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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 a complex setup and IT jargon, 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.
■Overview
The workflow "Retrieve data from Google Sheets at a specified date and time, generate text with AI, and send it out via Gmail" helps streamline regular data retrieval and mass communication tasks.
It enables automatic text creation based on sheet information and allows for email sending.
■Recommended for
■Benefits of using this template
By utilizing this flow that integrates Google Sheets and Gmail, AI can generate text based on data in Google Sheets and automate bulk sending via Gmail.
This eliminates the need to manually check data and create/send emails, allowing tasks to be completed quickly.
It reduces the time spent on each email sending task, giving you more time to focus on other important tasks.
Additionally, having AI generate emails ensures consistency and clarity in the text.
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.
■Overview
By using the workflow "When there is a response in Google Forms, retrieve data from Google Sheets and send it out in bulk via Gmail," you can automate the mass emailing based on form response information.
This eliminates the need for manual sending tasks, reducing the workload.
■Recommended for
■Benefits of using this template
This automated flow, which allows you to retrieve data from Google Sheets based on Google Forms responses and send it out in bulk via Gmail, has several advantages.
Firstly, since there is no need to create or send emails individually, you can proceed with tasks quickly.
This allows you to allocate more time to the tasks you truly want to focus on.
Additionally, by utilizing data on Google Sheets, you can eliminate the repetitive copying or transcription tasks for the person in charge, achieving efficient information sharing.
You can send notifications, announcements, follow-ups, etc., without omissions, reducing the risk of information transmission errors.
■Overview
The workflow "When there is a response in Jotform, retrieve data from Google Sheets and send a mass email with Gmail" automates data integration between tools.
By simply submitting information to the form, you can send mass emails, reducing the workload.
■Recommended for
■Benefits of using this template
By integrating response data from Jotform with Google Sheets and Gmail, you can smoothly retrieve the necessary information when there is a new response in Jotform and send emails in bulk, which is a major feature.
This reduces the need to manually extract data each time or create individual emails, improving overall work efficiency.
Additionally, since manual copying and pasting or data transcription is unnecessary, human errors are less likely to occur.
You can save working time while delivering information quickly to the necessary recipients, facilitating smooth communication both internally and externally.
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.
■Overview
By using the workflow "When a page is created in Notion, retrieve data from Google Sheets and send it out via Gmail," you can automate everything from data collection to email distribution.
This reduces the need for manual data entry and is expected to improve the efficiency of information sharing.
■Recommended for
■Benefits of using this template
This flow, which allows you to send batch emails via Gmail based on information from Google Sheets when a page is created in Notion, has several benefits.
Firstly, it is expected to speed up operations, allowing for quick notifications and announcements to stakeholders.
It reduces the burden on the person in charge as there is no need to manually check data or send emails one by one.
Additionally, since the necessary information is automatically reflected, information sharing becomes smoother, preventing communication omissions and delays.
As a result, it becomes less likely for tasks to be overlooked or missed, improving overall work efficiency.
■Overview
The workflow "When data is added to Airtable, retrieve data from Google Sheets and send a mass email via Gmail" makes event management via Airtable simple.
You can send notifications via Gmail based on information from Google Sheets, automating tedious tasks.
■Recommended for
■Benefits of using this template
By automating with a combination of Airtable, Google Sheets, and Gmail, you can quickly perform information sharing and communication tasks.
When data is added to Airtable, the latest data from Google Sheets is retrieved, and notifications can be sent via email to multiple recipients at once, reducing concerns about information transmission gaps or time lags.
This allows for rapid sharing of important information within the team or with stakeholders, enabling each member to act based on the latest situation.
Additionally, since manual email distribution and data verification are no longer necessary, it reduces the workload, allowing you to focus more on your core tasks.
This flow is extremely useful for those aiming to prevent errors and improve efficiency.
Let’s walk through how to create a Flowbot to "retrieve data from Google Spreadsheet at a set time and send bulk emails through Gmail" using Yoom.
⏱️ Setup time: 10 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 so it can be recognized.
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 the necessary data.
Your database data will be used to send bulk emails.
Once set up, return to the Yoom page and open the Google Sheets action step labeled "Retrieve multiple records".
Give your action a name (anything you like).
Select 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 more details on table range settings, check this guide.
