadsheet in OneDrive is emphasized to fetch data for the mail merge, ensuring accessibility of the required files.', 'The tool is accessible through Office.com and app gallery, even with a free account.', 'To access Power Automate, users can find it in the app gallery on Office.com homepage.', 'The process involves selecting the file from OneDrive to use for the mail merge, showcasing the specific steps needed to initiate the mail merge process with Power Automate.']}, {'end': 902.867, 'segs': [{'end': 595.403, 'src': 'embed', 'start': 571.586, 'weight': 7, 'content': [{'end': 579.512, 'text': "next, i need to select the table that i want to use, and that's why it was so critical to add a table to the excel spreadsheet.", 'start': 571.586, 'duration': 7.926}, {'end': 581.173, 'text': "i didn't give it a fancy name.", 'start': 579.512, 'duration': 1.661}, {'end': 585.396, 'text': "it's simply called table 2, so i'm going to select this in excel online.", 'start': 581.173, 'duration': 4.223}, {'end': 589.319, 'text': "you can also give it a more descriptive name, so it's really clear what it is.", 'start': 585.396, 'duration': 3.923}, {'end': 593.161, 'text': "Now that we've added the spreadsheet, we want to add the email step.", 'start': 589.879, 'duration': 3.282}, {'end': 595.403, 'text': "So once again, let's add a new step.", 'start': 593.241, 'duration': 2.162}], 'summary': 'Select table 2 in excel online, then add email step.', 'duration': 23.817, 'max_score': 571.586, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4571586.jpg'}, {'end': 642.536, 'src': 'embed', 'start': 614.815, 'weight': 3, 'content': [{'end': 618.377, 'text': "Earlier in the introduction, I said that you're not just limited to Outlook.", 'start': 614.815, 'duration': 3.562}, {'end': 624.301, 'text': 'For instance, if I type in Gmail, you could even send your email merge through Gmail.', 'start': 618.857, 'duration': 5.444}, {'end': 628.564, 'text': "So you could use any email provider that's connected to Power Automate.", 'start': 624.401, 'duration': 4.163}, {'end': 631.666, 'text': "I'm going to use Outlook.com for this example.", 'start': 629.144, 'duration': 2.522}, {'end': 636.509, 'text': 'Once again, with a free Microsoft account, you also get access to Outlook.com.', 'start': 631.886, 'duration': 4.623}, {'end': 637.51, 'text': "Let's click on this.", 'start': 636.809, 'duration': 0.701}, {'end': 642.536, 'text': 'Once I click on outlook.com, I have all these different actions that I can take.', 'start': 637.99, 'duration': 4.546}], 'summary': 'Power automate allows using various email providers, such as gmail and outlook.com, for email merge.', 'duration': 27.721, 'max_score': 614.815, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4614815.jpg'}, {'end': 724.039, 'src': 'heatmap', 'start': 671.097, 'weight': 2, 'content': [{'end': 677.419, 'text': "The way to think of dynamic content in our Excel spreadsheet, that's all content that we can pull into here.", 'start': 671.097, 'duration': 6.322}, {'end': 683.681, 'text': "Let's click on add dynamic content, and here I see the email address from the Excel spreadsheet.", 'start': 677.899, 'duration': 5.782}, {'end': 689.143, 'text': "I could also click on see more, and that'll show me all the different fields that I can use.", 'start': 684.181, 'duration': 4.962}, {'end': 693.084, 'text': "For the to field, I want to use the email, so let's select that item.", 'start': 689.503, 'duration': 3.581}, {'end': 696.505, 'text': 'Back in the text field, I have the email address entered.', 'start': 693.504, 'duration': 3.001}, {'end': 699.666, 'text': 'Now I could specify a subject for my email.', 'start': 696.705, 'duration': 2.961}, {'end': 706.11, 'text': 'Now, one of the great things about doing a mail merge through Power Automate is that you can customize the subject.', 'start': 700.146, 'duration': 5.964}, {'end': 714.255, 'text': "If you've ever done a mail merge through Microsoft Word before, this is one of the deficiencies where you can't customize the subject.", 'start': 706.63, 'duration': 7.625}, {'end': 716.156, 'text': 'Power Automate allows you to do this.', 'start': 714.395, 'duration': 1.761}, {'end': 724.039, 'text': "Now, I want