The result-driven workflow
Connect, Describe, Run, Complete
Say what you need done. Watch it happen.
81 tools across 18 categories, every one scoped to your role. Describe what you want in plain language, Mosic handles the clicks, the forms, the navigation.
Built for the work you actually do
Not a chatbot. Not a search bar. A workspace participant that creates, updates, searches, and connects across every module.
Set up in one sentence
Creating a new client in Mosic used to mean opening the CRM, filling in the customer, switching to projects, creating a project, adding task lists, typing out kickoff tasks. Five screens, ten minutes, and you haven't started real work yet. Your AI skips all of that. One sentence creates the customer, the project, the task lists, and every kickoff task, all linked, all ready.
- Customer, project, task list, and tasks created from one prompt
- Atomic operations: everything succeeds or nothing changes
- Relationships built automatically between every document
- Templates and pages generated alongside the project
From thinking to done, in one sentence
Every morning starts the same: what's due, what's overdue, who needs a follow-up. You check three apps and piece it together. By the time you have the full picture, 20 minutes are gone. Your AI collapses all of that into one answer. Overdue tasks, open tickets, stalled deals, unread messages. Then you tell it what to do: reassign the blocked task, follow up on that deal, close the resolved ticket. You think it. It's done.
- Morning briefings across tasks, tickets, deals, and messages
- Reassign, complete, update, and comment without opening Mosic
- Batch operations: update ten tasks at once, all atomic
- 8 content formats optimized for AI reading and response
See everything, touch nothing
Managers shouldn't have to open every project to know what's happening. Ask your AI for a pipeline view and get every deal by stage. Ask for a customer summary and see their tickets, deals, and contacts. Ask for related activities across a project's subtasks and get the full timeline, no drilling down, no switching tabs.
- Pipeline views and customer summaries on demand
- Activity timelines across related documents and hierarchies
- Related documents and relationship graphs, traversed in one query
- Search across every module with fuzzy matching and relevance ranking
Every module, one conversation
Most AI tools connect to one thing: your inbox, your calendar, your tasks. Mosic connects to everything at once. Your AI can create a page linked to a task, convert a lead into a customer with a deal in your pipeline, find every message attached to a project. 18 categories of tools, one permission system, zero switching.
- 18 tool categories: projects, tasks, CRM, helpdesk, pages, communications, calendar, search, tags, relations, activity
- Cross-entity operations: convert leads, mark deals won/lost, change ticket statuses
- Entity messages: send and read messages linked to any document
- Content block updates: change one paragraph in a 100-block page, 50x less data
Ready to skip the process?
Describe what you need and watch Mosic handle the rest. Free to start, no credit card required.
What your AI can actually do
Not a feature list. Real capabilities, each one a complete workflow your AI handles end to end.
Natural Language: You know the work, just say it out loud
You know what you want done. You just don't want to navigate five menus to do it. Natural language tools let you create, update, search, and delete any document by describing it in plain words. "Create a high-priority task called Review Q2 Budget in the Finance project and assign it to me." Done. No form fields, no dropdowns, no remembering which button opens which dialog. Your AI translates intent into action, validates against your permissions, and returns a confirmation with a link.
What's inside
- Create, update, search, and delete any document by describing it
- Field validation and permission checks happen automatically
- Batch operations: create 10 tasks from a single numbered list
- Links and relationships created from URLs in descriptions
Cross-Module Actions: One sentence, five documents, zero switching
The real power isn't that your AI can create a task. It's that it can create a customer, then a project under a space, then a task list inside that project, then ten tasks inside that list, then a welcome page linked to the customer, all from one prompt, all atomic. If the project creation fails, the customer doesn't sit there orphaned. Everything rolls back. This is what connected software feels like when the connections are real, not just links in a sidebar.
What's inside
- Multi-document creation in a single atomic transaction
- Automatic relationships between every created document
- Rollback on any failure: everything succeeds or nothing changes
- Works across all modules: CRM, projects, tasks, pages, tickets
Smart Search: Find anything, even if you spell it wrong
You remember a task about "enterprise licensing" from last month, but you're not sure which project it's in, and you might type "entsrprise" by accident. Mosic's search doesn't care. Fuzzy matching catches typos. Cross-entity search finds tasks by their project name. Advanced filters narrow by date, priority, assignee, status, even checklist items. One query returns tasks, pages, deals, tickets, events, and comments, ranked by relevance.
What's inside
- Fuzzy search: finds results even with typos and partial matches
- Cross-entity: find tasks by project name, pages by content, comments by author
- Advanced filters: priority, date range, assignee, status, checklist text
- Result caching: repeat queries return instantly
Content Intelligence: Edit the paragraph, not the page
Your task description has 100 blocks. You need to update one paragraph. In most AI setups, you'd send the entire document back and forth, thousands of tokens for a single edit. Mosic's content intelligence sends just the block you're changing. Insert a paragraph after the third header. Move the checklist section above the notes. Replace the conclusion. 50 times less data, no loading the whole page, and optimistic locking means your edits won't clash with someone else's.
