Get started with Mili + Microsoft Exchange Calendar
How it works
Webinar
Frequently Asked Questions
Mili reads meeting titles, dates, times, and participant emails from your Exchange calendar. It uses participant emails to match meetings to client records in your CRM. Mili does not read email content, attachments, or any unrelated data from your Exchange account.
No. Mili reads your Exchange calendar and stays in sync when things change. If you reschedule or cancel a meeting in Exchange, Mili picks that up automatically and updates the client brief. But Mili itself does not edit, move, or delete any events in your Exchange calendar.
Mili looks at the participant email addresses and meeting titles from your Exchange calendar, then matches them against contacts in your connected CRM. If a client's email is in your CRM, Mili connects the dots automatically. If Mili can't find a match, it flags the meeting so you can link it to the right client manually. The more you use it, the better it gets.
Mili picks up the change from Exchange automatically. If a meeting moves to a new time, the client brief updates to match. If a meeting is cancelled, Mili archives the prep materials so you still have them if the meeting gets rebooked later. You don't need to tell Mili anything — it stays in sync on its own.
Mili connects to Microsoft Exchange through standard Exchange Web Services (EWS). If your firm runs an on-premise Exchange server, Mili can connect as long as EWS is accessible. Your IT team can confirm this, and our team is available to help with setup if needed.
