Before a meeting
Ahead of a call with Northwind, the founder asks what folk holds on them. Memtro reads the company with its industry and size, the people there with their titles, and the latest notes, with who wrote each and when.
folk + Memtro
What you know about a contact in folk, and who sits in a group.
Connect folk with an API key, and Memtro reads people with job title, companies, emails and groups, companies with industry, size and funding, notes with author and date, tasks with due date and assignees, groups, and email campaigns. It reads on demand and there is no hourly sync. When you ask, and once an administrator has granted the action by name, it can add and change people, companies, deals, notes and tasks, log interactions, and send an email campaign that is in review, which emails people outside the company. Deleting a person, company, note or task is permanent.
In Memtro
What you can do with folk in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right folk tool, reads what it needs, and answers with the source cited.
What it does
- 01People with job title, companies, emails, phones, links, groups and when they were added
- 02Companies with industry, size, founding year, funding, contact details and groups
- 03Notes about one person or company, matching words or written in a date range, with author
- 04Tasks with due date, assignees and whether completed, and groups with their name and visibility
- 05When asked and granted, adds or changes people, companies, deals, notes and tasks, logs a call or meeting, or permanently deletes a person, company, note or task
- 06When asked and granted, sends or schedules an email campaign that is in review to all its recipients, which cannot be undone once sent
Acts when asked
When you ask it to
These tools change something in folk. 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 note to a person or company
- 02Create a task on a person or company
- 03Log an interaction with a person or company
- 04Add a person
- 05Change a person's details, companies or groups
- 06Add a company
- 07Change a company's details or groups
- 08Mark a task done
- 09Reopen a task
- 10Change a task's title, due date, assignees or visibility
- 11Edit a note
- 12Create a deal or other object in a group
- 13Change a deal or other object in a group
- 14Delete a note
- 15Delete a task
- 16Delete a person
- 17Delete a company
- 18Send or schedule an email campaign that is in review
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 folk for you. Each event can start a job, with the event as its input. folk signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01Person created
- 02Person's details or custom fields changed
- 03Person deleted
- 04Person's groups changed
- 05Person's interaction history changed
- 06Company created
- 07Company's details or custom fields changed
- 08Company deleted
- 09Company's groups changed
- 10Deal or other group object created
- 11Deal or other group object changed
- 12Deal or other group object deleted
- 13Note created
- 14Note changed
- 15Note deleted
- 16Task created
- 17Task changed
- 18Task marked done
- 19Task deleted
- 20Person enrichment finished
In practice
Ask it like you would a colleague
Once folk 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.
folk + MemtroWhat did we last note about Acme?
Who is in the Investors group?
Which of my folk tasks are due this week?
What do we know about Priya Sharma at Brightwave Ltd?
Log that I had coffee with Dan Fletcher today and we discussed the Q1 pilot
Recording a coffee
After coffee with Priya Nair, the partner asks Memtro to log it. Memtro records the interaction in folk with the date, a title and what was said, and adds a follow-up task due next week assigned to the partner. Nothing is sent to anyone.
Teams
Where it fits
The teams that lean on folk most, a question each of them asks, and what they connect beside it.
- 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.
- 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.
Better together
Works with
A record in folk 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.
- Finance and commercefolk with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commercefolk with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commercefolk with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Supportfolk with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- Supportfolk with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- Supportfolk with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatfolk 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 chatfolk with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatfolk 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.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withAPI key
- 1
In folk open Workspace settings → API and create an API key, which acts as the user who created it, so Memtro sees what that user sees
- 2
In Memtro open Connections → folk, paste the API key and connect
- 3
A public note Memtro adds is visible to the whole workspace, and a person or company it adds is visible to the workspace
- 4
Ask what you last noted about a company
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The folk tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in folk?+
Only when you ask, and only what it has been granted: add a note to a person or company; create a task on a person or company; log an interaction with a person or company; add a person; change a person's details, companies or groups; add a company; change a company's details or groups; mark a task done; reopen a task; change a task's title, due date, assignees or visibility; edit a note; create a deal or other object in a group; change a deal or other object in a group; delete a note; delete a task; delete a person; delete a company; send or schedule an email campaign that is in review. 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 folk 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 folk 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 folk?+
API key. In folk open Workspace settings → API and create an API key, which acts as the user who created it, so Memtro sees what that user sees.
Can folk 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 folk 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 folk in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.