Use case 1
Trigger direct mail from CRM events
Toolhouse AI workers can use Lob to send postcards, letters, or checks when key CRM or customer lifecycle events happen. That makes it easier to automate direct mail outreach after a lead qualifies, a customer churns, or an account reaches a milestone. Teams can turn manual mail tasks into reliable workflow automation that supports sales, retention, and customer service.
Your Lob AI Worker
Lob AI Worker
Active
You: Find all invoices that are 14+ days overdue, mail a payment reminder letter to each customer, and prioritize accounts above $5,000 outstanding. Skip any account with an unresolved billing dispute.
Scanning aging invoices and dispute status...
Ranking outstanding balances and drafting reminder mailings...
118 overdue reminder letters prepared for high-value receivables follow-up.
The worker identified overdue accounts, excluded records with active disputes, and organized reminder mailings by balance priority so finance teams can focus on the rece...
118Letters prepared
37High-value accounts prioritized
2 days of finance team follow-upBeforeto14 minWith Toolhouse