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Have you ever found it stressful to send personalized emails to many recipients? Sending personalized emails like seminar invites, campaign notifications, or follow-ups to many recipients can be time-consuming. Manually copying names, emails, and message content one by one can get frustrating and prone to errors.
Imagine if:
If you
then this article is for you :)
Use Yoom to automate mail merge easily without a single line of code.
Yoom is a next-generation no code automation tool that lets you connect and automate tasks between your favorite apps. Yoom makes automation accessible to everyone.
No need to go through complex set up and IT jargons, Yoom keeps things simple and visual. You can build your automation workflows with just a few clicks, saving hours of time and stress from repetitive work.
Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you’ll learn the step by step process of how to use Yoom to automatically merge emails in Gmail using the data from Google Sheets.
Yoom offers a ready-made template for easy setup for tasks involving Gmail & Google Sheets. Click the “Try it” button to get started now!
We’ll also walk you through the step-by-step process of creating this automation flow later in this article.
Automating tasks using Gmail & Google Sheets are diverse.
Below are several practical pre-built templates that integrate these tools based on different triggers.
Just click the “Try it” button to use the templates. Setup only takes a few minutes :)
Automatically send Gmails at a set time using data from Google Sheets..
Perfect for regularly scheduled reports, reminders, or newsletters.
Respond quickly to inquiries or applications submitted via web forms. Automatically send thank you or confirmation emails, and simultaneously recording the details in Google Sheets.
Perfect for those who want to improve customer satisfaction with quick, personalized replies.
Manage your customer information registered in CRM or Google Sheets, automate Gmail emails to customers who meet specified conditions (such as birthdays, contract renewal dates, etc.).
Ideal for those who want to strengthen customer relationships by sending personalized emails automatically.
Let’s walk through how to create a Flowbot to "retrieving data from Google Spreadsheet at a set time and send bulk emails through Gmail" using Yoom.
Setup time: 5 minutes
What You’ll Need
If you do not have a Yoom account yet, you can create one using this registration form.
In Yoom, go to My Apps tab, and click the “+Add” button.
Search for Google Sheets from the app list and select it.
Click "Sign in with Google".
Select the account you want to connect to.
Click "Continue".
Select "Continue".
Click on My Apps and select “+ Add”.
Search for Gmail from the My Apps list and select it.
Click "Sign in with Google".
Select the account to connect.
Click "Continue".
Select "Continue".
Once both apps are connected, you’ll see them listed under “My Apps”.
Click the “Try it” button to copy the pre-built template into your project.
Click "Try this template".
Click "OK" and give this Flowbot a name to recognize.
This template will be copied to your “My Project”.
Click on the schedule trigger step labeled, "When the specified schedule is reached".
Choose the date and time you want to activate the Flowbot.
Let’s say you want to run it at 9 AM from Monday to Friday.
Then you can set it up like how it’s shown in the image below.
Customize the schedule to how you want it and click Save.
Reference: You can adjust the timing using Cron settings for more flexibility. For more details, refer to this article.
Before you connect the database, make sure your Google Sheet file is set up with necessary data.
Your database data will be used to send bulk emails.
Once set up, return to Yoom page and open the Google Sheets action step labeled "Retrieve multiple records".
Give your action a name (anything you like).
YSelect your Google account, and check the default settings. If there are no issues, click “Next”.
Select the Spreadsheet ID you want to link from the displayed options.
Similarly, select the Worksheet tab name from the options.
Reference: For detailed instructions on how to set the table range, check this help page.
Once the settings are done, click “Next”.
Set the conditions to filter records.
For example, if you want to get the company details whose status is in “Lead”, choose “Status” “Equals” “Lead”.
This will pull the relevant data to send emails whose status is in “Lead”.
Run a test to make sure the data is being retrieved correctly.
If successful, the data from Google Sheets should appear as retrieved values. You’ll use these data in the following steps, so check the details are correct.
Reference: For more details on retrieved values and how to set it up, see the guide here.
Click the repeat process action step, "Command Operation".
Note: The loop command function is only available on Yoom’s paid plans. If you’re using the Free plan,the Flowbot may face errors due to limited access. But don’t worry - all plans have a 2-week free trial! You can try all features without restrictions. For more info about Yoom and its plans, visit our Yoom Help Center.
In the dropdown, select “Person in Charge” as the retrieved value to identify each record in the loop.
Similarly, add additional fields, such as "Company Name" and "Email", which will be used in the next step to send emails via Gmail.
These items may vary depending on what you've set in your Google sheet. Feel free to adjust the settings to match your data to automatically send through Gmail.
Once the settings are done, click Save.
Click the "Send Email" action.
Select your Gmail account, and check the default settings. If there are no issues, click “Next”.
For the "To" field, select the "Loop Variable for Email".
This will automatically pull the email addresses from the Google Sheets’ retrieved values in the previous step.
Customize the email subject and the message content using the retrieved data from Google Sheets.
For example, use retrieved values like “Loop variables for Company Name” and “Loop variable for Person in Charge” to personalize each email without manual input.
This will pull the “company name” and “person in charge” from Google Sheets and include the info in the Gmail email.
Once the settings are complete, click “Test”.
If the email is successfully received to the specified email address, save it.
Toggle the “Trigger ON” to activate your flow!
Add a test record that matches the conditions you've set, (e.g., company with lead status) and check if the email is sent to the correct recipient with the right content.
That’s it!
Now, your Flowbot will run at a set schedule, using data from Google Sheets to send bulk emails through Gmail.
Automation with Google Sheets & Gmail goes beyond just sending emails! You can do much more by connecting them to other tools with Yoom :) Here are some pre-built automation flows you can try out.
Recommended for those who want to enhance email workflows with Gmail automations that keep their team informed and speed up responses.
Perfect for those who want to boost their data management by linking Google Sheets with other platforms.
We shared with you how to automate mail merge with Gmail using data managed in Google Sheets - all without a single line of code.
If you’re struggling with tasks such as sending bulk personalized emails, managing reminders, or speeding up follow-ups, try an easy automation tool like Yoom.
Whether you want to schedule emails, respond automatically to form submissions, or manage customer communications more smoothly, Yoom makes it simple to build workflows that fit your needs.
Ready to simplify your workflow? Sign up for Yoom and try it today!
Create your free Yoom account now
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