Improvement: We’ve enhanced our AI-powered timeline auto-population by giving the system the ability to learn from its own mistakes. Previously, if the AI failed to extract key information (like an offer acceptance date or a critical timeline anchor), it would simply try again from scratch, often repeating the same error.

Improvement: Documents that are added to your Smart Folder via Google Drive are now fully integrated with the timeline sharing feature. This means any document you upload to Drive can be shared directly within your timeline, ensuring all relevant parties have access to the latest files, whether they were uploaded through Folio or Drive.

Improvement: Manually uploaded PDF documents in the timeline are now available for AI-powered scans and information extraction. Previously, only certain types of documents could be selected for timeline auto-population or data extraction. With this update, any PDF you upload (whether through the extension, the web app, or directly to the timeline) can be analyzed by our AI tools, making it easier to keep your timeline accurate and up to date.

Improvement: Agents now have more control when exporting emails to PDF. When you choose to download all emails as a PDF, Pro users will see a new option to include attachments.

Improvement: The maximum number of active Smart Folders for Free plan users has been reduced from 3 to 2. If you have more than two active folders, the oldest will be paused automatically.

Improvement: Timeline Auto-Population is now available in the Chrome extension. This means you can trigger AI-powered timeline updates directly from your browser, making it even easier to keep your transactions organized and up to date.

New feature: We’ve launched Timeline Auto-Population with DocGPT. By leveraging AI, Folio can now extract essential dates and milestones from your purchase agreements and other documents and automatically populate your transaction timeline.

New feature: Document Sharing in Timelines is now live in the Chrome extension. You can now share important documents with clients and collaborators directly from your timeline, ensuring everyone has access to the files they need, when they need them.

New feature: Document Sharing in Timelines is now available on the dashboard. Agents can easily upload and share transaction-related documents with clients, providing a centralized, always-accessible location for all critical paperwork.

Improvement: We’ve made important changes to our Chrome extension to comply with Google’s Enhanced Safe Browsing requirements. By verifying our official website and following Google’s best practices, we’ve worked to remove the “This extension is not trusted by Enhanced Safe Browsing” warning. These changes help us earn the Established Publisher badge, providing users with greater confidence and security when using the Folio extension.

Improvement: We now verify that users have a compatible email service during the AgentUser OAuth flow. When signing up with Google or Office 365, users must have an active email account with the respective provider. If a user attempts to sign up without a compatible email service, they are redirected to the sign-in page and shown a clear error message explaining the requirement. This ensures a smoother onboarding experience and reduces confusion for new users.

Improvement: When a client views their timeline, we will not suggest that they set up a Folio account. Clients are discouraged from creating a Folio account, unless they work in the real estate industry.

Improvement: We have made it clearer that email service is required to sign up through our Google and Microsoft 365 options. For example, if you use Google, you must have Gmail functionality enabled. If you access your Yahoo account through Google or Microsoft 365, this is not sufficient for setting up a Folio account.

Improvement: For pre-contract Smart Folders with an address, we are automatically uploading the Google Street View image of the property to the top of the timeline. We have always done this for under-contract timelines.

Fix: Company logos occasionally did not load properly. The logo should now be loading on the webapp and on timelines.

Improvement: If you update a timeline template's headline and apply the template to a timeline, the timeline's headline will reflect the update.

Improvement: We've added same-day email reminders! Never forget an event, deadline, or task again. The email reminder will be sent at 9am (in the same timezone as the transaction), so you'll see it right at the start of your day.

New feature: DocGPT gets better and better! Folio's newest Generative AI feature enables you to pull key information from purchase agreements and save the details to your folder's Notes tab.

Improvement: The day of the week is now displayed on timeline event cards for faster reference. This appears on the timeline page, the folder details page, and the timeline sidebar in Gmail.

New feature: Manage integrations from a dedicated page on our webapp: https://www.amitree.com/folio/integrations.

New feature: Seamlessly connect with more tools that power your business. Our integration with BoldTrail BackOffice is available to all Pro and Team customers. You can learn more about this integration here.

Improvement: When you export your emails to a PDF, the PDF will now list the file names of any email attachments.

Improvement: When viewing your folder's documents tab on the webapp or in the timeline sidebar in Gmail, you can see more information about the document: