Feature
Notes that live where the work is, not in a separate app
Mora includes a universal notes system, plus the ability to attach a note to almost anything: a client, a task, an email thread, a draft, a calendar day, a teammate, or an assistant answer. Context stays with the thing it's about.
The problem
What gets lost today
The useful context about a client or a project ends up in a notebook, a sticky note, or your head, disconnected from the actual work. When you need it, you can't find it, and when someone else needs it, it's gone.
Standalone note apps don't help, because the note lives away from the client record or task it's about, so you have to remember it exists and go looking.
How Mora solves it
A better way to handle it
Mora lets you attach a note to nearly anything in the workspace, and keeps a universal hub where every note is searchable in one place. A note about a client sits on the client record. A note about a task rides with the task.
Notes can be pinned, resolved, searched, and restored after deletion, and turned into a task in one step. Mora also suggests notes with the evidence behind them, and open notes fold into the daily digest so nothing important stays buried.
Step by step
How it works in practice
- 01
Attach a note to anything
Add a note to a client, task, thread, draft, calendar day, teammate, or an assistant answer. It stays with the thing it's about.
- 02
Find it in one place
The universal notes hub keeps every note searchable, with pins, resolve, and undo-delete.
- 03
Turn a note into action
Convert any note into a task in one step, so a thought becomes a tracked to-do.
- 04
Let Mora surface what matters
Mora suggests notes with the evidence behind them, and open notes appear in the daily digest.
What you get
Specific capabilities
- A universal notes hub, everything searchable in one place
- Notes attachable to any record: client, task, thread, draft, day, teammate
- Pin, resolve, and undo-delete
- Turn a note into a task in one step
- AI-suggested notes with the evidence behind them
- Save an assistant answer as a note
- Author signing and count badges
- Open notes folded into the daily digest
In practice
A real example
On a client call you learn their budget cycle resets in Q3. You add a note to their record. Three months later, when you open the account to plan a proposal, the note is right there, and Mora has folded it into your suggested next action.
Who it helps
Anyone who needs context to travel with the work: solo operators keeping track of details, and small teams who need shared context on clients and tasks.
You stay in control
It proposes, you decide
- Notes are yours; pin, resolve, edit, or delete with undo.
- AI-suggested notes come with their evidence, for you to keep or dismiss.
- A note becomes a task only when you convert it.
- Everything is searchable from one hub.
Questions
About this feature
What can I attach a note to?
Can a note become a task?
Can I recover a deleted note?
Related features
- The CRM That Builds Itself
A client directory assembled from your email, with a brief and a next step for each account.
- The Built-in AI Assistant
Ask across email, tasks, clients, and notes. It confirms before anything outbound.
- Email-to-Task Automation
Requests and deadlines in email become tasks, tied back to the message and the client.
Built for
- Client-service teams
Route the right mail to the right person and share the work you can see.
- Professional services
A client record and a next step for every relationship, without the data entry.
- Consultants
Keep every engagement's requests and deadlines out of a messy inbox.
See what your business looks like when the inbox organizes itself.
Connect Gmail, give Mora a few minutes with your recent mail, then open Clients and Tasks. Request access and we'll set you up.