Get started with Mili + Wealthbox
How it works
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Frequently Asked Questions
Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. Everything preserves your existing contact and household organization perfectly.
You can push to Contacts, Notes, Tasks, and Workflows. When you sync, Mili shows exactly which destinations are available based on your setup. You can also trigger pre-defined Wealthbox workflows directly from meeting outcomes.
Every sync requires your explicit approval. You review all notes, tasks, and workflow triggers before they enter Wealthbox. That means your CRM stays accurate and up to date.
At Mili, we believe in intentional data access. The integration only pulls Wealthbox 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.
The integration matches your exact Wealthbox user permissions. If you can see it in Wealthbox, you can access it through Mili. Your existing security model stays intact.
Yes, your dedicated CSM will help configure which data types push to which objects, naming conventions, task-assignment rules, and default workflow templates per meeting type. Email support@getmili.ai to discuss your specific Wealthbox workflow requirements.
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.
