Pipeline report on demand
Tom Reilly, sales operations manager at BigCo, asked for this week's pipeline. Memtro ran the saved pipeline report in Quickbase and returned its rows as the report defines them.
Quickbase + Memtro
What is in our Quickbase tables, and what does this saved report show?
Quickbase shows you an app's tables and each table's fields. It queries records with Quickbase's query language, with sorting and paging, and runs saved reports as they are configured. When asked and granted, it can add records to a table, update records by Record ID, and delete records by Record ID. Adding or changing records may fire the table's notifications and automations, as it would for a person. The token acts with its owner's permissions in each app it is assigned to. A dedicated service user with only the roles Memtro needs is the safer owner.
In Memtro
What you can do with Quickbase in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Quickbase tool, reads what it needs, and answers with the source cited.
What it does
- 01Reads an app's name, time zone and date format, and lists its tables with their key field.
- 02Lists a table's fields with id, label, type, and whether each is a lookup, summary or formula.
- 03Queries records with Quickbase's query language, sorting and paging, with values under their field labels.
- 04Lists a table's saved reports and runs one as it is configured.
- 05When asked and granted, adds records or updates them by Record ID, which may fire the table's notifications and automations.
- 06When asked and granted, permanently deletes records by Record ID, listed explicitly and never by query.
Acts when asked
When you ask it to
These tools change something in Quickbase. 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 records to a table
- 02Update records by Record ID
- 03Delete records by Record ID
In practice
Ask it like you would a colleague
Once Quickbase 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.
Quickbase + Memtro
Which tables are in our operations app?
What fields does the Projects table have?
Which open projects are due this month?
Run the Overdue Invoices report.
Set record 412 in Projects to Done.
Logging a site visit
Maya Okafor, field manager at Northwind, asked Memtro to add yesterday's site visit to the Visits table. With the action granted, Memtro added the record and returned its new Record ID, so her team saw it in the table.
Teams
Where it fits
The teams that lean on Quickbase most, a question each of them asks, and what they connect beside it.
- Data and analyticsQuestions answered from the warehouse, with the SQL shownAnalyst, Data engineer, Anybody with a question, Head of data“Revenue by segment for Q3 from the warehouse, with the SQL you used”Used alongside Postgres, Stripe, Slack, Google Drive, Snowflake and 3 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.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
Better together
Works with
A record in Quickbase 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.
- AnalyticsQuickbase with Google Analytics 4Ask your traffic questions in plain English and get the numbers back.
- AnalyticsQuickbase with Plausible AnalyticsAsk about your website traffic in plain English.
- AnalyticsQuickbase with UmamiAsk about your website traffic in plain English, without sending anybody to a dashboard.
- Finance and commerceQuickbase with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceQuickbase with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceQuickbase with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Work managementQuickbase with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementQuickbase with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementQuickbase with LinearIssues, projects and teams, synced hourly into memory.
Also in Databases and warehouses
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Postgres
- MySQL and MariaDB
- SQL Server
- BigQuery
- Snowflake
- AWS Athena
- MongoDB
- ClickHouse
- Amazon Redshift
- Databricks
- Elasticsearch
- dbt Cloud
- Fivetran
- Neon
- Appwrite
Grist- Hasura
- Meilisearch
NocoDB- Qdrant
Typesense
Weaviate
Tinybird
Hightouch
Census- Airbyte
- Budibase
- CockroachDB Cloud
- Cube Cloud
- DataHub
kintone
Monte Carlo
OpenMetadata- Pinecone
- PlanetScale
Secoda
Softr
Teable- Turso
- Upstash
Vectara- Xata
- Zilliz Cloud
Setup
How to connect
Connect withRealm, user token and app ID
- 1
In Quickbase click your name on the global bar, then Profile, then Manage user tokens. Create a new user token and assign it to every app Memtro should reach.
- 2
In Memtro open Connections → Quickbase and fill in Realm, User token and App ID, the id after /db/ in the app's address.
- 3
An administrator grants the add, update and delete actions by name to the teams that may use them.
- 4
Ask: which tables are in our operations app?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Quickbase tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Quickbase?+
Only when you ask, and only what it has been granted: add records to a table; update records by Record ID; delete records by Record ID. 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 Quickbase 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 Quickbase 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 Quickbase?+
Realm, user token and app ID. In Quickbase click your name on the global bar, then Profile, then Manage user tokens. Create a new user token and assign it to every app Memtro should reach.
Connect Quickbase in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.