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.

Scenario

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 review and edit each draft individually. Send after confirming the content.

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'."