Generate Personalized Emails with AI function In Google Sheets
What's new?
Google Sheets has launched a powerful new feature: the =AI()
function, powered by Gemini.
This new function lets you generate and transform data directly within your spreadsheet using prompts. Instead of writing complex formulas or manually editing data, you can simply type what you need, and Gemini will generate the content for you.
For example, you can use =AI()
to:
- Summarize data in your Sheet
- Generate product descriptions
- Create lists based on your criteria
- Draft reports
- Translate text
- Format data automatically
This unlocks endless possibilities to work smarter in Sheets, allowing you to automate content creation, enhance collaboration, and save time on repetitive tasks without leaving your spreadsheet.
With Mergo, we already enable you to send personalized email campaigns directly from Google Sheets. By combining Mergo with the new =AI()
function, you can now automatically generate personalized email content for each recipient before sending your campaigns.
Use Case
- Save time by using the
=AI()
function to automatically generate custom email messages based on recipient data (name, company, interests, etc.) stored in your Sheet.
We created this guide to show you how to leverage =AI()
with Mergo to run smarter, scalable, and fully personalized email campaigns from your Google Sheets.
Step-by-Step: Create and Send AI-Generated Emails on Google Sheets with Mergo
Step 1: Create your recipient list in Google Sheets
Your Sheet should contain at least an Email Address column with your recipients’ email addresses. Mergo will automatically put First Name and Last Name. For example:
Optional: Add Columns with Additional Data About Your Recipients
To maximize personalization with the AI function, add extra columns with data about each recipient, such as:
Company Name
Product/Service
Step 2: Fill in relevant recipient data
Fill in these columns relevant data about your recipients. This data will be used by the AI function to tailor the content of your email.
Fill in these columns with accurate, specific information for each recipient. The more context you provide, the more relevant and warm your AI-generated sentences will be.
Step 3: Use the =AI()
function to generate personalized email content
Once you have set up with your recipient data (e.g., Email, First Name, Company), it’s time to generate personalized email messages automatically using the =AI()
function.
- Add a new column to your Sheet and name it Generated Email.
In this cell, enter a prompt using the =AI()
function to generate your email. For example:
=AI("Write a short, warm first sentence for an outreach email, mentioning the recipient’s first name, company, and the service they provide.",A2:E4)
💡 Important: The formula must include the cells corresponding to your recipients information (e.g. their names, companies, or any other data used to personalize the content). This helps Gemini tailor each message properly.
In our example, A2:E4
is the range of cells containing your recipients’ names, company name and their product/service.
- Press Generate and Insert.
This will generate a personalized email message using data directly in your Sheet. Wait for the AI to generate your message, and review the output.
If you’re not satisfied, adjust your prompt and click on Refresh and Insert to try again. Finally, drag the formula down to fill the other cells for all your recipients.
Step 4: Set Up Your Gmail Draft
Once you’ve completed these steps, open Gmail and create a draft email. This draft will serve as your email template for Mergo.
- In Gmail, click the Compose button to create a new email draft.
Write your subject line and email body. To personalize your emails, include {{merge fields}} that match your column headers in your Google Sheet.
In our case, we’ll use the {{Generated Email}} merge field for the personal opening sentence generated by AI, followed by the rest of your message, which will be the same for everyone and can be written directly in the draft.
- Use
{{Generated Email}}
where you want your AI-generated message to appear. - Then, write the rest of your email in the draft, including the information that will remain the same for everyone.
For example:
Step 5: Send your personalized emails with Mergo
Go back to your Google Sheet and open Mergo on the sidebar. Select Mail Merge, choose your Gmail draft as your email template, and review your settings.
When you’re ready, click “Send X emails” to start sending your personalized campaign with AI-generated mail content to your recipients.
Here’s how the personalized email looks in your recipient’s inbox:
Conclusion
By combining Google Sheets’ new AI function with Mergo’s mail merge capabilities, you can create highly personalized and engaging email campaigns in just a few simple steps. This integration saves you time while boosting the impact of your outreach by tailoring messages to each recipient’s profile.
Try experimenting with different AI prompts to find the tone and style that best fits your audience. If you want to learn more about Mergo’s features or explore other use cases, check out our help center for detailed guides and tips.
Happy mailing!