folk

Set up reminders, follow up, and pipelines

Collaborating with your team

Create custom pipeline views

Pipelines

Always stay in context by tracking emails, calendar events  & WhatsApp conversations on folk

Track interactions (emails, calendar events & WhatsApp conversations)

Sync messages from LinkedIn with folkX extension

Track LinkedIn interactions

Log a new interaction

How to share emails and calendar events directly with your team

Share interactions with your team

Interactions

Add notes after your meetings, and sales calls. Tag and reply to your teammates to unlock collaboration

Adding notes

Notes

Create, assign, and track tasks tied to a contact, company or deal

Tasks

A central hub for all of your tasks and notifications in folk, to help you get to "Inbox Zero"

Notifications Center

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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