folio - your agent's document review plugin

2 min read Original article ↗

The control plane for getting work done

source from anywhere

get agents to load data from all of your data sources.

Animated integration sources flowing into a central workspace

all your data types in one workspace

work with different data types in the same project.

Get AI agents to do their best work

Folio is the surface to see, steer, and scale analysis done by agents. Agents source the data and get work done, you oversee and approve all the operations.

Free

  • Bring your own OpenAI key.
  • We help you set up your own modal.com account for heavy operations.

Private

  • Your data is never saved anywhere but your local computer.
  • Your own modal.com sees your data only in transit.

Compatible

  • Integrate with Claude, Codex, Cursor and others through MCP.
  • Export all your work to a csv file.

Security

Built for sensitive work from day one

Most AI tools are cloud-first and ask for trust. folio keeps work local, isolated and requires minimal trust. Best for your most sensitive data.

Trust boundaries

Your files are never stored anywhere but your desktop. None of your data is indexed. Folio sends your data to the AI API providers, where it is never stored, but rather passes in transit. Your own modal.com account is used for parsing files like PDFs and audio files. Similarly, data only crosses in transit.

Separation of concerns

Every LLM request in folio is heavily isolated. Every cell only has context about it's own content and proactively injected context from other cells. Hidden injection attacks embedded in external data and documents can't access your local file-system, API keys or anything else.

AI analysis you can steer

Import your files and run a multi-step analysis pipeline powered by LLMs.

01

approve and edit the analysis pipeline

02

scale your evaluation to hundreds of files

03

build accurate & grounded reports

Please take all the documents that are tagged withmeta-study, pull out thesummary sections and create one master list of all the factors mentioned in the studies.

Research report workflow

Use folio when you need to...

Here is how people use folio today