What is AI field?
We introduced the option to fill custom fields with AI.
You can get a field automatically filled automatically based on a prompt you define.
Once it’s set up, folk uses the information stored in the record — like names, emails, notes, company details, or pipeline stages, interactions — to generate a relevant value for that field.
You can use it to:
Clean data (for example, capitalization or naming conventions for Names or Job titles)
Extract data (for example pull out or summarize key information from other fields like key topics discussed in last interactions)
Create simple categorizations, labels, or short descriptions (for example, categorizing companies if they are B2B or B2C with a tag)
Find additional data on the web (for example, finding the last news article about companies)
AI field works across people, companies, and deals, helping you keep everything structured without extra effort.
How to set up an AI field
Open the group and a view where you want to use it (Contacts, Companies, or Deals).
Add a Custom field or an AI field by clicking the + in the column header.
Note the AI field is a text field with Filled with AI settings enabled.
Fill with AI option is available on
Text custom field
Date custom field
Select custom field
Multi-select custom field
Number custom field
In the field settings, enable Fill with AI.
Write an AI prompt that tells the AI what to generate for this field.
A prompt is a clear instruction that should reference the fields you want the AI to read — using fields as variables e.g.
{Job title},{Company}, or{Notes}.Prompt examples:
“Generate a short description of this contact based on their {
notes}.”“Classify this
dealas High, Medium, or Low priority using {status} and {notes}.”“Extract the main pain point mentioned in the {
Notes}.”
You'll be also able here to enable options like
Search from the web
Auto-fill based on defined trigger
5. Enable (save) the field.
Once saved, folk will:
Generate values for existing records using your prompt
Allow manual edits for individual cells
Re-generate values on demand or in bulk
Generate values in bulk
Once Fill with AI is set up, you can apply it to multiple records at once:
You can do it through the header - it will generate for all contacts in the view (you can use filters to curate the list)
Right-click and choose Fill with AI on selected rows (or press ⌘ + Enter on Mac).
The field fills automatically for each selected record based on your prompt.
Best practices for prompts
Be specific: The clearer the instruction, the more accurate the result.
Reference other fields: Use variables like
{First name},{Company}, or{Notes}in your prompt.Test & refine: Try a few records manually first and adjust your prompt for quality.
Limit scope: For categories or tags, suggest the format you want (e.g., “Return only one category tag”).
Tips & examples
Type of action | Prompt |
Categorize data | Categorize company if they are B2B or B2C |
Categorize data | Categorize leads based on personal or pro email |
Categorize data | Categorize companies based if they are “SMB”, “Mid-Market” or “Enterprise” (turn on Web search) |
Extract data | Extract main discussed topics in interactions |
Extract data | Fill in MEDDIC framework field based on Notes |
Extract data | Find Lost Deal Reason and Win Deal Reason based on Call recording data |
Find data | Find the last news article about the Company |
Find data | Find the last blog article published |
Find data | Find the Office locations of this business |
Clean data | Clean job title in a clean format |
Clean data | Clean First Name & Last Name to remove any |
Clean data | Clean Company name to remove any company format (eg “LLC”, “SARL”, etc) |
Where you’ll see the AI-generated field
Once it’s created, the field shows up in a few places:
As a column in your table views
On the person, company, or deal profile
As a variable you can use in email sequences and automations
If you use the custom field in Messages, folk will automatically pull the generated value into your draft.
Pricing
AI fields are included in your folk subscription as follows:
2000 AI fields generations per month in the Standard plan
5000 AI fields generations per month in the Premium plan
Limitations
AI can only interpret the data already in folk
Quality depends on how precise your prompt is