Get started with Mili +
ShareFile

Q: What can Mili do with my ShareFile files?

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: Will Mili see all of my ShareFile files?

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: Does Mili continuously read my ShareFile account?

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: Are my files copied into Mili?

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: Can I point Mili at a whole folder?

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 I use ShareFile together with my CRM and other document tools?

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

Q: How can I verify the accuracy of Mili's answers?

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 ShareFile" → Authorize

Type @ to browse ShareFile, search files, or mention a whole folder

Query across any ShareFile doc in one request

Ask Mili for meeting prep or snapshots based on your ShareFile docs

Open Mili Office to pull context from ShareFile files on demand

Every answer includes source links so you can verify the info

Webinar

Frequently Asked Questions

What can Mili do with my ShareFile files?

Pull a client's statement into meeting prep. Ask for a financial snapshot from a PDF sitting in ShareFile. Run planning skills using a client's folder. Just type @ in any chat and pick the file, no downloading, no switching tabs.

Will Mili see all of my ShareFile files?

Mili can access whatever your ShareFile account can access, nothing more. If a folder isn't shared with you in ShareFile, Mili can't see it either.

Does Mili continuously read my ShareFile account?

No. Mili opens a file only when you ask for it in a request. There's no background scanning and no indexing of your ShareFile account.

Are my files copied into Mili?

No. Your files stay in ShareFile. Mili reads a file for your request and that's it, nothing gets saved on Mili's side.

Can I point Mili at a whole folder?

Yes. Mention a folder and Mili reads the files inside it. For really big folders, pick a subfolder or a specific file so Mili looks at exactly what you need.

Can I use ShareFile together with my CRM and other document tools?

Yes. Connect Box, ShareFile, Mili's other supported document stores, alongside ShareFile. You can even mix them in a single request, like pairing a Salesforce contact with a ShareFile file for meeting prep.

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How can I verify the accuracy of Mili's answers?

Every answer in Mili Office comes with source links, so you can see exactly which file or record it came from and check it yourself.

Ready to connect Mili with
ShareFile
?

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 + ShareFile

How it works

Webinar

Frequently Asked Questions

Ready to connect Mili with ShareFile?

Get started with Mili +
ShareFile

Ready to connect Mili with
ShareFile
?