Does the Folioze agent actually execute work?

Yes. Unlike a copilot that suggests content, our agent performs actions across your apps, such as updating your CRM, drafting emails, and archiving content, without you needing to click a button.

How is this different from native Folioze AI?

Native AI in Folioze focuses on content creation. DoMyWork focuses on execution across your entire stack, connecting Folioze to HubSpot, Salesforce, Slack, and 1,500+ other apps.

Is this just another automation tool like Zapier?

No. Zapier requires you to build logic and map fields manually. With DoMyWork, you describe the goal in plain English, and the agent handles the multi-step execution across your apps.

Does the agent monitor my Folioze account 24/7?

Yes. You can set up autopilot jobs that watch your Folioze engagement data and act instantly when a key event occurs, such as a high-value prospect visiting your hub.

Is my Folioze data safe?

Data security is our priority. We use secure API connections to interact with your apps and never store your sensitive content or customer data beyond what is needed to execute your tasks.

Can I connect Folioze to multiple apps at once?

Yes. Our agent is designed for multi-app execution. You can instruct it to pull data from Folioze, analyse it with AI, update Salesforce, and notify your team in Slack in one single flow.

AI Agent for Folioze

Personalise content experiences, track engagement, and route leads automatically. DoMyWork AI agents work with Folioze and 1,500+ apps to turn passive content into revenue.

Find leads who spent over 5 minutes in my Folioze hub

Update Salesforce records with engagement data from Folioze

Draft a follow-up email for visitors who viewed my pitch deck

Summarise the top performing content pieces from last month

Post a Slack alert when a key account visits the hub

Create a new personalised Folioze experience for [Account Name]

Agent for

Folioze

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your content engagement into real sales conversations

Identify high-intent visitors, enrich your CRM data, draft follow-ups, and route leads to your team.

12 high-intent leads identified

Identify leads who spent significant time in your Folioze hub

"Check my Folioze engagement logs from last week, find every visitor who spent over 3 minutes on my 'Q3 Pitch' deck, and add them to a new list in HubSpot."

Send Message

Find content that keeps visitors engaged longer

"Analyse my top 5 Folioze content pieces from last month, identify which ones have the highest read-through rate, and draft a summary for my team."

Send Message

Clean up old content experiences that are no longer active

"Find all Folioze experiences that haven't had a visitor in 90 days and move them to an 'Archive' folder."

Send Message

Update your content library with new case studies

"Take the latest case study PDF from my Google Drive and create a new Folioze experience with it."

Send Message

Check if your content is reaching the right audience segments

"Compare my Folioze visitor list against my target account list in Google Sheets and flag any key accounts that haven't visited yet."

Send Message

Got a different task in mind? Describe it

Send Message

Draft follow-ups for prospects who just viewed your deck

"Find the last 10 people who viewed my Folioze deck, check their current deal stage in Salesforce, and draft a follow-up email for those in the 'Proposal' stage."

Send Message

Alert the team when a target account visits your hub

"Search my Folioze visitor data for any email addresses matching my 'Target Accounts' list in Google Sheets and post their activity to our Slack channel."

Send Message

Enrich CRM records with recent content engagement

"Pull the latest engagement metrics from Folioze for my active deals and update the 'Last Content Interaction' field in Salesforce."

Send Message

Find out which pages in your deck were skipped

"Analyse the page-by-page engagement for my latest Folioze deck and tell me which slides are being ignored."

Send Message

Prepare a personalised experience for a new prospect

"Take the prospect info from my latest email, generate a personalised Folioze experience, and send the link to the prospect."

Send Message

Got a different task in mind? Describe it

Send Message

Check if customers are using your onboarding content

"Find all customers who haven't opened their onboarding Folioze experience in the last 7 days and draft a check-in email."

Send Message

Flag accounts that are struggling with your documentation

"Identify customers in Folioze who spent less than 30 seconds on the 'Getting Started' guide and list them for a support call."

Send Message

Send a summary of new feature updates to key accounts

"Take the latest feature update deck in Folioze and email the link to all customers tagged 'Enterprise' in our database."

Send Message

Review customer feedback from your content hub

"Extract any comments or feedback left on my Folioze experiences and add them as tasks in Asana."

Send Message

Ensure your renewal deck is being viewed

"Check if my top 20 accounts have viewed their renewal Folioze experience yet and alert me if they haven't."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level view of content performance

"Summarise the total reach and engagement time for all Folioze experiences this quarter and compare it to last quarter."

Send Message

Find out which content is driving the most revenue

"Connect my Folioze engagement data with my revenue data in Google Sheets to see which deck correlates with closed deals."

