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.

managerconcierge· Updated October 14, 2026Open in app
  1. Open Email Merge, choose the building, then click Compose.
  2. Click the To field (Select residents, owners, units…).
  3. 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
  4. 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.

  5. 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.

  6. Choose Add to current selection or Replace current selection.
  7. Click Apply.
  8. 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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