How the Automation Works
Simple Setup, Powerful Results in Three Steps
The Technical Process:
Prepare Your Data: Create a CSV file with two key columns - recipient email addresses and the corresponding document filenames
Configure Your Email: Set up your template once with personalization options and branding elements
Execute & Deliver: The workflow automatically matches each document to its intended recipient, creates personalized emails, attaches the correct files, and sends them all in a single batch
Implementation Complexity: Low - requires only basic CSV preparation with no complex integrations