We shipped a foundational change to Folio Copilot: every answer is now source-linked by default.
What changed
Previously, Copilot could summarize portfolio data quickly — but owners still had to hunt for the underlying record. Now each answer includes a citation to the document, page, row, or work-order record that supports it.
Note
Source links appear after Folio completes its extract → validate → structure → link pipeline. Ungrounded answers are not shown.
Example questions
- Which leases expire in the next 180 days?
- Which properties had NOI variance above 8% this month?
- Did the manager report match the rent roll?
100%
of Copilot answers include at least one source link in supported workflows.
5
verification steps run before any answer is generated.
Key takeaway
Verified data first. AI answers second. Trust is a link, not a promise.