Contacts -> AI -> Print queue
Contact Database + Lob Letter Runs
Pull contacts from a database, clean the records, merge letter templates, and send print-ready batches to Lob when email is not the best channel.
Clean incomplete records before bad addresses or mismatched names reach the print queue.
Merge templates automatically so staff are not rebuilding the same letters each cycle.
Keep a clear batch history for what was queued, sent, held, or returned.
See how the work actually moves
The request starts on the left, AI helps in the middle, the next step lands on the right, and human review stays visible underneath.
Contacts -> AI -> Print queue
Pull contacts from a database, clean the records, merge letter templates, and send print-ready batches to Lob when email is not the best channel.
Pull the contact segment or mailing list from your CRM or database.
Clean up names, addresses, merge fields, and exclusion rules before letters are sent.
Generate print-ready letters with QA flags for anything missing or suspicious.
Review records with address confidence issues or missing merge data.
How the work usually moves
Pull the contact segment or mailing list from your CRM or database.
Clean up names, addresses, merge fields, and exclusion rules before letters are sent.
Generate print-ready letters with QA flags for anything missing or suspicious.
Send the approved batch to Lob and record the mailing activity back on the customer record.
Where people should stay in the loop
Review records with address confidence issues or missing merge data.
Approve the final send batch before physical mail is released.
Monitor returned-mail exceptions and feed those corrections back into the database.
Keep exploring related workflow ideas
Turn campaign briefs into calendars, milestones, reminders, and deadline alerts so launches stop relying on scattered spreadsheets and memory.
Capture missed calls and voicemails, transcribe the request, score urgency, and route the next callback or text confirmation so opportunities do not disappear after hours or during busy stretches.
Watch unpaid invoices, decide the right cadence, then send reminders across email, SMS, CRM notes, and printable letters without staff rebuilding the same outreach each time.