Two colleagues reviewing an account plan in a glass office at blue hour

Milo / An offering by Hexagon

The AI teammate you give work to.Accountable for the outcome.

Give Milo the job. It uses your apps, your computer and your company’s knowledge to carry the work through.

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Milo / Corporate travel
Book my Chicago trip for Tuesday’s 10am client meeting.
Flights and hotel booked.

Arrive Monday evening. Two nights, an eight-minute walk from the client. Within policy; itinerary in your calendar.

Travel policy · Meeting location · Booking confirmations
Ask a little more of your AI.

Chatbots answer.
Milo gets to work.

With its own computer in the cloud, Milo works across the apps you already use.

You

Book my trip to Chicago for Tuesday’s 10am client meeting.

GoogleExploreFlightsHotelsVacation rentals
Round trip 1 adult Economy
New York (JFK)
Chicago (ORD)
Mon, Oct 26Wed, Oct 28
All filtersNonstop Bags Price Times

Best departing flights

Prices are round trip
5:20 PM – 7:05 PMUnited Airlines
2 hr 45 minJFK–ORD
NonstopEconomy
$418round trip
Monday arrival. Flexible return. Within policy.
7:55 PM – 9:42 PMDelta
2 hr 47 minJFK–ORD
NonstopEconomy
$462round trip
United Airlines

Review your flight

Round trip · 1 adult · Economy

Flight booked

Confirmation sent to your email.

Mon, Oct 26New York → Chicago

5:20 PM – 7:05 PM

Wed, Oct 28Chicago → New York

6:30 PM – 9:45 PM

Round trip$418
You approved · $856
Book flight
Booking.comUSD
StaysFlightsFlight + HotelCar rental
Chicago
Mon, Oct 26 — Wed, Oct 28
1 adult · 1 room
Search

Chicago: your stay

2 nights

Lakeview House

Chicago · 8-minute walk to your client

Standard King Room1 large double bed

Breakfast included

Free cancellation

You approved · $856
$4382 nights, taxes includedReserve

$219 per night. Within your $250 policy.

Your stay is confirmed

Confirmation sent to your email.

Lakeview House

Mon, Oct 26 — Wed, Oct 28

Standard King Room
2 nights, taxes included$438
You approved · $856
CalendarTodayOctober
Trip confirmed

Chicago, taken care of.

You approved · $856
Monday26
5:20 PM – 7:05 PMNew York → ChicagoUnited · JFK–ORD
2 nightsLakeview HouseBreakfast included
Tuesday27
10:00 AM – 11:00 AMClient meeting8-minute walk from hotel
Wednesday28
6:30 PM – 9:45 PMChicago → New YorkFlexible return

Confirmations in your email and calendar.

  1. 01Find flights for the meeting
  2. 02Book a flight within policy
  3. 03Book a hotel close to the client
  4. 04Add the confirmed itinerary
You

Find a prospect and send a personal introduction.

Operations leaders · B2B software
People 2nd Locations Current company All filters

Alex Rivera · 2nd

Head of Operations at Northstar

San Francisco Bay Area

Building better systems for a growing team.

Connect

Taylor Chen · 2nd

Operations Manager at Meridian

New York City Metropolitan Area
Connect
Northstar

Alex Rivera

· 2nd

Head of Operations at Northstar

San Francisco Bay AreaContact info
Open Profile
Message ConnectMore

Activity

PostsComments
Alex RiveraHead of Operations at Northstar2d ·

We’re growing the team. Next up: making onboarding work across every department.

New messageMessage sent

Alex RiveraHead of Operations at Northstar
InMailOpen Profile
Subject

A thought on onboarding at Northstar

Hi Alex — saw that Northstar is growing and you’re rethinking onboarding. We help operations teams bring scattered processes into one place. Would it be useful to compare notes?

Message sentSend
  1. 01Find the right person
  2. 02Read the context
  3. 03Write a personal introduction
  4. 04Send the introduction
You

Send this NDA to Jordan for signature.

