To make it easy for Excel to differentiate between data and labels, use bold text, cell borders, and cell shading that are unique to the header row. A header row is a row containing labels that identify the data in the cells beneath it. Create a Header Row: Create a header row for the sheet you intend to use for the mail merge.Also, make sure the sheets are clearly named, as you have to select the one you intend to use without being able to view it. If it's spread across multiple sheets, combine the sheets or perform multiple mail merges. Put All Data on a Single Sheet: The mailing list data you intend to use for the mail merge must be on one sheet.You can monitor the execution and completion status of the Flow by visiting the Flow Runs Page or click Done to exit the Flow panel.
If this is the first time you have used the Flow, you may need to sign in to your OneDrive account.Ĭlick the “ Run Flow” to execute the Flow process. With the cell(s) selected, click the “ Run” arrow.
Mail merge excel to outlook pdf#
If you select all the rows in the table ( you can get away with only selecting the column of PDF filenames), the Flow will process all selected rows. If you select a single “File Name” cell in the table, the Flow will only process that single row’s PDF comparison and deliver a single email message. Once you have activated Flow the following panel appears to the right of the Excel window listing all of the Power Automate Flows that are compatible with Excel. NOTE: If you do not have the Flow option, you can add the feature by selecting Insert -> Get Add-Ins, search for Flow, then add it to Excel. To execute the Flow, select the Data tab and click Flow from the Automation group. Return to OneDrive and open the Excel file that contains our table of email address and PDF file preferences. In the “ Get File Content” panel, scroll down the list of Dynamic Content and select “ Id”.Ĭlick “ Add an Action” to begin setting up the email operation. Scroll down the list of Actions to locate the “ Get File Content” action. Like we did previously, in the “ Choose an Operation” panel, search for “ OneDrive” and select “ OneDrive for Business”. To define what happens if one of the PDF file’s display names matches the listed filename in the Excel cell, click the “ Add an Action” located in the “ If Yes” panel. Next, we set the logical operator to “ is equal to” and set the comparator to the “ Display Name” option. Scrolling down the list of Dynamic Content, we come across an entry for the “ File Name” field from the Excel file’s table. We need to point to the column in the Excel file labeled “ File Name”. Our objective is to cross-check the name of the PDF file against the current row’s defined filename. This is like writing an IF statement in Excel except it will be created using all point-and-click actions.
This allows checking to see if something occurs based on some form of logic and then act in one of two fashions. Next, click “ Add an Action” to add another “ Control”. Scrolling down the list of Dynamic Content, we select “ Value” from the list. We need to use an output from the previous step. Select the control labeled “ Apply to Each”. In the “ Choose an Operation” panel, select “ Control”.
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