How To Send A Google Sheet In Email

Why Send Emails From Google Sheets In The First Place A Case Study

Sending email from Google Sheets

First of all, lets clarify why you would even want to use Google Sheets to send emails in the first place. The idea itself may sound crazy at first, but there are tons of use cases behind it. Lets illustrate it in an example.

As you may know, except for all our regular team members, we have a bunch of minions working for us day and night*. Our minions help us develop and maintain Mailtrap as the best platform for pre-production email testing. As everyone knows, minions like bananas. A lot.

*No, we dont really hire minions, but its a great example anyway. Photo credit: hdqwalls.com

To motivate minions, we pay them in bananas the exact amount depending on the complexity of the task and their performance. Since feeding an army of minions is a rather complex task, weve decided to ease the pain by implementing some automations. Each of our minions is added to the spreadsheet, listing its name, email address , and the accumulated amount of bananas.

By the way, if you use an accounting app such as Xero to monitor payments to your minions , you can automate the data import using Coupler.io. Read to learn more.

Since we have more important things to do than handing out individual bananas to minions, weve set up a rule each minion needs to accumulate 20 or more bananas before they can pick them up. Of course, they can wait longer, until they reach 50 for example, but, really, who would do that?

Write The Email Template

Next, we create an email template that will be sent with your reports. You can specify one or email recipients in the TO, CC, or BCC fields. Multiple email addresses should be separated by a comma.

You can also specify dynamic email recipients based on cell values in the spreadsheet. For instance, if the email address of the recipient is specified in cell B2 of a sheet titled Employee Shifts, you can put } in the To field, and the add-on will pull the dynamic value from the cell at the time of sending the email report.

These dynamic cell values enclosed inside double curly braces can be used inside any of the email fields including subject, email body, and the senders name.

The email body can include dynamic cell values as well as ranges that make it easy of you to send portions of the spreadsheet without sharing the full workbook. For instance, you can write } to include only the specific range from the Wages sheet. Internally, the add-on converts the range to an HTML table, retaining all the display formatting with CSS, and embed it into the email.

You can also include standard HTML tags like H1, IMG, A, B, EM and more to include images and rich formatting in your emails.

Tip: Use the Test Email button to send an email with the exported files before setting up the schedule.

Choosing The File Format

To send the google doc as an attachment, the file type or format needs to be chosen. The drop-down menu has options to change the Format of the file.

You can send the Google doc as an attachment in formats like PDF, Microsoft Word, Rich Text, HTML, Plain text, open document. You could use one of these options or paste the contents of the Google Doc in the email using the Paste the item itself into the email.

After you change the format the file gets attached to the email.

Recommended Reading: Where Can I Print Out An Email

How To Create A Mailing List From A Google Docs Spreadsheet

This article was written by Travis Boylls. Travis Boylls is a Technology Writer and Editor for wikiHow. Travis has experience writing technology-related articles, providing software customer service, and in graphic design. He specializes in Windows, macOS, Android, iOS, and Linux platforms. He studied graphic design at Pikes Peak Community College. This article has been viewed 98,563 times.

This wikiHow teaches you how to create a spreadsheet with contact information using Google Docs. You can use a mail merge add-on in Google Docs to convert the contact info in your Google Docs spreadsheet into a mailing list, and then send an email using Gmail. Gmail has a daily sending limit of 500 emails per day.XResearch source

Email Google Sheets Automatically

How to send a Google Doc as an email attachment

Go to the Google add-on store and install . Next, open any Google Spreadsheet in your Google Drive, go to the Add-ons menu inside the sheet, choose Email Spreadsheets from the dropdown and then choose Rules to create your first scheduled email report.

You are presented with a 3-step wizard to help the email schedule of your spreadsheet report.

Read Also: How To Email A Large Amount Of Photos

How Clean Email App Can Simplify Inbox Management

Clean Email is an inbox management tool that helps users uncluster their mailbox fast and with ease. In a world where everyone is attempting cold calling, your inbox can be messy in a short time, making it difficult to find important emails.

The app takes away the stress of having to delete emails one at a time manually and helps automate the process to keep your inbox clean at all times. Visit Clean Emails features page to see all you can do with the tool.

Send To All Rows Or A Filtered Set Of Rows

Sometimes, you may want to send emailsonly to particular recipients in your Google Sheet.

