folk

Connect Gmail, Outlook, or WhatsApp accounts to folk.

Configure Follow-up Assistant criteria for inactive conversations.

Receive in-app or email notifications when an important thread stalls.

Review the AI-drafted reply and click send to re-engage the prospect.

Install the folkX extension from the Chrome Store.

Navigate to target prospect profiles on LinkedIn.

Click the folkX extension button to instantly import the profile to a designated pipeline.

Use 1-click waterfall enrichment to uncover the prospect's business email.

Add a new company or domain to a folk pipeline.

The Research Assistant automatically triggers a web scan for that domain.

The AI generates a structured research brief summarizing the company's focus and recent activities.

The AE reads the brief within the CRM profile prior to the client meeting.

Log rough notes directly into the contact's CRM profile during a call.

Activate the Recap Assistant on the logged note.

The AI restructures the notes into a clear summary and explicit next steps.

Save the brief to ensure the whole team has visibility on the account status.

Filter pipeline contacts based on specific criteria (e.g., stage, industry).

Draft a master email template utilizing merge variables.

Schedule the sequence for an optimal delivery time.

Track opens, clicks, and replies through folk's analytics dashboard.

Set up a pipeline trigger (e.g., 'Lead Status changes to Qualified').

Configure the Workflow Assistant to react to this trigger.

The AI automatically generates a personalized email based on the trigger context.

The email is dispatched automatically to move the deal forward.