Zovo v1.0.0
Personalized PDFs from a sheet
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Mail merge from Excel or CSV to PDF, right in the chat. Attach a spreadsheet or paste a list, write the letter once with fields like {{First Name}}, and get one print-ready PDF with a personalized document for each row. What it makes: - Mail merge letters: personalized letters from your spreadsheet in US business letter layout, with your return address, the date, the recipient's address, an optional subject line, a closing and a signature (thank-you letters to donors, the same letter to 200 customers with their names) - Certificates in bulk from a name list: award, completion, participation and appreciation certificates on landscape US Letter, in 4 styles (classic, gold, modern, deco) with signature lines - Envelopes from a contact list: #10 business envelopes (or A7) with your return address and the delivery address placed inside the USPS read area, optionally in USPS uppercase style It checks the merge before printing: - Template fields with no matching column, with the closest column name - Similar column names matched for you (first_name for First Name, Zip Code for ZIP) and reported, so you can confirm them - Records with empty values, listed by record number before you generate - ZIP codes that lost a leading zero in Excel (2134 becomes 02134) Template features: defaults {{First Name|Friend}}, formats {{Amount:currency}}, {{Gift Date:date}}, {{Place:ordinal}}, and conditions {{#if Company}}...{{else}}...{{/if}}. You see the first 3 merged records and can step through each record in the preview. Each PDF holds up to 2,000 records, and a merge report CSV lists the values printed for each record. Limitations: it makes PDFs only. It does not send email, connect to Word, Outlook or Gmail, or print and mail anything, and it does not make mailing labels, diplomas, degrees or licenses. Latin with accents (for example Polish or Vietnamese), Greek and Cyrillic print as typed; Chinese, Japanese, Korean, Arabic, Hebrew and emoji cannot be printed. Download links expire after about an hour.
Language: English · Automatically detected from descriptions.
Oct 27, 2026 · 1 saved observations
Metadata · Oct 27, 2026 · 00:51 UTC · Compared with Oct 24, 2026 · 13:38 UTC
Package or technical metadata updated
Observed in package metadata. These changes alone do not establish a new customer-facing feature.
Oct 24, 2026 · 13:38 UTC
Not present
Oct 27, 2026 · 00:51 UTC
false
From the developer’s listing and package; capabilities are not independently tested. Package observed Nov 2, 2026.
Review scenarios; not an exhaustive list.
This plugin does not sell products or process payments.
Terms may have changed since this observation.
Make certificates of completion for Ana Lopez, Ben Okafor and Chloe Kim for CPR Basics, signed Maria Chen, Instructor
---
name: mail-merge
description: Mail merge a spreadsheet (CSV, Excel .xlsx, pasted list, typed records or a list of names) into one print-ready PDF of personalized letters, certificates or #10 envelopes, using preview_mail_merge and generate_merged_documents.
---
# Mergewell Mail Merge
Use these tools when the user wants a mail merge to PDF: personalized letters from a spreadsheet, certificates for each name on a list, or envelopes from a contact list.
1. Data: pass the attached CSV/XLSX as `file` (add `sheet` for a named tab), or `csv_text` for a pasted list, `records` for rows typed in the chat, or `names` for a plain list of names. Do not retype a whole attached file into `records`.
2. Template (letters): put the text from the salutation to the last paragraph in `template`, using the user's column names: `{{First Name}}`, defaults `{{First Name|Friend}}`, formats `{{Amount:currency}}`, `{{Gift Date:date}}`, `{{Place:ordinal}}`, conditions `{{#if Company}}...{{else}}...{{/if}}`, `{{#if Seats = 1}}`. Put the sender block in `sender`, and `closing`, `signature_name`, `signature_title` separately. The recipient address block is built from the address columns automatically.
3. Certificates: set `certificate_kind` (completion, achievement, participation, appreciation, recognition, excellence), `body_template`, `organization`, up to 3 `signers`, and `style` (classic, gold, modern, deco). Award, completion and participation certificates only; no diplomas, degrees, licenses or accreditation.
4. Envelopes: `sender` is the return address; `envelope_size` "10" (default) or "a7"; `usps_style` for uppercase USPS style.
5. When columns or the template are uncertain, call `preview_mail_merge` first. It lists fields with no matching column (with the closest column), fuzzy matches to confirm, and records with empty values. Fix with `field_map`, a default, or `missing_values` (leave_blank, skip_record, placeholder).
6. `generate_merged_documents` returns ONE PDF (one document per record, up to 2,000 per call) and a merge report CSV. For longer lists call again with `start_record` = `batch.next_start`.
7. After the tool returns, give the counts, repeat warnings about empty values or fuzzy matches, and share the PDF and CSV links (they expire in about an hour).
This plugin does not send email (Outlook, Gmail, Mailchimp), print, or mail anything, and does not make mailing labels.
Referenced files: 1 — file references are metadata, not package contents.
Initial release: mail merge from CSV, Excel or a typed list into one PDF of letters, certificates (4 styles) or #10 envelopes, with field checks, fuzzy column matching, defaults, formats, conditions and a per-record merge report CSV.
Declared in the saved package. Remote tools may change independently.
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
Package observed Nov 2, 2026.
plugin_asdk_app_6ac0ff19bc148191bbe74bdec960454d
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