Weekend cover check
Dan Fletcher, general manager at Acme Hotels, asked who was on shift in the restaurant this weekend. Memtro listed each shift with its times, employee group and employee, and named two shifts with nobody assigned.
Planday + Memtro
Who is working this weekend, and which shifts are still open?
Planday holds your staff rota, and Memtro reads it so managers get quick answers about who is working. It reads shifts by date, department, employee, group and status, and employees by name with their departments and groups. It also reads departments, employee groups, positions, shift types and absence requests. When asked and granted, it can create, assign, approve, publish and delete shifts, and approve or deny absence. It can also punch employees in or out, and create, invite, deactivate or reactivate them. Contact details, pay and absence balances are never returned. Only an Administrator can open API Access.
In Memtro
What you can do with Planday in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Planday tool, reads what it needs, and answers with the source cited.
What it does
- 01Reads shifts between two dates by department, employee, group or status, with counts by status.
- 02Reads employees by name with their departments, groups and supervisor, plus departments, employee groups, positions and shift types.
- 03Reads absence requests with employee, status and the period asked for.
- 04When asked and granted, creates, assigns, approves, publishes or deletes shifts. Employees see published changes and may be notified.
- 05When asked and granted, approves or denies an absence request, emailing the employee when told to. It also punches employees in or out, which feeds their pay.
- 06When asked and granted, creates an employee, sends them their invitation email, or deactivates or reactivates them.
Acts when asked
When you ask it to
These tools change something in Planday. 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 shift
- 02Assign a shift to an employee, or make it open
- 03Approve a shift for payroll
- 04Publish draft shifts so employees see them
- 05Delete a shift
- 06Approve an absence request
- 07Deny an absence request
- 08Punch an employee in
- 09Punch an employee out
- 10Create an employee
- 11Send an employee their Planday invitation
- 12Deactivate an employee
- 13Reactivate an employee
In practice
Ask it like you would a colleague
Once Planday 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.
Planday + MemtroWho is working in the kitchen this Saturday?
Which shifts next week are still open?
Which absence requests are waiting for a decision?
Which employees are in the bar staff group?
Approve Maya Okafor's absence request for next Friday.
Filling an open shift
Sarah Chen, front-of-house supervisor at Northwind, asked Memtro to give Saturday's open bar shift to Tom Reilly. Memtro assigned it, and Tom saw the shift in his Planday schedule.
Teams
Where it fits
The teams that lean on Planday most, a question each of them asks, and what they connect beside it.
- 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.
- 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 Planday 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 commercePlanday with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commercePlanday with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commercePlanday with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Work managementPlanday with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementPlanday with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementPlanday with LinearIssues, projects and teams, synced hourly into memory.
- Email, calendar and chatPlanday 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 chatPlanday with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatPlanday 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 People and HR
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
BambooHR- Personio
- Microsoft Entra ID
- Google Workspace
- HiBob
- Greenhouse
Ashby
Breathe HR
Lever
Workable
Deel
Factorial HR
Pinpoint
Recruitee- Teamtailor
CharlieHR
Deputy
Humaans- Connecteam
JazzHR- Rippling
- Sage HR
SmartRecruiters- Staffology Payroll
- Bonusly
Lattice- Canvas LMS
- Moodle
15Five
Homerun- Hubstaff
Jibble
Leapsome
LearnUpon- Remote
7shifts
Timetastic
Recruit CRM
Setup
How to connect
Connect withApp ID and Refresh token
- 1
In Planday, an Administrator opens Settings, then Integrations, then API Access, creates an app with the read and action scopes needed and authorises it. Scopes cannot be added later.
- 2
In Memtro, open Connections → Planday and paste the App ID and the Refresh token from the Token column. Connect each portal separately.
- 3
An administrator grants the shift, absence, punch clock and employee actions by name only to the managers who may use them.
- 4
Ask who is working this weekend.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Planday tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Planday?+
Only when you ask, and only what it has been granted: create a shift; assign a shift to an employee, or make it open; approve a shift for payroll; publish draft shifts so employees see them; delete a shift; approve an absence request; deny an absence request; punch an employee in; punch an employee out; create an employee; send an employee their Planday invitation; deactivate an employee; reactivate an employee. 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 Planday 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 Planday 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 Planday?+
App ID and Refresh token. In Planday, an Administrator opens Settings, then Integrations, then API Access, creates an app with the read and action scopes needed and authorises it. Scopes cannot be added later.
Connect Planday in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.