Get started with Mili +
Redtail

Q: What meeting data flows to Redtail?

Meeting summaries include discussion highlights, decisions, and next steps. Tasks sync with title, description, due date, and assignee. Everything is structured properly for HubSpot's format.

Q: Where in Redtail can Mili sync data?

You can push to Contacts, Companies, Deals, Leads, Events, and Tasks. When syncing, Mili displays available HubSpot objects, letting you choose exactly where each note belongs.

Q: Will Mili automatically update Redtail?

Every sync requires your explicit approval. You review all notes and tasks before they enter HubSpot. Nothing pushes automatically - you maintain complete control over your CRM updates.

Q: Does Mili continuously access our Redtail data?

No. Mili only connects to HubSpot when you're ready to sync. It pulls your object lists (Contacts, Companies, Deals) so you can choose where to attach notes - but doesn't access or store client data in the background.

Q: What determines Mili's access in Redtail?

After meetings, Mili presents your HubSpot objects - Contacts, Companies, Deals. Simply pick the relevant record, and your notes attach directly to that object in HubSpot.

Q: Can we customize the Redtail integration?

The integration respects your individual HubSpot permissions. Users only see and update objects they can access.

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

Each person connects with their own HubSpot credentials. The integration respects individual HubSpot permissions, so users only see and update objects they can access.

How it works

Head to Settings → Integrations → Click "Connect Redtail" → 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.

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Frequently Asked Questions

What meeting data flows to Redtail?

Meeting summaries capture key discussions, decisions, and next steps. Activities sync with complete details to Redtail's system. Everything preserves your existing contact organization perfectly.

Where in Redtail can Mili sync data?

You can push to contacts, notes, and activities. Redtail's streamlined structure means everything centers around contact records, making your sync destinations clear and simple.

Will Mili automatically update Redtail?

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

Does Mili continuously access our Redtail data?

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

What determines Mili's access in Redtail?

The integration matches your exact Redtail user permissions. If you can see it in Redtail (and if there are API endpoints), you can access it through Mili.

Can we customize the Redtail integration?

Yes, your dedicated CSM will help configure naming conventions, activity categories, and sync preferences. Email support@getmili.ai to discuss your specific Redtail workflow requirements.

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.

Ready to connect Mili with
Redtail
?

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

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

Get started with Mili + Redtail

How it works

Webinar

Frequently Asked Questions

Ready to connect Mili with Redtail?

Get started with Mili +
Redtail

Ready to connect Mili with
Redtail
?