Automate Folk
Someone on the team is about to cold-email a company where a colleague already has a warm relationship nobody wrote down.
A shared network is only shared if the notes exist. AI agents keep your Folk people and companies current, turn what you tell them after a meeting into a note on the right record, and surface the reminders coming due — with your approval before any record changes.
You
The Folk upkeep nobody wants to own
Records go stale because keeping them current is boring, not because it's hard.
Before an outbound push, your agent searches people and companies and reports the existing relationships, with the notes behind them.
Tell your agent what happened and it writes the note onto the right person and company, so the context survives past your memory of it.
Your agent reads reminders across the workspace and tells you which are due, so a follow-up you set two months ago actually happens.
Where this pays for itself first
Check who you already know
Before an outbound push, your agent searches people and companies and reports the existing relationships, with the notes behind them.
Get the meeting written up
Tell your agent what happened and it writes the note onto the right person and company, so the context survives past your memory of it.
Catch the reminders coming due
Your agent reads reminders across the workspace and tells you which are due, so a follow-up you set two months ago actually happens.
You approve anything a customer would notice
Looking things up is free. Changing a record, moving money, or sending a message is not.
- 1New people and companies are shown before they are created, so duplicates get caught first.
- 2Record updates display the current value next to the proposed one.
- 3Deleting a person, company, or note always needs you.
Three steps, no implementation project
This is not a migration. Connect the account you already have and start handing over tasks.
Connect Folk
Sign in once. Your agent picks up your existing records, fields, and naming — you don't restructure anything to start.
Hand over a job, not a rule
"Chase the overdue ones" is enough. The agent works out which records qualify in Folk and what each one needs.
Approve what leaves the building
Every write and every outbound message is queued with the reasoning behind it. You approve, edit, or reject in one click.
What your agent can do in Folk
- Search people and companies before anyone starts from scratch
- Create and update person and company records
- Write a note onto the right record after a conversation
- Read groups to see how the network is organised
- Surface reminders that are coming due
Better than a spreadsheet and a reminder
Most teams cover this with a manual habit that breaks the first busy week. Here's the alternative.
Every record, reply, and update in Folk is on you — and the queue never stops growing.
Your agent does the repetitive Folk work and you just approve what matters.
Wiring up your own Folk automation means code, hosting, credentials, and ongoing maintenance.
AgentOrg is fully managed — connect Folk and your agent is working in minutes, nothing to maintain.
Rule-based tools fire blindly — no judgment, no context, and no approval step before they act.
Your agent understands your Folk data, drafts the right action, and waits for your sign-off.
More integrations in CRM
If your stack has more than Folk in it, an agent can work across the rest of it too.
Capsule CRM
An opportunity has sat at the same milestone for six weeks, and the last entry on it just says “left voicemail”.
Salesflare
You look at the pipeline and eleven opportunities have no next step on them, which means eleven deals nobody has decided anything about.
Salesforce
Your forecast is built on records with stale stages, duplicate accounts, and empty fields — and you find out in the pipeline review.
Zoho Bigin
Half your records have a tag someone invented last quarter, the other half have nothing, and no view you build gives an honest picture.
ActiveCampaign
A nurture sequence has been emailing the wrong segment for a week, and you only catch it when someone replies ‘why am I getting this?’
Attio
Your CRM has the same contact three times and a pipeline view you can't quite trust for the forecast.
Folk questions, answered
What people ask before putting an AI agent to work — answered straight.
People, companies, and notes can all be created and updated by an agent working from what you tell it. The value is that writing up a conversation stops competing with your next meeting for attention, so the note actually gets made.
Ready to automate Folk?
Connect your tools, put an agent to work, and approve what matters. Free to start.