Getting started

Using Folio

Folio runs from the menu bar, records each meeting on your machine, and writes one markdown note per meeting to a vault you control. This page walks from first launch to a vault of notes you can search, edit, and trust.

First launch#

Folio is a menu-bar app. After you install it, it lives in the macOS menu bar rather than the Dock, and it watches your calendar and audio devices through EventKit. There is no window to keep open and no bot that joins your calls.

On the first run, macOS prompts for two permissions. It asks for microphone access so Folio can record your voice, and for screen recording access, which is required to capture system audio from the other participants. Grant both. Without screen recording permission, the system-audio stream cannot be captured.

Folio also downloads its model weights once on first use, the first time it transcribes or diarizes locally. After that the on-device path works without a network connection.

Finally, choose a vault path. This is the folder where Folio writes one markdown file per meeting. Point it at a plain directory, an existing notes folder, or anywhere you already back up. The files are ordinary markdown, so any editor or sync tool can read them.

Consent is your responsibility

Recording a conversation can be illegal without the other participants consent. The rules vary by US state and by country, and many require all-party consent. Folio gives you the tool. Obtaining consent is on you. Tell people before you record.


Recording a meeting#

Folio captures two independent streams for every meeting. One is the system audio of everyone else on the call. The other is your microphone. Keeping them separate is what makes accurate speaker labels possible later.

  1. 1

    Folio notices the meeting

    Folio watches your calendar and audio devices through EventKit. When a meeting begins, it has the context it needs to start capturing. No meeting bot joins the call and no service is invited.

  2. 2

    System audio and microphone are recorded separately

    ScreenCaptureKit captures the system audio, and cpal captures your microphone. The two are recorded as distinct streams rather than one mixed track. rubato handles resampling and hound writes the WAV files.

  3. 3

    Audio stays on your machine

    On the default path, the recordings never leave your Mac. Local transcription with whisper.cpp and on-device diarization run against the captured streams without any upload.

  4. 4

    The note is written

    When the meeting ends, Folio writes a single markdown file into your vault path. Your microphone track is always labelled You, and the other voices are clustered into Speaker 1, Speaker 2, and so on.


The note#

Each meeting becomes one markdown file you can read, edit, search, and back up with any tool. The file opens with YAML frontmatter, followed by the speaker-labelled transcript and the decisions and tasks drawn from it.

Frontmatter

The frontmatter block records the structured facts about the meeting.

attendees
The people on the call, including You for your microphone track and the clustered speakers.
duration
How long the meeting ran.
model
The transcription model that produced the text.
source
Where the audio came from.
note.md
---
attendees: [You, Speaker 1, Speaker 2]
duration: 47m
model: whisper.cpp
source: system + microphone
---

Transcript, decisions, and tasks

Below the frontmatter sits the speaker-labelled transcript. Your own microphone is always shown as You, and the system-audio voices appear as Speaker 1, Speaker 2, and so on. Folio also surfaces the decisions and tasks from the conversation so the note is more than a wall of text.

Because the file is plain markdown, you stay in control. Rename a speaker, fix a word, add a heading, or move the file. The note is yours to keep.


Reviewing and searching#

Notes accumulate into a vault you can navigate from inside Folio. You can pull up past meetings, find the tasks that came out of them, and search across the memory built from your notes.

The on-disk markdown files are the source of truth. Folio uses a two-phase write, where the canonical file is written first and the derived index second. The index is always rebuildable from the files, so nothing is locked inside a database you cannot read.

The same data is also reachable from MCP-aware tools through the local folio-mcp server, which gives read-only access to your transcripts, tasks, and memories over stdio. See Connectors for how to wire it up.


Cloud transcription#

The default transcription path is local. Folio bundles whisper.cpp through the whisper-rs bindings, Metal-accelerated on Apple Silicon, and this is the primary path for every meeting.

For long meetings, the OpenAI Whisper API is available as an opt-in fallback for faster cloud transcription. It needs an OpenAI key, and you turn it on yourself. It is never the default, and the local path keeps working without it.

Opt-in only

Cloud transcription sends audio to OpenAI, so it is a deliberate choice rather than a default. Leave it off and everything stays on your machine. Turn it on only when the speed of a cloud run is worth it for a long recording.


Privacy Mode#

When you want Folio fully airgapped, turn on Privacy Mode under Settings then Privacy. It physically blocks every outbound HTTP call except localhost. The app keeps working end to end with Wi-Fi off.

Folio makes very few network calls to begin with. A one-time model-weights download happens on first local transcription or diarization, and the opt-in cloud-AI and webhook paths are the only others. All of them can be blocked. Notes are also encrypted at rest with AES-256-GCM and Argon2id, and Folio ships no telemetry, analytics, or crash reporting.

For the full picture of what stays local and what crosses the network, read the Privacy page.

Test it with the network off

Toggle Privacy Mode, turn off Wi-Fi, and record a meeting. The capture, transcription, and diarization all run on-device, so the note still lands in your vault.


Next steps#

If you have not installed Folio yet, start with the install guide. To connect your notes to an MCP-aware tool, head to Connectors.

brew install --cask folio

Hit a snag. Open an issue on GitHub or press ? inside the app.