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Power Platform Community / Forums / Power Automate / Mail Merge Letter Docu...
Power Automate
Suggested Answer

Mail Merge Letter Documents

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Posted on by 4
Hello,
 
I'm looking to complete a mail merge workflow where there are potentially 40 letter templates that need to be merge with a single Excel File. There data fields to merge with each letter are all the same, but each letter has different static content. 
 
The idea here is to include a data column, named 'Template ID', and each data row should be merged with it's corresponding template ID. 
 
For example, there are 3 different letter templates named as 'Letter 1', 'Letter 2', and 'Letter 3'. 
The Excel file would have 20 rows to be merged with these 3 letters. The first 5 columns of the Excel file are data fields to be merged with these letters, however, the 6th column will indicate which letter template that row should be merged with. So out of those 20 rows of data records, 10 will be merged with 'Letter 1', another 5 will be merged with 'Letter 2', and the remaining 5 will be merged with 'Letter 3'.
 
After the merging process is completed, I should have 3 separate outputs files. 
 
I'm aware that Power Automate can complete the mail merge process, but not sure if it will read a data column to trigger which letter template to use.
 
Your help would be greatly appreciated and will help with a painstaking work that I can simplify.  Any suggestion for an automated or semi-automated process would be beneficial. Please let me know if additional information is required. 
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  • Suggested answer
    Nived_Nambiar Profile Picture
    18,136 Super User 2026 Season 1 on at
     
     
    correct me i am wrong whether i have understood the process.
     
    So you have letter templates let's say 3- Letter 1, Letter 2, Letter 3 (i assume each is of word file format)
     
    Now what i understand by merging is you want to fill row correspodning to each letter in that letter file, for example: if there are 4 rows of excel data for letter 3- four such file using letter 3 template should be created 
     

    Thanks & Regards,
    Nived N

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  • VS-03010002-0 Profile Picture
    4 on at
    Hi Nived,
     
    So you have letter templates let's say 3- Letter 1, Letter 2, Letter 3 (i assume each is of word file format) yes, all letter templates for merging is in Word file format.
     
    Now what i understand by merging is you want to fill row corresponding to each letter in that letter file, for example: if there are 4 rows of excel data for letter 3- four such file using letter 3 template should be created - yes
     
    I hope this sample table helps illustrates my ask:
    name address policy# policy name letter template
    Sam 1 treehill 1234 Pizza 2
    Rajiv 2 treehill 5678 Bread 3
    Sandy 3 treehill 7655 Coffee 3
    Mark 4 treehill 4321 Tea 1
    This table would be in an Excel file. 
     
    The automated workflow should look up the 5th column to determine which letter template (Word file) to be used for merging and produce the merged output file. So, in the above sample, there will be 2 merged letters using letter template 3. However, ideally, it would be best to have 1 output with all the letters merged for each template. So instead of 2 separate files for using template 3, it would be 1 file with both letters in it. The volume of data to be merged can be in the hundreds, so having hundreds of separate files wouldn't be ideal to manage. 
     
  • VS-03010002-0 Profile Picture
    4 on at
     
    So you have letter templates let's say 3- Letter 1, Letter 2, Letter 3 (i assume each is of word file format) yes, all letter templates for merging is in Word file format.
     
    Now what i understand by merging is you want to fill row corresponding to each letter in that letter file, for example: if there are 4 rows of excel data for letter 3- four such file using letter 3 template should be created - yes
     
    I hope this sample table helps illustrates my ask:
    name address policy# policy name letter template
    Sam 1 treehill 1234 Pizza 2
    Rajiv 2 treehill 5678 Bread 3
    Sandy 3 treehill 7655 Coffee 3
    Mark 4 treehill 4321 Tea 1
    This table would be in an Excel file. 
     
    The automated workflow should look up the 5th column to determine which letter template (Word file) to be used for merging and produce the merged output file. So, in the above sample, there will be 2 merged letters using letter template 3. However, ideally, it would be best to have 1 output with all the letters merged for each template. So instead of 2 separate files for using template 3, it would be 1 file with both letters in it. The volume of data to be merged can be in the hundreds, so having hundreds of separate files wouldn't be ideal to manage. 
     
  • Suggested answer
    Nived_Nambiar Profile Picture
    18,136 Super User 2026 Season 1 on at
     
    I think it would be better to merge indiviual files rather than having multi page template.
     
    But merging files requires usage of 3rd party connectors in Power Automate Cloud flow.
     
    But using Power Automate Desktop - you can combine the files using vbscripting itself.
     
     

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