Send Message

Check if your pitch deck is effective

"Analyse the engagement on my primary pitch deck and tell me if it's converting visitors into leads."

Send Message

Find gaps in your content strategy

"Review my Folioze library and identify categories where we have no content for high-intent visitors."

Send Message

Monitor key account engagement across the business

"Compile a list of all key account interactions in Folioze from the last 48 hours and email it to me."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Folioze AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Folioze AI Agent

🛸 Autopilot

Act on content engagement the moment it happens — with agents on autopilot

The agents work across your apps 24/7.

They catch new visitor activity, qualify the interest, and trigger the right follow-up before the lead goes cold.

Setting up an autopilot is too easy

New visitor engagement is detected

Describe...

1. Route new high-intent leads to your CRM

WhenNew visitor engagement is detected

Then

Check if the visitor's company is in our target list, calculate an engagement score, and add them to HubSpot as a 'Marketing Qualified Lead' if the score is high.

Put on Autopilot

2. Tag content pieces that are underperforming

WhenEvery Monday at 09:00 AM

Then

Review Folioze engagement from the last week and flag any content with less than 10% engagement in our internal tracking sheet.

Put on Autopilot

3. Respond to content feedback instantly

WhenNew visitor feedback is submitted

Then

Read the feedback, determine if it's a support request or a compliment, and route to the correct Slack channel.

Put on Autopilot

4. Update lead scores based on content consumption

WhenVisitor reaches a key content milestone

Then

Increase the lead score in HubSpot by 10 points for every milestone reached in Folioze.

Put on Autopilot

5. Generate weekly engagement reports

WhenEvery Friday at 05:00 PM

Then

Summarise total Folioze views and engagement time, then email the report to the marketing team.

Put on Autopilot

1. Notify sales reps of hot prospect activity

WhenVisitor from a target company engages

Then

Identify the account owner in Salesforce and send them a Slack notification with the visitor's name and the specific content viewed.

Put on Autopilot

2. Create tasks for follow-up on stalled deals

WhenVisitor re-engages with a proposal deck

Then

Check if the deal is marked 'Stalled' in Salesforce, and if so, create a follow-up task for the owner.

Put on Autopilot

3. Log content interactions in the CRM

WhenNew visitor engagement is detected

Then

Create a new activity log in Salesforce for the contact, including the content title and engagement duration.

Put on Autopilot

4. Draft personalised emails for engaged leads

WhenVisitor finishes a deck

Then

Draft an email in Gmail referencing the specific deck they just finished and save it as a draft for the sales rep.

Put on Autopilot

5. Flag leads that are no longer interested

WhenVisitor leaves the hub without interacting

Then

Check if the lead has been inactive for 30 days and flag them as 'Cold' in Salesforce.

Put on Autopilot

1. Identify accounts at risk due to lack of usage

WhenEvery Monday at 09:00 AM

Then

Check Folioze usage for all active customers, identify those with zero engagement in 14 days, and create a ticket in Zendesk.

Put on Autopilot

2. Send welcome content to new customers

WhenNew customer deal is closed

Then

Create a personalised Folioze onboarding experience for the new customer and email them the link.

Put on Autopilot

3. Alert CS team to customer support questions in content

WhenVisitor submits a question

Then

Analyse the question, determine urgency, and create a high-priority ticket in Zendesk if needed.

Put on Autopilot

4. Track feature adoption through content engagement

WhenVisitor views a new feature deck

Then

Update the 'Feature Adoption' field in our customer database for that account.

Put on Autopilot

5. Celebrate customer milestones

WhenVisitor completes a training course

Then

Send a congratulatory email to the customer and update their status in the success platform.

Put on Autopilot

1. Monitor key account engagement across the business

WhenNew visitor engagement is detected

Then

Check if the visitor belongs to a 'Key Account' list, and if so, send a summary of their activity to the founder's Slack.

Put on Autopilot

2. Track overall content ROI

WhenEvery month on the 1st

Then

Aggregate Folioze engagement data and revenue data from Google Sheets to calculate the content-to-revenue ratio.

Put on Autopilot

3. Flag potential churn signals in engagement

WhenVisitor engagement drops significantly

Then

Analyse the engagement trend for the account and alert the founder if it's a top-tier customer.

Put on Autopilot

4. Review new content ideas

WhenNew content piece is published

Then

Summarise the content and post it to the founder's 'Content Strategy' Slack channel.

