Example: Manage Customer Lists & Send Emails
An example of consolidating customer lists collected from multiple sources, removing duplicates, and batch-generating personalized email drafts for each customer.
You have contact lists spread across multiple files — event attendees, newsletter subscribers, and sales team leads — and need to merge them and send a personalized email to each customer.
Before
Manual merging and deduplication + copying and pasting emails one by one
After
Agent handles everything from list cleanup to email draft generation in bulk
Step 1: Upload Multiple List Files
Upload Excel/CSV files from the Home screen or sidebar. You can create separate workbooks for each file, or paste them into different sheets of the same workbook.
Example structure:
Sheet1— Event attendees (Name, Email, Organization)Sheet2— Newsletter subscribers (Name, Email)Sheet3— Sales team leads (Name, Email, Phone, Company)
Step 2: Consolidate and Clean Up the List
Merge into One Sheet
"Merge the lists from Sheet1, Sheet2, and Sheet3 into a 'MasterList' sheet
with columns for Name, Email, and Organization.
Leave any missing columns blank."Remove Duplicates
"In the MasterList sheet, remove duplicate rows with the same email address.
If there are duplicates, keep the row with the most information."Validate Data
"Find rows with incorrectly formatted email addresses
and mark them as 'Format error' in column E."
Step 3: Batch Generate Personalized Email Drafts
Once the list is cleaned up, ask for personalized email drafts for each customer all at once.
"Create email drafts to send to the customers in the MasterList sheet.
Personalize with each customer's name, and use the following content:
Subject: Early bird offer for [Name]
Body: Hello [Name], thank you for your interest in our service.
We're offering an exclusive 50% early bird discount this month..."The agent generates a personalized email draft for each row in the list.
You can generate up to 100 email drafts at once. If your list is larger, split the request into batches.
Step 4: Review Drafts and Send
Click the generated email card to open the editing view. Subject and body live in one common template, and only the parts that differ per person are filled in as variables. Edit the template once and every draft picks it up, or adjust one person’s recipient address and values on their own. Sent items keep a send time, so you can pick up where the batch left off.
Gmail or Resend integration is required to send emails. → Set up integrations
→ Learn more about the email drafting feature
Automate Repeat Campaigns with Workflows
If you clean up lists and send emails the same way each quarter, save it as a workflow.
"Save the work we just did (list merge → deduplication → email draft generation)
as a workflow. Name it 'Customer Email Campaign'."If you run campaigns on a fixed cadence, like a regular newsletter, set a schedule so the workflow runs automatically at a set time each week or month.
"Schedule the 'Customer Email Campaign' workflow to run
on the first Monday of every month at 10 AM."Tip: Once your contact list grows to tens of thousands of entries, gather it into one table instead of scattered sheets. Searching, deduplication, and segment extraction all get much easier. → Store payment data in a table and analyze it