Overview
Memoket turns conversations into structured meeting content and helps keep customer context close to the records your team uses in Attio. Send recording briefs, summaries, and transcripts from Memoket as notes linked to existing people or company records. Keep meeting details alongside customer information so your team can review discussions and follow up with the right context.
How it works
Connect your Attio workspace to Memoket, then choose an existing person or company as the destination for a recording. Select the brief, summary, and/or transcript in Memoket and send the selected content to Attio. Memoket creates notes linked to the chosen record, where your team can review the conversation.
The integration reads existing people and company records for destination selection and adds notes to the selected record. It does not create people or company records or edit their attributes.
Configure
You need a Memoket account and permission to connect an Attio workspace and access the existing people or company records you want to use.
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Open the integrations section in Memoket and select Attio.
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Choose Connect and complete Attio's authorization flow for your workspace.
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Return to Memoket and open a processed recording.
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Choose Attio as the destination, then select an existing person or company record.
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Select the content to send and confirm.
If a record is unavailable, confirm that you connected the correct Attio workspace and have access to that record.