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Nº 01The AI Agency Operatorheyfolio.ai

THE OPERATING LAYER ABOVE YOUR STACK

Your AI agency operator.

Folio turns scattered work across your agency stack into completed client delivery — so your team protects margin and produces more billable output without adding headcount.

→ Connect your existing stack

→ Invite Folio into the work

→ Assign it a real operational job

Chatbots answer questions. Folio completes work.

§ Work done

Give Folio the work that eats your margin.

Client catch-up
Thread → plan
Project rescue
Reusable SOP
Post-call

THE REQUEST

“Folio, catch me up on everything that changed for Acme since last Thursday and draft the talking points for today’s client call.”

RESULT

A 30-minute pre-call scramble becomes a two-minute review.

CONTEXT FOLIO USED

› Channel, page & file changes
› Project & task activity
› Decisions and ownership history

ACTION FOLIO TOOK

✓ Summarised what changed
✓ Flagged blockers & open decisions
✓ Drafted client talking points
✓ Queued follow-up tasks for approval
Approve & sendEdit first

THE REQUEST

“Folio, turn this thread into a project plan and assign the first actions.”

RESULT

Less lost context between account, strategy, and delivery.

CONTEXT FOLIO USED

› The full thread context
› Related pages & files
› Existing project structure

ACTION FOLIO TOOK

✓ Extracted decisions & requirements
✓ Created tasks with owners, dates & priority
✓ Linked related pages and files
✓ Posted the plan back after approval
Approve & sendEdit first

THE REQUEST

“Folio, which client projects are at risk this week and what needs chasing?”

RESULT

Operations can intervene before the write-off appears.

CONTEXT FOLIO USED

› Projects, tasks & schedules
› Recent activity history
› Ownership & assignments

ACTION FOLIO TOOK

✓ Scanned every active project
✓ Flagged overdue & blocked work
✓ Drafted internal follow-ups
✓ Recommended the next actions
Approve & sendEdit first

THE REQUEST

“Folio, save this onboarding process as the standard setup for new clients.”

RESULT

Your best operator’s process becomes available to the whole team.

CONTEXT FOLIO USED

› The onboarding conversation
› Organisation handbook preferences
› Prior client setups

ACTION FOLIO TOOK

✓ Turned the process into a reusable skill
✓ Stored the operating instructions
✓ Applied it on the next new client
✓ Followed handbook defaults
Approve & sendEdit first

THE REQUEST

“Folio, summarise the call, create the actions, and draft the client follow-up.”

RESULT

Meetings produce delivery momentum instead of more admin.

CONTEXT FOLIO USED

› Live call transcript context
› The client / project space
› Decisions made on the call

ACTION FOLIO TOOK

✓ Captured decisions & actions
✓ Drafted the client follow-up
✓ Created tasks after approval
✓ Filed everything in the right space
Approve & sendEdit first
Fig. 1 — #acme-redesigna thread → tasks · a follow-up draft · an approval card
folio — Acme · #redesign
[ product screenshot — client channel + Folio approval card ]
WORKS ON TOP OF
SlackMicrosoft TeamsEmailNotionHubSpotGoogleFigmaStripe
See all integrations →

EARLY ACCESS

Folio is in early access with agencies across the UK. Request access →

30 min → 2 minPre-call prep time
4 actionsCreated from one request
0 headcountAdded to scale delivery

§ The problem

Your agency stack was built to store work — not operate it.

People talk in one place, files live in another, project plans drift in a third, and client decisions are scattered everywhere. Folio connects the context and moves the work forward.

BEFORE — SCATTERED

Conversations in chat
Files in drives
Plans in PM tools
Decisions in threads
Records in the CRM
Notes from calls

AFTER — OPERATIONAL

Tasks created & assigned
Follow-ups drafted
Pages & summaries written
Decisions captured
Records updated
Workflows automated

What an operator does

FOUR JOBS, ONE TEAMMATE

01

Understand

Reads context across chats, pages, files, projects, and activity — by meaning, not keywords.

02

Coordinate

Catches the team up, finds what changed, and keeps work in the right client or project space.

03

Act

Creates and updates tasks, drafts follow-ups, writes pages — inside your approved tools.

04

Automate

Turns repeatable work into reusable skills and handbooks your whole team can run.

A chatbot answers. Folio operates.

CHATBOT
FOLIO
Summarises a meeting.
Creates the tasks, drafts the follow-up, updates the client space — and asks before sending.
Tells you what to do.
Finds the context, proposes the next step, and performs the approved action.
Knows one system.
Works across the whole agency stack at once.
Follows rules you write.
Learns from context and turns repeated work into reusable workflows.

§ Orchestration

Keep your stack. Add the operator above it.

Folio is not trying to be your CRM, PM system, chat app, or client portal. It sits above them, understands the work, and helps turn activity into delivery.

How the operating layer works →
Folio — the operator↑ billable delivery
CONTEXT LAYER — UNDERSTANDS THE WORK

YOUR EXISTING STACK

ChatEmailDocsPM toolsCRMFilesClient portalsCalls

§ Trust & control

Autonomous does not mean unsupervised.

Folio acts where it should and asks where it matters. Sensitive or irreversible actions wait for a human, inside your existing permissions.

— Approval cards for sensitive workspace actions
— Configurable tool-approval preferences by action type
— Place-level access controls per client & project
— Granular permissions for people, files, pages & channels
— Visible activity history of everything Folio did
— Scoped access that follows the work, not the person

APPROVAL REQUESTED

Folio wants to send a follow-up to Acme and create 3 tasks.

[ draft preview ]

Start with the work you already have.

1Create your agency workspace and client / project spaces.
2Connect trusted tools and choose what Folio can do.
3Invite Folio into the work.
4Assign it a real operational job.
5Turn repeatable workflows into skills and handbooks.

ADD THE OPERATOR YOUR AGENCY HAS BEEN MISSING

Stop paying senior people
to do admin.

Folio handles the context-gathering, chasing, and coordination — so your team delivers more billable work with the people you already have.