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Circleback + Memtro

What did we agree in that meeting, and what are my open action items?

Circleback connects Memtro to your meeting notes. It reads recent meetings with name, date, attendees, tags, a notes excerpt and action items, searches meetings by words in their names and notes, opens one with its full notes, and lists open action items with assignee. When asked, and once an administrator has granted the action by name, it can create, assign, complete or delete action items, edit meetings' names, notes and tags, import meetings, share a meeting with people who may be outside the company, and permanently delete meetings, tags and folders. The key acts as you.

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In Memtro

What you can do with Circleback in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Circleback tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Lists recent meetings with name, date, length, attendees, tags, a notes excerpt and the action items, adding meetings shared with you when asked.
  2. 02Searches meetings by words in their names and notes, such as a customer's name or a topic.
  3. 03Opens one meeting in full, with notes up to 8,000 characters, attendees, tags and action items.
  4. 04Lists open action items with title, description, assignee and the meetings they came from, yours, anyone's or unassigned.
  5. 05When asked and granted, creates action items, marks them done, retitles or assigns them, renames meetings, appends to or replaces their notes, changes tags and folders, and imports meetings held elsewhere.
  6. 06When asked and granted, shares a meeting's notes and recording with named people, who may be outside the company, and permanently deletes action items, meetings with their recordings, tags and folders.

Acts when asked

When you ask it to

These tools change something in Circleback. 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.

  1. 01Create an action item owned by you
  2. 02Mark an action item done or pending, retitle it, or assign or unassign it
  3. 03Delete an action item
  4. 04Rename a meeting, replace or add to its notes, or add or remove its tags
  5. 05Import a meeting from elsewhere with its notes, attendees and transcript
  6. 06Share a meeting with people by email or profile, or remove their access, optionally emailing them
  7. 07Delete a meeting you own
  8. 08Create, rename or delete a tag
  9. 09Create, rename, restyle or delete a shared folder

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Circleback, choosing the same kinds; the tab shows Circleback's own steps. Each event can start a job, with the event as its input. Circleback signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01A meeting matching an automation's conditions was processed
In practice

Ask it like you would a colleague

Once Circleback 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.

Circleback logoCircleback + Memtro

  • What did we agree with Northwind on Tuesday?

  • What are my open action items?

  • Which meetings this month mentioned pricing?

  • Which action items from our meetings are still unassigned?

  • Assign the pricing deck action item from Tuesday to Priya Sharma

01

Before the Northwind renewal

Sarah Chen, account director at Acme Ltd, asked what was agreed with Northwind in their last call. Memtro searched Circleback for Northwind, opened the latest meeting and summarised the notes and its action items with their owners.

02

Clearing the backlog

Tom Reilly, head of product at BigCo, asked which action items from recent meetings had nobody assigned, then asked Memtro to give the pricing one to Priya Sharma. Memtro assigned it to her in Circleback and marked two items he said were finished as done.

Teams

Where it fits

The teams that lean on Circleback most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Circleback 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.

Also in Work management

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI key
  1. 1

    In Circleback, go to Settings → API keys.

  2. 2

    Create an API key. A read-only key is enough unless Memtro should make changes. Copy it, as it is shown once.

  3. 3

    In Memtro, open Connections → Circleback and paste the key into API key.

  4. 4

    Ask a first question, such as "What are my open action items?"

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Circleback tools are the same everywhere.

Set it up as an MCP serverClients and agents
FAQ

Questions

Can Memtro change anything in Circleback?+

Only when you ask, and only what it has been granted: create an action item owned by you; mark an action item done or pending, retitle it, or assign or unassign it; delete an action item; rename a meeting, replace or add to its notes, or add or remove its tags; import a meeting from elsewhere with its notes, attendees and transcript; share a meeting with people by email or profile, or remove their access, optionally emailing them; delete a meeting you own; create, rename or delete a tag; create, rename, restyle or delete a shared folder. 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 Circleback 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 Circleback 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 Circleback?+

API key. In Circleback, go to Settings → API keys.

Can Circleback start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Circleback, choosing the same kinds; the tab shows Circleback's own steps. 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 Circleback in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

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Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

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