Getting started

Bulk Email & PDF Mail Merge · Last updated: 2026-09-25

1. Prepare the sheet

• Put a header row in row 1, for example Name, Email, Amount.
• Put one recipient per row below it.

2. Prepare the Google Docs template

Write the document you want each person to receive, and put {{Column Name}} where a value from the sheet should go — for example Dear {{Name}}, your total is {{Amount}}.

Placeholders must match the header row exactly, including capital letters and spaces.

3. Open the side panel

In your sheet, choose Extensions → Bulk Email & PDF Mail Merge → Open. The permissions the add-on asks Google for, and what each one is used for, are listed on the privacy page.

4. Fill in the panel, top to bottom

• 1. Rows — choose the Sheet and the Recipient address column.
• 2. Template — press Choose… and pick your Google Doc in Google's file picker. The add-on can only open files you pick this way. Optionally press Folder… and tick Keep a copy of each PDF in the output folder, and set a PDF file name such as Invoice - {{Name}}.
• 3. Email — write the Subject and Body. Both may contain placeholders too. Reply-to is optional. Press Save settings.

5. Preview, then test

• Press Preview (sends nothing). It counts how many rows would be sent, lists rows without a valid address, and checks that every placeholder in the template matches a column.
• Enter your own address and a row number next to Send test, and press it. Check the email and the attached PDF before sending to anyone else.

6. Send

Press Start sending and confirm. Each row is marked SENT with the time in the Merge Status column as it goes out. Running again skips rows that are already marked, so nobody receives the same email twice.

On the free plan you can send to 20 recipients per day, and a short signature line is added to each email. Google also limits how many recipients an account can email per day; if sending stops partway, see Support.

Need help?

See Support for common problems, or email [email protected].