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Format Mails with Markdown

Learn how to use Markdown syntax in a Mail bodies to automatically format text while sending mails using Sheetgo

Written by Bappaditya Koley
Updated yesterday

You can now use Markdown syntax directly in your spreadsheet to automatically format text when sending emails with Sheetgo. This allows you to add structured formatting - such as headings, bold text, lists, links, and images - directly from your spreadsheet data.

Using Markdown gives you the option to create professional, well-structured mail formatting.

Note: If you're new to sending emails with Sheetgo, we recommend reading the following guide first before using Markdown formatting.


How Markdown Formatting Works in Sheetgo

Sheetgo converts Markdown symbols written in spreadsheet cells into formatted mail styles when the workflow runs.

This process is one-way, meaning the Markdown formatting is applied when the email is sent, ensuring your mail structure remains consistent each time the workflow runs.


Supported Markdown Formatting

You can use the following Markdown symbols in your spreadsheet to control how text appears in the mail body.

Element

Markdown Syntax

Result in Google Docs

Headers

# Header 1

## Header 2

### Header 3

#### Header 4

##### Header 5

###### Header 6

Heading 1 to Heading 6

Bold

**Text**

Bold text

Italic

*Text*

Italic text

Strikethrough

~~Text~~

Strikethrough text

Hyperlink

[Link text](URL)

Images

![Alt text](Image URL)

Inline image

Lists

- Item or 1. Item

Bullet or numbered list

  • Item 1

  • Item 2

  1. Category 1

  2. Category 2

Note: If you need to include code snippets, use the backtick symbol (`). Sheetgo automatically applies the Courier New font to text formatted with backticks.


Step-by-step setup of the Workflow

  1. Create a source spreadsheet: Create a spreadsheet with headers in the first row. From the rows below the headers, start adding your content using the preferred Markdown syntax.

  2. Create a workflow in Sheetgo: Go to the Sheetgo Web App and create a new automation in a new workflow.

  3. Select the source file: In the automation setup, select the Google Sheet (spreadsheet) as the source.

  4. Skip the data processor step: You need to skip the Data Processor step as this features doesn't work with Data Processors.

  5. Configure the destination: Select Email under Destination Configuration. Then configure the email settings:

    • Choose whether you want to send the email dynamically using email addresses from a specific spreadsheet column, or send it to a static email address.

    • Optionally add Reply-to, CC, and BCC recipients if needed.

    • Add a personalized subject line using smart tags from your spreadsheet headers.

    • Write a custom email body using the smart tags to dynamically insert content from the spreadsheet.

  6. Review and save the automation: Click Review automation, then save the automation.

  7. Run the automation: Run the workflow to send the emails. Sheetgo will generate and send one email per row in your spreadsheet, using the data and Markdown formatting provided.

Note: If you are new to Smart Tags, we recommend referring to the Smart Tags Article to better understand how placeholders work and how to use them in your subject line and email body.


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