Select email merge recipients with AI
Describe a group in plain language and add matching people to the To line. You need staff access to Email Merge for the building.
- Open Email Merge, choose the building, then click Compose.
- Click the To field (Select residents, owners, units…).
- In the Recipients dialog, click Select with AI.Recipients dialog Bulk row with Select with AI — Recipients picker showing Select with AI next to Select all visible
- Type who should receive the email, or click a suggestion such as Pet owners or All owners.
Tip: Describe the group, not whether they have an email. Everyone on a mailing already has an address. Examples: residents with pets, the 3rd floor, line 03, packages from the last month, or parking permits in the last 3 months. It also finds vehicle owners, people in a unit, occupancy types (owners, tenants), named directory groups, amenity bookings, service requests, and incidents. A prompt it cannot run says so and offers support@maxcondoclub.com.
- Click Find people.
Tip: Results load in batches of 500. If the banner says there are more people, click Continue to add the next 500 without losing the ones already found.
- Choose Add to current selection or Replace current selection.
- Click Apply.
- Review the Selected tab, then click Use selection.
Result: The compose To field shows the people (or groups) the prompt matched, and you can finish the subject and message as usual.
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