Moxie

Start with the big picture, learn how Moxie organizes your business, and follow a calm path from setup to automation.

Welcome to Moxie: your business, connected

Use Getting Started to prepare Moxie for polished client work.

Complete your workspace setup

Add the identity, contact details, logo, and colors Moxie uses in client-facing work.

Add your business details and branding

Connect Google, Microsoft, or SMTP for automated documents and notifications.

Connect the email address Moxie sends from

Connect Google, Microsoft, iCloud, or CalDAV and choose which calendars Moxie uses.

Connect your calendar

Create the client record that connects projects, invoices, agreements, forms, meetings, and files.

Add your first client

Geoff Mina

Set up your workspace and learn the essentials.

Start here

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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