In such scenarios, you can easily filter the rows that are a part of the campaign by adding filter criteria in the Filter Rows box under Optional Settings.

Ill send emails only to customers whose Industry is Technology in this example.

Read Also: How To Send Large Videos Over Email

What Is Google Docs

Google Docs is a web-based word processing software created by Google back in 2006. The application serves as an alternative to the famous Microsoft word. It was created for those who prefer web-based applications to avoid having to install heavy-duty software like the Microsoft office package or having to pay for Microsofts entire package fee when you just need a simple word processor. The best part about how to send a Google doc through email guide is that using the software is one hundred percent free for the average user. Other web-based processing software for work includes Sheets and Slides. While Google and Microsoft have had a private feud about whose word processor in better, recently there has been a collaboration between the two tech giants. Users can now open their word saved document with Google Docs and have complete access and privileges to edit, and collaborate with other users – unlike was possible in times past.

Effectively manage your Inbox with the Clean Email app.

Sending An Email With Google Sheets

Send emails from Google Sheets with Gmail – automatically and using different templates!

Before you can create a Google Apps Script to send an email , youll also need a Gmail email address, which Google Apps Script will access to send out your alert emails.

Youll also need to create a new spreadsheet that contains an email address.

Just add a name column and an email column, and fill them out with the person you want to receive the alert email.

Now that you have an email address to send an alert email to, its time to create your script.

To get into the script editor, click on Tools, and then click Script editor.

Youll see a script window with a default function called myFunction. Rename this to SendEmail.

Next, paste the following code inside the SendEmail function:

// Fetch the email addressvar emailRange = SpreadsheetApp.getActiveSpreadsheet.getSheetByName.getRange var emailAddress = emailRange.getValues // Send Alert Email.var message = 'This is your Alert email!'  // Second columnvar subject = 'Your Google Spreadsheet Alert' MailApp.sendEmail 

Heres how this code works:

  • getRange and getValues pull the value from the cell specified in the getRange method.
  • var message and var subject define the text thats going to build your alert email.
  • The MailApp.sendEmail function finally performs Google Scripts send email feature using your connected Google account.

Save the script by clicking the disk icon, and then run it by clicking the run icon .

Click on Review Permissions, and youll see another alert screen that youll need to bypass.

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Setting Trigger For Google Sheets To Gmail Integration

First, youll need to set up a trigger on the new Google Sheets entry and then its respective action using Pabbly Connect.

Select Application you want to integrate

After naming your workflow, a page will open up carrying the trigger window settings.

Pick the Google Sheets app from the Choose App drop-down choices.

Select Event & Copy Webhook URL

Select the event as New Spreadsheet Row& then copy the webhook URL.

Section : Running A Simple Example

  • Create a new empty Spreadsheet.
  • Add a few rows of data. Every row should contain an email addressin column A and the email message to be sent to that person in column B.For testing purposes, you may want to use your own email address in columnA. Here’s an example:

  • Open the Script Editor by clicking on the Tools menu, then select Script editor.

  • Copy and paste the following script:

    gmail/sendingEmails/sendingEmails.gsView on GitHub

    /** * Sends emails with data from the current spreadsheet. */function sendEmails }
  • Save the Script.

  • Select the function sendEmails in the function dropdown list and clickRun.

  • Check out your email inbox. Messages are usually immediately delivered, butsometimes it takes a few seconds.

  • You might want to have a look at the documentation for the following methodsused in the script above:

    Also Check: Mass Delete Email Iphone

    Add Code To Google Script To Process Report Data

    This is a sample code that I am using to insert data to Google Sheets and send report data via email. Remember to change the email in the script to your target email.

    • From the Google Sheets menu, go to Extensions tab > Apps Script
    • Change the available email address to yours in the following code:
    • Customize everything if you want
    • Click Save.

    How To Attach A Google Doc To An Email

    Create and Send Emails from a Google Sheet with Zapier and ...

    Attaching a Google doc to an email is pretty easy and straight forward. The first step to take is downloading your doc file with your preferred file type. To do so, simply follow the steps below.

