The Workflow Assistant isn't currently available to users.
With the Workflow Assistant, we enable you to automate email outreach with simple workflows based on defined triggers.
What is the Workflow Assistant?
The Workflow Assistant lets you create workflows that run inside a group.
Each workflow has:
Trigger + optional filters (when something happens in a group)
Send an automated email (optional)
To create your first Workflow Assistant, go to Assistants from the sidebar, then open Workflow Assistant (or create a new instance from the “+” card).
How does it work?
1) Set the trigger (required)
Choose:
Group (any group you have access to)
Record type: People
Trigger event
Created
or Updated (and chose the associated field that is updated)
2) Add filters (optional)
Filters work like group filters to set the workflow to run only on a subset of people or companies.
Example: “In Leads, when Status is updated but only when Status is "Qualified"”.
3) Action: Send an automated email
To save this step you must set:
Sender
Subject
Email body (with or without variables)
You can write from scratch or start from a message template. Templates can include variables (type “/” to insert) like name, job title, company, and eligible custom text fields.
4) Personalize with AI
If enabled, folk will rewrite/enhance the email using:
The latest shared interaction with the person
The latest public note on the record (private notes are excluded).
5) Preview the email
Use Preview to send yourself a test email based on a selected record (with or without AI personalization). Preview does not consume credits.
6) Where to see campaigns (once sent)
After the Workflow Assistant is set live, folk creates a campaign that aggregates messages sent by that workflow.
Campaign analytics follow the same structure as campaigns in folk (Sent, Not Sent, Opened, Replied, Clicked, Bounced, etc.).
Tracking depends on your sender setup (e.g., tracking can be disabled at workspace level). See settings > senders.
Credits and statuses
Credits
Each workflow completion consumes 1 credit.
Monthly limits (per workspace):
Free trial: 50 credits
Standard: 1,500 credits
Premium/Custom: 10,000 credits
If you run out of credits, the assistant is disabled and you’ll be prompted to upgrade.
Statuses
The Workflow Assistant can have different settings:
Active: running normally
Inactive: turned off, or disabled due to configuration changes (e.g., deleted field/group)
Pending action: blocked by external dependencies (e.g., invalid sender, insufficient credits)
Troubleshooting
My workflow won’t save
Check that you have:
A group + trigger event selected
At least one action configured (email and/or update fields)
For email: sender + subject + body
For Update CRM: field + value selected
Emails show as “Not sent”
Common reasons:
Recipient has no email address
Sender is invalid/disconnected
Campaign flagged as spam
Tracking/sending constraints depending on your email setup
A field used in my workflow was deleted
If a field used in filters or updates is deleted, the assistant becomes Inactive and you’ll need to review and re-enable it.
What if the person has no email?
If the person has no email, the email is generated but shows as Not sent in the assistant campaign (labeled “No email address”).
Preventing infinite loops
folk blocks obvious “self-triggering” configurations, for example:
Trigger: “When Status updated to In Progress”
Action: “Set Status to In Progress”
This would otherwise re-trigger itself indefinitely.