Roadmap review prep
Maya Okafor, head of product at Northwind, asked what on the mobile roadmap was running late. Memtro listed the bars by end date with percent done and lane, and the comments on the one furthest behind.
ProductPlan + Memtro
What is on our roadmap, and which launch tasks are blocked?
ProductPlan shows you your roadmaps and their bars with lane, legend, dates, progress and tags, and a bar's comments. It reads ideas, opportunities, objectives with key results, launches with their tasks. When asked and granted, it can create, edit or delete a bar and add a milestone. It can also create or edit ideas, opportunities and objectives, add or update key results, create a launch and update a launch task. ProductPlan can tell Memtro as it happens when a roadmap bar is created, updated or deleted, and a job can start on it. Those events are added in ProductPlan.
In Memtro
What you can do with ProductPlan in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right ProductPlan tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists roadmaps and their bars with lane, legend, dates, percent done, tags and description.
- 02Reads one bar in full with its comments, plus ideas, opportunities, objectives with key results, launches and teams.
- 03When asked and granted, creates, edits, parks or deletes a bar, visible to everyone who can see the roadmap, or adds a milestone.
- 04When asked and granted, creates or edits ideas, opportunities and objectives, or deletes an objective.
- 05When asked and granted, adds or updates a key result, creates a launch or updates a launch task.
- 06With events on, a roadmap bar created, updated or deleted in ProductPlan can start a job.
Acts when asked
When you ask it to
These tools change something in ProductPlan. 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 roadmap bar
- 02Edit, move, park or unpark a bar
- 03Delete a bar
- 04Add a milestone to a roadmap
- 05Create an idea
- 06Edit or archive an idea
- 07Create an opportunity
- 08Edit, re-status or archive an opportunity
- 09Create an objective
- 10Edit or archive an objective
- 11Delete an objective
- 12Add a key result to an objective
- 13Update a key result's values
- 14Create a launch
- 15Update a launch task's status, owner or due date
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 ProductPlan, choosing the same kinds; the tab shows ProductPlan's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. ProductPlan sends a secret with every delivery, and one without it is refused.
Events and webhooks- 01Roadmap bar created
- 02Roadmap bar updated
- 03Roadmap bar deleted
In practice
Ask it like you would a colleague
Once ProductPlan 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.
ProductPlan + MemtroWhich bars on the mobile roadmap end this month?
Which opportunities are still in discovery?
How are the key results on our retention objective tracking?
Which launch tasks are blocked?
What ideas have come from customers recently?
A bar moves
When a roadmap bar was updated in ProductPlan, a job started for Priya Sharma, product director at Acme Ltd. It read the bar in full, with its new dates and comments, and summarised the change for her.
Teams
Where it fits
The teams that lean on ProductPlan most, a question each of them asks, and what they connect beside it.
- 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.
- EngineeringKeep decisions from evaporatingEngineer, Tech lead, On call, New joiner“Who owns the billing migration, and what did we decide about retries?”Used alongside GitHub, Linear, Jira, Confluence, Slack and 5 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 ProductPlan 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.
- Engineering and operationsProductPlan with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsProductPlan with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsProductPlan with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
- Documents and wikisProductPlan with NotionSearch pages and query databases, and write to them when you ask.
- Documents and wikisProductPlan with Google DriveSearch Drive and read Docs, Sheets and Slides as text, and write a Doc when you ask.
- Documents and wikisProductPlan with ConfluenceSearch and read wiki pages, and write them when you ask.
- Email, calendar and chatProductPlan 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 chatProductPlan with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatProductPlan 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 Work management
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Clio Manage- Linear
- Jira
- Asana
- monday.com
- Airtable
- Basecamp
- Trello
- ClickUp
- Harvest
- Productboard
- Shortcut
- Todoist
YouTrack- Baserow
Canny- Clockify
- Everhour
Float
Productive
Smartsheet- Teamwork.com
- Toggl Track
Wrike
Financial Cents
Karbon
Scoro
Kanboard
Kimai
Leantime- OpenProject
- Plane
- Redmine
- Vikunja
Acuity Scheduling
Luma
Tito
Fellow
Samsara
ServiceM8
Cliniko
Fleetio
SavvyCal
Chili Piper
Humanitix
Circleback
Aha!
Tempo- RotaCloud
Smoobu
Semble- airfocus
Airmeet
Beds24
Bookeo
Commusoft- Favro
Fergus
Fixflo- Hostaway
- Hostfully
Housecall Pro- Motion
Nookal
Paymo
SimplyBook.me- Synchroteam
TimeCamp
Workiz- Zuper
Guesty
Buildium
Skilljar
Runn
Clockodo
Setup
How to connect
Connect withAPI token
- 1
In ProductPlan open Integrations, then Custom integration, and generate the 64-character key. It is shown once and acts as your user.
- 2
In Memtro open Connections → ProductPlan and paste the API token.
- 3
Writing to a roadmap needs edit access to it, and an administrator grants the actions by name. Events are turned on from the connection's Events tab, and the address is then added in ProductPlan's webhook settings.
- 4
Ask: which bars on the mobile roadmap end this month?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The ProductPlan tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in ProductPlan?+
Only when you ask, and only what it has been granted: create a roadmap bar; edit, move, park or unpark a bar; delete a bar; add a milestone to a roadmap; create an idea; edit or archive an idea; create an opportunity; edit, re-status or archive an opportunity; create an objective; edit or archive an objective; delete an objective; add a key result to an objective; update a key result's values; create a launch; update a launch task's status, owner or due date. 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 ProductPlan 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 ProductPlan 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. An hourly sync anchors recently changed ProductPlan records into memory as entities.
How do I connect ProductPlan?+
API token. In ProductPlan open Integrations, then Custom integration, and generate the 64-character key. It is shown once and acts as your user.
Can ProductPlan 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 ProductPlan, choosing the same kinds; the tab shows ProductPlan'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 ProductPlan in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.