PRODUCT
Context in. Completed work out.
Folio captures context across your agency, makes decisions with it, and takes approved action inside the tools you already run. Here is everything it does.
§ 01 — Chat & channels
Folio works where the team already talks.
It joins direct messages, group channels, and project or client spaces — and acts on the conversation instead of just answering it.
Fig. — @folio in a channel
Fig. — a client Place
§ 02 — Client, project & team spaces
Every Place keeps its work together.
Organise work around companies, clients, projects, teams, and personal spaces. Chats, pages, files, links, and projects live in the right Place — and access follows it.
§ 03 — Projects & tasks
It understands the work, not just the words.
Folio reads projects and tasks with status, priority, workflow state, schedule, recurrence, ownership, and relationships — and can move them forward when permissions allow.
Fig. — tasks created by Folio
Fig. — search by meaning
§ 04 — Search & context
Finds the context your team would have to dig for.
Folio searches chats, pages, files, skills, and workspace content by meaning — and reads inside documents, not just their titles.
§ 05 — Pages, files & knowledge
Delivery artifacts, drafted and filed.
Folio reads, creates, updates, and organises pages and folders, browses file libraries, and can save a useful conversation as a reusable skill.
Fig. — a drafted page
Fig. — a saved skill
§ 06 — Skills & handbooks
Your best operator’s process, made reusable.
Skills are reusable operating instructions for repeated workflows. Handbooks give Folio durable guidance on preferences, defaults, SOPs, and team standards.
§ 07 — Calls & voice
The meeting doesn’t die in the meeting.
Folio can join live calls with voice responses and shared transcript context — turning what was said into follow-up material instead of lost notes.
Fig. — call follow-up
Fig. — approval card
§ 08 — Permissions & approvals
Folio asks before it does anything that matters.
Granular permissions govern who can view, edit, move, archive, and restore work. Tool approvals are configurable by action type, and sensitive actions wait for a human.