Auditing the help centre
Maya Okafor, support lead at Acme Ltd, asked which articles in Getting started were still drafts. Memtro listed them with their category and last modified date, and opened the oldest to show what it said.
Document360 + Memtro
Which help articles are still drafts, and what do the published ones say?
Document360 connects Memtro to your knowledge base. It reads the workspaces, the category tree and the articles, with status, category, versions and last modified, opens one article with its content, draft included, and lists team accounts by portal role. When asked, and once an administrator has granted the action by name, it can create draft articles and categories, edit articles, set labels, move an article through review, which notifies new assignees, publish an article to the knowledge base site, often public, unpublish or archive one, and permanently delete an article with all its versions.
In Memtro
What you can do with Document360 in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Document360 tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists workspaces and reads a workspace's category tree, flattened with a depth per category.
- 02Lists articles with title, status (draft, published or unpublished), category, versions and last modified, filtered by status, category or title words.
- 03Opens one article with its content, the latest version by default or the latest published one on request.
- 04Lists team accounts by name and portal role, searchable by name or email.
- 05When asked and granted, creates draft articles and categories, edits an article in a new draft version by default, sets its labels, and moves it through review, which notifies newly assigned users.
- 06When asked and granted, publishes an article to everyone who reads the knowledge base site, often the public, unpublishes or archives one, and permanently deletes an article with all its versions and languages.
Acts when asked
When you ask it to
These tools change something in Document360. 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.
- 01Create a draft article in a category (unpublished until someone publishes it in Document360)
- 02Edit an article's title, content, category, order or hidden flag (content edits go to a new draft)
- 03Publish an article version so readers of the knowledge base see it
- 04Unpublish an article so readers no longer see it
- 05Create a category in a workspace
- 06Replace the set of labels on an article
- 07Move an article to another workflow status and assign reviewers (assignees are notified)
- 08Archive one language version of an article (read-only and off the site until restored)
- 09Delete an article and all its versions (permanent)
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 Document360, choosing the same kinds; the tab shows Document360's own steps. Each event can start a job, with the event as its input. Document360 sends a secret with every delivery, and one without it is refused.
Events and webhooks- 01Article published
- 02Article created
- 03Article deleted
- 04Article title changed
- 05Article renamed
- 06Article visibility changed
- 07Article settings saved
- 08Article URL slug changed
- 09Article workflow status changed
- 10Article workflow assignee changed
- 11Article workflow due date changed
- 12Article translation status changed
- 13Category created
- 14Category published
- 15Category deleted
- 16Category renamed
- 17Category workflow status changed
In practice
Ask it like you would a colleague
Once Document360 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.
Document360 + MemtroWhich help articles are still drafts in Getting started?
What does our published article on single sign-on say?
Which articles in the Billing category changed most recently?
Draft an article in Troubleshooting called Resetting your password, with Priya as author.
Publish the latest draft of the export errors article.
Drafting from a fix
Tom Reilly, support engineer at Northwind, asked Memtro to draft an article on a new export error, with text he had approved. Memtro created it as a draft in Troubleshooting with Tom as author. When Priya Sharma had reviewed it, she asked Memtro to publish it, and readers of the help centre saw it at once.
Teams
Where it fits
The teams that lean on Document360 most, a question each of them asks, and what they connect beside it.
- 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.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- People and onboardingThe answers a new hire would otherwise ask around forNew starter, Manager, People lead, Hiring manager“How do I request a laptop, and who approves it?”Used alongside Confluence, Notion, Google Drive, Slack, Google Calendar and 5 more.
Better together
Works with
A record in Document360 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.
- Work managementDocument360 with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementDocument360 with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementDocument360 with LinearIssues, projects and teams, synced hourly into memory.
- Email, calendar and chatDocument360 with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatDocument360 with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatDocument360 with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
- Engineering and operationsDocument360 with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsDocument360 with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsDocument360 with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Documents and wikis
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, with optional region and project ID
- 1
In the Document360 portal, go to Settings → Knowledge base portal → API keys. The older API token on Settings → API does not work.
- 2
Create an API key with a read-only content role over the whole project, or a content role that can edit, and publish, archive or delete if Memtro should, where Memtro should act. Copy it, as it is shown once.
- 3
In Memtro, open Connections → Document360 and paste the key into API key (v3). Set Region to eu, us or ca, and fill Project ID only if the key sees more than one project.
- 4
Ask a first question, such as "Which help articles are still drafts in Getting started?"
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Document360 tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Document360?+
Only when you ask, and only what it has been granted: create a draft article in a category (unpublished until someone publishes it in Document360); edit an article's title, content, category, order or hidden flag (content edits go to a new draft); publish an article version so readers of the knowledge base see it; unpublish an article so readers no longer see it; create a category in a workspace; replace the set of labels on an article; move an article to another workflow status and assign reviewers (assignees are notified); archive one language version of an article (read-only and off the site until restored); delete an article and all its versions (permanent). 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 Document360 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 Document360 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 Document360?+
API key, with optional region and project ID. In the Document360 portal, go to Settings → Knowledge base portal → API keys. The older API token on Settings → API does not work.
Can Document360 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 Document360, choosing the same kinds; the tab shows Document360'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 Document360 in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.