AI extraction now records what it found in every data-entry field even when the client already filled it — the folio detail view flags mismatches inline with a one-click Use AI value action, and the Sync to CRM button only activates when there's something new to push

Every common file format — Word, Excel, PowerPoint, OpenDocument, HTML, epub, and images — is now parsed into clean text the moment it lands, with two AI passes that cross-check each extracted field and parse status badges on every file

Paused AI tasks now resume from where they stopped — a Retry suspended AI button on the Usage page and a Retry AI Work button on each folio, with document synopsis joining the safety net

Connect your Attio workspace, import people into FolioReady, and map folio fields onto Attio Person and Deal attributes — the fifth CRM on the same search-and-sync pattern

Document synopses now generate automatically the moment a file is uploaded — focused by the template's AI extraction prompt, with the manual Regenerate flow still available

Create a new template by describing it in one line — the builder opens with an AI draft already taking shape, from the manager modal or the Wix panel

DeepSeek is now a directly supported BYO AI provider — paste in your DeepSeek key, pick from V4 flash or V4 pro, and route AI calls through your own DeepSeek account

Four plans, a free trial, a Usage dashboard with live credit and token meters, auto-reload, a monthly spend limit, and a BYO-key discount on Power and Max

Route AI calls through your own Anthropic or OpenAI account — encrypted keys, per-action scoping, and a new Company → Credentials area

Connect your HubSpot portal, import contacts from the Clients page, and map folio fields to HubSpot Contact and Deal properties