Folk Assistants

Four AI assistants that keep your relationship database current and your deals moving

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Screenshot of Folk Assistants, Four AI assistants that keep your relationship database current and your deals moving

What is Folk Assistants?

Folk Assistants is a lead generation tool. AI assistants inside folk that draft follow-ups when conversations stall, summarize relationship history, enrich company records with research notes, and automate trigger-based email outreach.

Folk Assistants is a set of four AI helpers built into the folk contact management workspace. Rather than a standalone chatbot, each assistant handles a narrow, recurring sales task: following up, recapping context, researching companies, and running outreach. They operate on the contacts, companies, deals and conversations already stored in folk, which means the value scales with how much of your pipeline lives in the tool. The Follow-up Assistant reads email conversations through Google or Microsoft and active WhatsApp chats, looking for threads that have gone quiet while a next step is still unresolved. When it spots one, it sends a notification with a follow-up message drafted in your tone and shaped by the conversation history. The Recap Assistant takes the opposite angle: on demand it pulls together emails, meetings, notes, LinkedIn activity and WhatsApp messages into a short brief covering who spoke last, what was decided, and what comes next. Its format can be aligned with MEDDIC, BANT or a custom structure you define. The Research Assistant handles company data. It fills in fields such as industry, headcount, founding date, funding, location and social links, then writes a research note using People Data Labs for enrichment and Perplexity for the notes. Research runs on a single company or in bulk from table and pipeline views, and you can add your own questions so every note follows the same template. The Workflow Assistant automates email outreach from triggers such as a person being created or a field changing, with optional filters, template variables and AI personalization, and each workflow produces a campaign with sent, opened, replied and bounced metrics. The product suits sales teams and founders already running their relationships inside folk. Anyone outside that ecosystem gets much less from it, since the assistants have no visible standalone mode. Compared with general writing assistants, the appeal is narrow and contextual: each one works from your own records instead of a prompt you retype.

How do you use Folk Assistants?

  1. 1Open your folk workspace
    Sign in to the web app with your folk account. The assistants live inside your existing contacts, companies and deals, so the data you already have becomes their working material.
    Folk Assistants — Open your folk workspace
  2. 2Review the assistant line-up
    Visit the assistants product page to see what each of the four helpers does before enabling anything, so you can decide which gaps in your process they should fill.
    Folk Assistants — Review the assistant line-up
  3. 3Connect email and WhatsApp for follow-ups
    The Follow-up Assistant needs Google or Microsoft email and active WhatsApp chats. Choose which contacts and groups are in scope and how long a thread must sit idle before it counts as inactive.
    Folk Assistants — Connect email and WhatsApp for follow-ups
  4. 4Set up an outreach workflow
    Pick a trigger such as a new person or a field change, add filters, then write the email or base it on a template with variables. Turn on AI personalization if you want each message shaped by recent interactions.
    Folk Assistants — Set up an outreach workflow
  5. 5Run research and recaps
    From a table or pipeline view, select a single company or a whole group and run enrichment. Separately, generate a recap on any contact or deal before a call and refresh it when new activity lands.

Pros and cons

Pros

  • Each assistant targets a specific, repetitive sales task rather than offering one generic chat boxAI
  • Follow-up drafts reference actual conversation history and are written in the user's tone of voiceAI
  • Recap formats can be mapped to MEDDIC, BANT or a custom structure so briefs match the team's methodAI
  • Research runs in bulk across table and pipeline views, with enrichment and notes drawn from named providersAI
  • Workflow campaigns report sent, opened, replied and bounced counts, so outreach is measurableAI

Cons

  • The assistants only make sense as an add-on to the folk workspace, so there is no standalone useAI
  • Follow-up detection depends on connected Google or Microsoft email and WhatsApp, limiting teams on other channelsAI
  • Workflow email volume is capped by monthly credit limits, which can constrain high-volume outreachAI
  • Recaps are generated on demand and visible only to the person who ran them, so sharing context across a team is manualAI
  • Following the documentation links separately for each assistant adds friction before first useAI

How much does Folk Assistants cost?

Support

Per-assistant help centre articles cover setup for the Follow-up and Workflow assistants, and a sales contact form handles demo requests.

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Integrations

Follow-up works with Google or Microsoft email and WhatsApp. Research draws on People Data Labs for enrichment and Perplexity for research notes, with funding, social and website links surfaced in company records.

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Features

Four assistants sit inside folk: Follow-up drafts messages when an email or WhatsApp thread stalls with a pending next step; Recap summarizes interactions, notes and meetings on demand and can follow MEDDIC, BANT or a custom format; Research enriches company fields and writes research notes via People Data Labs and Perplexity; Workflow sends trigger-based, optionally AI-personalized emails with campaign tracking.

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Frequently asked questions about Folk Assistants

  • How do you use Folk Assistants?
    The walkthrough on this page covers 5 steps: 1. Open your folk workspace 2. Review the assistant line-up 3. Connect email and WhatsApp for follow-ups 4. Set up an outreach workflow 5. Run research and recaps.
  • What platforms does Folk Assistants support?
    Folk Assistants is available on Web App.
  • What does Folk Assistants integrate with?
    Follow-up works with Google or Microsoft email and WhatsApp. Research draws on People Data Labs for enrichment and Perplexity for research notes, with funding, social and website links surfaced in company records.
  • What are the limitations of Folk Assistants?
    The assistants only make sense as an add-on to the folk workspace, so there is no standalone use. Follow-up detection depends on connected Google or Microsoft email and WhatsApp, limiting teams on other channels. Workflow email volume is capped by monthly credit limits, which can constrain high-volume outreach.

Status

StatusActive
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Outbound clicks0
Added10/21/2026

Platforms

Web App

Pricing

Freemium