Before you begin
Milo sees only information allowed by your workspace, role, permissions and modules. Each confirmed action needs its corresponding permission; imports require authorized review.
Steps
- 1
Open Ask Milo and describe your task, for example “Add all active members to this channel.”
- 2
When importing, upload the supported source and review the proposed mapping and records.
- 3
For an action, review its target and proposed change before confirming. For an import, correct every draft, match and warning.
- 4
Confirm only a supported action you are authorized to perform and wait for the result. Final imports still use the normal reviewed commit flow.
Important notes
- Milo can be wrong. It proposes supported actions for user confirmation and runs them through the same authorized workflow as the app. Money, bids, role grants, sharing and votes keep their separate safeguards.
- Do not submit content you do not have permission to process.
Related guides
Import members and chapter records
Validate a spreadsheet, review matches, and commit records transactionally.
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