What is folk Assistants?

folk Assistants are AI-powered agents that work inside your CRM to automate time-consuming sales tasks—researching companies, sending outreach emails, recapping ongoing deals, and identifying who to follow up with. They run 24/7, even while you sleep, so your pipeline stays active without constant manual effort. Each assistant focuses on a specific workflow, from enrichment to email automation, and integrates directly with folk’s contact and deal management.

Who it's for

• Sales reps who want to reduce manual data entry and focus on closing deals instead of chasing context.
• Account managers who need instant recaps of client relationships before calls or handoffs.
• Small business owners who manage their own CRM and need automated outreach and follow-up without hiring a full sales team.

Key features

Follow-up Assistant

This assistant monitors your email and WhatsApp conversations for inactivity combined with a pending next step. When it detects a stalled thread, it sends a notification with a personalized follow-up suggestion written in your tone of voice. You control the inactivity threshold, which contacts or groups are included, and where notifications appear—in-app, by email, or on contact profiles.

Recap Assistant

The Recap Assistant generates an instant AI summary of your relationship with any person, company, or deal. It scans recent emails, meetings, notes, WhatsApp messages, and LinkedIn activity to produce a structured brief with key discussion points, decisions, and next steps. You can customize the recap format to match your sales methodology (MEDDIC, BANT, or custom), so summaries reflect what matters most to your workflow.

Research Assistant

Instead of manually researching companies across multiple tools, this assistant enriches profiles directly in folk with data like industry, company size, funding details, and social links. It also generates a research note with relevant insights, powered by People Data Labs and Perplexity. You can run research on a single company or in bulk from table or pipeline views, and customize the note with specific questions or themes.

Workflow Assistant

The Workflow Assistant automates email outreach using trigger-based workflows inside your groups. You define when a workflow runs—such as when a person is created or a field is updated—and it sends a personalized email. Emails can use templates with variables like name or company, and with AI personalization enabled, folk enhances each message using the latest shared interactions and public notes. Each workflow generates a campaign where you can track sent, open, and reply rates.

What stands out

“Assistants working for you 24/7. Even when you sleep.”

This one-liner captures the core edge of folk Assistants: they don’t just help you work faster—they keep working when you’re offline. While most CRM automation requires manual triggers or scheduled scripts, these assistants proactively monitor conversations, enrich profiles, and send follow-ups based on real-time activity. The combination of email, WhatsApp, and LinkedIn context in a single recap is especially powerful for reps juggling multiple channels.

Worth checking out if…

You’re using folk as your CRM and want to eliminate repetitive sales tasks like manual research, follow-up tracking, and deal recap writing. If you often lose context between calls or struggle to keep your pipeline moving during off-hours, folk Assistants can fill those gaps without adding complexity. They’re also a strong fit for teams that rely on email and WhatsApp for client communication and need a unified way to stay on top of stalled conversations.