Get started with Mili + Monday.com
How it works
Webinar
Frequently Asked Questions
You'll need any standard monday.com plan that allows third-party app installs. Most paid tiers work. If you're on a free or trial plan, check with your admin first.
Mili reads boards, items, columns, and assignees from the workspaces you give it access to. You stay in control — revoke access anytime from monday.com or Mili settings.
Yes. You can tell Mili to add leads, create tasks, update statuses, or assign owners, all from natural language commands inside Mili Office.
Yes. Mili supports all workspaces you have access to. Use "@" to switch between them in any query.
Yes. Mili is SOC 2 Type II certified and uses bank-grade encryption. Your data stays yours, we never train models on it.
That's up to you. Many advisors use monday.com for pipeline and projects, and a dedicated CRM for client records. Mili works with both.
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.
