Help Centre › Building Processes
Perform a mail merge with data.
Runs on: macOS and Windows only.
Add it to a process
In the process designer, open the Add step tab. Find Mail merge under Word › Export, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Window | No | The title of the window to interact with. Supports wildcards: * matches any characters. |
| Data (JSON) | Yes | Dictionary of placeholder names to replacement values as JSON, e.g. {"name": "John", "order_id": "12345"}. Populates {{placeholder}} tokens in paragraphs and tables. |
See all Word steps.
Errors
| Error | Description |
|---|---|
| Word not open | Microsoft Word is not running |
| Invalid JSON | The data parameter is not valid JSON |
Tips
- Use double curly braces for placeholders e.g. {{name}}
- Works in both paragraphs and table cells
- Use variables for dynamic data