Get started with Mili + 
XLR8

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How it works

Head to Settings → Integrations → Click "Connect XLR8" → Authorize
Link meeting to contacts. Mili pulls past context to build meeting agendas.
Choose record type to sync notes and action items to - Entities or Contacts
Review notes post meetings & choose record type to sync instantly.
Approve tasks with title, assignee, priority & due date. Sync instantly.
Open Mili Office for open tasks, past context, etc. Fetch data on demand.
Customize skills in Mili Office or configure custom objects with your CSM.

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Frequently Asked Questions

01
What meeting data flows to XLR8?

Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. Notes can attach to Entities or Contacts within XLR8.

02
Where in XLR8 can Mili sync data?

You can push to Entities, Contacts, Notes, and Tasks. When you sync, Mili shows exactly which destinations are available based on your setup.

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03
Will Mili automatically update XLR8?

Every sync requires your explicit approval. You review all notes and tasks before they enter XLR8. That means your CRM stays accurate and up to date.

04
Does Mili continuously access our XLR8 data?

At Mili, we believe in intentional data access. The integration only pulls XLR8 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.

05
What determines Mili's access in XLR8?

The integration matches your exact XLR8 user permissions. If you can see it in XLR8, you can access it through Mili. Your existing security model stays intact.

06
Can we customize the XLR8 integration?

Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email support@getmili.ai to discuss your specific XLR8 workflow requirements.

07
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.

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Ready to connect Mili with 
XLR8
?

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

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

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