Patricia works your Folk.
Ask her in Slack. She reads and organizes your contacts, groups, and pipelines and drafts the messages, but sending waits for your yes.
@Pati our Folk is a mess. Can you sort the new-business contacts and tell me who we have gone cold on?
Read and organized the contacts, here is the state of it:
- 112 contacts tidied, 18 de-duped and enrichment filled in on 40 thin records
- Grouped them into Warm, Nurture, and Cold so the pipeline is readable again
- 9 warm contacts have had no note or touch in over 30 days
- I drafted a light check-in for each of the 9, ready for you. None will send until you approve.
Set a reminder to revisit the Cold group next month, and show me the check-in for the Brightside contact.
Done and staged. A reminder for the Cold group is set for the first of next month, and the Brightside check-in is drafted below for your review. It sends only after your yes.
Patricia + Folk
What she does in Folk.
Real actions she takes on your say-so, not a list of API endpoints.
Read and organize contacts
She reads your contacts, de-dupes, and sorts them into groups, so a pile of half-filled records turns into a pipeline you can actually read.
Enrich the thin records
Missing roles, companies, and details filled in on the contacts that are barely more than a name, so a group becomes a set of people you can reach.
Track pipelines and groups
She reads where each contact sits across your pipelines and groups and tells you what is warm, cooling, or stuck, so nobody worth keeping quietly falls off.
Keep notes and reminders current
Notes logged and reminders set against the right contact, so the next touch on a relationship is teed up instead of living only in your head.
Draft the messages
Check-ins and follow-ups written against the real history of each contact, ready for you to read. Drafting costs nothing, sending is the part that waits.
Keep sending behind approval
Reading and organizing contacts and drafting messages run on their own. Sending reaches a real person, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Sort the new-business contacts into Warm, Nurture, and Cold groups
Which warm contacts have had no touch in over 30 days?
Enrich the contacts that are missing a role or company
Draft a light check-in for the cold ones, for me to approve
Set a reminder to revisit the Cold group next month
Better together
Folk is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Folk, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Folk
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Folk connected
Ask
Mention @Pati with the job. Reading and organizing contacts and drafting messages run on their own; sending waits for your yes.
@Pati Sort the new-business contacts into Warm, Nurture, and Cold groups
On it.
FAQ
Folk questions, answered.
What can Patricia actually do in Folk?
She reads and organizes contacts, groups, and pipelines, de-dupes and enriches records, logs notes, sets reminders, and drafts messages. Reading, organizing, and drafting is instant; sending waits for approval.
Will she send a message on her own?
No. Sending reaches a real person, so it is staged and shown to you in Slack first and goes only after your explicit yes. Reading, organizing, and drafting run on their own, that is the point.
Which Folk plan do we need?
Any plan with API access works, and enrichment relies on the credits already on your Folk account. She connects through Folk's official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We keep a separate Folk workspace per client. Does that stay separate?
It does. She reads only the workspace you connect her to, so one client's contacts, groups, and pipelines never appear alongside another's. Connect one or several, and each stays walled off.
What does the Folk integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.