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

1

Filter the spreadsheet per unique owner

2

Send a custom report to each record owner

3

Send a confirmation email to the process owner

4

Tagged:

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.