Does the Moxie agent actually execute work?

Yes. Unlike a copilot that only suggests text, our agent performs the actual actions in Moxie and connected apps. It writes the proposal, creates the project, and sends the emails for you.

How is this different from Moxie's built-in AI?

Moxie's native AI helps you write content within the app. DoMyWork agents go further by connecting Moxie to 1,500+ other apps to move data and complete multi-step tasks automatically.

Is this better than Zapier for Moxie tasks?

Zapier requires you to build complex logic flows. With DoMyWork, you just describe the task in plain English, and the agent figures out the steps and executes the work for you.

Does the agent monitor my Moxie account 24/7?

Yes. Our autopilot agents stand watch, ready to act the moment a new lead arrives, a task is completed, or an invoice is paid, ensuring your business never misses a beat.

Is my client data safe with the Moxie agent?

We prioritize security. The agent only accesses the data necessary to perform the tasks you explicitly authorise, and all interactions are encrypted and handled with strict privacy protocols.

Can the Moxie agent connect to other apps?

Absolutely. You can instruct the agent to pull data from Gmail, push updates to Slack, or sync records with Google Sheets, all while using Moxie as your central hub.

AI Agent for Moxie

Draft proposals, manage projects, and send invoices from your business data automatically. DoMyWork AI agents work with Moxie and 1,500+ apps to turn client work into paid results.

Draft a proposal for the new web design lead

Create a project from the last signed contract

Log my tracked hours to the client invoice

Send a payment reminder for overdue invoices

Summarise project progress for the client

Update client details from the new lead form

Agent for

Moxie

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your client interactions into completed business results

Draft professional proposals, organise project tasks, log time entries, and issue invoices across your apps.

Proposal drafted in Moxie

Draft proposals for every lead waiting in your inbox

"Check my new leads in Moxie, pull the project requirements from my emails in Gmail, and draft a proposal in Moxie for each one. Post a summary to Slack."

Send Message

Log all my tracked time to the correct client invoices

"Find all unbilled time entries in my tracker and move them to the respective active invoices in Moxie."

Send Message

Send follow-ups for every invoice past its due date

"Identify all unpaid invoices in Moxie that are 5 days overdue and send a polite reminder email to the client."

Send Message

Organise my task list for the week ahead

"Pull all tasks from my calendar and project boards, prioritise them by deadline, and update my Moxie dashboard."

Send Message

Summarise project files for client status updates

"Gather the latest deliverables from Google Drive and draft a progress summary in Moxie for my active clients."

Send Message

Got a different task in mind? Describe it

Send Message

Review the profitability of all active client projects

"Calculate the total hours logged against the fixed fees in Moxie and flag any projects exceeding their budget."

Send Message

Standardise proposal templates for new service tiers

"Pull my best-performing proposals from Moxie and create new templates for my premium service offerings."

Send Message

Clean up client contact lists across the business

"Compare client emails in Moxie with my CRM and merge any duplicates found."

Send Message

Prepare monthly revenue reports for the team

"Aggregate all paid invoices in Moxie for the last month and generate a performance summary in Google Sheets."

Send Message

Draft responses to client feedback and reviews

"Analyse recent client feedback in Moxie and draft professional responses for my review."

Send Message

Got a different task in mind? Describe it

Send Message

Move stalled project tasks to the next stage

"Identify tasks in Moxie that have been in 'In Progress' for over a week and ping the assigned team members in Slack."

Send Message

Assign new tasks from client emails

"Read the latest client emails in Gmail, extract the requested tasks, and create them in the relevant Moxie project."

Send Message

Update project timelines based on task completion

"Check all completed tasks in Moxie and adjust the project milestones in my project tracker accordingly."

Send Message

Flag potential bottlenecks in project workflows

"Review task dependencies in Moxie and highlight any projects where the critical path is delayed."

Send Message

Sync project updates to the client portal

"Collect all completed deliverables from the week and post a consolidated update to the Moxie client portal."

Send Message

Got a different task in mind? Describe it

Send Message

Audit all active contracts for upcoming renewals

"List all contracts in Moxie expiring in the next 30 days and email the account managers to start renewal talks."

Send Message

Check for missing client information in project files

"Scan all active projects in Moxie for missing tax IDs or billing addresses and report the gaps."

