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PAD Mail Merge with Attachments

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Posted on by HK-16060439-0

Power Automate Cloud works well with the Mail Merge with Individual Attachments and Send Email process.

Is it possible to perform same within Power Automate Desktop? Have tried a few options, but had errors when replicated into Power Automate Desktop especially when including the attachments

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Power Automate Desktop

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VishnuReddy1997 2,656 Super User 2025 Season 2 on at

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Hi @HK-16060439-0,

Yes, it's possible to perform a Mail Merge with individual attachments and send personalized emails using Power Automate Desktop (PAD).

Please share the screenshot of the flow,so we can help better.

Regards,

Vishnu Reddy

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HK-16060439-0 9 on at

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Hi @VishnuReddy1997,

Appreciate the feedback. Attached the flow screenshot, hope this helps.

Regards,

HK

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Riyaz_riz11 3,874 Super User 2025 Season 2 on at

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Hi,

Step 1: Read Mail Merge Data

Use "Read from Excel Worksheet" (with first row as header)

Output to emailList (data table)

Step 2: Loop Through Each Recipient

For Each item in emailList

Inside the loop:

Step 3: Generate Personalized Document (Mail Merge or String Replace)

Option 1: Use Word Replace (if fields like <<Name>> in template)

Launch Word

Open Word Document

Replace Text in Document (e.g., <<Name>> → item["Name"], <<Date>> → etc.)

Save As New File (e.g., C:\Temp\Mail_Merge_${item["Email"]}.docx)

Convert to PDF (Optional for attachment)

OR

Option 2: Use Word Mail Merge via VBS (advanced)

Let me know if you want a pre-built VBS script to handle merge fields automatically.

Step 4: Attach File Based on User

Determine the personalized file path:

attachmentPath = "C:\Temp\Mail_Merge_" + item["Email"] + ".pdf"

Step 5: Send Email with Outlook

Use "Send Email Message (Outlook)" action
To: item["Email"]

Subject: "Your Personalized Document"

Body: "Hi " + item["Name"] + ", please find attached..."

Attachment: attachmentPath If I have answered your question, please mark it as the preferred solution ✅ . If you like my response, please give it a Thumbs Up 👍. Regards, Riyaz

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HK-16060439-0 9 on at

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Hi @Riyaz_riz11,

Appreciate the guidance.

My excel list contains the follow following columns Name, ID, Email & Attachment Name. The PDF attachment is specific (confidential) for the User and must not be received by any other user. All attachments are stored in the same folder.

Per the attached flow screenshot, the mail merge works OK, however it fails when including the attachment with error message - Parameter 'Attachments': Argument 'Attachments' must be 'List of Custom objects'

Hope this clarifies for a refined suggestion.

Regards,

HK

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HK-16060439-0 9 on at

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Hi @Riyaz_rizz11,

I have tried further your solution but still getting similar error message as mentioned earlier.

Please refer my earlier response.

Regards,

HK

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