Send Excel Data Tables (Filtered ranges)

Data Tables
Send Filtered Ranges per Recipient

Send filtered data tables to each recipient, without errors
(personalized information directly in the email body)

Sharing incorrect or incomplete data can lead to confusion, operational mistakes, and wasted time.
The Filtered Data Tables capability of Optipe MultiMail allows you to send only the relevant information to each recipient, automatically filtered from Excel directly into each email.

MultiMail is a precise, efficient, and reliable solution for document workflows from Excel. No complicated macros, no VBA, and no manual repetition. Everything works locally, securely, and directly through Outlook.

Not designed for email marketing.
MultiMail is not intended for campaigns or newsletters, but for internal and professional document distribution in areas such as Finance, HR and Operations.

How to segment and send tables automatically

Real Example: Automatic Row Filtering by Recipient

Perfect for when you have a single table with data from many people and need to distribute the information privately.

Example of bulk sending filtered Excel tables with MultiMail via Outlook

Common Use Cases:

📊 Management: Send each sales rep only their specific sales rows, targets, and performance for the month.

🎓 Education: Distribute grades or exam results individually to each student privately.

📝 Surveys: Share poll responses filtered by the manager of each area or department.

🔐 Confidentiality: Send sensitive data (like payment status or partial payrolls) ensuring no one sees others' data.

Setup and best practices

See the complete MultiMail usage guide to review technical details, advanced options, and recommendations for each sending mode, such as selecting the sending account, defining the reply-to address, scheduling delivery delays, attaching common files, and applying pre-send validations.

Business value

This mode allows you to automate document sending without errors or data leaks, ensuring each recipient receives exactly what belongs to them. The result is fewer rework processes, higher confidentiality, and a much more efficient use of administrative time.

While MultiMail takes care of the sending process, you can focus on higher-value tasks… or simply enjoy a good cup of coffee ☕.