Automated mail from zoho sheets

Zoho Sheets allows you to automate sending emails using its built-in automation feature, Zoho WorkDrive Automation. Here's a step-by-step guide to help you automate sending emails from Zoho Sheets:

Prerequisites:

  1. You need to have a Zoho Sheets account and a spreadsheet with the data you want to send emails about.
  2. You need to have a Zoho WorkDrive account (formerly Zoho Docs) to use the automation feature.

Step 1: Create a new automation

  1. Log in to your Zoho WorkDrive account and navigate to the Automation tab.
  2. Click on the "Create Automation" button.
  3. Choose "Zoho Sheets" as the trigger app and select the spreadsheet you want to automate.

Step 2: Set up the trigger

  1. Choose the trigger event: For example, you can trigger the automation when a new row is added to the spreadsheet.
  2. Set up the trigger conditions: For example, you can specify the column(s) to check for changes.

Step 3: Set up the action

  1. Choose "Email" as the action app.
  2. Select the email template: You can choose from pre-built templates or create your own.
  3. Configure the email settings: Enter the recipient's email address, subject, and body.

Step 4: Map the data

  1. Map the data from your spreadsheet to the email template: For example, you can map the values in a specific column to the email body.
  2. Use Zoho's built-in functions to manipulate the data, such as concatenating values or formatting dates.

Step 5: Save and test the automation

  1. Save the automation and test it by making a change to the spreadsheet that triggers the automation.
  2. Verify that the email is sent successfully.

Example scenario:

Suppose you have a spreadsheet to track customer orders. You want to send an automated email to customers when their order is shipped. Here's how you can set up the automation:

  1. Trigger: When a new row is added to the "Orders" sheet.
  2. Trigger condition: Check if the "Order Status" column is updated to "Shipped".
  3. Action: Send an email to the customer's email address (mapped from the "Customer Email" column).
  4. Email template: Use a pre-built template or create your own with a subject like "Your Order Has Shipped" and a body that includes the order details.
  5. Data mapping: Map the order details (e.g., order number, product names, shipping date) to the email body.

By following these steps, you can automate sending emails from Zoho Sheets and streamline your workflow.