Your co-worker layer across your stack
Your AI agency co-worker.
Folio joins the work across your agency stack: engaging clients, producing billable delivery, and handling the admin that keeps everything moving without adding headcount.
Approval before client send
Client-facing drafts wait for a human before they leave the workspace.
Scoped to each Place
Permissions follow the client, project, page, file, and channel where the work lives.
Visible activity history
Every action Folio proposes or performs is visible to the team.
§ First jobs
Three jobs Folio should earn first.
Start with one bounded workflow, keep the approval gate on, and let the team see the result before you widen the remit.
Best first job for account teams
Client update
Turns scattered launch context into a client-ready status note and the delivery tasks behind it.
Best first job for repeated meetings
Post-call delivery
Captures decisions, drafts the follow-up, creates actions, and files the admin in the client space.
Best first job for delivery leads
Project rescue
Finds blockers, overdue work, and owner gaps before the client has to ask for an update.
§ Live in an afternoon
Enterprise-ready on day one, without another build to maintain.
A skilled person could rig pieces of this together in ChatGPT or Claude, given enough time and appetite for maintenance. Folio gives the whole agency that capability from the start: connect, invite, assign.
Connect
Point Folio at the stack you already run: Slack, email, your CRM, drives. No data to migrate, nothing to rebuild.
Invite
Add Folio to the channels and client projects where the work happens, with the permissions your org already trusts.
Assign
Give it client-facing, delivery, or admin work. It proposes the next step and asks before it acts - shared across the team, auditable from the start.
§ The problem
Right now, your team is the integration between your tools.
People talk in one place, files live in another, project plans drift in a third, and client decisions are scattered everywhere. Someone burns hours a week manually stitching it together because your stack was built to store work, not collaborate on it.
Before - scattered
After - Folio working
Folio joins the context up and moves the work forward. Joined-up context lets it act on what's true, instead of whatever someone remembered to paste in.
What a co-worker does
Four jobs, one teammate
Understand
Reads context across chats, pages, files, projects, and activity - by meaning, not keywords.
Coordinate
Catches the team up, keeps clients informed, and puts work in the right client or project space.
Act
Creates and updates tasks, drafts client messages, writes pages, and moves deliverables forward inside your approved tools.
Automate
Turns repeatable work into reusable skills and handbooks your whole team can run.
§ Work done
Give Folio the work that fills the day.
The request
“@Folio, catch me up on everything that changed for Acme since Thursday and draft talking points for the client call.”
Result
A 30-minute pre-call scramble becomes a two-minute review.
Context Folio used
Action Folio took
ChatGPT, Claude and Copilot answer. Folio works with you.
General assistants sit in their own window and wait to be asked. Folio works across your whole stack and moves the work forward.
§ Orchestration
Keep your stack. Add your co-worker across it.
Folio sits across your CRM, PM system, chat app and client portal. It understands the context and helps turn activity into client engagement, billable delivery and admin progress.
Your existing stack
§ Trust & control
Autonomy still needs judgement.
Folio acts where it should and asks where it matters. Sensitive or irreversible actions wait for a human, inside your existing permissions.
Start with the work you already have.
Create your agency workspace and client / project spaces.
Connect trusted tools and choose what Folio can do.
Invite Folio into the work.
Assign it client, delivery, or admin work.
Turn repeatable workflows into skills and handbooks.
§ Add your agency's missing co-worker
Client work moving.
Same headcount.
Delegate your first client, delivery, or admin job with approvals on.