Get started with Mili + 
Microsoft Teams

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How it works

Join your Teams call as you normally would
Open Mili, pick a template, and hit Start
Go back to Teams. Mili takes notes in the background
Pause and resume note-taking anytime you need to
Once the meeting is over, go back to Mili and hit Finish
Review notes, send follow-ups, and sync to your CRM

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Frequently Asked Questions

01
Does Mili join my Teams call?

No. Mili never joins your call. There's no bot sitting in the lobby waiting to be let in, and no extra participant appears in your meeting. Your client only ever sees you. Mili runs on your device and listens through your computer's microphone and speaker, the same ones already carrying your conversation. It's like having a brilliant assistant sitting behind you, taking notes from what they hear.

02
Do I need my IT admin to approve Mili or install anything in Teams?

No. Mili doesn't plug into Microsoft Teams. It works independently through your device's hardware, completely outside of your Teams environment. There's no app to install in Teams, no admin approval needed, and no changes to your Microsoft 365 settings. Just open Mili alongside your Teams call and hit Start.

03
 Do I need to stay on the Mili screen during the meeting?

Not at all. Once you hit Start, go right back to your Teams call and focus on your client. Mili works entirely in the background. You'll see a small persistent overlay with a soundwave indicator on your screen, that's your confirmation that note-taking is active. You don't need to switch tabs or check on Mili during the meeting.

04
Can I pause the note-taking during a meeting?

Yes. Pause and resume anytime. Either click the pause button on the persistent overlay or open the Mili app to pause from there. This is useful when you need a private moment or step off-topic. Hit resume and Mili picks up right where you left off.

05
What if I switch from Teams to another video tool?

Nothing changes on Mili's end. Because Mili listens through your device, not through Teams' system, it works the same way whether you're on Teams, Zoom, Google Meet, Webex, or even a regular phone call.

06
 Does Mili work with Teams on both desktop and browser?

Yes. Whether you run Teams as a desktop app or join through your browser, Mili works the same way. It listens through your device's microphone and speaker regardless of how you're running Teams.

07
How can I verify the accuracy of notes in Mili Office?

Every meeting generates a draft in Mili Office. You can review every note, edit anything, and add your own context before syncing to your CRM or sending follow-ups. Nothing goes anywhere until you approve it.

08
How does consent work without a bot?

Before you hit Start, Mili asks you to confirm that you have the client's consent. Every single time, no skipping it. That confirmation is logged with a timestamp, by client and by date. So if your compliance team ever asks, it's right there.

Ready to connect Mili with 
Microsoft Teams
?

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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