Generate and Email Personalized Work From Home Agreement Document to Employees – Part 2

HR Use Cases , Legal Use Cases , zenphi Use Cases

In the Part 1 of this series we showed you how you can dynamically generate documents based on a Google Docs template using the data read from a Google Sheets spreadsheet.

 

In this part, we show you how you can perform a Mail Merge using zenphi.

We will generate a customized email for each employee from an email template. For this scenario we have designed our email template in Google Docs.

We will then attach the Work From Home Policy document, which we generated for the employee, to the email and send it to the employee.

 

In this tutorial we demonstrate how to:

  • Generate a dynamic email content from the Google Sheet data (mail merge)
  • Send email using zenphi
  • Share a dynamically generated file in Google Drive with one or more people

Leave A Comment

Your email is safe with us.

Related post

StartUp Tech Stack: 6 Tools You Need to Power Your Operations

zenphi Use Cases

Navigating day-to-day operations and fostering seamless collaboration within your startup team requires more than just hard work—it demands the right tech stack. Being familiar with startup environments ourselves, we’ve curated a list of tools that we use and love, designed to empower your operational success. 1. Google Workspace: The Only Collaboration Tool You Need in …

Read more
How to Perform Mail Merge and Send Emails in G Suite using zenphi

How-To, , , , ,

Sending emails as part of processes is one of the most common actions. in zenphi there are two ways to perform Mail Merge and send emails: Send using  Gmail Send Email Action: Send email through your own Gmail address or one you have access to Chose the email alias to send from Dynamically configure To, …

Read more