DocuSignMutual NDASent

Prepare envelope

Draft
Mutual NDA.pdf

2 pages · 184 KB

Uploaded

Add recipients

Set signing order
Needs to Sign
Name
Jordan Lee
Email
[email protected]
+ Add recipientNext
Mutual NDA.pdf1 / 2
NORTHSTAR

Mutual non-disclosure agreement

Northstar Technologies, Inc. & Cedar Studio, Inc.

1. Purpose

The parties wish to evaluate a potential business relationship and may exchange confidential information.

2. Confidential information

Each party agrees to protect the information received and use it only for the proposed project.

For Cedar Studio, Inc.
Sign
Jordan Lee
Date
Date Signed
‹   BackPreviewSend

Envelope sent

Mutual NDA.pdf

Waiting for signature
  1. Open the NDA
  2. Add the recipient
  3. Place the signature fields
  4. Send for signature
You

Update the deal and send the follow-up.

Salesforce
Search Salesforce
SalesOpportunities Accounts Contacts
Opportunity

Harbor — Operations pilot

Account Name
Harbor
Primary Contact
Maya Chen
Opportunity Owner
Alex Rivera
QualificationNeeds AnalysisProposalNegotiationClosed

Past Activity

Today

Discovery call with Maya Chen

Call notes

Harbor wants a 20-seat pilot to reduce onboarding admin. Maya asked for a proposal and a pilot review on Thursday.

Next step agreedSend the proposal. Review on Thursday.
Opportunities

Recently Viewed

3 items · Updated just nowSearch this list...

Harbor — Operations pilot

Opportunity NameStageNext Step
Harbor — Operations pilotProposal/Price Quote20-seat pilot; proposal review Thursday.
Cedar — RenewalNegotiationConfirm renewal scope.
Northstar — ExpansionNeeds AnalysisSchedule stakeholder call.
CancelSave
New TaskLog a CallEmail
ToMaya Chen
SubjectHarbor pilot — next steps

Hi Maya, here’s the 20-seat pilot proposal for your onboarding team. Let’s review it together on Thursday.

Pilot proposal.pdf
SendEmail sent
  1. Read the customer call
  2. Update the deal and next step
  3. Write the follow-up
  4. Send the follow-up

Give Milo the goal.
It owns the outcome.

Milo spots what’s stuck, brings in the right people, and follows through until the result is real.

You

Turn trials into customers.

Trial conversion
Always on
  1. Setup
  2. Follow up
  3. Customer
StripePayment received

Cedar is a customer.

Annual planActive
HubSpotCustomer record updated

Watching for the next trial.

Given an ongoing goal to turn trials into customers, Milo notices Cedar’s stalled setup, contacts its administrator to connect Salesforce, follows up with a checkout link after the customer is ready, and confirms Stripe payment and the updated customer record. Milo continues watching for new trials.

Enterprise-grade security.
Personal control.

Saved logins and cards stay in Vault. Milo uses the details the job needs and asks before paying.

Login saved

Order lunch?

Lunch for two, delivered to your office.

Visa •••• 4242Saved in your Vault
Total, including fees
$42.80

You approve before Milo pays.

A Company Brain.
For every Milo.

What your team knows becomes help everyone can use. Each Milo draws on the knowledge they have permission to see.

Can we host 40 customers in SF next Thursday?

Ana’s MiloEvents

Thursday is available.
$75 per guest, all-in.

Leo’s MiloFinance

$4,000 approved.
Customer dinner budget.

Your Milo

Thursday works. $3,000 total.$1,000 under budget.

Your AI teammate

Your work.
A teammate to own it.

A quick message. A job taken care of. Milo gets to know your day, your preferences and the work you’re trying to move forward.

iMessage

Your day.
With the details handled.

Find time with the team. Send the invite. Sort out lunch. Delegate the coordination and keep your attention on the work.

Milo remembers the details you would otherwise repeat.

Find 30 minutes with Ana and Leo tomorrow afternoon. Send the invite.

Thursday, 14:30. All three of you are free. Invite sent.

