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What it does
CopydoWell moves data between spreadsheets and sends personalized bulk email, without formulas, IMPORTRANGE, or manual copy-paste. It's available in two forms that share the same core idea — pull, sort, filter, and mail merge — but work a little differently:
- A Google Sheets add-on, installed from the Google Workspace Marketplace, opened from the Sheets Extensions menu.
- A Chrome extension, installed from the Chrome Web Store, opened as a side panel next to any Google Sheet.
Which one should I use?
Both do the same core job. A few differences worth knowing:
- The Chrome extension is a one-time $1 purchase after 5 free uses, and additionally supports multiple named scheduled triggers you can list, edit, and delete; a rich text editor (bold/italic/color) for Mail Merge messages; and file attachments (from Drive links shared as "Anyone with the link can view").
- The Sheets add-on is free, supports edit-triggered and form-submit-triggered automation (in addition to scheduling) which the extension cannot do, but its Mail Merge does not support attachments or rich text formatting.
Google Sheets add-on
Install
Installed from the Google Workspace Marketplace directly into Google Sheets. Once installed, open its tools from the Extensions menu in any Google Sheet:
- Extensions → CopydoWell → 1. Copy Tool — copy, sort, filter, and automation
- Extensions → CopydoWell → 2. Mail merge — bulk personalized email
Copy Tool
The sidebar walks through four steps, plus optional automation.
1. Destination
Pick a sheet in the spreadsheet you currently have open — this is where the data will land. Use an existing sheet or create a new one. Choose Overwrite to replace its contents each time, or Append to add rows below what's already there. "Include header row" controls whether column headers are copied along with the data, and "Apply clean formatting" bolds the header, freezes it, auto-resizes columns, and applies row banding.
2. Source
Paste the URL (or ID) of the spreadsheet you want to pull data from, then click Load source. Once connected, pick which sheet within that spreadsheet to read.
3. Sort
Optionally choose a column from the source sheet to sort by, ascending or descending.
4. Filter
Add one or more conditions (column, operator, value) — for example "Status equals Active." All conditions must match for a row to be included (AND logic). Available operators: equals, not equals, contains, does not contain, greater than, less than, greater or equal, less or equal, is empty, is not empty.
Click Run now to perform the copy immediately.
Automation
Below Run now, three toggles let a saved job run on its own:
- Run automatically when the source sheet is edited — re-runs the job whenever the source sheet changes.
- Run automatically when the linked form is submitted — re-runs the job whenever the source spreadsheet's linked Google Form receives a new response.
- Run on a schedule — every N minutes, every N hours, or daily at a chosen hour.
Turning on any toggle saves your current Destination/Source/Sort/Filter settings as "the job" and creates the matching trigger. Turn a toggle off at any time to remove that automation.
Mail merge (add-on)
Open Extensions → CopydoWell → 2. Mail merge. This tool reads a sheet in your current spreadsheet and sends one email per matching row.
- Pick the sheet with your recipient list and the column containing each recipient's email address.
- Write a subject and message. Use
{{ColumnName}}anywhere to insert that row's value — for example:Hi {{First Name}}, your order {{Order ID}} has shipped. - Check Send as HTML to write formatted messages using HTML tags directly, including images from a publicly-hosted image URL column with
<img src="{{ColumnName}}">. - Optionally add filter conditions (same rules as Copy Tool) so only some rows are emailed.
- Use Preview count to see how many recipients match and how much of today's sending quota remains, Send test to myself to try it safely first, and Send now (with a confirmation showing the exact recipient count) to send for real.
The add-on's Mail Merge does not support file attachments or a rich text editor — for those, use the Chrome extension's Mail Merge instead. Sending draws on your own Google account's daily email quota (enforced by Google, not CopydoWell).
Chrome extension
Install
Installed from the Chrome Web Store. Once installed, open the side panel on any Google Sheet (click the CopydoWell toolbar icon). The panel has three tabs: Copy Tool, Mail Merge, and Triggers.
Copy Tool
Works like the add-on's Copy Tool, with one addition: after picking which columns to copy, you can use the ↑ / ↓ buttons next to each selected column to set the destination's column order — it doesn't have to match the source sheet's order.
Triggers
The extension supports multiple, independent scheduled jobs at once, each with its own source, destination, and schedule:
- From the Copy Tool tab's Automation section, name a trigger, set a schedule (every N minutes/hours, or daily at an hour), and click Add trigger.
- Switch to the Triggers tab to see every trigger you've saved — its name, schedule, source, destination, and next run time.
- Each trigger card has Edit (reloads its exact settings into the Copy Tool tab so you can adjust and save changes) and Delete (removes it and cancels its schedule) buttons.
Unlike the add-on, the extension can't react to edits or form submissions directly (a browser extension has no way to be notified the instant a Sheet changes) — only scheduled runs are supported. A trigger only runs while Chrome is open and you remain signed in; if a run fails, you'll get a Chrome notification.
Mail Merge (extension)
Pick a sheet and email column, write a subject and message, and send one email per matching row — with more formatting options than the add-on:
- Rich text toolbar — Bold, Italic, a text color picker, and Clear formatting, right above the message box.
- Paste as HTML or Plain text — choose whether pasted content keeps its source formatting or comes in as bare text.
- Attachments — attach the same file to every email, or a different file per row from a column of links. Files must be shared as "Anyone with the link can view"; private files can't be fetched this way.
- The same filter conditions, Preview count, Send test to myself, and confirmed Send now as the add-on.
Pricing
The Chrome extension is free to try: Run now and Send now work for your first 5 uses combined, no strings attached. After that, a one-time $1 purchase unlocks both, forever — no subscription, no recurring charge. Payments are processed by ExtensionPay via Stripe; CopydoWell never sees or stores your payment details directly. See the Terms of Service for the refund policy.
Support
Questions or issues, for either product: support@metalix.in