Which account?
Choose the relevant organisation or personal account. Provider access and permission to use an account are separate decisions.
Connected work
Connect the accounts and information a workflow needs. Folio can use permitted tools alongside shared knowledge and tasks, without asking you to replace every system your business runs on.
Connection examples
Supported providers include the services below. Available operations depend on the connection, account permissions and configuration; confirm the exact workflow with us before planning a rollout.
Email and calendar
Email, calendar and workspace
Customer and commercial context
Shared knowledge
Content operations
Publishing workflows
For other systems, we will confirm the available connections and any work needed before you commit.
Discuss your integration requirementsThree things to agree
Choose the relevant organisation or personal account. Provider access and permission to use an account are separate decisions.
Confirm what Folio can read, create or update for the job. A provider logo does not mean unrestricted access to its entire product.
Configure execution and approval policies around the consequences of the action. Test the workflow before widening its use.
Put Folio to work
Use Folio to take on a recurring job, reduce the effort around it and measure the difference. We will help you choose where to start.