Mail Merge & Document Automation

This course teaches office managers, administrators, finance and HR staff, educators, and small-business owners to automate personalized documents and bulk email without any coding. You will build a reliable data source, master mail merge in Microsoft Word and Google Docs, run trackable email campaigns with Yet Another Mail Merge and Gmail, and generate batches of PDFs such as invoices, certificates, and statements from a single spreadsheet. Every lesson uses named tools and real settings, includes worked examples with actual field names and numbers, and ends with a concrete build step you complete in your own files.