Things to do post meeting

Last updated: February 25, 2026

Overview

Once the meeting concludes, Mili automatically generates a draft containing a summary, meeting notes, and a follow-up email. These drafts are fully editable, customizable to your firm's style and tone, and can be adjusted using various editing tools.

  1. Editing Notes and Email

    Mili provides the ability to edit your notes and email both within Mili once the notes are generated. These edited notes will reflect in the downloads & will be the ones synced to the CRM. Also, Mili learns from these edits over a period of time and adapts to your style and tone.

  1. Editing Toolbar

    Mili provides a powerful toolbar for editing both the meeting notes and follow-up emails. The toolbar includes several features to format and refine the content:

  • Undo/Redo: Easily revert or reapply changes.

  • Text Formatting: Apply bold, italics, underline, and other text formatting styles.

  • Indentations & Bullet Points: Organize content clearly with indentations and bullets.

  • Tables & Hyperlinks: Add tables for structured information and insert hyperlinks for references.

  • Search & Replace: Quickly find and replace text throughout the document.

  1. Feedback Mechanism

    After reviewing the notes and email, you can rate the quality of the content using the following system:

  • Star Rating: Rate the notes with 1–3 stars based on their quality.

  • Feedback Popup: After rating, you’ll be prompted to provide detailed feedback through a popup. This helps Mili's internal team prioritize improvements.

  1. Version History

Mili includes a Version History feature, which allows you to track changes made to the meeting notes and emails. This is useful when you need to reference or restore previous drafts.

  • Accessing Version History: Click the "History" button to view and select previous versions of the meeting notes.

  1. Finalizing Notes

Once you are satisfied with the meeting draft, you can finalize it. This process ensures that the meeting notes become a proof of record. You can still edit these notes but lose access to the Regenerate function once finalized.

  • Finalize Process: Click the "Finalize" button convert the meeting draft to Finalized notes. These can now be pushed to the CRM and shared via a PDF or a Word Doc.

  1. Regenerate Notes


    You can use this feature to:

    a. Change the template
    b. Add participants
    c. Make changes using Natural Language


    This feature comes in very handy when using the Calendar Instant meeting or the Instant meeting when you need to edit the participants, template or style and content of the notes.

7. Download and Sync Options

Mili offers two options to finalize the meeting notes: Download and Sync.

Download Notes:

Once finalized, you can download the meeting notes in two formats:

  • PDF: A non-editable document, ideal for sharing with clients or colleagues.

  • DOCX: An editable document for further customization.

Customization: Both formats can be customized with your firm's letterhead, watermark, and branding (e.g., logos). If you've done a demo with Mili, the default is the Mili logo, but we can customize this for your firm.

Sync with CRM


Mili allows you to sync the meeting notes and action items with your integrated CRM (e.g., Salesforce, Wealthbox). This ensures your client meeting data is seamlessly transferred to your CRM for future reference.

  • Sync Process: After finalizing the meeting notes, click the "Sync" button to push the notes and action items into the connected CRM.

  • Customizable Workflows: Mili can mimic your CRM's workflows. Just inform us of your needs, and we will ensure smooth integration.

FAQs

  • Q: How do I give feedback on the meeting notes?
    A: You can rate the notes using the 1–3 star system, and provide specific feedback through the feedback popup.

  • Q: Can I revert changes made to the meeting notes?
    A: Yes, you can use the undo and redo options to quickly revert any changes.

  • Q: Can I restore an older version of my meeting notes?
    A: Yes, the version history allows you to restore previous versions of the notes.

  • Q: How do I sync the meeting notes to my CRM?
    A: After finalizing the meeting, click the "Sync" button to push the notes and action items to your CRM.

  • Q: Can I download the meeting notes with my firm's branding?
    A: Yes, the downloaded notes can be customized with your firm’s letterhead and logo. Please email us with your custom branding and we will have it set up for you.

  • Q: Can I make changes to finalized notes?
    A: Yes, you can make changes/edits to the final notes even after they are finalized. However, the ability to use the Regenerate feature, to change the template or add participants are no longer available.