Miro integration overview

Overview

Miro is a collaborative online whiteboarding platform that enables teams to brainstorm, plan projects, and collaborate visually. Persona’s integration with Miro allows workflows to retrieve board information and manage board access directly from Persona.

This integration helps operations, trust and safety, fraud, and compliance teams automate collaboration workflows by connecting Persona events with Miro boards.

Benefits

Automated Collaboration

Grant board access automatically when operational workflows require collaboration between teams.

Reduced Manual Administration

Eliminate manual board-sharing processes and streamline access management.

Centralized Investigations

Support investigation and review workflows by connecting operational events with shared collaboration spaces.

Integration Features

Persona’s Miro integration supports board discovery and access management. Key capabilities include:

• List Boards: Retrieve available Miro boards.
• Share Board: Grant access to a board for collaboration purposes.

Setting up the Miro integration

Prerequisites

To set up the Miro integration, ensure you have:

• A Miro account.
• Access to the boards you want to manage.
• Permissions to share boards with other users.

Setting up the Miro Credentials

1. Navigate to Integrations > Marketplace.
2. Select Miro.
3. Click Add Credential.
4. Authenticate with Miro.
5. Approve requested permissions.
6. Save the credential.

Using the Miro integration in a workflow

1. Create or edit a workflow.
2. Add an Integrations action step.
3. Select Miro.
4. Choose your credential.
5. Configure the desired Miro action.
6. Publish the workflow.

Miro Operations Overview

List Boards Workflow Action Step

This action can be used to retrieve board metadata for operational workflows.

Share Board Workflow Action Step

This action is useful for automatically granting access during investigations, escalations, or operational reviews.

Configuration Steps:

Provide values for required fields:

• Board ID
• User information to be granted access

Optionally configure:

• Access level or permissions supported by the board

FAQs

Can this integration create new boards?

No. The current integration supports board retrieval and sharing.

Can I retrieve information about all accessible boards?

Yes. The List Boards action returns boards available to the authenticated user.

Can I remove board access through this integration?

No. The current integration supports granting access but does not support removing collaborators.