Memo
A proactive AI sales worker

Your AI sales worker. It doesn’t wait to be asked.

Memo watches the calls, calendar, inbox and CRM your team already works in. It notices the deal that went quiet, works out what it’s missing, and has the CRM update, the follow-up email and the next meeting drafted before you open it. You approve in one tap.

Workspace

What I brought you, most pressing first
Updated 4m ago Refresh
Plate I · Live demo The Workspace inbox: a call that left no transcript, one question, six actions, one tap.
The problem

Every other tool waits for the work to arrive in a pattern.

A booked call. A recorded meeting. A clean CRM record. Most of a rep’s week arrives in none of those shapes: it’s a phone call from the car, five minutes in a corridor, a reply on LinkedIn. The pattern-shaped tools miss it, and the rep pays twice, once in admin and once in the deal.

11,600
a year, per rep, on the admin slice alone.
79%
of deal data, never logged.
How it works

Monitors. Thinks. Does the work. Learns.

One loop, four parts, and it runs whether or not anyone talks to it. Memo can read anything you’ve connected, and it can only ever propose the write.

Monitors.

Webhooks from the CRM, your calendar and your inbox, plus a pass over your pipeline every half hour. It sees the deal stalling, the call nobody logged, the meeting that got declined.

Thinks.

Works out what context is missing, whether this is worth interrupting you for, and which surface to put it on. Every card it raises carries the reason it exists.

Does the work.

Contacts, companies, deals, meeting logs, tasks, calendar invites, email drafts. Deduplicated, stage fields validated, written across every connected system in one pass.

Learns.

Every approve, edit, reject and dismissal is recorded with its reason and read back into the next draft. Or just tell it: “in situations like this, do that.”

What Memo does today

  • Notes into CRM records, typed or spoken Hold a key anywhere in the app and talk. Contacts, companies, deals and meeting logs, deduplicated and stage-validated.
  • One question a day, when there’s nothing to read The fact a live deal is missing, asked after a call, answerable by voice from the card.
  • Follow-ups in your own voice Greeting, sign-off and language distilled from your sent mail. Invites time-checked against your week.
  • Routines you write in a sentence “Every weekday morning, draft a check-in for each of my trial deals.” No form, no builder. Just ask.

Being built now

Nudges that name what a deal is missing rather than just flagging the stall, learning we can show measurably moves the next draft, and event triggers on Pipedrive, Attio and Dynamics as well as HubSpot.

The proactive side

Standing work you delegate once, and stop thinking about.

Routines are how you hand Memo a job for good. You write one the way you’d ask a colleague: “every weekday morning, draft a check-in for each of my trial deals”. It runs on a clock or on an event from then on, still drafting, still waiting for you. Everything lands in the web app, and in Slack too if that’s where your team already lives.

MemoAPP Direct message
Today
M
MemoAPP8:16 AM
Morning digest · 2 meetings today
Good morning! Two meetings on the calendar today, with the afternoon one carrying the most weight.
Today’s meetings
11:00 — Viikkopalaveri: Quanlux <> Memo Standing check-in with Aaro Kinnunen (Quanlux). He’s been approving suggestions consistently, so this should be a smooth one.
12:00 — Halden NA Expansion: pricing & legal review Final stage — Mira Halvorsen and Ingrid Solheim are both in. This is the most consequential moment of the day, so worth a look at the prep before you go in.
Open prep for 12:00 Or open Today in the app for the full picture.
Plate II The morning digest, delivered as a direct message from Memo: the day read back to you, with the meeting that carries the most weight called out. The same brief is already waiting in the app.
Integrations

Works with the tools your team already uses.

Four CRMs, all four offered to every customer with no upsell in the way. Google Calendar, Gmail and Tasks. Four note-takers, if you happen to run one. A Chrome extension for LinkedIn threads. Voice in and out, and the whole product in English or Finnish.

Available now

HubSpotHubSpot
PipedrivePipedrive
AttioAttio
Microsoft Dynamics 365Dynamics 365
Google CalendarGoogle Cal.
GmailGmail
SlackSlack
FirefliesFireflies
GongGong
GranolaGranola

Coming soon

Salesforce
Microsoft Teams
Outlook