How to automatically send emails with Sheetgo?
Sheetgo has a built-in feature that streamlines your workflow by automating the process of sending emails. With this feature, you can effortlessly send emails containing all the relevant information and data from your spreadsheets.
Share files and send access links
Let's see how to do this step by step. In this first example, we will use Sheetgo to share a lead tracking spreadsheet and send an access link.
Go to Sheetgo, and click New workflow. Click Connect files, select the source file and the tab.
The next step is to choose how you want to share your file. Select Send files as email attachments and click Done editing.
You can choose now if you want to share files through a link or as an attachment (PDF, CSV, Excel, or Google Sheets).
You can either get the email addresses from a column within your spreadsheet or type in the email addresses to which you want to send this file.
If you choose to Get dynamically from a column, you will be able to select the desired column from a drop-down list.
If you choose to Use custom recipients, type in or copy and paste the email addresses.
Now you can edit the subject line and the email body to your liking.
You can also send the email as plain text by enabling the checkbox on the bottom right of the email editor.
Click Finish and save.
Send personalized emails to a list of recipients
Sheetgo also allows you to send personalized emails and documents to a list of recipients. In this case, follow the same steps to create a New workflow. Click Connect files, select the source file and the tab.
Now select Generate and send emails based on a template.
Now you can choose whether you want to get the email addresses from a column within your spreadsheet or use custom recipients.
You are now able to personalize the subject line and the email content using smart tags.
When you select a smart tag, Sheetgo will automatically pull data from the spreadsheet columns and add it to the subject line or the email body.
After personalizing your email, click Done editing and then Finish and save. Run the connection or the entire workflow to send your email.