What's inside
- Block-level operations: insert, update, delete, move, replace, append
- 50x token reduction for single-block edits in large documents
- Optimistic locking prevents concurrent edit conflicts
- Works on task descriptions and page content
Unified Timeline: One timeline for everything
Who changed the deal status? When was that task reassigned? What did the client say in their last email? You shouldn't need to open three pages to answer these questions. The unified activity timeline pulls field changes, semantic events, and logged activities into one chronological feed. Ask your AI for a project's activity and see everything across its task lists, tasks, and linked documents, no depth limit.
What's inside
- Field changes, semantic events, and logged activities in one feed
- Hierarchical traversal: project activities include all subtasks
- Related document activities: see what happened across linked entities
- Create, update, and delete activity logs from any AI assistant
OAuth 2.1 Security: Security that doesn't get in your way
Your AI assistant needs access to your workspace, but not your password. OAuth 2.1 with PKCE gives your AI a scoped token that expires, can be revoked instantly, and never exposes your credentials. The AI sees exactly what you see: your workspaces, your role, your permissions. Viewer accounts can't create tasks. Guest accounts can't see deals. The same permission system that protects your team protects your AI.
What's inside
- OAuth 2.1 + PKCE: industry-standard authentication, no password sharing
- Scoped tokens: expire automatically, revokable from settings
- Permission-aware: AI can't do anything you couldn't do yourself
- Role enforcement: Viewers can't assign tasks, Guests can't access CRM
CRM Workflows: From lead to customer in one command
A qualified lead needs to become a customer, with a deal in your pipeline, today. Your AI does this in one atomic operation: convert the lead, create the customer, open a deal with a value and a pipeline stage, all linked. Need to mark a deal won? Close it with a win date and notes. Lost? Same thing, with a reason. Pipeline views show every deal by stage. Customer summaries pull their tickets, deals, and contacts into one snapshot.
What's inside
- Lead conversion with automatic customer and deal creation
- Deal lifecycle: mark won or lost with notes and close dates
- Pipeline views: every deal by stage with statistics
- Customer summaries: deals, tickets, and contacts in one response
Communication Workflows: Messages that live with the work
Your AI doesn't just send emails. It finds every conversation linked to a project, pulls the latest messages, searches by topic, and composes replies with full context. Need to see what a client said about a deal? Ask for entity messages. Want to link a topic to a task? One command. Reading and writing messages stays connected to the contacts, deals, and tickets they belong to, not stranded in a separate inbox.
What's inside
- Entity messages: find and send messages linked to any document
- Conversation management: search, assign, follow, mute, archive
- Topic linking: organize conversations across modules
- Bulk message operations for high-volume workflows
See it in action
Real scenarios teams run every day with AI in Mosic.
Monday morning, before the coffee kicks in
A design agency manager opens Claude on her phone at 7:45am. She has 15 minutes before standup. She needs to know what's urgent, what's stalled, and who's overloaded.
- 1Ask for overdue tasks in the Design workspace: gets 4 tasks sorted by how late they are
- 2Ask which projects have stalled, no activity in 5 days: two projects surface
- 3Ask to reassign Jake's Brand Refresh tasks to Maria, he's on PTO this week
- 4Create a high-priority task in Project Phoenix: Finalize Q2 mockups, due Friday, assigned to herself
- 5Summarize yesterday's client emails linked to active projects: gets 3 conversations with action items
Client onboarding that used to eat an afternoon
A consulting firm's sales rep just closed a deal. Onboarding a new client normally takes 90 minutes: customer record, project setup, task lists, welcome email, knowledge base page. The rep does this 4 times a month.
- 1Create a customer for Meridian Corp in the CRM
- 2Create an onboarding project called Meridian Onboarding in the Client Services workspace
- 3Add a task list called Week 1: Discovery with 5 tasks: Schedule kickoff call, Send NDA, Request access to their tools, Assign account manager, Create discovery questionnaire
- 4Create a welcome page from the Client Onboarding template, linked to the customer
- 5Compose a welcome email to the primary contact, linked to the project
The deal that almost fell through the cracks
A SaaS company's account executive is managing 22 active deals. One enterprise deal has been quiet for 8 days. The AE's AI flags it during a morning check-in.
- 1Ask for deals with no activity in the past 7 days: the enterprise deal surfaces at the top
- 2Get the customer summary for CloudScale Inc: deal value, open tickets, last contact date
- 3Find all messages linked to the CloudScale deal: discovers an unanswered pricing question from the CTO
- 4Mark the deal as lost with reason: Pricing misalignment, CTO concern about per-seat cost
- 5Create a follow-up task in 90 days: Follow up CloudScale with new pricing tier, linked to the customer
What's coming next
81 tools are just the beginning. Here's what we're building.
Autonomous agents that handle complex, multi-step workflows from start to finish without waiting for your next prompt.
An assistant that learns your preferences, retains context across sessions, and remembers what matters to your team.
Schedule recurring instructions to run on any cadence: daily standups, weekly reviews, or custom triggers.
Connect any third-party tool or MCP server to expand what your AI can reach beyond Mosic.
Build and share reusable AI skills tailored to your team's processes and workflows.
Choose the right model for the job: Claude, GPT, Gemini, open-source, or bring your own.
...and more on the way
You already know the result. Now just describe it.
81 tools, 18 categories, your exact permissions. Connect your assistant and turn conversations into completed work.