This Mailroom strategy session walks through connecting Muse, the new agentic assistant from Meta, to a thanks.io account and to the other platforms a business already runs. The demonstration covers syncing new leads from a CRM into a thanks.io mailing list with a short natural-language request, then letting the assistant handle the schedule and the test run on its own.
The session also shows what becomes possible once an assistant can act directly inside everyday tools: birthday card automations built from social contacts, daily digests that flag people worth reaching out to, a Medicare savings calculator built on the spot, and a postcard designed and queued for the mail — all assembled live in under an hour. For direct-mail marketers, the takeaway is that campaign setup work that once required Zapier, custom code, or an agency retainer can now be described in plain language and handled by an agent, and competitors already using these tools are saving hours every week.
What we cover
- What Muse is and why agentic assistants are going mainstream for marketers
- Connecting a CRM like HighLevel to thanks.io through a plain-language request
- Automating a daily sync of new leads into a thanks.io mailing list
- Birthday card workflows built from Facebook contacts and CRM records
- Daily digest alerts that surface posts and topics worth engaging on
- Designing a postcard and interactive savings calculator with thanks.io’s MCP server and AI Studio
- Where QR codes, disclaimers, and campaign copy fit into an agent-built campaign
- How Muse compares with other agentic platforms and what each does best
Chapters
- [0:01] Welcome and Muse overview
- [1:17] Pushing new HighLevel leads into a thanks.io list
- [4:21] Birthday automation from Facebook contacts
- [8:19] Daily digests and social engagement alerts
- [13:31] Browser control and booking demos
- [17:46] Marketing automation ideas for thanks.io
- [20:28] Offer creation and a Medicare savings calculator
- [23:34] Designing the postcard with AI Studio and MCP
- [28:32] Publishing the page and reviewing the card
- [32:11] Muse vs. other platforms and dashboard preview
Browse the full replay archive at go.thanks.io/category/replays.
