Add Folk to your AI agent
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
- Things your agent can do in Folk
- 23
Things your AI can do in Folk
Your FormWise AI can handle any of these in Folk — on its own, without you needing to click a button.
Create Company
PopularCreates a new company in the Folk workspace with the specified details. Required: company name (unique identifier). Optional: description, industry, funding details, employee range, contact info (emails, phones, urls, addresses), group assignments, and custom field values. Returns the created company with a unique ID, all provided fields, timestamps, and creator information.
Create Note
PopularTool to create a new note in the Folk workspace. Use when you need to add a note to a person, company, or deal entity.
Create Person
PopularCreates a new person in the Folk workspace with the specified details. Optional fields include: first name, last name, emails, phones, group assignments, and custom field values. The first email/phone in the list is treated as the primary contact. Returns the created person with a unique ID, all provided fields, timestamps, and creator information.
Delete Company
PopularTool to delete a company from the workspace (irreversible). Use after confirming this company should be removed.
Delete Note
PopularTool to delete an existing note in the workspace (irreversible). Use after confirming this note should be permanently removed.
Delete Person
PopularTool to delete an existing person in the workspace (irreversible). Use after confirming this person should be permanently removed.
Delete Reminder
PopularTool to delete an existing reminder in the workspace (irreversible). Use after confirming this reminder should be permanently removed.
Get Company
PopularTool to retrieve an existing company by its ID. Use after authentication has been verified.
Get Current Workspace User
PopularTool to get details of the current authenticated workspace user. Use after authentication to retrieve the user's profile information.
Get Note
PopularTool to retrieve an existing note by its ID. Use when you need the full content and metadata of a specific note.
Get Person
PopularTool to retrieve an existing person by their ID. Use when you need full profile details of a person by their unique identifier.
Get User
PopularTool to retrieve a user by their unique identifier. Use when you need to get details of a specific workspace user.
Show 11 more things it can do
List Companies
PopularTool to list companies in the workspace. Use when you need a paginated overview of companies, optionally filtered.
List Groups
PopularTool to list workspace groups. Use when you need to retrieve a paginated list of all workspace groups after authentication.
List People
PopularTool to list people in the workspace. Use when you need to paginate through contacts after authentication.
List Users
PopularTool to list workspace users. Use when you need to paginate through users list.
Update Company
PopularTool to update an existing company in the workspace. Use after confirming the company ID; only provided fields are updated and list fields replace existing values.
Update Person
PopularTool to update an existing person in the workspace. Use after confirming the person ID; only provided fields are updated and list fields replace existing values.
List Group Custom Fields
Tool to list custom fields for a specific group and entity type. Use after selecting a group and entity type to inspect available custom fields.
List Notes
Tool to list notes in the workspace. Use when you need to retrieve notes with pagination support.
List Reminders
Tool to list reminders in the workspace. Use when you need a paginated overview of reminders, optionally filtered by entity.
List Webhooks
Tool to list webhooks in the workspace. Use when you need to retrieve configured webhooks with pagination support.
Update Note
Tool to update an existing note in the workspace. Use after confirming the note ID; only provided fields are updated.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Folk is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Folk, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Folk for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Folk work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Folk to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Folk in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Folk.
- 3
Hit "Connect"
Click "Connect Folk" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Folk
Build a quick AI Agent (it's like writing instructions, not code), and pick the Folk actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Folk for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Folk workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Folk users had before signing up
Do I need to know how to code?
Not even a little. If you can use Folk today, you can set this up. You'll connect Folk, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Folk login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Folk or delete everything any time.
What happens when Folk updates their app?
We handle it. When Folk adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Folk takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Folk — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Folk on FormWise
folk is a next-generation CRM designed for teams to manage and nurture their relationships efficiently.
Connect Folk once and your FormWise AI gets 23 things it can do inside it. That means your AI can handle the Folk work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Folk? Take a look at www.folk.app.
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Stop doing the Folk work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.