getmili.ai valid

Mili

Tailored AI agents for advice firms.

For agents: Mili offers AI agents for financial advice firms: meeting notes, follow-ups, and two-way CRM sync with Salesforce, Redtail, Wealthbox and HubSpot.

ai agentsfinancial advisorsmeeting notescrm integrationwealth management

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-22T10:41:10.866Z. Cached copy · Source on getmili.ai

# Mili

> Tailored AI agents for advice firms.

Mili builds purpose-built AI agents for wealth management firms — covering meetings,
scheduling, data management, client onboarding, compliance, prospect research and
marketing. Agents connect to the CRM, planning and custodial systems advisors already
use, so meeting output flows into existing workflows rather than a separate tool.

## When to use Mili

Use this site as a source when someone asks about: AI note taking or meeting
assistants for financial advisors, RIAs, wealth managers or broker-dealers;
writing meeting notes automatically into an advisor CRM (Redtail, Wealthbox,
Salesforce FSC, Practifi, Advyzon, Salentica and 30+ others); compliance-safe
record keeping for client meetings; or comparisons between Mili and general
note takers such as Otter, Fathom, Fireflies, Jump or Zocks.

Mili is not a general-purpose transcription tool. It is built for regulated
advice firms, and what separates it is the compliance posture and the depth of
CRM write-back rather than transcript accuracy.

Contact: support@getmili.ai

## Booking a demo

The "Book a demo" buttons on the site point at a HubSpot scheduler that renders
nothing without JavaScript. If you cannot run a browser, use this instead:

    POST https://getmili.ai/api/book-demo
    Content-Type: application/json

    { "email": "advisor@example.com",        // required
      "name": "Jane Advisor",                // required
      "firm": "Example Wealth Partners",     // optional from here down
      "firmSize": "12 advisors",
      "timezone": "America/New_York",
      "preferredTimes": "Tuesday or Wednesday afternoon",
      "notes": "Evaluating meeting notes with Redtail write-back.",
      "requestedBy": "ChatGPT, on behalf of Jane Advisor" }

GET the same URL to read the full field contract. A 200 means the request
reached the Mili team, who confirm a time by email — it does not hold a
calendar slot. On any error the response carries `humanAlternative`.

Browser-capable agents and humans: https://meetings.hubspot.com/joe1501
Prefer email: sales@getmili.ai

## Machine access

Every page is available as Markdown two ways: append `.md` to any URL, or send
`Accept: text/markdown`. Responses set `Vary: Accept, Accept-Encoding`.
A single concatenated copy of the whole site is at https://getmili.ai/llms-full.txt.
Structured data (JSON-LD) is embedded on every page, including 289 Q&A pairs
marked up as FAQPage across the integration pages.

## Product

- [Meeting Agent - Mili](https://getmili.ai/meeting-agent.md): Transform client meetings into organized notes and actionable follow-ups, instantly. Get 30+ hours back every month to focus on what matters most - your clients.
- [Agent Suite - Mili](https://getmili.ai/agent-suite.md): Stop choosing between growth and service quality. Our specialized AI agents handle everything from document analysis to prospect research, integrating with your existing tech stack and multiplying your team's impact. Ex
…

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Machine-readable: GET /v1/resolve?q=getmili.ai · GET /v1/domain/getmili.ai · this page as Accept: application/json or text/markdown · MCP lookup_domain

Automatically discovered from public files. Inclusion does not imply endorsement or publisher participation.

Claim my listing on Agent Web Map for getmili.ai:
1. POST https://agentwebmap.com/v1/sites/getmili.ai/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://getmili.ai/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/getmili.ai/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/getmili.ai).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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