to type in the person's name and then I want to say your Kevin Cookie Company invoice is due on and then I want to list out a date.", 'start': 716.676, 'duration': 7.363}], 'summary': 'Using power automate for dynamic email content customization in excel, including subject and recipient name.', 'duration': 39.858, 'max_score': 671.097, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4671097.jpg'}, {'end': 803.678, 'src': 'embed', 'start': 776.64, 'weight': 1, 'content': [{'end': 780.726, 'text': "So here too with dynamic content, I'm going to select how many boxes of cookies.", 'start': 776.64, 'duration': 4.086}, {'end': 782.328, 'text': "So it'll have the number.", 'start': 781.306, 'duration': 1.022}, {'end': 784.11, 'text': 'Then it says boxes is due on.', 'start': 782.368, 'duration': 1.742}, {'end': 786.273, 'text': "And at the very end, I'm going to insert the due date.", 'start': 784.23, 'duration': 2.043}, {'end': 792.255, 'text': "Now, what's really neat here is as I compose my email message, as I compose my subject,", 'start': 786.653, 'duration': 5.602}, {'end': 799.177, 'text': "I can simply click on all of this data that I had in my Excel spreadsheet and it'll use it to customize my message.", 'start': 792.255, 'duration': 6.922}, {'end': 803.678, 'text': "Now, at the very bottom, which is very fitting, I'm going to say, thanks, Cookie Monster.", 'start': 799.577, 'duration': 4.101}], 'summary': 'Customize email with excel data, thank cookie monster', 'duration': 27.038, 'max_score': 776.64, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4776640.jpg'}, {'end': 843.132, 'src': 'embed', 'start': 822.728, 'weight': 0, 'content': [{'end': 832.99, 'text': "With mail merge in Word, unfortunately you can't do CC, you can't do BCC, so this is another advantage of sending a mail merge through Power Automate.", 'start': 822.728, 'duration': 10.262}, {'end': 839.771, 'text': "You also have the option to attach files, and in a moment I'll show you how you can attach a file.", 'start': 833.43, 'duration': 6.341}, {'end': 843.132, 'text': 'For now, though, I want to show how you can just send out this mail.', 'start': 840.111, 'duration': 3.021}], 'summary': 'Mail merge in word lacks cc and bcc, power automate offers advantages like file attachment.', 'duration': 20.404, 'max_score': 822.728, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4822728.jpg'}, {'end': 885.859, 'src': 'heatmap', 'start': 854.098, 'weight': 1, 'content': [{'end': 855.659, 'text': 'we have all the data in excel.', 'start': 854.098, 'duration': 1.561}, {'end': 857.481, 'text': "i've customized my message.", 'start': 855.659, 'duration': 1.822}, {'end': 859.663, 'text': "next let's click back here.", 'start': 857.481, 'duration': 2.182}, {'end': 865.268, 'text': "i'm now on the main flow screen and this will show me details about the flow that i created.", 'start': 859.663, 'duration': 5.605}, {'end': 867.29, 'text': "it'll show when i've run it in the past.", 'start': 865.268, 'duration': 2.022}, {'end': 869.552, 'text': "it'll show me that i'm connected to excel online.", 'start': 867.29, 'duration': 2.262}, {'end': 871.935, 'text': "it shows me that i'm connected to outlook.com.", 'start': 869.552, 'duration': 2.383}, {'end': 879.637, 'text': 'As a next step, I need to run my mail merge and up above I can click on run and that will kick off the mail merge.', 'start': 872.455, 'duration': 7.182}, {'end': 880.818, 'text': "Let's try doing that.", 'start': 879.937, 'duration': 0.881}, {'end': 885.859, 'text': 'When I click on run, this opens up a pane on the right-hand side and first off.', 'start': 881.098, 'duration': 4.761}], 'summary': 'Data in excel, customization of message, running mail merge from main flow screen.', 'duration': 31.761, 'max_score': 854.098, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4854098.jpg'}], 'start': 571.586, 'title': 'Automating excel, email, and mail merge', 'summary': 'Covers automating excel tasks, customizing emails, and performing mail merges using power automate, allowing for efficient and personalized communication. it includes processes such as adding tables, selecting email providers, customizing email content, and demonstrating mail merge