folio

Folio provides a desktop workspace where users can load documents of any type and interact with AI agents—such as Claude Code, Cursor, or Codex—to analyze and transform the content. The app lets agents retrieve data from external sources, generate overviews, tag and categorize items, and perform deep‑dive investigations, all within a single project. Users can issue natural‑language commands to label, summarize, extract structured information, or produce reports, and they can approve or edit each step of the analysis pipeline.

The tool is aimed at professionals who need to review large collections of files—legal, finance, go‑to‑market, or customer‑insight materials—while maintaining privacy and control over sensitive data. It runs locally, keeping files on the user’s machine, and supports a range of formats including PDFs, CSV‑style exports, and video recordings.

What distinguishes Folio is its focus on a secure, private environment that integrates AI‑driven data transformation with a “control plane” for steering, approving, and scaling analyses across hundreds of files, all without relying on cloud services.