Help
How Daisy works
Setup, privacy, and day-to-day use. Everything runs on your machine.
Hot topics
- Security & Threat ModelHotHow Daisy protects your data: local-first architecture, an encrypted credential vault, a complete inventory of what leaves your machine, the threats we do and don't defend, and what you should do. Last updated July 7, 2026.
- What is Analyzer?HotRun any prompt over a recorded meeting to get a written analysis — meeting notes, communication coaching, or your own one-off instruction.
- Workflows: automate what happens to a recordingHotBuild rules — when a recording finishes (or is deleted, imported, or fails), if it matches your conditions, run a prompt or send it to an integration, automatically.
- Configuring Daisy for HIPAA and PHIHotHow to run Daisy in a practice that handles protected health information — each step mapped to its HIPAA Security Rule citation (45 CFR Part 164). Local-first means you stay the only party holding PHI.
- Getting an API key for summariesHotStep-by-step: create a key on Anthropic, OpenAI, or Groq, then paste it into Settings → Providers.
Getting started
- Getting startedWhat to expect the first time you open Daisy — two legal screens, then a six-step setup wizard, about a minute.
- Installing on WindowsDownload Daisy for Windows and get set up — the installer or the portable build.
- Re-running the setup wizardOpen the wizard from Settings to swap your default microphone — other choices live in Settings directly.
- Performance and your hardwareWhat speed to expect on your machine — near-instant on Apple Silicon or a GPU desktop, a few minutes on a laptop. Everything runs locally, so your hardware sets the pace.
Recording
- Recording a meetingStart, pause, and finish a live recording while taking notes and adding tags.
- Live and real-time transcriptionHow the live transcript appears while you record, and how Daisy decides per machine whether to show live captions.
- Transcription languageDaisy detects the spoken language automatically. The lever you control is which on-device model is active — English-only or multilingual.
- Recording from your calendarSubscribe to a calendar and start recordings pre-filled with the meeting's details.
- Which calendars work (Google, Microsoft 365, Apple)Calendar import depends on your provider and your IT admin's policies. Google Calendar works best; Microsoft 365 can't share attendee names without extra admin permissions.
- Importing audio and notes-only meetingsAdd a meeting from an existing audio file or from notes alone, without a live recording.
Meetings & library
- Meeting summariesGenerate, read, and edit a structured summary of any meeting.
- Working with the transcriptRead, navigate, and regenerate a meeting's transcript, including jumping to any moment in the recording.
- ChaptersBuild a clickable table of contents for a meeting from its transcript.
- Identifying who said whatSeparate a meeting's speakers on your own machine and label them by name.
- Voiceprints: recognizing people across meetingsEnroll a person's voice once so Daisy labels them automatically in future meetings.
- Tags and per-tag summary stylesOrganize meetings with tags, and shape their summaries with a per-tag prompt.
- Exporting a meetingSave a meeting's summary as a Markdown file on your computer.
- Deleting a meetingPermanently remove a meeting and all of its data from your machine.
- Managing recordings and storageCheck how much space your recordings use, and clear audio you no longer need without losing your transcripts.
Search & Q&A
Workflows & integrations
- Workflows: automate what happens to a recordingHotBuild rules — when a recording finishes (or is deleted, imported, or fails), if it matches your conditions, run a prompt or send it to an integration, automatically.
- Integrations: send your meetings anywherePush a meeting's summary, notes, or transcript to Slack, Discord, n8n, Zapier, Make, or your own endpoint — or save Markdown into an Obsidian-style vault. By hand or automatically.
- History: what ran and what was sentOne timeline of every workflow run and every meeting you sent by hand, each with its result — succeeded or failed.
Analyzer
AI providers & keys
- Configuring AI providers and defaultsAdd a key for the AI provider that writes your summaries, and set the defaults Daisy uses for recording and AI features.
- Getting an API key for summariesHotStep-by-step: create a key on Anthropic, OpenAI, or Groq, then paste it into Settings → Providers.
- Running Daisy fully offlineTranscription is already on your machine. To stay fully offline for summaries too, point Daisy at a local AI server or use the copy-paste workflow.
Vault, updates & troubleshooting
- Your vault and profile folderHow Daisy secures your API keys and voiceprints, how the profile folder holds the rest of your data, and how to switch or move between profiles.
- Staying up to dateDaisy tells you when a new version is available and lets you download it yourself; nothing is ever installed silently.
- Diagnostics and logsWhere Daisy's log files live, when to turn up debug logging, and how to share a log if something looks off.
Security & compliance
- Security & Threat ModelHotHow Daisy protects your data: local-first architecture, an encrypted credential vault, a complete inventory of what leaves your machine, the threats we do and don't defend, and what you should do. Last updated July 7, 2026.
- Configuring Daisy for HIPAA and PHIHotHow to run Daisy in a practice that handles protected health information — each step mapped to its HIPAA Security Rule citation (45 CFR Part 164). Local-first means you stay the only party holding PHI.