functions in word.', 'chapters': [{'end': 660.554, 'start': 571.586, 'title': 'Automating excel and email with power automate', 'summary': 'Covers adding a table to an excel spreadsheet, selecting an email provider like outlook.com, and customizing an email to send via power automate.', 'duration': 88.968, 'highlights': ['Adding a table to an Excel spreadsheet The speaker explains the importance of adding a table to an Excel spreadsheet, highlighting the critical nature of this step for further actions.', 'Selecting an email provider like Outlook.com The speaker discusses the process of selecting an email provider, specifically emphasizing the use of Outlook.com and its compatibility with Power Automate.', 'Customizing an email to send via Power Automate The speaker demonstrates the customization process for sending an email using Power Automate, including specifying the recipient and other customizations.']}, {'end': 822.168, 'start': 661.014, 'title': 'Customized email using power automate', 'summary': 'Demonstrates how to use power automate to customize email subjects and bodies using dynamic content from an excel spreadsheet, allowing for personalized messages and efficient mail merges.', 'duration': 161.154, 'highlights': ['Power Automate allows customization of email subjects and bodies using dynamic content from Excel spreadsheet, offering personalized messages. Demonstrates the ability to customize email subjects and bodies using dynamic content from an Excel spreadsheet, enhancing personalization and efficiency.', 'Demonstrates the process of inserting dynamic content such as email addresses and due dates into the email subject and body. Shows the process of inserting dynamic content, like email addresses and due dates, into the email subject and body, enabling personalized and automated email composition.', 'Shows the option to add advanced email options, including setting the sender, CC, and BCC recipients. Illustrates the inclusion of advanced email options within Power Automate, such as specifying the sender, CC, and BCC recipients, providing additional control over the email composition and delivery.']}, {'end': 902.867, 'start': 822.728, 'title': 'Mail merge in word using power automate', 'summary': 'Demonstrates using power automate to perform a mail merge in word, highlighting the advantages of being able to do cc, bcc, and attach files, as well as showing the process of creating and running the mail merge.', 'duration': 80.139, 'highlights': ['The advantage of using Power Automate for mail merge is the ability to perform CC and BCC, unlike in Word.', 'Power Automate allows attaching files in mail merge, providing additional functionality compared to Word.', 'The process of creating and running the mail merge using Power Automate is demonstrated, including connecting to Excel online and Outlook.com.']}], 'duration': 331.281, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4571586.jpg', 'highlights': ['Power Automate allows attaching files in mail merge, providing additional functionality compared to Word.', 'Demonstrates the process of inserting dynamic content such as email addresses and due dates into the email subject and body.', 'Customizing an email to send via Power Automate The speaker demonstrates the customization process for sending an email using Power Automate, including specifying the recipient and other customizations.', 'The process of creating and running the mail merge using Power Automate is demonstrated, including connecting to Excel online and Outlook.com.', 'Power Automate allows customization of email subjects and bodies using dynamic content from Excel spreadsheet, offering personalized messages.', 'Illustrates the inclusion of advanced email options within Power Automate, such as specifying the sender, CC, and BCC recipients, providing additional control over the email composition and delivery.', 'Selecting an email provider like Outlook.com The speaker discusses the process of selecting an email provider, specifically emphasizing the use of Outlook.com and its compatibility with Power Automate.', 'Adding a table to an Excel spreadsheet The speaker explains the importance of adding a table to an Excel spreadsheet, highlighting the critical nature of this step for further actions.', 'The advantage of using Power Automate for mail merge is the ability to perform CC and BCC, unlike in Word.']