Checking an onboarding run
Maya Okafor, an account manager at Acme Ltd, asked how far BigCo's onboarding had got. Memtro found the run, said how many tasks were done of the total, and named the open ones with their assignees and due dates.
Hudu + Memtro
How is this set up for a client, and how far has their onboarding checklist got?
Hudu connects Memtro to your IT documentation. It reads client companies, knowledge base articles with their text, processes and their runs with tasks completed, and assets such as devices and licences. Password and confidential fields are always left out. When asked, and once an administrator has granted the action by name, it creates and edits articles, companies and assets, archives them, starts process runs, assigns run tasks, builds process templates and relates records. It never writes a password. Deleting an article is permanent, and a public article can be read by anyone with the link.
In Memtro
What you can do with Hudu in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Hudu tool, reads what it needs, and answers with the source cited.
What it does
- 01Finds client companies by name, with nickname, type, parent company, website, city, country and whether archived.
- 02Lists knowledge base articles by search words or company and reads one article's text, quoting only what the question needs.
- 03Lists processes and runs with status and tasks completed, and reads one run task by task with due dates, priority and assignee.
- 04Lists assets with company, type, model, manufacturer and serial, leaving out every password or confidential field.
- 05When asked and granted, creates or edits articles, companies and assets (never a password field), archives them, and relates two records.
- 06When asked and granted, starts a process run, sets a run task's assignees or due date, builds process templates, and permanently deletes an article.
Acts when asked
When you ask it to
These tools change something in Hudu. 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 Hudu knowledge base article
- 02Edit a Hudu article
- 03Archive a Hudu article
- 04Delete a Hudu article
- 05Create a Hudu company
- 06Update a Hudu company
- 07Archive a Hudu company
- 08Create a Hudu asset (never a password field)
- 09Update a Hudu asset's name, serial, model, manufacturer or email
- 10Archive a Hudu asset
- 11Start a run of a Hudu process
- 12Set a Hudu run task's assignees, due date or priority
- 13Create a Hudu process template
- 14Add a task to a Hudu process template
- 15Relate two Hudu records
In practice
Ask it like you would a colleague
Once Hudu 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.
Hudu + MemtroHow is the firewall set up for Northwind?
How far has the BigCo onboarding run got?
Which tasks on Acme's onboarding checklist are still not done?
Find the article on Northwind's backup schedule.
Start the onboarding process for Globex and assign the first task to Dan Fletcher.
Kicking off a new client
Dan Fletcher, a field engineer at Acme Ltd, asked Memtro to start Globex's onboarding checklist and give him the network survey task due Friday. Memtro started a run of Globex's onboarding process, then set that task's assignee and due date, and Hudu notified Dan of the assignment.
Teams
Where it fits
The teams that lean on Hudu 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 Hudu 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 managementHudu with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementHudu with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementHudu with LinearIssues, projects and teams, synced hourly into memory.
- Email, calendar and chatHudu 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 chatHudu with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatHudu 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 operationsHudu with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsHudu with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsHudu 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 withHudu host and API key
- 1
In Hudu, go to Admin → API Keys → New API Key. Some versions put API Keys under Admin, Basic Information.
- 2
Leave password access and exports off. Turn destructive actions on only if Memtro may delete articles. Optionally limit the key to particular companies, then copy it while it is shown.
- 3
In Memtro, open Connections → Hudu. Enter the Hudu host as a host name only, with no https:// or path, and paste the API key.
- 4
Ask "How far has the Northwind onboarding checklist got?"
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Hudu tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Hudu?+
Only when you ask, and only what it has been granted: create a Hudu knowledge base article; edit a Hudu article; archive a Hudu article; delete a Hudu article; create a Hudu company; update a Hudu company; archive a Hudu company; create a Hudu asset (never a password field); update a Hudu asset's name, serial, model, manufacturer or email; archive a Hudu asset; start a run of a Hudu process; set a Hudu run task's assignees, due date or priority; create a Hudu process template; add a task to a Hudu process template; relate two Hudu records. 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 Hudu 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 Hudu 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 Hudu?+
Hudu host and API key. In Hudu, go to Admin → API Keys → New API Key. Some versions put API Keys under Admin, Basic Information.
Connect Hudu in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.