AI and automation
Agents, workflows, and using Muin from Claude.
16 posts, newest first
Agent Studio: Build an Agent From One Sentence
Describe an agent in one sentence, check what Muin drafted, try it on your last 30 days of records, see what it costs, and turn it on. Building credits are included in every plan.
Check an Agent Change Before You Save It
The new Evaluate tab tries a change to an agent's settings, model or prompt on work it already did, and lists the answers that got worse first. Nothing is saved until you save it.
How to Set Up the Muin AI Help Desk, Step by Step
Turn on the AI Help Desk, let it read your website, put the chat on your site and go live. What each step does, what your visitors see, and what it costs.
Use Muin Inside Claude
Connect Claude to your Muin organization and ask about donors, funds, the 990 and staff certifications in plain language. Claude answers from your live Muin records.
Chief of Staff, and Agents You Build Yourself
Two shipped changes to Muin's AI: one short ranked list of what needs you today, and a wizard that builds an agent of your own with its own tunable settings.
Follow-Ups That Send Themselves
Automation sequences in Muin: a thank-you now, an impact note in a week, an invitation next month, with every queued send visible and stoppable in one place.
The Zero-Entry CRM: How AI-Native Architecture Changes Everything
Traditional CRMs demand manual data entry. Muin's AI-native architecture auto-populates your CRM from documents, communications, and payments, so your team focuses on relationships, not data entry.
Agents vs. Workflows: When to Use Each (and When to Combine Them)
Muin offers both AI agents and automated workflows. Learn the difference, when to use each, and how combining them creates powerful end-to-end automation.
What 80,000 People Want From AI, And What It Means for Your Business
Anthropic's landmark study of 80,508 people across 159 countries reveals a surprising truth: people don't want AI to work faster. They want to live better. Here's what that means for businesses and nonprofits.
AI Agents Every Accountant Needs: Your 24/7 Digital Accounting Team
How Muin's pre-built AI agents handle invoice processing, duplicate detection, cash flow forecasting, expense categorization, deadline monitoring and W-9 intake: for CPAs and bookkeepers managing nonprofit and business clients.
Your AI Business Platform: Everything Ask Muin Can Do
Discover how Ask Muin helps you manage documents, finances, vendors, and more through natural conversation. A guide to its built-in capabilities.
Building Workflows Without Code: A Visual Guide to Muin Automation
Create powerful business automations using Muin's visual workflow builder, no coding required. Approvals, notifications, and multi-step processes.
Muin Agents Explained: Your Workflows, Running On Their Own Schedule
Discover how Muin's AI agents run your workflows on a schedule, an event, or a document arriving: processing documents, monitoring compliance, assessing risk, and queueing what needs your approval.
Why Privacy-First AI Matters for Your Business Data
Why enterprise-grade AI guarantees matter: AWS Bedrock's zero-training, zero-retention policies protect your sensitive business data.
Document Intelligence: The Complete Lifecycle
AI-powered document intelligence transforms how businesses and nonprofits handle documents. Read, extract, organize, search, and create, all in one platform.
Introducing Document Assembly: AI That Writes Documents For You
Document Assembly: Muin's AI document creation engine. Answer questions, get professional grant proposals, RFP responses, and reports.