folk Assistants

Key Features

• •Follow-up Assistant: Scans email and WhatsApp conversations for inactive threads with pending next steps, then suggests a personalized follow-up email in the user’s tone. This ensures no opportunity slips due to delayed or forgotten outreach.
• •Recap Assistant: Generates an instant, customizable summary of all interactions with a person, company, or deal, covering emails, meetings, notes, WhatsApp, and LinkedIn. It provides key discussion points and next actions in a structured format (e.g., MEDDIC, BANT).
• •Research Assistant: Automatically enriches company profiles with data from People Data Labs and generates research notes using Perplexity. It works on single or bulk companies from table/pipeline views, with custom questions for consistent insights.
• •Workflow Assistant: Automates email outreach based on triggers like contact creation or field updates. It sends personalized emails using templates or AI-enhanced content, and tracks campaign results such as opens, replies, and bounces.
• •AI Personalization: When enabled, folk uses the latest shared interactions and public notes to personalize workflow emails beyond standard variables, ensuring messages are context-aware and relevant.
• •User Control and Customization: Across all assistants, users define inactivity windows, recap formats, workflow filters, and notification preferences. This ensures automation adapts to each user’s specific sales methodology and preferences.

Use Cases

• •Sales Call Preparation: Before a scheduled call, an account executive uses the Recap Assistant to instantly view a summary of the last three interactions with the client, including decisions made and open action items. This saves 10 minutes of digging through emails and notes, allowing the rep to be fully prepared and responsive.
• •Lead Re-engagement: A marketing qualified lead has not responded in two weeks. The Follow-up Assistant detects the inactivity and sends a notification with a draft email referencing previous conversation points. The rep reviews and sends it, rekindling the conversation and moving the lead to a sales stage.
• •Account Handoff: When an account manager transitions a client to a new team member, the Recap Assistant provides a full history of interactions, decisions, and next steps. The new owner can get up to speed in minutes instead of hours, ensuring continuity.
• •Bulk Prospecting Research: An SDR running a list of 50 target accounts uses the Research Assistant to enrich each company’s profile with industry, size, funding, and a research note. The consistent format helps prioritize accounts and prepare personalized outreach.
• •Automated Qualification Emails: The sales team sets a Workflow Assistant trigger that sends a personalized email to any lead whose status changes to 'Qualified' within a CRM group. The email includes a tailored message based on the lead’s previous interactions, accelerating the next action.

Who is this for?

folk Assistants is designed for sales professionals who rely on email (Google or Microsoft) and WhatsApp for client communication. Primary roles include sales development representatives (SDRs), account executives, account managers, customer success managers, and revenue operations teams. It suits both individual reps needing to stay organized and large teams that want to standardize follow-ups and outreach processes. Organizations using folk CRM will benefit most, as assistants integrate directly into existing groups and pipelines. Any sales function that involves managing multiple active deals, timely follow-ups, and context switching will find these assistants valuable for reducing manual work and increasing deal velocity.