Send Message

Verify that all invoices have corresponding signed contracts

"Cross-reference all invoices in Moxie with signed documents in my file storage and flag any discrepancies."

Send Message

Update team capacity based on project assignments

"Pull the current workload from Moxie and update the team availability report in Google Sheets."

Send Message

Streamline the offboarding process for finished projects

"Identify all projects marked as 'Complete' in Moxie and archive the associated files and folders."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Moxie AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Moxie AI Agent

🛸 Autopilot

Act on your client work the moment it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new leads, update project statuses, and remind clients of payments before you even open Moxie.

Setting up an autopilot is too easy

New lead is created in Moxie

Describe...

1. Draft proposals the moment a new lead arrives

WhenNew lead is created in Moxie

Then

Read the lead requirements, check my calendar for availability, and draft a proposal in Moxie if I have capacity.

Put on Autopilot

2. Send payment reminders for late invoices

WhenEvery Monday at 09:00 AM

Then

Check Moxie for invoices 3 days overdue and send a follow-up email.

Put on Autopilot

3. Log project updates to the client portal

WhenTask is completed in Moxie

Then

Summarise the completed task and post it to the Moxie client portal.

Put on Autopilot

4. Flag new client feedback for review

WhenNew feedback is received in Moxie

Then

Analyse the sentiment and alert me in Slack if it is negative.

Put on Autopilot

5. Archive completed project files

WhenProject is marked as complete in Moxie

Then

Move all project files from my workspace to the archive folder.

Put on Autopilot

1. Alert the team when a contract is signed

WhenContract is signed in Moxie

Then

Notify the project team in Slack and create the project shell.

Put on Autopilot

2. Track monthly revenue milestones

WhenEvery day at 05:00 PM

Then

Summarise daily invoice payments and post the total to Slack.

Put on Autopilot

3. Identify high-value leads for personal follow-up

WhenNew lead is created in Moxie

Then

Check the lead value and alert me if it exceeds $5,000.

Put on Autopilot

4. Monitor project profitability thresholds

WhenTime entry is logged in Moxie

Then

Check if total hours exceed budget and alert the project lead.

Put on Autopilot

5. Update client status on contract renewal

WhenContract is renewed in Moxie

Then

Update the client status in my CRM to 'Active'.

Put on Autopilot

1. Assign tasks from client emails

WhenNew email is received in Gmail

Then

Extract tasks from the email and add them to the relevant Moxie project.

Put on Autopilot

2. Notify team of upcoming deadlines

WhenEvery day at 08:00 AM

Then

List all tasks due today in Moxie and post to the team Slack.

Put on Autopilot

3. Update project status on task completion

WhenTask is completed in Moxie

Then

Check if all tasks are done and update the project status to 'Review'.

Put on Autopilot

4. Flag overdue tasks for the team

WhenEvery day at 09:00 AM

Then

Find tasks past their due date in Moxie and ping the owner in Slack.

Put on Autopilot

5. Log client requests from the portal

WhenNew request is received in Moxie

Then

Create a task for the request and assign it to the project lead.

Put on Autopilot

1. Verify tax IDs for new clients

WhenNew client is created in Moxie

Then

Check if the tax ID is present and alert me if it is missing.

Put on Autopilot

2. Archive invoices after payment

WhenInvoice is paid in Moxie

Then

Move the invoice and contract to the 'Paid' folder.

Put on Autopilot

3. Update team capacity reports

WhenProject is created in Moxie

Then

Add the project hours to the team capacity sheet.

Put on Autopilot

4. Flag expiring contracts for renewal

WhenEvery Monday at 09:00 AM

Then

Check for contracts expiring in 30 days and alert the account manager.

Put on Autopilot

5. Sync client data to the CRM

WhenClient profile is updated in Moxie

Then

Update the corresponding record in my CRM.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Moxie

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Proposal Generation Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Company *

Requirements *

AI AgentExecute agent from playbook

2. Analyse Requirements

Agent

Determine scope and pricing for {{Requirements}} for {{Company}}.

3. Draft Proposal

Create Proposal DraftinMoxie

Proposal Generation Playbook

Draft professional proposals from lead details.

Clone This Playbook

Invoice Creation Playbook

Create invoices from tracked time.