}, {'end': 1207.871, 'segs': [{'end': 952.567, 'src': 'embed', 'start': 924.741, 'weight': 0, 'content': [{'end': 932.148, 'text': "Once again, if you've ever done mail merge using Word, Excel, and also Outlook, you'll notice that the mail merge tends to take a bit of time.", 'start': 924.741, 'duration': 7.407}, {'end': 935.111, 'text': 'This is nice because it all happens behind the scenes.', 'start': 932.328, 'duration': 2.783}, {'end': 940.477, 'text': "Now that I'm in my email, here we can see that the mail merge successfully completed.", 'start': 935.592, 'duration': 4.885}, {'end': 946.163, 'text': 'You see that the subject line is customized and you also see that the message itself is also customized.', 'start': 940.577, 'duration': 5.586}, {'end': 952.567, 'text': 'Next, I want to go back to Power Automate and show you how you can include an attachment as part of your mail merge.', 'start': 946.503, 'duration': 6.064}], 'summary': 'Mail merge completed successfully with customized subject line and message.', 'duration': 27.826, 'max_score': 924.741, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4924741.jpg'}, {'end': 1077.735, 'src': 'heatmap', 'start': 972.779, 'weight': 0.729, 'content': [{'end': 978.382, 'text': "I want to attach a file so let's add another action and click on this item that says add an action.", 'start': 972.779, 'duration': 5.603}, {'end': 982.424, 'text': 'Within here, I want to attach a file that I have in OneDrive.', 'start': 978.842, 'duration': 3.582}, {'end': 984.885, 'text': 'Once again, we need the file to be in OneDrive.', 'start': 982.564, 'duration': 2.321}, {'end': 991.288, 'text': "I'm going to type in OneDrive and, depending on what type of account you have, again, if you have a work or school account,", 'start': 984.905, 'duration': 6.383}, {'end': 992.668, 'text': 'click on OneDrive for business.', 'start': 991.288, 'duration': 1.38}, {'end': 995.89, 'text': 'If you have a personal or a free account, click on OneDrive.', 'start': 993.108, 'duration': 2.782}, {'end': 1003.095, 'text': 'This opens up all these different actions that I can take within OneDrive and I want to get a file,', 'start': 996.69, 'duration': 6.405}, {'end': 1006.017, 'text': "so I'm going to scroll down and click on Get File Content.", 'start': 1003.095, 'duration': 2.922}, {'end': 1010.56, 'text': 'Once I click on Get File Content, I now want to pick the file within my OneDrive.', 'start': 1006.457, 'duration': 4.103}, {'end': 1018.144, 'text': "I'm going to click on the picker, click into root, And now I'm going to scroll down and click on 1.docx.", 'start': 1010.58, 'duration': 7.564}, {'end': 1022.206, 'text': "I want to include this file in every single invoice that I'm sending out.", 'start': 1018.244, 'duration': 3.962}, {'end': 1027.949, 'text': 'You could imagine that maybe this is a flyer or maybe you have a go green attachment, any type of attachment.', 'start': 1022.286, 'duration': 5.663}, {'end': 1032.412, 'text': 'You could even do it so you have customized attachments for each individual.', 'start': 1028.329, 'duration': 4.083}, {'end': 1038.336, 'text': "Now that we've specified which file we want to attach, we now need to include it as part of the email.", 'start': 1033.092, 'duration': 5.244}, {'end': 1041.438, 'text': "Let's click on the last step of our flow.", 'start': 1038.695, 'duration': 2.743}, {'end': 1045.28, 'text': 'If we go down to the bottom again, we see our customized email message.', 'start': 1041.798, 'duration': 3.482}, {'end': 1047.662, 'text': "Let's click on show advanced options.", 'start': 1045.579, 'duration': 2.083}, {'end': 1051.244, 'text': 'Within advanced options, we want to give the attachment a name.', 'start': 1048.222, 'duration': 3.022}, {'end': 1054.146, 'text': "I'm going to call this flyer.docx.", 'start': 1051.344, 'duration': 2.802}, {'end': 1059.009, 'text': 'And then down here, you can specify the file content from the previous step.', 'start': 1054.626, 'duration': 4.383}, {'end': 1062.432, 'text': 'This is dynamic content, and this will