The Research Assistant is a powerful feature in folk that goes beyond simple enrichment. With just a few clicks, it can generate research notes and enrich company profiles so your database stays clean, consistent, and actionable — without hours of manual effort.
Instead of juggling multiple tabs or copying data from the web, you can keep everything organized directly inside folk and focus on what matters most: building strong relationships and growing your business.
Why use it?
Save time: no more manual copy-paste from websites or LinkedIn.
Keep your database accurate: automatic enrichment ensures your company profiles are always up to date.
Get context instantly: research notes give you insights you can use in conversations, pitches, and follow-ups.
Work smarter: run research individually or in bulk, freeing you to focus on closing deals and growing your network.
What can the Research Assistant do?
The Research Assistant works on individual companies or in bulk across multiple companies in a group, both from a table and a pipeline view. Each research action collects and updates structured data for you.
Here’s what it can enrich or generate:
Foundation date (e.g., 1950)
Company size (e.g., 11–50 employees)
Industry (e.g., Industrials)
Funding raised (e.g., $2,500,000 USD)
Last funding date (e.g., 2022)
URLs: website, LinkedIn, Twitter, Facebook
Description: a short company summary
Address: location details
Research note: context-rich insights about the company
👉 Also, to provide accurate and reliable data, folk is integrated with People Data Labs (for company enrichment) and Perplexity (for generating rich research notes).
How to customize the research note?
Type instructions in the text box called 'Customize Research note'. You can add specific questions or themes you want to learn about a company.
What are the company's current strategic priorities?
Have there been recent funding rounds, acquisitions, or leadership changes?
What recent expansion or growth signals can we identify?
Who are their current vendors and partners?
Is the company SOC2 compliant?
The assistant will follow your instructions every time you research a company.
To delete the instructions, simply remove the content.
The Research Assistant in folkX
Go on any website, open the folkX extension, and hit Research. We will enrich the following fields
Industry
Company size
Foundation date
Address
Funding raised
Last funding date
and write a personalized Research note.
Who can use it?
Everyone on folk can use the Research Assistant — it’s included with all plans and adds extra value to your existing setup.
That said, depending on your plan, you’ll have different limits:
Free trial
50 research actions per workspace
Standard / Premium / Custom
200 research actions per workspace
2,500 auto-enrichments