Integrations

Built around the tools your teams already use.

MILO connects to the employee's operational environment — not just a browser. Integration-ready architecture lets each pilot enable the right surface for the work.

Connection categories

Email

Connect inboxes for triage, extraction and reply drafting.

Integration-ready
CRM

Read/write customer records under approval policies.

Integration-ready
ERP

Surface and update order, invoice and inventory state.

Integration-ready
Browser applications

Operate inside legacy and custom web tools.

Integration-ready
Task management

Create, route and update tasks across teams.

Integration-ready
Documents

Extract structured data from contracts and forms.

Integration-ready
Spreadsheets

Read and append rows in shared sheets.

Integration-ready
Internal tools / portals

Browser-assistant layer for in-house systems.

Integration-ready
Forms

Capture intake from internal and customer-facing forms.

Integration-ready
Ticketing

Triage and update ticket systems.

Integration-ready

Integration methods

API integrations

Direct, audited connections to systems with public APIs.

Browser assistant layer

Captures operator actions and assists inside any browser app.

Email parsing

Structured extraction from inbound and outbound email.

Document extraction

Field-level extraction from PDFs and Office docs.

Workflow templates

Reusable, versioned workflow definitions.

Admin-approved connectors

Connectors enabled only after admin approval.

Future marketplace connectors

Expandable catalogue of pre-built integrations.

Admin control

  • Enable or disable integrations per organization
  • Define allowed systems and blocked systems
  • Set approval policies for sensitive actions
  • Review immutable audit logs
  • Restrict who can configure and run workflows
Note on availability: Browser and email workflows are available first. CRM and ERP integrations are configured per pilot scope. Marketplace connectors are on the roadmap and not all integrations are live today.