Source: https://joinfinn.com/integrations/miro

# Miro

## Miro + Finn.

Miro integration with Finn. Miro provides shared visual boards for planning, workshops, diagrams, and team collaboration.

Business function: Communication and collaboration.

## What you can do with Miro.

Miro provides shared visual boards for planning, workshops, diagrams, and team collaboration.

### Carry a workshop from brief to assigned action

Finn manages the board, evidence, and follow-through around a workshop so the facilitator can focus on the discussion and decisions.

**Typically handled by:** Workshop producer and facilitation coordinator

**Starts when:** A team books a workshop with a defined question and participant group.

#### What Finn handles

1. Read the brief and relevant documents, create the Miro board with structured frames and source-linked prompts, and distribute the session materials through connected email.
2. After the session, read the board's recorded contributions and confirmed decisions, organize them into a clear summary, and identify commitments needing an owner.
3. Create the agreed tasks in the connected project system, add their links to the board, and send participants the final decisions and action list.

**The result:** The workshop ends with an organized board, a delivered decision summary, and assigned work connected to the original discussion.

### Build a customer journey from actual feedback

Finn turns scattered customer observations into a Miro journey map that teams can use to fix specific parts of the experience.

**Typically handled by:** Customer experience researcher and journey mapping consultant

**Starts when:** A customer experience team completes a defined feedback or interview batch.

#### What Finn handles

1. Gather the consented interviews, support themes, and process records from connected research and support tools, keeping observations tied to their actual sources.
2. Create the Miro journey with stages, customer goals, observed friction, and evidence links, clearly separating documented behavior from unanswered research questions.
3. Collect the experience owner's chosen improvements, create the accepted work in the connected project tool, and update the map with owners and task links.

**The result:** The team receives an evidence-linked customer journey and assigned improvements based on the feedback collected.

### Turn a messy process into an executable improvement plan

Finn maps how a process actually works and carries accepted improvements into the team's delivery system.

**Typically handled by:** Business process analyst

**Starts when:** An operations owner asks to review a slow or confusing business process.

#### What Finn handles

1. Read the current procedure and example case records from connected business tools, then lay out the real steps, handoffs, and decision points on a Miro board.
2. Identify documented delays and duplicate handoffs, collect the process owner's corrections, and create a revised map reflecting the changes the owner accepts.
3. Create the accepted implementation tasks in the connected project system, update the procedure through the connected document tool, and deliver the final map and work list.

**The result:** The process owner gets an accepted current and revised process map, updated instructions, and assigned implementation work.

### Finish a retrospective with improvements that survive the meeting

Finn organizes retrospective evidence, preserves the team's decisions, and moves the accepted changes into the next work cycle.

**Typically handled by:** Agile delivery coordinator

**Starts when:** A project phase or sprint ends and the team completes its retrospective discussion.

#### What Finn handles

1. Gather the cycle's recorded goals, delivery results, and retrospective board contributions, distinguishing observed problems from unconfirmed explanations.
2. Organize the Miro board around the team's agreed lessons and accepted changes, linking each lesson to its supporting delivery record where available.
3. Create the improvement tasks in the connected delivery tool, attach the final board to the next planning record, and notify the responsible owners.

**The result:** The retrospective produces an accessible record and concrete improvement tasks assigned to the next work cycle.

### Make a product planning board reflect the delivery plan

Finn keeps the visual roadmap tied to the work product and engineering have accepted, including the dependencies that make a date meaningful.

**Typically handled by:** Product operations manager

**Starts when:** Product leadership accepts a roadmap update in the connected planning system.

#### What Finn handles

1. Read the accepted initiatives, sequencing decisions, and dependencies from the connected project tool and compare them with the existing Miro planning board.
2. Update the roadmap frames and cards with the agreed scope, owners, and source links, showing unresolved dates as unresolved rather than inventing commitments.
3. Send the updated board to the involved teams through connected messaging and record any accepted follow-up planning tasks in the project system.

**The result:** The visual roadmap matches the accepted delivery plan, and the affected teams receive the changes with traceable source records.

### Deliver a creative brief the whole production team can use

Finn assembles visual references, message, deliverables, and approvals for a campaign into a Miro brief and launches the production handoff.

**Typically handled by:** Creative agency producer

**Starts when:** A marketing owner approves a campaign concept for production.

#### What Finn handles

1. Read the accepted campaign goals, audience, brand assets, and channel requirements from connected marketing and document tools, checking asset access and usage instructions.
2. Create the Miro brief with reference images, message hierarchy, deliverables, and review checkpoints; collect the creative owner's final direction.
3. Create the production assignments in the connected project tool and send each contributor the brief, relevant assets, deadlines, and review owner through connected messaging.

**The result:** The production team receives an accepted visual brief and assigned deliverables with clear review ownership.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Miro.

[Visit Miro](https://miro.com/)

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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