be the attachment.', 'start': 1059.089, 'duration': 3.343}, {'end': 1066.273, 'text': "Once we're satisfied with all of this, let's click on save.", 'start': 1063.212, 'duration': 3.061}, {'end': 1071.914, 'text': 'Once we save it, once again I can go back and now we can run this new flow.', 'start': 1066.993, 'duration': 4.921}, {'end': 1074.395, 'text': "Up here again, let's click on run.", 'start': 1072.454, 'duration': 1.941}, {'end': 1077.735, 'text': "This opens up the pane on the side and let's run the flow.", 'start': 1074.895, 'duration': 2.84}], 'summary': 'Attaching a file from onedrive to be included in every invoice, with specific file and email content naming.', 'duration': 104.956, 'max_score': 972.779, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4972779.jpg'}, {'end': 1059.009, 'src': 'embed', 'start': 1028.329, 'weight': 3, 'content': [{'end': 1032.412, 'text': 'You could even do it so you have customized attachments for each individual.', 'start': 1028.329, 'duration': 4.083}, {'end': 1038.336, 'text': "Now that we've specified which file we want to attach, we now need to include it as part of the email.", 'start': 1033.092, 'duration': 5.244}, {'end': 1041.438, 'text': "Let's click on the last step of our flow.", 'start': 1038.695, 'duration': 2.743}, {'end': 1045.28, 'text': 'If we go down to the bottom again, we see our customized email message.', 'start': 1041.798, 'duration': 3.482}, {'end': 1047.662, 'text': "Let's click on show advanced options.", 'start': 1045.579, 'duration': 2.083}, {'end': 1051.244, 'text': 'Within advanced options, we want to give the attachment a name.', 'start': 1048.222, 'duration': 3.022}, {'end': 1054.146, 'text': "I'm going to call this flyer.docx.", 'start': 1051.344, 'duration': 2.802}, {'end': 1059.009, 'text': 'And then down here, you can specify the file content from the previous step.', 'start': 1054.626, 'duration': 4.383}], 'summary': 'Customize attachments for individual emails, specify file and include it in the email.', 'duration': 30.68, 'max_score': 1028.329, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR41028329.jpg'}, {'end': 1120.725, 'src': 'embed', 'start': 1094.523, 'weight': 4, 'content': [{'end': 1104.233, 'text': "Now, one thing you might have noticed in my mail merge is if we look at the amount due and I also look at the date it took these and it didn't maintain the formatting.", 'start': 1094.523, 'duration': 9.71}, {'end': 1112.721, 'text': "When you insert fields like this using Power Automate, it's a best practice to convert it to text before you start the mail merge.", 'start': 1104.373, 'duration': 8.348}, {'end': 1120.725, 'text': 'If I go back into Excel online, you can right click on the item, click on number format and change it to text first,', 'start': 1113.101, 'duration': 7.624}], 'summary': 'Power automate best practice: convert fields to text for mail merge.', 'duration': 26.202, 'max_score': 1094.523, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR41094523.jpg'}, {'end': 1164.157, 'src': 'embed', 'start': 1133.931, 'weight': 5, 'content': [{'end': 1136.973, 'text': 'you see that it appears as I would expect it to.', 'start': 1133.931, 'duration': 3.042}, {'end': 1140.695, 'text': 'So this mail merge is now exactly how I want it to be.', 'start': 1137.373, 'duration': 3.322}, {'end': 1147.241, 'text': "Now, as this example shows, it's always a good practice to test out your mail merge first.", 'start': 1141.115, 'duration': 6.126}, {'end': 1154.928, 'text': "Send it to one of your email accounts, make sure that it's working properly before you send it out to a massive number of people.", 'start': 1147.621, 'duration': 7.307}, {'end': 1164.157, 'text': "The last thing that you want to do is send out a mail merge only to discover that something wasn't formatted correctly or something wasn't exactly how you wanted it to be.", 'start': 1155.308, 'duration': 8.849}], 'summary': 'Test mail merge before sending to avoid formatting errors.', 'duration': 30.226, 'max_score': 1133.931, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR41133931.jpg'}], 'start': 903.327, 'title': 'Mail merge automation', 'summary': 'Covers an automated mail merge process completed in seven