The Scenario
You had 20 client calls this week. You logged a short summary after each one — four sentences, the key discussion points, the agreed next step — in a running Google Sheet you keep for this. Column A has the contact's email, column B has the note.
The notes need to be in Folk. Specifically, on the right Folk contact's profile, not just floating in a spreadsheet nobody else will ever look at.
The bad version:
- Open Folk, search for the first contact by email, navigate to their profile, click "Add Note," paste the text, save. Repeat for contact 2.
- Lose your place in the sheet halfway through because Folk opened the wrong person — someone with a similar email — and you pasted the wrong note on the wrong profile before noticing.
- By contact 11 you're copy-pasting so fast that you've stopped actually reading the notes. One of them gets posted to a contact you've never spoken to.
You logged these notes because they matter. Putting them in the wrong place makes them worse than not having them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads your sheet and connects to Folk through its built-in integration. When you need to write notes to specific contacts, you describe the matching logic and SheetXAI handles the lookups and the writes.
For each row in this sheet, find the Folk contact whose email matches column A and create a note on their profile using the text in column B — skip any row where column A is blank or no matching Folk contact is found, and give me a count of notes created and rows skipped
What You Get
- A note created on each Folk contact that matches the email in column A.
- The note text from column B written exactly as entered — no reformatting.
- Rows with blank emails or unmatched contacts skipped cleanly, with a sidebar count.
- No risk of posting a note to the wrong person — the match is by email, not by name.
What If the Data Is Not Quite Ready
Your email column has extra whitespace or mixed case
Some cells have trailing spaces or uppercase letters that won't match Folk's stored emails.
Normalize column A in this sheet — trim whitespace and lowercase all email addresses — then for each row, find the matching Folk contact and create a note using column B text
You want to add a date stamp to each note before posting it
Your note text doesn't include the date and you want Folk to show when the call happened.
For each row in this sheet, prepend the date in column C to the note text in column B in the format "Call on [date]: [note]", then find the Folk contact matching column A's email and create the note on their profile
Some contacts don't exist in Folk yet and need to be created first
A few of your calls this week were with new contacts who aren't in Folk yet.
For each row in this sheet: check whether a Folk contact exists with the email in column A — if yes, create a note on their profile using column B; if no, create the contact using the name in column C and then add the note — give me a count of notes added to existing contacts and new contacts created
The full cleanup and note-write in one shot
In this sheet: normalize column A by trimming whitespace and lowercasing, prepend the date in column C to each note in column B in the format "Call on [date]: [note]", then for each row find the Folk contact matching column A — if found, create the note; if not found, create the contact using column C for the name and then add the note — give me a final count of notes written and contacts created
One prompt handles the cleanup, the contact lookup, the creation logic, and the note write in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open your next post-call summary sheet, then ask it to log all 20 notes to the right Folk contacts before your next week starts. For pulling notes out of Folk into a sheet for review, see how to export Folk notes for a quarterly review. Or go back to the Folk integration overview.