How to import interactions on folk

🔧 Prerequisites

Access to Make (Integromat) or Zapier with ability to create scenarios.
A Google Sheets file with interaction data (columns:
- A: Email
- B: Date
- C: Name
- D: Notes)
A folk API key with permissions to create interactions.
An OpenAI API connection in Make (to clean/format notes).

📝 Step 1. Set up Google Sheets module

Add a Google Sheets > Search Rows (Filter Rows) module.
Connect your Google account.
Configure it:
- Spreadsheet: select your “Add interactions” sheet.
- Sheet: Interactions.
- First row: A1:CZ1 (with headers).
- Filter: only take rows where Notes (column D) exists.
- Sort order: Ascending.

This fetches all rows with notes to be converted into interactions.

🔎 Step 2. Search for the person in folk

Add an HTTP > Make a request module.

Configure it:

Method: GET

URL:

https://api.folk.app/v1/people?filter[emails][like]={{Email}}&filter[fullName][like]={{Name}}&combinator=or

(replace {{Email}} with column A and {{Name}} with column C mapping).

Header:
```
Authorization: Bearer YOUR_FOLK_API_KEY
```
Parse response: Yes

This looks up the person in folk to link the interaction.

🤖 Step 3. Clean notes with OpenAI

Add an OpenAI > Create Chat Completion module.
Connection: your OpenAI API key.
Model: o4-mini (or GPT-4 if available).

Input prompt:

Convert the following plain text into clean, semantic Markdown with headings and lists.  Remove links and return only the Markdown as a single line with literal \n characters.  Text to convert: {{Notes}}

(map Notes = column D).

This ensures the interaction content in folk is clean and well-formatted.

🗂 Step 4. Create the interaction in folk

Add another HTTP > Make a request module.

Configure it:

Method: POST
URL:
```
https://api.folk.app/v1/interactions
```

Header:

Authorization: Bearer YOUR_FOLK_API_KEY Content-Type: application/json

Body (raw, JSON):

{   "entity": { "id": "{{PersonID}}" },   "dateTime": "{{formatDate(Date; "YYYY-MM-DD[T]HH:mm:ss.SSS[Z]")}}",   "title": "Meeting with {{Name}}",   "content": "{{replace(OpenAI Output; "\""; "'")}}",   "type": "☕️" }

Map fields:
- PersonID = id from the folk search (Step 2).
- Date = column B.
- Name = column C.
- OpenAI Output = content returned in Step 3.

This creates a ☕️ meeting interaction attached to the right contact in folk. You can change that icon if you want.

🚦 Step 5. Error handling

If folk search (Step 2) returns no match, you may want to Ignore or Route those rows for manual review.
You can add a Make “Ignore” module on the error path of Step 2.

✅ Step 6. Test and schedule

Run the scenario once manually to test with a few rows.
Once confirmed, schedule it to run periodically (e.g., every hour/day).

📂 Alternative: Importing a JSON Blueprint into Make

Instead of recreating the scenario manually, you can import the provided JSON file:

Download the file: Template Make - add interactions on folk.json
Go to Make > Scenarios.
Click the arrow next to Create a new scenario and choose Import Blueprint.
Upload the JSON file.
Once imported, Make will recreate the entire scenario with modules already connected.
Replace placeholders with your own credentials:
- Google Sheets connection → select your own Google account.
- folk API → replace with your own API key in the HTTP modules.
- OpenAI connection → map to your existing OpenAI account in Make.
Save and run the scenario once to test.

Template Make - add interactions on folk.json