Feature
An assistant that can actually work across your whole business
Mora includes an AI assistant that reaches across email, tasks, clients, notes, and your calendar. Ask it a question or ask it to do something. It searches, drafts, organizes, and acts, and it confirms before anything outbound or destructive.
The problem
What gets lost today
Your business information is scattered across everything you use, so answering a simple question, "what does this client still owe me?", means digging through email, a spreadsheet, and a task list to reconstruct the answer.
And the actions you want to take, archive that newsletter, reclassify that email, draft a check-in, are spread across the same tools, each with its own clicks.
How Mora solves it
A better way to handle it
Mora's assistant works across the whole product with a wide set of tools. Ask it to find emails, tasks, and notes; to draft and send messages; to bulk archive or delete; to manage tasks, clients, and your team; even to fix how an email was handled: "this wasn't billing, reclassify it and reprocess it."
You can scope it to a single client and interrogate the whole relationship, and save any answer as a note. Because it acts on your real workspace, anything destructive or outbound shows a confirmation card first, bound to exactly what you approved.
Step by step
How it works in practice
- 01
Ask in plain language
Open the assistant on desktop or mobile and ask a question or give an instruction about your email, tasks, clients, or calendar.
- 02
It searches and acts
It finds what you asked for, drafts messages, organizes work, or performs the action, using tools across the whole product.
- 03
You confirm anything risky
Bulk deletes, sends, and other outbound or destructive actions show a confirmation card bound to exactly what you approved.
- 04
Keep what's useful
Scope the chat to one client to dig into a relationship, and save any answer as a note.
What you get
Specific capabilities
- One assistant across email, tasks, clients, notes, and calendar
- Search and act on email; bulk archive or delete
- Manage tasks, clients, and team from chat
- Compose and send drafts
- Fix how an email was handled: reclassify, retag, reprocess
- Confirmation cards before anything destructive or outbound
- Ask-the-account mode, scoped to one client
- Save any answer as a note
In practice
A real example
You type, "What does Acme still owe me, and draft a check-in to my quietest client." Mora answers with Acme's outstanding items pulled from real mail, and drafts a check-in to the client who's gone quiet. You review the draft and approve the send.
Who it helps
Operators who want one place to ask and act instead of hopping between tools: solo owners wearing every hat, and client-service teams handling a lot of moving parts.
You stay in control
It proposes, you decide
- Anything destructive or outbound requires a confirmation.
- Confirmations are bound to exactly what you approved.
- Answers are grounded in your real email, tasks, and records.
- You can save, edit, or ignore anything the assistant produces.
Questions
About this feature
Can the assistant delete or send things on its own?
Can it answer questions about one specific client?
Does it make things up?
Related features
- AI Email Management
Every incoming message read, summarized, and sorted by what it actually needs.
- The CRM That Builds Itself
A client directory assembled from your email, with a brief and a next step for each account.
- Notes on Everything
Attach context to any client, task, thread, or day, and turn a note into a task.
Built for
- Solo operators
Run the whole operation from one inbox without four disconnected apps.
- Client-service teams
Route the right mail to the right person and share the work you can see.
- Consultants
Keep every engagement's requests and deadlines out of a messy inbox.
See what your business looks like when the inbox organizes itself.
Connect Gmail, give Mora a few minutes with your recent mail, then open Clients and Tasks. Request access and we'll set you up.