After a renewal call
The account lead asks what was agreed with Northwind on Tuesday. Memtro finds the call by attendee email, reads Avoma's AI notes and answers with the decisions and action items, and the questions the customer left open.
Avoma + Memtro
Ask Avoma what was agreed on a call, what a customer raised and how calls scored.
Connect Avoma with an API key and Memtro reads the organisation's recorded meetings and calls with attendees and outcome, Avoma's AI notes with action items, decisions and questions, full transcripts by speaker, users, and scorecard evaluations. A list covers at most 92 days. It reads on demand and there is no hourly sync. When asked, and once an administrator has granted each action by name, it adds a dialer call for Avoma to record, using that user's recording minutes and not removable afterwards, makes Avoma's bot leave a live meeting for good, and creates or edits organisation-wide smart categories.
In Memtro
What you can do with Avoma in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Avoma tool, reads what it needs, and answers with the source cited.
What it does
- 01Meetings and calls newest first with subject, time, length, organiser, attendees, purpose and outcome, filtered by attendee email, calls only or internal only
- 02Avoma's AI notes per meeting: action items, decisions and questions, with the keywords that came up
- 03The full transcript of a meeting, speaker by speaker, cut when very long
- 04Scorecard evaluations with overall score, who scored, who was scored, the company and deals, and the organisation's users and smart categories
- 05When asked and granted, adds a dialer call for Avoma to transcribe and note, using that user's licence and recording minutes, and makes Avoma's bot leave a meeting in progress, which everyone sees and which cannot be undone
- 06When asked and granted, creates a smart category or adds and removes its keywords and prompts, applied to every meeting across the organisation
Acts when asked
When you ask it to
These tools change something in Avoma. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a dialer call for Avoma to record and process (uses the user's recording minutes)
- 02Make Avoma's bot leave a live meeting
- 03Create a smart category
- 04Add or remove a smart category's keywords and prompts
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Avoma for you. Each event can start a job, with the event as its input. Avoma signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01AI notes are ready for a meeting or call
- 02A meeting was booked through an Avoma scheduling page
- 03A scheduler-booked meeting was cancelled
- 04A scheduler-booked meeting was rescheduled
In practice
Ask it like you would a colleague
Once Avoma is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Avoma + MemtroWhat did we agree with Acme on Tuesday?
What did Brightwave Ltd raise across our calls this month?
How did Dan Fletcher score on discovery calls this month?
Which action items came out of yesterday's internal meetings?
Add 'competitor pricing' with the keywords Globex and BigCo as a smart category
Tracking a competitor
Rosa Diaz, the sales manager, wants every call that mentions Globex flagged. She asks Memtro to add a smart category, and Memtro creates it with the keywords and prompt she gave. From then on Avoma looks for them in every meeting across the organisation and adds what it finds to the notes.
Teams
Where it fits
The teams that lean on Avoma most, a question each of them asks, and what they connect beside it.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Avoma is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesAvoma with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesAvoma with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesAvoma with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportAvoma with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportAvoma with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportAvoma with IntercomCustomer conversations and the people behind them, in your company memory.
- Work managementAvoma with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementAvoma with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementAvoma with LinearIssues, projects and teams, synced hourly into memory.
Also in Email, calendar and chat
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
AgentMail- Gmail
- Google Calendar
- Slack
- Outlook Mail
- Outlook Calendar
- Microsoft Teams
- Granola
Fireflies.ai- Zoom
- Calendly
- Gong
- Cal.com
- Google Meet
- Mattermost
- Postmark
SendGrid- Mailgun
Missive
tl;dv
Grain
Fathom Video- Rocket.Chat
- Zulip
- Resend
- Vonage
ClickSend
OneSignal- Courier
Bird- Knock
MeetGeek- Novu
- Plivo
Sinch
Telnyx
Textmagic
SMTP2GO- Mailtrap
MailerSend
Infobip
Setup
How to connect
Connect withAPI key
- 1
Avoma includes the API only on some plans, and an Avoma admin has to generate the key. It reads the organisation's meetings, not only theirs
- 2
In Avoma open Settings → Organization → Developer, generate an API key with read access to meetings, transcripts and notes, and write access to calls and smart categories for the actions, and copy it
- 3
In Memtro open Connections → Avoma, paste the API key and connect
- 4
Ask what was agreed on your last customer call. A request over a long date range can time out
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Avoma tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Avoma?+
Only when you ask, and only what it has been granted: add a dialer call for Avoma to record and process (uses the user's recording minutes); make Avoma's bot leave a live meeting; create a smart category; add or remove a smart category's keywords and prompts. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Avoma connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Avoma data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Avoma?+
API key. Avoma includes the API only on some plans, and an Avoma admin has to generate the key. It reads the organisation's meetings, not only theirs.
Can Avoma start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Avoma for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Avoma in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.