Get started with Mili + 
Salentica Elements

Book a demo
Try Mili Now

How it works

Head to Settings → Integrations → Click "Connect" → Authorize
Link meeting to contacts. Mili pulls past context to build meeting agendas.
Review notes post meetings & choose record type to sync instantly.
Approve tasks with title, assignee, priority & due date. Sync instantly.
Open Mili Office for open tasks, past context, etc. Fetch data on demand.
Customize skills in Mili Office or configure custom objects with your CSM.

Webinar

Frequently Asked Questions

01
What meeting data flows to Salentica Elements?

Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner.

02
Where in Salentica Elements can Mili sync data?

You can push to Accounts, Contacts, Notes, and Tasks. Notes can also attach to Events, Opportunities, and custom objects. When you sync, Mili shows exactly which destinations are available based on your setup.

03
Will Mili automatically update Salentica Elements?

Every sync requires your explicit approval. You review all notes and tasks before they enter Salentica Elements. That means your CRM stays accurate and up to date.

04
Does Mili continuously access our Salentica Elements data?

At Mili, we believe in intentional data access. The integration only pulls Salentica Elements data when you trigger specific actions - preparing meetings, syncing notes, or making queries. Mili does not access or store client data in the background beyond regular contact syncs.

05
What determines Mili's access in Salentica Elements?

The integration matches your exact Salentica Elements user permissions. If you can see it in Salentica Elements, you can access it through Mili. Your existing security model stays intact.

06
Can we customize the Salentica Elements integration?

Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email support@getmili.ai to discuss your specific Salentica Elements workflow requirements.

07
How can I verify the accuracy of answers in Mili Office?

Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations.

08

Ready to connect Mili with 
Salentica Elements
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

Schedule Demo
+