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

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Leila Gharani

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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 AddIns 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 Excelbased 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...  

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#excel #powerautomate

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