🚀 [Feature Request] Mail Merge Support with Excel/CSV Upload

[ayuugoyal]

I’d like to propose a feature that allows sending personalized bulk emails by uploading a spreadsheet (Excel or CSV) and using a templated message with placeholder variables.

✅ How it should work:

1. I upload a spreadsheet (e.g., .xlsx, .csv) with:

   • First column: recipient email addresses.
   • Following columns: variables like name, company, role, etc.

2. I write a template email using {variable} placeholders.

3. The system loops through each row, fills in the placeholders, and sends a customized email to each recipient.

📊 Example Spreadsheet:

email	name	company	role
[email protected]	Alice	StartUp Inc.	CEO
[email protected]	Bob	Techy.io	Founder

📩 Example Email Template (Cold Email):

Subject: Let's talk about {company}

Hi {name},

I came across your work as the {role} at {company}, and I was really impressed.

I’m reaching out to explore how our solution can help {company} streamline outreach and save hours weekly. Would you be open to a quick 15-min chat this week?

Best,  
Ayush

🔁 Expected Output:

• To Alice:

  Hi Alice, I came across your work as the CEO at StartUp Inc., ...

• To Bob:

  Hi Bob, I came across your work as the Founder at Techy.io, ...

🌟 Why this is useful:

• Makes cold outreach scalable and personalized.
• Useful for marketing campaigns, hiring messages, event invites, etc.
• No need to manually copy-paste messages per contact.

Would love to see this in Zero! I'm happy to help test or provide more details if needed.

[tiluckdave]

There are existing solutions to this, mostly built as extensions or add-ons to Excel or Google Sheets. These extensions work reasonably well in structured environments and manual workflows.

What remains largely untapped is an agent that can autonomously understand the context, extract intent from user-provided variables and data sources and generate entirely custom email templates.

For instance, with Salesforce integrated, a simple natural language prompt could trigger the agent to retrieve relevant data based on record status and dynamically generate and dispatch a personalized email

[ayuugoyal]

Having everything in one place makes it super convenient rather than extension for every usecase its a good to have feature and being able to send multiple personalised emails just from a single prompt is a really smart one

[github-actions[bot]]

This issue is stale (3+ days) and will be closed.

[github-actions[bot]]

Closing stale issue.