Tutorials

Get the best out of Folio.

A few short guides to take you from a fresh install to running your whole meeting life out of Folio. Each step shows you exactly where to tap.

1

Connect your calendar

Folio lives next to your calendar, so the first thing to do is let it in. Takes about fifteen seconds — your events stay on your device.

On iPhone
1

Launch Folio

On first launch a short welcome tour introduces the basics — swipe through it, or tap Skip.

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Welcome to Folio
Calendar & Meetings
AI Actions
Action Items
Next
2

Allow calendar access

The moment the Calendar tab opens, iOS asks for permission automatically. Tap Allow Full Access so Folio can show and link your events.

“Folio” Would Like to Access Your Calendar
Your events are used to link notes. They stay on your device.
Allow Full Access
3

Pick which calendars

In Settings → Calendars, choose which calendars appear in Folio — work, personal, or both. Change it any time.

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Calendars
Work
Personal
Holidays
Done

Tip — Folio never moves or edits your calendar events. It only reads them so it can sit a note beside the right moment.

2

Create a note

There are two ways in: start from a calendar event so the note arrives pre-titled, or open a blank page when a thought just needs somewhere to land.

Flow A · From a calendar event
1

Tap an event

In the Calendar tab, open the day and tap the meeting you’re about to join.

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Tuesday 15
9:00 · Client kickoff
11:30 · Vendor review
2:00 · 1:1 — Priya
2

Tap “Add note”

The note opens already titled with the meeting, its time, and attendees — no blank page.

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Today · 9:00 · Client kickoff
Kickoff notes
Linked to event
+ Add note
3

Type — items capture themselves

Write naturally. Folio spots to-dos and pulls them into an action list as you go.

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Kickoff notes
✓ Send recap to Sarah
○ Book room for demo
Flow B · From a blank note
1

Tap the + button

From All Notes, tap the in the corner to start a fresh note instantly.

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All Notes
Q3 planning
Reading list
2

Give it a title & write

Type a title and start writing or sketching. Everything saves automatically.

9:41
Reading list
3

Link it to an event (optional)

Tap the link icon to attach the note to any calendar event, later or right away.

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Link to event
9:00 · Client kickoff
11:30 · Vendor review
Link
3

Organise with notebooks

Notebooks are Folio’s folders — colour-coded homes for related notes. Make a few, then file notes into them as you go.

Create a notebook
1

Open Notebooks → New

Go to the Notebooks tab and tap + New Notebook.

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Notebooks
Work
Personal
+ New Notebook
2

Name it & pick a colour

Give the notebook a name and choose one of the warm accent colours.

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New notebook
Travel
Create
Assign a note to a notebook
1

Tap “Add to notebook”

In any note, tap Add to notebook in the note’s header, just under the title.

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Kickoff notes
Add to notebook
2

Choose the notebook

Pick the destination notebook from the list. The note picks up its colour.

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Choose notebook
Work
Travel
Personal
3

Done — filed and synced

The note moves to that notebook and takes on its colour. Because your notebooks sync over iCloud, it's filed the same way on every device.

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Kickoff notes ↗
Notebooks
Travel ⊕
Work
4

Master the AI Actions

Open any note, tap the button in the toolbar, and pick what you need. Actions come in four groups — Generate, Extract, Improve and Discover. Here’s every one, with an example of what it gives back.

Generate — turn notes into finished writing
Generate

Summary (TL;DR)

A two-line gist of a long note, for when you just need the shape of it.

In: a page of kickoff notes → Out: “Budget approved, demo Tuesday, onboarding underway.”
Generate

Meeting Minutes

Formal minutes with decisions and action items, ready to circulate.

Out: Decisions, attendees and next steps, neatly structured.
Generate

Follow-up Email Draft

A polished recap email addressed to the room, in your voice.

Out: “Hi all — quick recap: budget’s approved, demo’s Tuesday…”
Extract — pull out the signal
Extract

Action Items

Every to-do, with the owner and date where Folio can find them.

Out: “Book room for Tuesday demo · Priya: checklist by Wed”.
Extract

Decisions

Just the calls that were made — what got decided, not the debate.

Out: “Vendor budget approved · Ship behind feature flag.”
Extract

Open Questions

The loose ends — things raised but not resolved.

Out: “Who owns the pricing page? Launch date confirmed?”
Extract

Dates & Events

Every date mentioned, ready to add back to your calendar.

Out: “Demo — Tue 16 · Onboarding — Wed 24.”
Extract

People & Entities

The names, teams and companies that came up, in one list.

Out: “Sarah · Marcus · Priya · the vendor.”
Improve — tidy what’s already there
Improve

Smart Format

Turns a wall of text into clean headings, bullets and checkboxes — without changing your words.

Out: messy paragraph → tidy, scannable note.
Improve

Suggest Title

Reads the note and proposes a clear, short title you can accept in a tap.

Out: “Untitled” → “Q3 kickoff — value chain.”
Improve

Suggest Tags

Proposes searchable tags from the note’s content, so your library organises itself.

Out: #planning · #q3 · #vendor
Discover — let Folio label it for you
Discover

Classify Note

Reads the note and labels its type — meeting, idea, call — and saves it to the note’s details.

Out: a page of notes → tagged “Meeting.”

How it runs — Folio uses Apple Intelligence to work right on your device; your content is never used to train a model. AI features need an iPhone 15 Pro or later, or an iPad with an M1 chip or later.

5

Going further

A few more things worth knowing once you’re settled in.

Sketch & annotate

Switch to the pencil to draw diagrams or mark up a page. On iPad, Apple Pencil and typing live side by side in the same note.

Search everything

Find any note in an instant — search matches titles, note content, attendees and tags, and jumps you straight into the note.

Export & share

Share any note as formatted text — title, attendees and content ready to paste into Mail, Word or your docs.

Sync across devices

Your notes sync through your own iCloud, so the note you start on iPhone is already open on iPad. Nothing to set up.

Still stuck? Email administrator@folioappstudios.com — a real person reads every message.

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