Project check-in · 30 min

And sort lunch for the team. Same place as Tuesday.Read

Six lunches, including Julia’s vegetarian option. Ready for you to review.

Review the order
Team lunch · 12:30

5 regular bowls · 1 vegetarian bowl
Office delivery · $84 total

Illustrative order. No purchase is made.

WhatsApp

The trip planned.
The meeting in mind.

Milo works back from where you need to be. Flights, a nearby hotel and the company travel policy come together in one plan.

Your arrival time matters more than the cheapest flight.

I need to be in Chicago for Tuesday’s 10am client meeting. Find flights and a hotel within our policy.

Arrive in Chicago on Monday evening. Two nights at a hotel eight minutes from the client on foot.

Both fit the travel policy. The hotel includes breakfast.

Flexible return, please. Book it if it’s within policy.

Booked: flexible return and two hotel nights. Both confirmations are in your email and calendar.

Flight + hotel · Confirmed

WhatsApp

Walk into the room
already up to speed.

Milo brings the customer’s priorities, the latest conversation and the open questions into a brief you can read on the way.

This context can help the whole project team next.

Prepare me for tomorrow’s Northstar proposal review.

Three things to know:

  • They want the business case first.
  • Training must be included.
  • They prefer a phased rollout.
Client email + your last meeting

The board will care most about payback. Keep that in mind for the presentation.

Got it. Lead with the business case and make the rollout costs clear.

Illustrative workflows · Actions depend on the tools enabled for your team.

For your whole team

Your team’s knowledge.
Put to work together.

Company Brain brings shared client priorities and delivery commitments into one presentation the team can refine.

# northstar-proposal4 people + Milo
NR
Nina

@Milo build tomorrow’s client presentation from our notes and the proposal.

Milo APP

The business case comes first. I included Alex’s phased rollout and the training commitment.

01 / THE BUSINESS CASENorthstar.
The business case.
02 / THE ROLLOUT
1First regionTeam training2Team trainingFirst region3Expand
Northstar proposal.pptxClient presentation · 8 slides
AL
Alex

Move training into phase one. The client needs it before launch.

Milo APP

Updated the rollout slide and speaker notes. Training now happens before launch.

One presentation. The whole team’s context.
# product-supportSupport + Engineering
NS
Nina

@Milo can you investigate the customer’s export bug and prepare a fix?

Milo APP

Reproduced with a date range. I traced it to the export request and prepared a pull request.

Pull request · Ready for review

Fix CSV export with a date filter

  • Pass the selected dates to the export request.
  • Keep the existing CSV columns.
  • Add a regression test for filtered exports.
Checks passed · Review requested from Leo
LC
Leo

Thanks. I’ll review the change. Add the customer’s example to the test.

Milo APP

Added. The report, reproduction and test are linked in the pull request.

From a screenshot to a reviewable fix.
Growth / RetentionTeam conversation
LC
Laura

@Milo show 90-day retention by monthly cohort. Did anything change after the new onboarding?

Milo APP

Here’s the comparison, using your paying-customer definition.

Customers retained at day 90Paying customers · Trials excluded
68%Jan
69%Feb
67%Mar
76%Apr

New onboarding → April cohort

Illustrative data
AL
Alex

Split April by account size before we attribute that to onboarding.

Milo APP

I’ll compare the segments next. The chart shows a change; it doesn’t establish the cause.

A chart the whole team can question and build on.
Illustrative team workflows · Relevant context follows your team’s access and sharing settings.
The foundation behind the collaborationExplore the company brain

Connected to your working day

The tools you use.
The context Milo needs.

The same colleague, across your working day. Milo uses the relevant emails, meetings, files and team decisions so each task starts with the context you have already shared.

Your connected sources

Email, meetings, files and team messages.Examples of connected sources
AN AI TEAMMATE FOR YOUR WHOLE COMPANY

What would you do
with this kind of help?

Start with the work you wish someone could take off your plate. Then imagine your whole team working with that same support.

Meet Milo
Milo is part of Hexagon.Explore the company brain