Shared assistants. Shared routines. One team.

Connect the tools your business runs on. Turn everyday work into assistants and routines your whole team can use and improve.

Start free See how it works
AnthropicOpenAIGooglexAIMistralPick a model per assistant. Run it under your brand.
How one assistant becomes the team’s
  1. 1Maya builds itOne chat becomes an assistant her whole team can use.
  2. 2Daniel uses itThe next morning, for his own account. No setup.
  3. 3The team owns itAccess and spend stay explicit. Every fix helps everyone.
Account AnalystNorthstar meeting prep
Only listed people, 4MC
MC
Maya Chen9:12 AM

Prepare a brief for my next Northstar meeting.

Account Analyst9:12 AM
H HubSpot, Northstar deal and notesC Calendar, Thu Sep 17, 2:00 PM
Northstar meeting briefRenewal check in, Thursday 2:00 PM
Recent updateRenewal quote for 120 seats went out Sep 9. Priya Okafor at Northstar asked whether a three year option is available.
Open questionTheir October rollout depends on single sign on. The setup ticket has been waiting on Northstar IT since Sep 11.
Proposed next stepConfirm three year pricing with finance before Thursday and bring a written SSO timeline to the call.
Audience confirmedAccount Analyst is now available to 4 people on Customer Success.
DR
Daniel Reyes9:41 AM

Prepare a brief for my Ashgrove call tomorrow.

Account Analyst9:41 AM
H HubSpot, Ashgrove accountC Calendar, Tue Sep 15, 10:00 AM
Ashgrove meeting briefOnboarding review, Tuesday 10:00 AM
Recent updateOnboarding finished Sep 12 with 40 seats live. Their admin asked for a usage summary.
Open questionWhether their finance team needs invoices split by region.
Proposed next stepBring the usage summary and confirm the invoice format on the call.
Same assistant Maya set upNo setup repeated
MC
Maya ChenYesterday

Draft a follow up on the Northstar renewal quote.

Renewal SpecialistYesterday

Here is a short follow up you can send to Priya Okafor. It restates the 120 seat quote, offers the three year option, and asks for a decision by Sep 25.

Draft emailNot sent. You decide.
MC
Maya ChenSep 10

Summarize the Q3 onboarding notes for the team.

Onboarding CoordinatorSep 10

Three accounts finished onboarding in Q3. Ashgrove and Fernhill were on time. Wexley slipped two weeks on data import. The checklist now flags data import as a week one task.

What can I help with?

Account Analyst
Routines
Work that runs when nobody is looking.
Weekly account brief
Mondays at 8:00 AM, Pacific Time. The business. Responsible: Maya Chen.
Completed Mon, Sep 21
Renewal watch
Fridays at 9:00 AM. The business. Responsible: Jonah Weiss.
Next Fri, Sep 25
Library
Assistants and routines your team can reach.
Account Analyst
Only listed people, 4. Version 3, updated Sep 22 by Priya Malhotra.
Renewal Specialist
Only listed people, 2. Version 1, Jonah Weiss.
Onboarding Coordinator
Just me. Version 4, Maya Chen.
Inbox
Where a routine waits for your judgment.
Weekly account brief is waiting on you
The run drafted an order form email to Northstar. Send it?
Ask anythingClaude Sonnet 5

Your team should not have to start from scratch.

One person sets up a useful assistant. Another rebuilds the same routine. Someone else connects the same tools again. Good work stays scattered across personal setups.

MCMaya keeps a useful assistant in her own account.
DRDaniel rebuilds the same weekly routine from scratch.
PMPriya connects the CRM a second time.
Account Analyst and its weekly routine are built once and used by all four.MCDRPMJW
01 CONNECT

Bring your business tools into the work.

Connect the accounts your team relies on. Give assistants the context and tools they need, without passing around passwords.

Account Analyst uses your team’s CRM and calendar.
02 ACCESS

Share the assistant. Choose its access.

Choose who can use an assistant and which connected accounts it can work with. Keep personal access and team access explicit.

Four listed people can use it. It can reach two team accounts.
03 BUILD

Start with a conversation. Make it reusable.

Describe the work you need done. Shape a useful assistant that your teammates can use again.

Create it, test it with one request, then widen who it is for.
04 ROUTINES

Put recurring work on the calendar.

Set a routine for the work that comes around again. Give it a schedule, a responsible person, and the right audience.

Every Monday at 8:00 AM, with a named responsible person.
05 IMPROVE

Make one improvement useful to the team.

Let authorized teammates refine shared assistants, so each improvement can help the next person who uses them.

Priya’s edit shows up in Daniel’s next brief.
IntegrationsBrightline, the business
H
HubSpot
Brightline CRM, team account
Connect Connected
C
Google Calendar
Customer Success calendar, team account
Connect Connected
G
Gmail
Available
S
Slack
Available
S
Google Sheets
Available
N
Notion
Available
L
Linear
Available
O
Outlook
Available
Account Analyst can useH HubSpot, Brightline CRMC Google Calendar, Customer Success
Other integrations stay unconnected until someone with access adds them.
Account AnalystOwner: Maya ChenConfigure
Who this agent is for Just me Only listed people
MC Maya Chen Owner
DR Daniel Reyes Can use
PM Priya Malhotra Editor
JW Jonah Weiss Can use
Accounts it can use
HHubSpot Brightline CRM, team ownedNot granted Granted
CGoogle Calendar Customer SuccessNot granted Granted
GGmail maya@brightline.example, personal account Private to Maya
Team accounts belong to the business and are granted to assistants. Personal accounts stay with the person who connected them.
4 listed people can use Account Analyst. It can work with 2 team accounts. Maya’s mailbox is not shared.
New agentBuild, AgentsChat with Account AnalystMC
Agent nameAccount AnalystWho this agent is for Just me
Agent instructionsPrepare a meeting brief for the named account. Use the CRM record and the next calendar event. Include a recent update, one open question, and a proposed next step.
Create agent
Agent createdAccount Analyst is ready. Just me.
MC
Maya Chen9:12 AM

Prepare a brief for my next Northstar meeting.

