Bulk Mail Merge

Mail merge generates multiple personalized documents from a single template and a data source (typically a CSV file). Each row in the CSV creates one document with the row's values filling in the template placeholders. This is perfect for generating personalized letters, invoices, certificates, contracts, or any document that needs to be customized for multiple recipients. Your AI employee handles the entire process from data to finished documents.

Prepare a CSV file with column headers matching your template placeholders. For example, if your template uses {{name}}, {{company}}, and {{amount}}, your CSV should have columns named "name," "company," and "amount." Each row represents one document to be generated. Send the CSV to your AI employee along with the template name, and it will process the entire batch.

The mail merge engine processes documents in batch, generating all files efficiently. For large batches (100+ documents), the AI provides progress updates and estimated completion times. Generated documents can be delivered as individual files, bundled into a ZIP archive, or emailed directly to recipients if the CSV includes email addresses. The AI validates each row before processing and flags any missing data.

Mail merge can extend beyond documents to personalized emails. Include an email column in your CSV, and the AI can send each generated document to its corresponding recipient. Each email follows the standard approval workflow — the AI will show you a sample email and ask for approval before sending the batch. This is powerful for sending personalized invoices, contracts, or marketing materials to multiple contacts at once.