Won deals review
Sarah Chen, sales manager at Acme Ltd, asked what was in the Deals table's Won view. Memtro read the records through that view's filter and sort and listed each deal with its fields.
Teable + Memtro
What is in the Deals table's Won view, and who commented on it?
Teable lets you ask about the data in your no-code database. You see spaces, projects, tables, their fields with types and choices, records in a table or view, single records and their comments. When asked and granted, Memtro can create, update, upsert, archive, duplicate or delete records and add or delete comments. Worth knowing: a token never has more access than you do, and the Read only preset is enough for reads. Teable Cloud and self-hosted servers both work. People's emails and attachment links are not shown, and upserts need a table on Teable's v2 engine.
In Memtro
What you can do with Teable in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Teable tool, reads what it needs, and answers with the source cited.
What it does
- 01See the spaces the token can reach, with your role in each, and the projects and tables inside them.
- 02List a table's fields with their type, whether primary, and the choices of a select field.
- 03Read records keyed by field name, using a view's filter and sort when you name one.
- 04Open one record with every visible field, and read its comments with author and time.
- 05When asked and granted, create, update, upsert, duplicate or archive records, visible to everyone with access, or delete them for good.
- 06When asked and granted, comment on a record, which notifies anyone mentioned, or delete a comment.
Acts when asked
When you ask it to
These tools change something in Teable. 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 records in a table
- 02Update records
- 03Create or update records matched on a unique field
- 04Delete records (permanent)
- 05Archive records
- 06Duplicate a record
- 07Comment on a record
- 08Delete a comment
In practice
Ask it like you would a colleague
Once Teable 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.
Teable + MemtroWhat is in the Deals table in the Won view?
What fields does the Projects table have?
What comments are on the Northwind deal record?
Which tables are in the Sales project?
Archive the test records in the Leads table.
Comment on a deal
Dan Fletcher, account executive at Northwind, asked Memtro to comment on the BigCo deal that legal had signed off, mentioning Maya Okafor. Memtro added the comment, visible to everyone with access, and Maya was notified.
Teams
Where it fits
The teams that lean on Teable 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 Teable 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.
- AnalyticsTeable with Google Analytics 4Ask your traffic questions in plain English and get the numbers back.
- AnalyticsTeable with Plausible AnalyticsAsk about your website traffic in plain English.
- AnalyticsTeable with UmamiAsk about your website traffic in plain English, without sending anybody to a dashboard.
- Finance and commerceTeable with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceTeable with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceTeable with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Work managementTeable with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementTeable with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementTeable 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
- Quickbase
Secoda
Softr- Turso
- Upstash
Vectara- Xata
- Zilliz Cloud
Setup
How to connect
Connect withPersonal access token
- 1
In Teable, open your avatar, then Settings, Developer tools and Personal access tokens. Create a token with Read only, or Edit data to write, for the spaces it may reach.
- 2
In Memtro, open Connections → Teable and paste it into Personal access token. For a self-hosted server, add its host name as Host.
- 3
An administrator grants the actions by name, such as Delete records or Add comment, to the teams that may use them.
- 4
Ask what is in the Deals table in the Won view.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Teable tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Teable?+
Only when you ask, and only what it has been granted: create records in a table; update records; create or update records matched on a unique field; delete records (permanent); archive records; duplicate a record; comment on a record; delete a comment. 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 Teable 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 Teable 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 Teable?+
Personal access token. In Teable, open your avatar, then Settings, Developer tools and Personal access tokens. Create a token with Read only, or Edit data to write, for the spaces it may reach.
Connect Teable in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.