Clone This Playbook

Project Kickoff Playbook

Set up a new project structure.

Clone This Playbook

Client Feedback Playbook

Process and respond to feedback.

Clone This Playbook

Contract Renewal Playbook

Prepare renewal documents.

Clone This Playbook

Capacity Planning Playbook

Adjust team workloads.

Clone This Playbook

Revenue Forecast Playbook

Generate revenue reports.

Clone This Playbook

Client Onboarding Playbook

Automate new client setup.

Clone This Playbook

Service Pricing Playbook

Update service rates.

Clone This Playbook

Lead Qualification Playbook

Score new leads.

Clone This Playbook

Task Delegation Playbook

Assign tasks to team.

Clone This Playbook

Milestone Tracking Playbook

Monitor project progress.

Clone This Playbook

Issue Escalation Playbook

Handle project blockers.

Clone This Playbook

Deliverable Review Playbook

Manage review cycles.

Clone This Playbook

Resource Allocation Playbook

Manage project resources.

Clone This Playbook

Compliance Audit Playbook

Check contract compliance.

Clone This Playbook

Vendor Onboarding Playbook

Setup new vendors.

Clone This Playbook

Data Cleanup Playbook

Clean client data.

Clone This Playbook

Renewal Tracking Playbook

Manage contract renewals.

Clone This Playbook

Project Archiving Playbook

Archive finished projects.

Clone This Playbook

1500+ App Integrations

Connect Moxie + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New lead is created in Moxie

Then

Recurring Work on autopilot

Autopilot

Client Onboarding

Enter client info

Generate project plan

Create Moxie project

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Moxie

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Moxie AI Agent

An AI agent for Moxie is a digital worker that connects to your Moxie account. It executes tasks like drafting proposals, logging time, and managing projects across your apps without you needing to do it manually.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Moxie

Turn your client interactions into completed business results

Draft proposals for every lead waiting in your inbox

Log all my tracked time to the correct client invoices

Send follow-ups for every invoice past its due date

Organise my task list for the week ahead

Summarise project files for client status updates

Got a different task in mind? Describe it

Review the profitability of all active client projects

Standardise proposal templates for new service tiers

Clean up client contact lists across the business

Prepare monthly revenue reports for the team

Draft responses to client feedback and reviews

Got a different task in mind? Describe it

Move stalled project tasks to the next stage

Assign new tasks from client emails

Update project timelines based on task completion

Flag potential bottlenecks in project workflows

Sync project updates to the client portal

Got a different task in mind? Describe it

Audit all active contracts for upcoming renewals

Check for missing client information in project files

Verify that all invoices have corresponding signed contracts

Update team capacity based on project assignments

Streamline the offboarding process for finished projects

Got a different task in mind? Describe it

How Does a Moxie AI Agent Work

Act on your client work the moment it lands — with agents on autopilot

1. Draft proposals the moment a new lead arrives

2. Send payment reminders for late invoices

3. Log project updates to the client portal

4. Flag new client feedback for review

5. Archive completed project files

1. Alert the team when a contract is signed

2. Track monthly revenue milestones

3. Identify high-value leads for personal follow-up

4. Monitor project profitability thresholds

5. Update client status on contract renewal

1. Assign tasks from client emails

2. Notify team of upcoming deadlines

3. Update project status on task completion

4. Flag overdue tasks for the team

5. Log client requests from the portal

1. Verify tax IDs for new clients

2. Archive invoices after payment

3. Update team capacity reports

4. Flag expiring contracts for renewal

5. Sync client data to the CRM

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Proposal Generation Playbook

Invoice Creation Playbook

Project Kickoff Playbook

Client Feedback Playbook

Contract Renewal Playbook

Capacity Planning Playbook

Revenue Forecast Playbook

Client Onboarding Playbook

Service Pricing Playbook

Lead Qualification Playbook

Task Delegation Playbook

Milestone Tracking Playbook

Issue Escalation Playbook

Deliverable Review Playbook

Resource Allocation Playbook

Compliance Audit Playbook

Vendor Onboarding Playbook

Data Cleanup Playbook

Renewal Tracking Playbook

Project Archiving Playbook

Connect Moxie + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Moxie AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Moxie AI Agent