Operational AI assistant

Your AI assistant for repetitive operational work.

MILO is designed to connect to the tools your employees use — CRM, ERP, email, browser systems, task platforms, documents and forms. Integration-ready architecture, configured per pilot, turning repetitive work into approved workflows with human control and full audit logs.

Human approval Role-based permissions Full audit log
  • Human approval
  • Workflow preview
  • Full audit log
The problem

The systems are digital. The work is still manual.

Companies invest in advanced systems — yet employees still copy data, update records and shuffle emails by hand.

  • Copying data from email to CRM
  • Updating customer records by hand
  • Opening recurring tasks
  • Checking documents one by one
  • Sending repeated email replies
  • Updating order or claim status
  • Filling internal forms repeatedly
  • Compiling reports from many systems
How MILO fits

An operational AI layer over the systems you already use.

Employee work environment

  • Email
  • CRM
  • ERP
  • Browser systems
  • Task management
  • Documents
  • Spreadsheets
  • Internal forms

MILO layer

  • Detect
  • Suggest
  • Build Workflow
  • Preview
  • Approve
  • Execute
  • Log
  • Improve

Governance layer

  • Permissions
  • Policies
  • Audit logs
  • Human approval
  • Admin visibility
How it works

From repetitive work to approved workflows in six steps.

  1. 1

    Connect work environment

    Connect MILO to the systems your employees use — email, CRM, ERP, browser apps, task systems and documents.

  2. 2

    Detect repetitive patterns

    MILO identifies repeated operational actions and recurring work patterns.

  3. 3

    Suggest a workflow

    The assistant offers to turn the repeated action into a reusable workflow.

  4. 4

    Review and approve

    The employee reviews the workflow in human language and approves it.

  5. 5

    Execute under control

    MILO runs approved steps according to permissions and approval policies.

  6. 6

    Log and improve

    Every action is recorded, measured, and available for review.

Interactive demo

See MILO inside the employee's work environment.

Email arrives → MILO suggests a workflow → preview & approve → execute & log.

Open interactive demo
New email
"Need quote for new fleet — 12 vehicles"
MILO Assistant
"This looks like a recurring intake process. Create a workflow?"
Approval required
Preview: update CRM · create task · draft reply
Use cases

Where MILO removes operational friction.

View all use cases

Customer request handling

Email → CRM → Task → Reply

CRM update assistant

Email / Notes → CRM

ERP status update

ERP → Customer email → Task

Document checklist

Email / Upload → Checklist

Email-to-task workflow

Email → Task system

Recurring reports

CRM / ERP → Report draft

Supplier follow-up

ERP → Email → Task

HR onboarding

Forms → Checklist → Systems

Finance back-office

Invoice email → ERP → Approval

Integrations

Built around the tools your teams already use.

Integration-ready architecture across email, CRM, ERP, browser apps, task systems, documents, spreadsheets, internal portals, forms and ticketing.

Email
CRM
ERP
Browser apps
Tasks
Documents
Spreadsheets
Forms
Internal portals
Ticketing
Trust & governance

AI suggests. Policy controls. Humans approve. MILO executes and logs.

MILO does not replace organizational permissions — it works within them. Sensitive actions always require preview and approval before execution.

Read the security model
  • Preview before sensitive actions
  • Human approval on every step that matters
  • Role-based permissions
  • Admin policy controls
  • Immutable audit logs
  • Data minimization & masking
  • Organization separation
  • Permission-based execution
Business value

Measurable operational impact.

Hours saved per employee
Fewer manual errors
Faster employee onboarding
Lower dependency on key people
Process visibility for managers
Consistent execution at scale
Pricing

Start small. Scale when you're ready.

View pricing

Start with one repetitive process. Build your operational AI layer from there.