The Scenario
Your QBR is in four days and your sales team lead just dropped a task in your queue: compile all the relationship notes logged in Folk this quarter — contact name, note body, and date — into a sheet so the team can review them before the call. She wants it by end of tomorrow.
You open Folk. Notes are scattered across individual contact pages. There's no "export notes" view. You start clicking through contacts, reading notes, copying them into a sheet. By the fifth contact you've already spent 20 minutes and you have maybe 200 more to check.
The bad version:
- Navigate to each Folk contact page one at a time, open the notes section, copy the note text and date into your sheet manually — then realize you forgot to include the contact name and have to go back.
- Try to use Folk's export — it downloads contact fields but not notes, which are stored differently in the data model.
- Consider asking someone from engineering to write a script to pull notes from Folk's API, then remember that request takes two days to get a response.
This review is happening whether the notes are in a sheet or not. The question is whether you have them organized before the call or whether you're reading from Folk's UI live.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads your sheet and reaches into Folk through its built-in integration. For pulling notes across your entire Folk workspace, you describe the output structure and it handles the API traversal.
Export all notes from my Folk workspace into a new tab called "Q2 Notes" with columns for contact name, note content, and created date — sort by created date descending so the most recent notes appear first
What You Get
- A "Q2 Notes" tab populated with one row per note across all your Folk contacts.
- Contact name, note body, and creation date written to separate columns.
- Sorted newest-first so the QBR-relevant notes surface without scrolling.
- Notes from all contacts — not just the ones you remembered to check.
What If the Data Is Not Quite Ready
You only want notes from this quarter
There are years of notes in Folk and you only need Q2.
Export all Folk notes created between April 1 and June 30 into a tab called "Q2 Notes" with columns for contact name, note content, and created date — sort by date descending
You want to group by contact so you can review each relationship's arc
Rather than a chronological list, you want to read all notes for each person together.
Export all Folk notes into a tab called "Q2 Notes" with columns for contact name, note content, and created date — sort by contact name ascending, then by date descending within each contact
You want to flag contacts who had no notes this quarter
The team needs to know who fell through the cracks — relationships where no one logged a touchpoint.
Export all Folk contacts into a tab called "Engagement Check" — for each contact, include their name and the date of their most recent note, and mark "No Q2 Activity" in a status column for any contact whose last note was before April 1
The full review pull with filtering and grouping in one shot
Export all Folk notes created between April 1 and June 30 into a tab called "Q2 Notes" with columns for contact name, company, note content, and created date — sort by contact name, then by date within each contact, and add a separate summary tab showing how many notes each contact has for the quarter
One prompt pulls the notes, structures the review, and builds the summary your team lead can scan before the QBR.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull this quarter's Folk notes in the structure your team needs for the review. For adding new notes back to Folk contacts, see how to bulk-add meeting notes from a sheet. Or go back to the Folk integration overview for the full picture.