AI for consultancies, from the proposal to the invoice
A consultancy sells memory and keeps very little of its own: the proposal in a document, the meetings in a calendar and a notes tool, the decisions in Slack, the invoice in Xero. Memtro connects to the tools a firm already runs on and answers a question about a client from all of them, with each fact cited, so a partner is briefed before a call and a promise made in a meeting is checked for whether it was kept.
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Every client's engagements, documents, conversations and invoices answered from one memory, with sources.
The systems these questions draw on, connected to one memory. Every connector reads by default; the tools that change something are granted by name, per team.
What it looks like today
- 01What was agreed with a client in the last meeting is in a notes app, if anywhere.
- 02Pre-call preparation means reading the CRM, the inbox and the last deck separately.
- 03Unbilled work and unpaid invoices are reviewed at month end.
- 04A consultant rolls off and the client context rolls off with them.
- 05Every proposal is written from scratch, because nobody can find the last one that worked.
- 06Utilisation and what has actually been promised to clients are two separate conversations with the same people.
What Memtro does about it
One memory in front of the systems you already pay for, reading by default and acting only where an administrator has granted the tool by name.
- Connect HubSpot, Google Calendar or Outlook, Granola, Notion, Slack, SharePoint, Asana, DocuSign and Xero, reading by default and acting where you grant it.
- Ask for a brief before a call and the answer joins the deal, the last meeting's notes, open tasks and the billing position, each fact cited.
- Decisions and promises stated in meetings and chat are kept as shared memory and checked for whether they were done.
- Proposals and statements of work in Notion and SharePoint are searchable from one place, with what was decided about them remembered.
- Schedule jobs: a Monday brief per client, proposals out for signature past a week, invoices unpaid at 30 days.
System by system
What Memtro reads in each part of the stack, and what it may change there once the tool has been granted.
Meetings and notes
Granola, Fireflies.ai, Gong, Zoom and Google Meet: the summary, the attendees and the transcript of what was actually said, rather than what somebody remembered to write up.
Diary and mail
Google Calendar or Outlook with Gmail or Outlook mail: who is seeing whom this week, and the thread that arranged it.
The firm's own writing
Notion, Confluence, Coda, Guru, SharePoint, Drive or Dropbox: proposals, statements of work, frameworks and decks, searched by what they say.
The pipeline
HubSpot, Salesforce, Pipedrive, Attio or Close: deals, owners and the history of the relationship, with records changed only through a granted action.
The work
Asana, monday.com, ClickUp, Jira or Linear: what was committed to, who holds it and what has actually moved since the kick-off.
Signature and billing
DocuSign for proposals and statements of work out for signature, Xero or QuickBooks Online for what has been billed and what is unpaid.
There are 144 connectors in all, each with its own tools, its own permissions and a page of its own. Browse every connector →
Who asks what
Partner
Walks into a call briefed from the deal, the last meeting, the open work and the billing position, with each fact cited to its source.
Engagement manager
Checks what was promised against what exists: commitments from meetings beside the tasks that were supposed to follow them.
Consultant
Finds what the firm has written before on a subject, and who wrote it, instead of starting the deck again.
Operations
Sees proposals unsigned, invoices unpaid and engagements ending, without chasing four people for a status.
The engagement
- 01
The pitch
What the firm has written before on the subject is one question away, with the author named, so the proposal starts from the best version rather than a blank page.
- 02
Kick-off
What is agreed in the room is captured from the notes and the thread as commitments, with dates and owners, and checked later against the work that was actually tracked.
- 03
Delivery
A weekly brief per client joins the deal, the last meeting, the open tasks and the billing position, so nothing is prepared twice.
- 04
Billing and what comes next
Proposals unsigned after a week and invoices unpaid at 30 days arrive as lists, and engagements ending in 60 days are flagged while a conversation is still possible.
Ask it like this
Plain English, from chat, your editor, a scheduled job or your own agent. In agent mode each question also checks the other systems that know about the same people, companies and references, and the answer ends with a line per system consulted.
- HubSpot
- Google Calendar
- Outlook Mail
- Granola
- Notion
Every figure in the answer cites the record it came from, and the run ends with a line per system consulted.
- ›What did we promise Acme in the kick-off, and which of it is done?
- ›Which proposals have been out for more than a week without a signature?
- ›Which clients have invoices over £10k unpaid at 30 days?
- ›What have we written before that is close to this brief, and who wrote it?
- ›Which engagements end in the next 60 days, and has anybody discussed what comes next?
- ›What has been agreed with Acme that is not in the statement of work?
- ›Who at the firm has met anybody at BigCo in the last year, and about what?
Work that runs itself
A job is a prompt the agent runs on a cron schedule as its owner, with their tools and connections. Say any of these in chat and the job exists; every run's report is kept in a chat you can question.
- schedule:Every Monday 07:30: one brief per active client with meetings this week, from the CRM, notes and billing
- schedule:Every Friday 16:00: proposals and statements of work sent for signature and unsigned after seven days
- schedule:First of the month: unpaid invoices by client, oldest first, with the last chaser sent
- schedule:Every Monday 08:00: engagements ending in 60 days with no follow-on conversation recorded
- schedule:Every Friday 17:00: commitments made in this week's meetings, with whether a task exists for each
Questions people ask
Does it write notes for us?+
It reads the notes Granola, Notion and the calendar already hold, and remembers what was decided. Slack can post a summary, HubSpot can write a note onto the record and Xero can raise the invoice when asked, each granted by name per team.
Can each team see only its clients?+
Yes. Connections are granted to named teams, so a client's mailbox and documents are visible only to the people on the engagement, and personal memory stays personal.
Which model answers?+
Whichever you hold keys for, including a Claude Code or ChatGPT subscription. The auto model picks a cheap model for a lookup and a strong one for a brief, and every answer says which.
Does it need our notes to be tidy?+
No. It reads what the tools already hold — the meeting summary, the thread, the document — and extracts the durable facts afterwards with provenance. Nothing has to be filed in a particular place first.
Can it write the proposal?+
It drafts from what the firm has written before and what the client has said, with each source named, and a person edits it. It sends nothing: the mail action is granted separately and used only when you ask.
What happens when a consultant leaves?+
What they learned stays, because the shared facts were extracted as they went: the client's decisions, the commitments and the history, each with its source. Their personal memory and personal connections leave with them.
The same work, by team
The same connectors and the same memory, described through the job somebody does rather than the business they do it in.
- SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.Memtro for sales
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.Memtro for leadership
- People and onboardingThe answers a new hire would otherwise ask around forPolicies, who owns what, how things are done and why: Memtro learns them from documents, conversations and the systems you connect, and keeps personal matters personal.Memtro for people and onboarding
Ask it about your own business
Connect the first two systems, ask the question you opened this page with, and see where the answer comes from. About five minutes.
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