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The Recap Assistant provides instant summaries of recent interactions and notes for any person, company, or deal in your folk workspace.

It shares a quick brief after scanning the latest emails, meetings, call notes, WhatsApp messages, LinkedIn interactions, and any other linked activity to produce a concise summary.

Instead of manually scrolling back through threads or trying to recall context such as “Who reached out last?”, “What did we discuss?”, or “What were the next steps?”, the Recap Assistant surfaces these details for you. Each recap typically highlights:

  • Who last interacted and through which channel
  • What was discussed or decided
  • Any next steps or pending actions

By default, the Recap Assistant follows a structured template that includes an overview, last discussed topics, and upcoming plans. You can also customize the structure to match your preferred sales methodology (MEDDIC, BANT, etc.), ensuring the summary reflects what matters most to your workflows.

The Recap Assistant ensures nothing falls through the cracks by giving you a one-glance, AI-generated brief of your relationship with every contact.

Learn more.