seconds, allowing customized subject lines and messages, as well as including attachments in a mail merge using power automate, emphasizing the importance of testing before sending to a large audience.', 'chapters': [{'end': 946.163, 'start': 903.327, 'title': 'Automated mail merge process', 'summary': 'Demonstrates an automated mail merge process, which successfully completed in seven seconds, allowing customized subject lines and messages, improving efficiency and user experience.', 'duration': 42.836, 'highlights': ['The mail merge completed in seven seconds and it succeeded, demonstrating the efficiency of the automated process.', 'The subject line and message of the mail merge are customized, showcasing the personalized nature of the automated mail merge process.', 'The automated mail merge process improves efficiency compared to traditional methods involving Word, Excel, and Outlook, as it happens behind the scenes, enhancing the user experience.']}, {'end': 1207.871, 'start': 946.503, 'title': 'Power automate mail merge with attachments', 'summary': 'Demonstrates how to include attachments in a mail merge using power automate, highlighting the process of adding an attachment from onedrive, customizing the email message, and formatting fields to maintain their appearance in the message, emphasizing the importance of testing before sending to a large audience.', 'duration': 261.368, 'highlights': ['The process of adding an attachment from OneDrive is demonstrated, emphasizing the need for the file to be in OneDrive and choosing the file to include in the mail merge. Emphasizes the importance of the file being in OneDrive, demonstrates the selection of the file to be included in the mail merge.', "Customizing the email message and specifying the attachment's name and content from the previous step is highlighted, showcasing the ability to include customized attachments for each individual. Showcases the customization of the email message and attachment's name, ability to include customized attachments for each individual.", 'Importance of formatting fields to maintain their appearance in the message is emphasized, with a demonstration of converting fields to text before starting the mail merge, ensuring proper formatting of dollar amounts and dates. Emphasizes the importance of converting fields to text for proper formatting, demonstrates the formatting of dollar amounts and dates.', 'The significance of testing the mail merge before sending to a large audience is stressed, underlining the potential issues that can arise if the mail merge is not properly formatted or functioning as intended. Stresses the importance of testing the mail merge before sending to a large audience, underlines potential issues with formatting or functionality if not tested.']}], 'duration': 304.544, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/Nl5AoLusNR4/pics/Nl5AoLusNR4903327.jpg', 'highlights': ['The mail merge completed in seven seconds and it succeeded, demonstrating the efficiency of the automated process.', 'The subject line and message of the mail merge are customized, showcasing the personalized nature of the automated mail merge process.', 'The automated mail merge process improves efficiency compared to traditional methods involving Word, Excel, and Outlook, as it happens behind the scenes, enhancing the user experience.', "Customizing the email message and specifying the attachment's name and content from the previous step is highlighted, showcasing the ability to include customized attachments for each individual.", 'Importance of formatting fields to maintain their appearance in the message is emphasized, with a demonstration of converting fields to text before starting the mail merge, ensuring proper formatting of dollar amounts and dates.', 'The significance of testing the mail merge before sending to a large audience is stressed, underlining the potential issues that can arise if the mail merge is not properly formatted or functioning as intended.']