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 this 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 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 at 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.
■Overview
This is a flow that automatically sends follow-up emails via Gmail after a Zoom webinar ends.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who frequently host webinars on Zoom
・Those who want to ensure follow-up emails are sent to participants after a webinar but find manual work cumbersome
・Those who want to send follow-up emails to webinar participants quickly and efficiently
2. Those who use Gmail as their primary means of communication
・Those who use Gmail regularly and want to improve work efficiency by automating template emails
・Those who want to eliminate the hassle of sending individual emails to all participants
■Benefits of using this template
By automatically sending follow-up emails via Gmail after a Zoom webinar ends, you can follow up with participants quickly and effectively.
Using this automated flow eliminates the need for manual email sending tasks, improving work efficiency.
Additionally, ensuring that follow-up emails reach all participants prevents any follow-up omissions and enhances participant satisfaction.
Furthermore, conducting follow-ups with consistent email content can give a professional impression and contribute to improving your brand image.
■Overview
This workflow allows you to automate customer inquiry responses by leveraging the integration of Gmail and ChatGPT. This automation can improve the speed and accuracy of responses, reducing the workload on staff. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to upload attachments received in Gmail to Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage business emails using Gmail
・Those who receive a large number of attachments via email for business purposes and find manual organization time-consuming
・Those who want to efficiently save and manage attachments in cloud storage
2. Those who use Dropbox for file sharing and management
・Those who want to save files collectively in Dropbox but find manual uploading cumbersome
・Those who want to automate file management by linking Gmail and Dropbox
■Benefits of using this template
By uploading attachments received in Gmail to Dropbox, you can enjoy the following benefits.
Firstly, the task of manually downloading and uploading files is eliminated.
This improves work efficiency and allows you to dedicate valuable time to other important tasks.
This is especially effective in tasks that frequently handle files.
Furthermore, automation reduces missed files and errors, achieving accurate data management.
This reduces future troubles and verification tasks, ensuring smooth business operations.
■Notes
・Please connect both Gmail and Dropbox with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
Perfect for those who want to boost their data management by linking Google Sheets with other platforms.
■Overview
This is a flow that adds a record to Salesforce when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared data and share information
・Sales assistants who share sheets with client companies and exchange information
2. Companies that manage deals with Salesforce
・Those who register and share the status of each project with their team
・Executives or sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.
This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that adds a payment made on Stripe to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies using Stripe for payment processing
・Those who want to utilize payment data completed on Stripe in other apps
・Those who want to eliminate the hassle of manually transferring data
2. Those using Google Spreadsheets for business
・Those managing payment data with Google Spreadsheets
・Those who want to expedite post-payment administrative tasks and analysis work utilizing payment data
■Benefits of using this template
Stripe is a convenient tool that supports various payment processes. However, when utilizing payment data in other systems or apps, manually transferring data each time a payment is completed can decrease work efficiency.
By implementing this flow, you can automatically reflect payment data in Google Spreadsheets, facilitating smooth information sharing and subsequent processing. It also helps prevent transcription errors of amounts and customer information.
■Notes
・Please integrate both Stripe and Google Spreadsheets with Yoom.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■ Overview
The "Summarize Added Content in Google Sheets with DeepSeek" workflow automatically summarizes new data added to Google Sheets using DeepSeek. This streamlines data organization and analysis, facilitating smoother daily operations. By leveraging Yoom's API integration and AI technology, it eliminates the need for manual summarization, significantly reducing time and effort.
■ Recommended for
■ Benefits of using this template
■Overview
The "Update Google Sheets when a quote is sent via Wix" flow is a business workflow aimed at streamlining quotation tasks and improving data management accuracy.
When a quote is sent through Wix, the information in Google Sheets is automatically updated.
This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Add a record to Google Sheets when a post matching a keyword is made on Reddit" contributes to streamlining information management.
Data registration is completed with operations only on chat, which can reduce working time.
■Recommended for
■Benefits of using this template
By using the flow to record Reddit post content in Google Sheets, you can quickly track information.
This allows you to take necessary actions based on the latest post content.
Additionally, centralized management improves operational efficiency, allowing you to smoothly refer to post content.
By utilizing this flow, information sharing across the team becomes easier, and collaboration is strengthened.
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!
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