How is this different from an automation platform?

Those are powerful and they need a builder. What they do not have is a browser that signs in to a portal with no other way in, a review inbox where a person approves before anything leaves, or a client-facing portal — and those three are what decide whether a firm leaves a batch running unattended.

What if it does something twice?

It does not. Every externally visible action claims a key before it acts, so a retry returns the original outcome. Anything that may or may not have completed is held for a person to reconcile rather than repeated, and unattended sends stop at a ceiling rather than failing open.

Is signing in to a portal on our behalf safe?

It is confined to the destinations you allow-list, it signs in with credentials encrypted under your own key, every write is photographed as evidence, and a login is never photographed. A recipe that writes cannot be published without a test run and an explicit acknowledgement.

Procedures & filings

Back-office automation with AI, even for the work behind a login

Renewals, closings, onboarding and filings start on a date or an event. AI gathers information, including from portals that only offer a login, drafts the output from your templates, waits for your approval when you decide, and keeps proof that it was done.

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Back-office automation with AI - MosenAI

Problems it solves

Procedures that depend on someone remembering, or on a portal only a person can use

Renewals, closings, onboarding, reminders and hand-offs between systems run on a person remembering and a spreadsheet only one person maintains. The worst ones sit behind a portal login with no way in for machines, so they survive every other tool you buy.

The calendar problem

Procedures that run on somebody’s memory

Renewals, closings, onboarding, reminders, the hand-off between one system and another — every firm has a dozen of them, and they run on a person remembering plus a spreadsheet that one person maintains.

The portal problem

The work behind a login

The worst of them live in a portal that has a login and nothing for machines. There is no interface to connect to, so the only way in is a person typing — which is why those procedures survive every other tool a firm buys.

How it works

A recurring filing, start to finish

One procedure, from the date that starts it to the confirmation kept as evidence, with a person approving before anything is sent.

Step 1

Something starts it

A date on a policy, a form somebody submitted, an email that arrived, a webhook from another system, or a schedule. Sixty days before a renewal, for every client on the list, once each.

Step 2

It gathers what it needs

From your own records and knowledge, and where the information only exists behind a login, a browser session signs in with your credentials and reads it.

Step 3

It drafts the output

The letter, the submission, the summary — from your own template, with the specifics filled in rather than left as placeholders someone completes later.

Step 4

A person approves

It lands in the account manager’s inbox for a one-click approval before anything leaves. The checkpoint is where you put it, not where we decided.

Step 5

It completes, and proves it

The submission page is photographed as evidence. A send that may or may not have gone is held rather than repeated, and the run keeps a step-by-step trace.

What it draws on

The parts of the platform this uses

The workflow builder

Schedules and event triggers, loops with multi-step bodies, and the review step — plus the protections that make a batch safe to leave alone.

Tools

The browser that signs in where nothing else can, document generation, and the sends — each one logged.

Integrations

The systems you already run, connected with credentials you authorise and can withdraw.

Analytics

Which runs finished, which are waiting on a person, and what each one cost.

What to watch

What a firm measures once this is running

No customer has run this yet, so there is nothing of ours to quote. These are the numbers worth having.

Runs completed without a human touch

The share that finished on their own. It is the honest measure of whether the procedure was really automatable.

Time from trigger to completion

Including the wait on a person, because that wait is usually most of it and is the part worth designing around.

Exceptions per hundred runs

What needed a person and why. A rising number is information rather than a failure — it tells you where the procedure is ambiguous.

Deadlines met

Renewals or filings completed before the date. The one your clients notice, and the one you were doing this for.

Questions

What people ask before leaving it running

Bring the procedure that eats the most hours

Especially if it lives behind a login. That is the one worth seeing on a demo.

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