From spreadsheet to personalized email.

If you understand traditional mail merge, you already understand the basic idea behind MergeFlow.

MergeFlow brings the familiar spreadsheet + document workflow into Google Sheets and Google Docs.

1
Create your recipient list
Each spreadsheet column can become a merge field.
Spreadsheet · Recipients
First Name Email School
Oscar oscar@example.com Valley School
Jamie jamie@example.com Oak School
2
Start a MergeFlow campaign
MergeFlow validates your recipient information before the campaign begins, so missing or unusable rows surface early.
3
Create or select a Google Docs template
Create a new document for the campaign, or choose an existing Google Doc you already use.
4
Insert merge fields
Hello {{First Name}},
We're excited to welcome you to {{School}}.
5
Create your email subject
The subject line can use merge fields too.
Welcome, {{First Name}}!
6
Preview personalized recipients
Move between recipient previews to check how the personalized message looks for different rows in your sheet.
7
Send yourself a test
Test emails let users verify the message without marking the campaign recipient as sent.
8
Review before sending
Before sending, MergeFlow can show information such as:
- total recipients
- previously sent recipients
- recipients eligible for sending
- available sending quota where applicable
9
Send
Messages are sent through the Google account authorized by the user.
10
Add recipients later
Add new rows to the associated Google Sheet, refresh the campaign, and MergeFlow can identify recipients that have not previously been recorded as sent.

First Name	Email	School
Oscar	oscar@example.com	Valley School
Jamie	jamie@example.com	Oak School

The complete workflow

Sending availability and limits are subject to Google Workspace, Gmail, Apps Script, and account-specific limits.