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AI workflows for your team

Automate the work.
Keep the final say.

Build an AI workflow in five simple steps. Set each step up the way your team works, get guided review before anything goes out, and deliver documents, emails, or messages automatically.

Contact us Explore workflows
  • 5 configurable steps
  • Guided review
  • Documents, emails & messages
  1. 01

    Start

    Choose a form, an email, a schedule, or a manual run.

    FormEmailScheduleManual
  2. 02

    Gather

    Bring the right template, files, and records into the job.

    Proposal template.docxRate card.csvClient email
  3. 03

    Create

    Draft the result, then check its scope, figures, and terms.

    IT support proposal85 devices · 12 months
    Scope completePricing checked
  4. 04

    Review

    Give the right person the draft, its checks, and its sources.

    SLSales leadApproval required
    Approve Request edits
  5. 05

    Deliver

    Save the approved result, send it on, and notify your team.

    Save to folderEmail clientNotify requester
Reuse templatesA starting point for repeat work
Keep contextSources and details together
Spot gapsSee what’s still missing
Review clearlyResults and checks side by side

Built around the work you do

Different work.
Clear outcomes.

Bring the right sources, checks, and approvals to every document your team works on.

A proposal, ready to review.

Turn discovery notes and your rate card into a proposal, with pricing checked before your team reviews it.

  • Your template
  • Checked pricing

Bring it all together

Many sources.
One clear result.

Bring the request, figures, team context, and your template together. Folistack turns them into a document, an email, an updated record, or a checked result, ready for your team to review.

An assistant for your content

Ask a question.
See what matters.

Ask questions or give your AI assistant a task. Turn agreements, finance documents, and everyday files into clear summaries, deeper analysis, and practical recommendations.

Answers stay connected to the source, so your team can check the details and decide what to do next.

Works with the files your team can access.

Folistack assistant2 risky clauses found

Which of these contain risky clauses?

Lease agreementLSE–2026–014

Office lease

8.2 · Renewal

The lease renews for 36 months unless notice is given 90 days before expiry.

Service agreementAGR–2026–118

Service agreement

6.1 · Liability

The supplier’s liability under this agreement is unlimited.

Finance policyFIN–POL–004

Payment terms

4.1 · Standard terms

Payment is due within 30 days. Exceptions require Finance approval.

Review with context

Make the
exception clear.

A price mismatch, an incomplete record, or a nonstandard term: see what was found, the rule it was checked against, and the source behind it.

The right person makes the decision, with the context close at hand.

Service agreementAGR–2026–118

4. Commercial terms

Fees are invoiced monthly in advance. Invoices are payable within45 days of the invoice date.

Draft · Clause 4.2
Payment termsSales lead decides
Needs decision
In draft
45 days
Company rule
Up to 30 days

Customer asked for 45 days: their AP runs monthly.

Built for how your team works

Your process.
Your rules.

Describe each workflow in five plain steps, the way you’d brief a colleague. Change it whenever you need to. Nothing goes live until you publish.

  • Rules on every result

    Write them in plain words. Misses get flagged.

  • The right approver

    Choose who signs off, with a reminder if it waits.

  • Test before you publish

    Try a change on a past run and compare the result.

  • Access by team

    Decide who can run, edit, and review each one.

Client reportingOperations team
Live · v3
  1. 1
    How it startsEvery Monday at 09:00
  2. 2
    What the AI readsService metrics, team updates, and the reporting playbook
  3. 3
    What it createsA client report from your template

    What should it create?

    Rules it must follow

    • Figures match the source metrics
    • Every open action has an ownerNew
    • Add a rule
  4. 4
    Who approves itThe operations lead approves every result
  5. 5
    What happens nextSave to SharePoint and email the client sponsor
1 change ready to publishTest run passed on last week’s report

Less chasing. More doing.

Put your knowledge
to work.

Tell us which document workflow takes up your team’s time. We’ll explore how Folistack could handle it, using your sources, checks, and process.

  • A walkthrough built around your workflow
  • A conversation with the people building it
  • Your details are only used to reply to you
Get in touch