AI agents for folk CRM
A Monmo agent works in folk the way a well-organised partner in a small team would. It sorts new contacts into the right groups, moves people through each group's pipeline, fills in missing details from the web, reminds you who you promised to follow up and drafts a personal email for each. It uses your own folk workspace and asks before it changes a contact or sends anything.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in folk
Sort new contacts into groups
When people are added from an event, a Google Contacts import or the browser extension, it reads who they are and proposes the group they belong in, such as investors, partners or candidates, with the fields filled in.
AskSort the 25 people I added this week into the right folk groups and fill in company and role for each.
Move people through a group's pipeline
Every Tuesday it reads recent emails and Google Calendar meetings with people in your partnerships group and proposes status changes, such as intro made to in discussion, with the line from the thread that supports each.
AskEvery Tuesday, check my emails with the Partnerships group and suggest a new pipeline status for anyone who moved.
Fill in missing details
For contacts with no company, title or location, it searches the company website and public profiles, proposes values with a source for each, and writes only the ones you approve.
AskFind folk contacts with no company or job title and propose values with a source for each.
Remind you who to follow up
Each Friday it lists people you promised to get back to or have not spoken with for longer than you set per group, and drafts a short note for each with something specific to say.
AskEvery Friday at 11, list folk contacts I haven't spoken to in 60 days and draft a short note for each.
Prepare a personal email to a group
For an announcement or an invitation, it writes a version for each person in the group that mentions your last conversation, and shows you the full batch. Sending from Gmail or Outlook waits for you.
AskDraft an invitation to our 12 March dinner for everyone in the Customers group, personalised from our last emails.
Merge duplicates and clean up fields
It finds the same person added twice from different sources, mismatched company names and empty custom fields, and proposes merges and fixes you approve one group at a time.
AskFind duplicate contacts in folk and propose which version of each to keep.
How it connects
- 1You connect your own folk workspace once. The agent sees the groups and contacts your user can see. If someone else administers the workspace, they may need to allow the connection or generate the key.
- 2You choose which agents may use folk. A sales, partnerships or recruiting agent fits; a research agent can pass its findings across without access of its own.
- 3Reading contacts, groups and interaction history happens without asking. Adding or editing a contact, moving a pipeline status, merging duplicates and sending any email ask first, and one card can cover a batch.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; folk is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent manage contacts in folk?
Yes, and you approve what it saves. A Monmo AI agent sorts new contacts into groups, fills in missing details, moves people through group pipelines and suggests merges. It works through the folk connection, or in its own browser when the connection does not cover something, and saves only what you allow.
Can it send folk email campaigns for me?
It writes them and you send them. The agent drafts a personal version for each person, based on your past emails, and shows you the full set with the recipient count. Nothing goes out until you approve. It sends only to people you already know and chose to include.
Can the agent add people to folk from LinkedIn?
It can help you add people you have chosen. Reading public profiles the way a person would, it fills in roles and companies for contacts you name. It does not scrape LinkedIn, send connection requests or message people automatically. If you use folk's browser extension, adding a person stays your click.
Who is folk with an AI agent best for?
It suits founders, investors, agencies and recruiters who manage relationships more than a heavy sales process. The agent keeps groups tidy and makes sure nobody important is forgotten, which is the work that slips first in a small team. Relationships and decisions stay yours.