Account Analyst9:12 AM
H HubSpot, NorthstarC Calendar, Thu 2:00 PM
Northstar meeting brief
Recent updateRenewal quote for 120 seats went out Sep 9.
Open questionSSO setup is waiting on Northstar IT.
Proposed next stepConfirm three year pricing before Thursday.
Configure, Edit Only listed people: Maya, Daniel, Priya, Jonah Audience confirmed
DRDaniel can now pick Account Analyst in a new chat. Maya’s conversation stays hers.
Weekly account briefAccount AnalystThe business
RunsWeeklyMondays at 8:00 AM, Pacific Time
AccountsHubSpot, Google Calendar
ResponsibleMC Maya Chen
FollowersCustomer Success, 4 people
Runs Time compressed for demonstration
Mon, Sep 21 8:00 AMRunningCompleted 8:02 AM
Worked for 1m 12s, 4 actions
Northstar weekly briefOpen run
Recent updateNorthstar confirmed the three year option on Friday.
Proposed next stepSend the updated order form before Wednesday.
MCDRPMJWUnread result for 4 followers Next: Mon, Sep 28, 8:00 AM
LibraryCustomer Success
Account Analyst
Version 2, updated Sep 12 by Maya ChenVersion 3, updated Sep 22 by Priya Malhotra
Renewal Specialist
Version 1, Jonah Weiss
PMPriya Malhotra, editorConfigure, Edit
Include a recent update, one open question, and a proposed next step. Include a responsible person and a due date for each next step.
Save Saved
Sep 21 brief: unchanged. Next step had no owner or date.
Northstar weekly briefSep 28, from version 3
Proposed next stepConfirm the invoice format with Northstar finance before kickoff.
ResponsibleDaniel Reyes
DueWed, Sep 30
DRDaniel’s next brief names a responsible person and a due date. Past briefs stay as they were.

Built around your business.

Models, brand, and a shared library your team can reach.

Choose your models.

Use supported models from different providers for the work your team needs.

Model for Account Analyst
Claude Sonnet 5, Anthropic
Claude Sonnet 5 DefaultAnthropic
Claude Fable 5.1Anthropic
Claude Opus 5Anthropic
GPT-5.6 Luna SuggestedOpenAI
GPT-6 AstraOpenAI
Gemini 3.8 FlashGoogle
Grok 4.6xAI
Runs on Mobius credentials. Switching a model does not change what the assistant is allowed to access.

Make it feel like yours.

Present the experience under your business identity, or use Mobius.

BBrightlineConversationsDR
Account AnalystCustomer Success
Signed in to Brightline at app.brightline.example
Brand preview only. Custom domain, sign in, and email identity are configured separately.

Share routines, not just assistants.

Assistants and routines both carry an audience. The people listed can use an assistant, and followers get every routine result.

Library, Customer Success
Account Analyst
Assistant
MCDRPMJW4 can use
Weekly account brief
Routine, Mondays at 8:00 AM
MCDRPMJW4 follow
Renewal watch
Routine, runs when Gmail receives a renewal reply
MCJW2 follow
A routine can run on a schedule or when an event arrives, such as an email. Either way its followers get the result.

One job, start to finish.

The demonstration follows one piece of work from a first request to a weekly routine. By the end, a colleague arrives at a customer meeting knowing the unresolved issue and the next step. This is the record it leaves behind.

Weekly account briefRun, Mon Sep 21, 8:00 AMCompleted 8:02 AM
  1. Trigger

    The routine started on its schedule. Every run opens with what set it off.

    RoutineScheduled runSep 21, 2026, 8:00 AM
    Weekly account brief
    Mondays at 8:00 AM, Pacific Time
    AgentAccount AnalystResponsibleMaya Chen
    Worked for 1m 12s4 actions
  2. Task

    Prepare a meeting brief for a named customer account.

    “Prepare a brief for my next Northstar meeting.”
  3. Inputs

    A team owned CRM connection and the team calendar. Personal mail stays personal.

    H HubSpot, Brightline CRMC Google Calendar, Customer Success Gmail, private to Maya
  4. Output

    A brief with a recent update, an open question, and a proposed next step.

    Northstar weekly briefOpen run
    Recent updateNorthstar confirmed the three year option on Friday.
    Open questionWhether their finance team needs invoices split by region.
    Proposed next stepSend the updated order form before Wednesday.
  5. Recipients

    The four people on the Customer Success team, as followers of the routine inside Mobius.

    MCDRPMJWUnread result for 4 followers
  6. Responsibility

    Customer Success owns the routine. Maya is responsible for it. Priya can edit the assistant. Everyone listed can use it.

    Custody: the businessMC Responsible: Maya ChenPM Editor: Priya Malhotra

Questions before you start

No. Who can use an assistant and which accounts it may use are separate decisions. A personal mailbox stays private unless its owner grants it for a specific assistant.

Your teammates can use the assistant without seeing your private conversations. Account access is controlled separately.

Anthropic, OpenAI, Google, xAI, and Mistral. Pick a model per assistant and switch anytime. Models run on Mobius credentials.

Create an assistant with a name and instructions, test it in a conversation, then widen who it is for. A first routine can be scheduled for the same assistant.

Yes. The workspace can carry your name and mark. Custom domains and sign in are configured with your team.

Start with one useful job. Make it work for your team.

Bring a recurring task, connect the accounts it needs, and build your first shared assistant.

Start free See pricing

Free to start. No credit card.