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Power Platform Community / Forums / Power Automate / Send merged email ALON...
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Send merged email ALONG WITH personalized attachment

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Posted on by 2
hello

Thank you for making this forum happen

 

Hey I'm really really stuck here, I would like to receive your help please

 

I need to have Power Automate send, on manual trigger :

  1) personalized email from ms-excel data source (or whatever datasource)

   1.a) ALONG with a personalized PDF Attachment (template in ms-word for now) (same data source)

 

Any tips ? 
I've spend 2 days already ... pffff 

 

Thank you very much 🙏

Marco

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  • Rhiassuring Profile Picture
    8,690 Moderator on at

    Hi there, 

    This is achievable, for sure. 

    When you say "Personalized email", do you mean that it is based on whoever is triggering it? For example, if someone clicks this button, the flow will go get their name from the spreadsheet, some data that is in the row with their name, then populate a template, and send it all to them in the email?

  • MarcoYogi Profile Picture
    2 on at

    Om hello RhiAssuring 
    Glad to read your lines

    I hope you are doing well 

     

    for now I would like to manually trigger the flow by myself in the Power Automate dashboard 

    I have an excel spread sheet (or whatever other necessary format for power automate)

    It usually have around 350 recipients email, first name, last name, date of certificat, title of certificate, etc) to send every week or 2 weeks

     

    1) I would like to have the Power Automate Flow send a series (all ms-excell spreadsheet rows) of personalized email (merge-fields in the email body that populates for each ms-excel spreadsheet row the related title-row content)

    1.a) For each email being sent, I need to have this personalized email attachment :  ms-word certificate template with, inside, some merge fields (full name, date, certificate title, etc.) that needs to be merged with the same database content (different mergefields). This is sent in PDF along with the personalized email 

    1.b) For each email being sent, I have everyone the same attachments PDF (I usually have 9 attachments)

     

    ouff 

     

    Rhi, I have found Kevin Stratvert YouTube Tutorial here - but he is not covering the personalized attachment : i'm missing the excel merged fields in the word, that is being send as Customized PDF Attachment in Bulk Email Mailing 

     

    any tips about that ? 

    thank you so much 

    Om Shanti 

     

     

     

     

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