Next steps recalled
Sarah Chen, account director at BigCo, asked what the next steps were from yesterday's call with Northwind. Memtro read the meeting's next-step highlights and summary. She had the list in her follow-up email within minutes.
MeetGeek + Memtro
What were the next steps from yesterday's client call?
MeetGeek connects Memtro to your AI meeting notes. It reads recorded meetings with title, time, host and participants, each meeting's AI summary, and the transcript by speaker. It also reads highlights such as action items and next steps, and insight scores and themes. When asked and granted, it can send the recorder into a live meeting, submit a recording at a URL for analysis, or delete a meeting. MeetGeek can also tell Memtro when an uploaded recording finishes or fails analysis, and a job can start on it. The key sees only your meetings and those shared with you.
In Memtro
What you can do with MeetGeek in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right MeetGeek tool, reads what it needs, and answers with the source cited.
What it does
- 01Recorded meetings with title, start and end, host and participants, and the teams that share them.
- 02One meeting's AI summary and insights text, and its transcript sentence by sentence with speaker and time.
- 03Highlights such as tasks, decisions and next steps.
- 04Insight scores such as engagement, with the most discussed themes.
- 05When asked and granted, sends the MeetGeek recorder into a live meeting, which everyone in it sees join, submits a recording at a public URL for analysis, or permanently deletes a meeting for everyone it was shared with.
- 06With events on, an uploaded recording finishing analysis or failing analysis can start a job.
Acts when asked
When you ask it to
These tools change something in MeetGeek. 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.
- 01Send the MeetGeek recorder bot to join a live meeting
- 02Submit a recording at a URL for transcription and analysis
- 03Delete a meeting and its notes permanently
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 MeetGeek, choosing the same kinds; the tab shows MeetGeek's own steps. Each event can start a job, with the event as its input. MeetGeek signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01An uploaded recording finished analysis
- 02An uploaded recording could not be analysed
In practice
Ask it like you would a colleague
Once MeetGeek 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.
MeetGeek + MemtroWhat were the next steps from yesterday's client call?
Summarise the product review meeting on Tuesday.
What did Dan Fletcher say about pricing in the Northwind call?
Which themes came up most in this week's sales calls?
Send the recorder into the 3pm Zoom call.
Recorder sent on request
Maya Okafor, product manager at Acme Ltd, asked Memtro to record a customer interview she could not attend. With the action granted, Memtro sent the MeetGeek recorder in by the join link. Everyone in the meeting saw it join and record.
Teams
Where it fits
The teams that lean on MeetGeek 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 MeetGeek 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 salesMeetGeek with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesMeetGeek with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesMeetGeek with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportMeetGeek with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportMeetGeek with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportMeetGeek with IntercomCustomer conversations and the people behind them, in your company memory.
- Work managementMeetGeek with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementMeetGeek with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementMeetGeek 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
Avoma- Mailgun
Missive
tl;dv
Grain
Fathom Video- Rocket.Chat
- Zulip
- Resend
- Vonage
ClickSend
OneSignal- Courier
Bird- Knock
- Novu
- Plivo
Sinch
Telnyx
Textmagic
SMTP2GO- Mailtrap
MailerSend
Infobip
Setup
How to connect
Connect withAPI key
- 1
In MeetGeek, open Integrations → Public API and generate the API key. It is yours and sees your meetings and those your teams share.
- 2
In Memtro, open Connections → MeetGeek and paste the API key. Set the Region to EU or US if the key is refused.
- 3
An administrator grants the actions by name, such as Delete a meeting and its notes permanently, to the teams that may use them. Events are turned on from the connection's Events tab, and the address is then pasted into MeetGeek's Public API card.
- 4
Ask "What were the next steps from yesterday's client call?"
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The MeetGeek tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in MeetGeek?+
Only when you ask, and only what it has been granted: send the MeetGeek recorder bot to join a live meeting; submit a recording at a URL for transcription and analysis; delete a meeting and its notes permanently. 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 MeetGeek 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 MeetGeek 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 MeetGeek?+
API key. In MeetGeek, open Integrations → Public API and generate the API key. It is yours and sees your meetings and those your teams share.
Can MeetGeek 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 MeetGeek, choosing the same kinds; the tab shows MeetGeek'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 MeetGeek in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.