Send dynamic emails with mail merge

Send batches of customized emails based on an email template and Excel spreadsheet. Each recipient receives an email tailored to them based on the spreadsheet data.

Workflow steps in Catalytic

Upload Excel data


Filter the spreadsheet per unique owner


Send a custom report to each record owner


Send a confirmation email to the process owner



customer ops

finance ops

supply chain ops

data processing

tasks forms

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.