How can an AI marketing agent use Folk for marketing?
An AI marketing agent can use Folk as the place where the people and companies it finds get organized, and as a record of what your team already knows about them. Folk is a CRM built around relationships. Founders, agencies, investors, and small sales teams use it to keep track of the people they work with.
In Folk, your contacts are people and companies, and you sort them into groups such as "Investors," "Partners," or "Q4 prospects." Each group has its own custom fields, so your prospects group might track a status and a source while your investors group tracks check size. Notes and reminders sit on each record.
That structure gives an agent plenty to work with. It can add researched prospects to the right group, fill in the fields that group cares about, and explain its reasoning in a note. It can also read your groups and notes to decide who to contact and what to say. Kite is one example of an agent that does this work through your connected Folk workspace.
Marketing jobs Kite can do with Folk
The jobs below follow a relationship from the moment Kite finds someone worth knowing to the campaign that reaches them. Kite adds people and companies to Folk, explains why they're there, keeps their details current, and uses everything in Folk to plan the next piece of marketing.
Add qualified prospects to the right Folk group
Kite turns a prospect list into people and companies in Folk, placed in the group where your team will look for them. Say you ask for 25 UK agencies with 10 to 50 employees that are hiring a paid social lead. Kite finds the agencies, finds the founder or head of growth at each one, confirms each person still holds the role, and scores every prospect from one to five against your ideal customer profile.
Before it writes anything, Kite reads the custom fields on the group you've chosen. If your "Agency prospects" group tracks Status, Source, and Fit score, Kite fills in those fields for every person it adds. Each record carries:
- the company's name, description, industry, employee range, and funding details
- the person's name, work email, and phone number when the research source has them
- the person's place in your chosen group, with that group's custom fields filled in
Kite proposes the list in Slack first. It writes the people and companies to Folk once you confirm, so they show up in the group's table ready for whoever works it.
Write the research into notes your team can read
Kite writes a note on each person or company it adds, so the reason they're in Folk stays attached to the record. A note might say, "Raised a $6M seed round in September and posted a job for its first growth marketer. Fits our profile on size and industry. Scored 5." Anyone who opens the contact in Folk sees why it's worth their time.
Notes also carry what Kite learns later. When Kite researches a company again before a campaign, it can update its earlier note or add a new one with what changed, such as a new funding round or a product launch.
Keep contact and company details current
Kite updates people and companies in Folk when their details change. Before a customer newsletter goes out, for example, Kite can check the people in your "Customers" group against their current professional profiles. When someone has a new job title or a new work email, Kite updates the record. It can refresh a company's description, employee range, or funding details the same way.
Kite also moves people between groups. When a prospect becomes a customer, Kite can add them to your "Customers" group so the next customer campaign includes them. When you ask, it can also clean up after an import by deleting duplicate people, companies, or notes, and it removes reminders your team no longer needs.
Plan marketing around the relationships already in Folk
Kite reads the people, companies, groups, notes, and reminders in Folk to decide who your marketing should reach and what to say to each person. Say you're launching a new feature and want to invite partners and customers to a webinar. Kite pulls the people from your "Partners" and "Customers" groups and reads the latest notes on each one.
Those notes change the message. A customer whose note says they asked for this exact feature last month gets an invitation that says so. Kite also reads the reminders your team has set, so its plan accounts for the follow-ups already on someone's calendar. It writes the emails and sends them from your team's Kite address or a connected email product once you approve.
The same reading works for strategy. If your notes keep mentioning the same objection, such as "worried about onboarding time," Kite can answer it on your website or in your next campaign, and it saves the pattern to your team's knowledge base.
What Kite reads and changes in Folk
Kite reads your workspace to plan its work and writes people, companies, notes, and group membership. The lists below separate the two.
Information Kite can read
- PeopleThe contacts in your workspace with their names, emails, phone numbers, groups, and custom field values. Kite uses them to build audiences and check details before a campaign.
- CompaniesThe companies in your workspace with their descriptions, industries, sizes, and funding details. Kite uses them to see which accounts you already track.
- Groups and their custom fieldsYour groups and the fields each one tracks. Kite reads them so the records it adds match how your team organizes Folk.
- NotesThe notes on people and companies. Kite reads them for context before outreach and to find themes across many conversations.
- RemindersThe follow-ups your team has set, filtered by person or company. Kite reads them to fit its plans around work already scheduled.
Information Kite can create or change
- PeopleNew people with their emails, phone numbers, groups, and custom field values, and updates to existing people, including which groups they belong to. Kite can also delete a person when you ask.
- CompaniesNew companies with their description, industry, employee range, and funding details, and updates to existing companies. Kite can also delete a company when you ask.
- NotesNew notes on people and companies, and edits to existing notes. Kite can also delete a note.
- RemindersKite can delete a reminder your team no longer needs.
How Kite connects to Folk
Add an API key for your Folk workspace. Kite uses the access granted to that key. You create the key in your Folk workspace settings. Folk isn't one of Kite's built-in tools, so you'll need your own Folk account for this work.
The research behind each person and company comes from Kite's built-in sources, so you don't need a separate data provider. From there, you can start with the result you want. Ask Kite to "find 20 seed-stage fintech companies like our best customers and add them to our Prospects group in Folk." Kite already knows your positioning, customers, and competitors from its research on your business. It proposes the audience, reads the group's fields, and adds the people, companies, and notes once you confirm.
How-to guides using Folk
- How to add a qualified prospect list to Folk Coming soon Kite builds a list of companies and people that fit your ideal customer profile, scores each one, and adds the best matches to a Folk group with the group's fields filled in and a note explaining why each one fits.
Where Folk fits in Kite's marketing work
Limits and product-specific details
- Your team sets up groups and deals in Folk. Kite adds people and companies to the groups you already have. Creating new groups and managing deals in a pipeline stays with your team in Folk.
- Your team sets new reminders in Folk. Kite reads the reminders your team creates and can remove one when you ask.
- Kite sends email outside Folk. Kite writes and sends email from your team's Kite address or a connected email product. It doesn't run campaigns through Folk's own email tools.
Common questions
Can Kite add people from an event list or spreadsheet to Folk?
Yes. Share the file with Kite in Slack, such as a list of event attendees or a spreadsheet from a partner. Kite researches each person and company, scores them against your ideal customer profile, and adds the ones worth keeping to the Folk group you name, with a note on each one.
How is Kite different from Folk's own enrichment and AI features?
Folk's built-in features work on the contacts you bring into Folk. Kite works from outside the CRM. It researches your market, decides which people and companies are worth adding, and brings them into Folk with the reasoning attached. It also takes what's in Folk back out and turns it into campaigns, website copy, and outreach.