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

Video Description

Join 400,000+ professionals in our courses here 👉 https://link.xelplus.com/yt-d-all-courses 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: https://youtu.be/SUsik0FGzI0 ➡️ Join this channel to get access to perks: https://www.youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join 👕☕ 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: https://www.instagram.com/lgharani LinkedIn: https://www.linkedin.com/company/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