Integrations / CRM
Folk on WhatsApp: manage notes, companies and reminders with an AI agent
Flann turns Folk into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Folk for you. Connected to Flann, Folk behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
23 actions in Folk. 13 only look things up, and 10 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Folk
You do not need the exact wording. These are the kinds of messages Flann turns into Folk actions.
“Look up the note in Folk.”
“Show me my reminders in Folk.”
“Show me my groups in Folk.”
“Create a note in Folk.”
“Delete the reminder in Folk.”
“Create a person in Folk.”
What Flann can work with in Folk
Folk gives Flann 23 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Companies | createdeletelook upupdate | 5 |
| Notes | createdeletelook upupdate | 5 |
| Reminders | deletelook up | 2 |
| Users | look up | 2 |
| Persons | createdeletelook upupdate | 4 |
How the same note job compares, in Folk directly and through Flann.
| Compare | Opening FolkLog in, find it, do it | Folk through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about notes | By hand, screen by screen | 13 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 10 changes, made from a message |
| Folk records | All of them, one screen at a time | 7 kinds, from one chat |
| Set-up | Nothing new to set up | Your Folk API key, once |
YesPartlyNo
Step by step: Folk jobs you can hand to Flann
How a request turns into real Folk actions, one step at a time.
Create a note from a voice note
- You message Flann on WhatsApp: “Create a note in Folk with these details.”
- Flann runs
List Notesin Folk and shows you what it found. - Flann runs
Create Notein Folk. - Flann creates it in Folk and confirms in the chat.
Fix a company without opening Folk
- You message Flann on WhatsApp: “Change the company in Folk: here is what is different.”
- Flann runs
List Companiesin Folk and shows you what it found. - Flann runs
Update Companyin Folk. - Flann makes the change in Folk and confirms in the chat.
Clean up persons you no longer need
- You message Flann on WhatsApp: “Which persons in Folk are out of date? Remove the ones I confirm.”
- Flann runs
Get Personin Folk and shows you what it found. - Flann runs
Delete Personin Folk. - Each removal is confirmed in the chat.
Where Flann saves you time in Folk
Small jobs, repeated often, are where the time goes. Here is how they change once Folk is connected.
Merging the duplicate contacts
Today
The same customer sits in Folk three times, under a nickname, a work email and a misspelt surname. Every report you pull is slightly wrong because of it.
With Flann
“Find duplicate contacts in Folk and show me which ones to merge.”
Scanning Folk for matching phone numbers, emails and similar names, Flann groups the likely duplicates and shows which record holds the most recent activity.
What you stop doing: Cleaning contacts stops being a job you put off every quarter.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Folk, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Folk and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Folk
- Search for Folk in Flann’s Connectors.
- Paste your Folk API key into the secure form Flann opens. You will find the key in your Folk account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Folk action and fills in the details.
Of the 23 Folk actions, 13 only read. The other 10 create, update, send or delete. Disconnect Folk in Connectors whenever you like.
Ways to use Folk with Flann
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Folk in a few lines you can read in a queue.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Folk and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in Folk have not heard from you in a week. It lists them and drafts the follow-up for each.
Everything Flann can do in Folk
Every Folk action Flann can run, split into what it reads and what it changes.
Looks up 13
- Get Company
- Get Current Workspace User
- Get Note
- Get Person
- Get User
- List Companies
- List Groups
- List People
- List Users
- List Group Custom Fields
- List Notes
- List Reminders
- List Webhooks
Changes 10
- Create Company
- Create Note
- Create Person
- Delete Company
- Delete Note
- Delete Person
- Delete Reminder
- Update Company
- Update Person
- Update Note
More CRM apps Flann works with
TwentyCommon questions
What can Flann do with companies in Folk?
Flann can create, delete, look up and update companies in Folk, using 5 actions (Create Company, Delete Company, Get Company, List Companies and more). Looking up runs straight away and changes nothing. The other actions create or change companies in Folk.
What can Flann do with notes in Folk?
Flann can create, delete, look up and update notes in Folk, using 5 actions (Create Note, Delete Note, Get Note, List Notes and more). Looking up runs straight away and changes nothing. The other actions create or change notes in Folk.
How does Flann connect to Folk?
Open Connectors in Flann, choose Folk and paste your Folk API key into a secure form. You will find the key in your Folk account settings. Once it is connected, Flann can use 23 actions in Folk.
Do I need to open Folk to use it with Flann?
No. Once Folk is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Folk.
Is Folk included in my Flann plan?
Yes. Every Flann plan includes every app, Folk included.