Put on Autopilot

5. Monitor competitor content engagement

WhenVisitor from a competitor domain engages

Then

Log the visitor's activity and content viewed to our competitive intelligence sheet.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Folioze

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Data

Enter Lead Data

Fill fields below 👇

Lead Name *

Company *

Engagement Summary *

AI AgentExecute agent from playbook

2. Analyse Engagement

Agent

Analyse {{Engagement Summary}} for {{Company}}. Score against ICP and provide a reason.

Complete in a clickSend data to 1500+ apps

3. Update HubSpot

Update ContactinHubSpot

4. Notify Sales

Send MessageinSlack

Lead Qualification Playbook

Score and route leads from Folioze engagement.

Clone This Playbook

Content Promotion Playbook

Promote new content to targeted leads.

Clone This Playbook

Competitive Research Playbook

Analyse competitor content hubs.

Clone This Playbook

Content Audit Playbook

Audit existing content for relevance.

Clone This Playbook

Campaign Launch Playbook

Set up a new campaign launch.

Clone This Playbook

Prospecting Playbook

Research and reach out to prospects.

Clone This Playbook

Deal Review Playbook

Review deal progress.

Clone This Playbook

Meeting Prep Playbook

Prepare for sales meetings.

Clone This Playbook

Follow-up Playbook

Follow up after meetings.

Clone This Playbook

Referral Playbook

Ask for referrals.

Clone This Playbook

Onboarding Playbook

Onboard new customers.

Clone This Playbook

Renewal Playbook

Manage renewal process.

Clone This Playbook

Support Playbook

Handle support tickets.

Clone This Playbook

Feedback Playbook

Collect feedback.

Clone This Playbook

Training Playbook

Provide training.

Clone This Playbook

Strategy Review Playbook

Review business strategy.

Clone This Playbook

Investor Update Playbook

Prepare investor updates.

Clone This Playbook

Market Analysis Playbook

Analyse market trends.

Clone This Playbook

Hiring Playbook

Manage hiring process.

Clone This Playbook

Team Sync Playbook

Manage team syncs.

Clone This Playbook

1500+ App Integrations

Connect Folioze + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New visitor engagement is detected

Then

Recurring Work on autopilot

Autopilot

Lead Handoff Playbook

Enter lead details

Personalise content

Send to lead

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Folioze

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Folioze AI Agent

An AI agent for Folioze is a digital worker that connects your content hub to your CRM, email, and other tools to execute tasks like lead routing, content personalisation, and engagement tracking.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Folioze

Turn your content engagement into real sales conversations

Identify leads who spent significant time in your Folioze hub

Find content that keeps visitors engaged longer

Clean up old content experiences that are no longer active

Update your content library with new case studies

Check if your content is reaching the right audience segments

Got a different task in mind? Describe it

Draft follow-ups for prospects who just viewed your deck

Alert the team when a target account visits your hub

Enrich CRM records with recent content engagement

Find out which pages in your deck were skipped

Prepare a personalised experience for a new prospect

Got a different task in mind? Describe it

Check if customers are using your onboarding content

Flag accounts that are struggling with your documentation

Send a summary of new feature updates to key accounts

Review customer feedback from your content hub

Ensure your renewal deck is being viewed

Got a different task in mind? Describe it

Get a high-level view of content performance

Find out which content is driving the most revenue

Check if your pitch deck is effective

Find gaps in your content strategy

Monitor key account engagement across the business

Got a different task in mind? Describe it

How Does a Folioze AI Agent Work

Act on content engagement the moment it happens — with agents on autopilot

1. Route new high-intent leads to your CRM

2. Tag content pieces that are underperforming

3. Respond to content feedback instantly

4. Update lead scores based on content consumption

5. Generate weekly engagement reports

1. Notify sales reps of hot prospect activity

2. Create tasks for follow-up on stalled deals

3. Log content interactions in the CRM

4. Draft personalised emails for engaged leads

5. Flag leads that are no longer interested

1. Identify accounts at risk due to lack of usage

2. Send welcome content to new customers

3. Alert CS team to customer support questions in content

4. Track feature adoption through content engagement

5. Celebrate customer milestones

1. Monitor key account engagement across the business

2. Track overall content ROI

3. Flag potential churn signals in engagement

4. Review new content ideas

5. Monitor competitor content engagement

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Content Promotion Playbook

Competitive Research Playbook

Content Audit Playbook

Campaign Launch Playbook

Prospecting Playbook

Deal Review Playbook

Meeting Prep Playbook

Follow-up Playbook

Referral Playbook

Onboarding Playbook

Renewal Playbook

Support Playbook

Feedback Playbook

Training Playbook

Strategy Review Playbook

Investor Update Playbook

Market Analysis Playbook

Hiring Playbook

Team Sync Playbook

Connect Folioze + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Folioze AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Folioze AI Agent