}], 'highlights': ['The mail merge completed in seven seconds and it succeeded, demonstrating the efficiency of the automated process.', 'The subject line and message of the mail merge are customized, showcasing the personalized nature of the automated mail merge process.', "Customizing the email message and specifying the attachment's name and content from the previous step is highlighted, showcasing the ability to include customized attachments for each individual.", 'Importance of formatting fields to maintain their appearance in the message is emphasized, with a demonstration of converting fields to text before starting the mail merge, ensuring proper formatting of dollar amounts and dates.', 'The significance of testing the mail merge before sending to a large audience is stressed, underlining the potential issues that can arise if the mail merge is not properly formatted or functioning as intended.', 'Power Automate allows attaching files in mail merge, providing additional functionality compared to Word.', 'Demonstrates the process of inserting dynamic content such as email addresses and due dates into the email subject and body.', 'Customizing an email to send via Power Automate The speaker demonstrates the customization process for sending an email using Power Automate, including specifying the recipient and other customizations.', 'The process of creating and running the mail merge using Power Automate is demonstrated, including connecting to Excel online and Outlook.com.', 'Power Automate allows customization of email subjects and bodies using dynamic content from Excel spreadsheet, offering personalized messages.', 'Illustrates the inclusion of advanced email options within Power Automate, such as specifying the sender, CC, and BCC recipients, providing additional control over the email composition and delivery.', 'Selecting an email provider like Outlook.com The speaker discusses the process of selecting an email provider, specifically emphasizing the use of Outlook.com and its compatibility with Power Automate.', 'Adding a table to an Excel spreadsheet The speaker explains the importance of adding a table to an Excel spreadsheet, highlighting the critical nature of this step for further actions.', 'The advantage of using Power Automate for mail merge is the ability to perform CC and BCC, unlike in Word.', 'Power Automate allows automation and integration of different services, such as connecting Excel online with email for mail merge.', 'The tutorial focuses on creating an instant flow for mail merge using Power Automate, providing flexibility for initiating the mail merge process manually.', 'Connecting to an Excel spreadsheet in OneDrive is emphasized to fetch data for the mail merge, ensuring accessibility of the required files.', 'The tool is accessible through Office.com and app gallery, even with a free account.', 'To access Power Automate, users can find it in the app gallery on Office.com homepage.', 'The process involves selecting the file from OneDrive to use for the mail merge, showcasing the specific steps needed to initiate the mail merge process with Power Automate.', 'Demonstrates the efficiency of customizing and sending out emails Using Power Automate to customize and send out emails, saving time and effort, especially when sending a large number of emails.', 'Integrating with Outlook or Gmail for customizability Ability to send out emails using either Outlook or Gmail, providing flexibility and customizability in the email sending process.', 'Setting up an Excel sheet for mail merge Process of setting up an Excel sheet with the required information for mail merge, facilitating the automation of personalized email sending.', "I've pasted data into the Excel sheet, which includes customer names, email addresses, number of boxes of cookies ordered, amount owed, and due dates, setting the groundwork for personalized email messages.", "Renaming the Excel spreadsheet to 'KCC Billing' and formatting the data as a table are essential before moving on to Power Automate.", 'The chapter demonstrates how to perform an email mail merge using Excel Online and Power Automate, accessible to anyone without cost or subscription.', 'Step-by-step guidance is provided for beginners, ensuring clarity and ease of understanding.', "The presenter reassures the audience that they will be guided through the process and that they don't need prior experience with Excel Online or Power Automate."]}