  • Visit and sign in with your preferred details.
  • There you will find a list of all your documents written through the signed-in mail address. Alternatively, you can also log in through Drive to access all your files.
  • Select the document you would like to attach in your mail.
  • Once open, select File on the top left corner, and navigate to download.
  • Select download and choose a file type such as Microsoft .docx file format, .pdf, .zip, or any other file format of your choice.
  • Once the file type is selected, your computer should ask for a pathway to save your file.
  • Select your preferred address and download.
  • Next, log in to your mail account.
  • Select send an email and search for the attachment ribbon.
  • Select the icon and navigate to your saved file to attach it.
  • The same principles apply when attaching a Google doc to an email across all devices. This means for users wondering how to attach a Google doc to an Outlook email, Yahoo Mail, Gmail, etc., the process is almost always the same. The only variation is where you find your attachment ribbon/icon to send a message.

    Also Check: How To Remove Duplicate Emails In Outlook

    Setting Action For Google Sheets To Gmail Integration

    Now, as we have gathered all the data to send an email on Gmail from Google Sheets. We can proceed to use this data to perform our action. After that, an email will be sent for every new sheet entry automatically.

    Select Application you want to Integrate

    Hit the plus button next to your Google Sheets trigger.

    Select the app to integrate here as Gmail.

    Select Event & Connect with Google Sheets

    Next, select the event as Send an Email.

    Lastly, click the Connect with Gmail button.

    C: Create The Email Schedule

    The Google Sheets add-on includes a scheduler to help you set up recurring schedules visually. You can send email hourly, daily, weekly, monthly or even on a yearly recurring basis.

    It is also possible to setup advanced schedules like:

    • Send a recurring email on the last working day of the month.
    • Send email reports every alternate day and end the reporting after 15 days.
    • Set up a quarterly schedule and send email reports on the first Monday of the quarter.

    Thats it. After specifying the schedule, hit the Save button and your email report will be scheduled.

    If you would like to edit your current email report or schedule a new report, go the add ons menu again, choose Email Spreadsheets and Rules.

    Also Check: How Do I Recover Deleted Emails From Gmail

    Sending Bulk Emails From Scratch

  • Open Google Sheets and create a new Blank document.
  • Add the column headers you will include in your bulk emails, such as email address and first name. These must always be in Row 1.
  • Fill out your Sheet with all the correct information.
  • Go to your Gmail inbox and Compose a new email.
  • Write your drafted email using } for each attribute. Make sure your attributes exactly match your column headers in your Google Sheet.
  • Close the draft email.
  • Go to your Google Sheet and select the menu option Add-ons.
  • Select Yet Another Mail Merge > Start Mail Merge
  • Fill out your name for the sender and select the draft email that contains your attributes.
  • Check the box for Track email opened, clicked, or bounced.
  • Click the Receive a test email button.
  • Check your email inbox to ensure your email was sent correctly.
  • In your Google Sheet click the Send Emails button.
  • Your emails will have been sent to your entire list of contacts that you have added to the Google Sheet.

    Sending A Single Email Using App Script In Google Sheets

    Send emails automatically from a Google spreadsheet | X-ref

    Lets start simple. Let us send an email message to just one person using App Script. So, lets say you have a spreadsheet with just one email address in a cell, an email message in the next cell, and the subject in the third cell.

    The syntax in App Script to send an email is just one line:

    MailApp.sendEmail 

    where emailAddress, subject, and message can be replaced by references to the respective cells.

    Here are the steps you need to follow if you want to use App Script to send an email to a designated address:

    1. From the Tools menu, select Script Editor

    2. You will find a template for a function already present. You can just start coding with this. Lets rename this function as sendEmail. So, replace the word myFunction , with our new function name, sendEmail.

    3. Inside the curly braces, we can define what this function is going to do. Type the following lines within the curly braces:

    var ss = SpreadsheetApp.getActiveSpreadsheetvar sheet1=ss.getSheetByName var emailAddress = sheet1.getRange.getValue var subject = sheet1.getRange.getValue var message = sheet1.getRange.getValue MailApp.sendEmail 

    Finally, in line 6, we are using the MailApp.sendEmail function to send an email to the intended email address, with the subject and message contained in the respective variables.

    Thats it, your coding part is done.

    a. Click Review Permissions.

    c. When you get the confirmation, just click Allow.

    Once the message goes, your code is done running.

    Recommended Reading: How To Recover An Old Email Account From Google

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