Help
How Daisy works
Setup, privacy, and day-to-day use. Everything runs on your machine.
Hot topics
Getting started
- Getting startedWhat to expect the first time you open Daisy — five short steps, about a minute.
- What "local-first" meansPlain-English intro: how Daisy keeps your meetings on your machine, and the one place a cloud service still comes up.
- Re-running the setup wizardOpen the wizard from Settings to swap your default microphone — other choices live in Settings directly.
- Your vault and profile folderHow Daisy secures your API keys and voiceprints, and how the profile folder holds the rest of your data.
- Installing on Windows (and the SmartScreen warning)Why Windows may flag the Daisy download during beta, and how to proceed safely.
Recording meetings
- 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, where it runs on-device, and the optional cloud path for lighter laptops.
- 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.
- Setting the transcription languageChoose a default transcription language for all meetings, or override it for a single recording.
Transcripts & summaries
Speakers & voiceprints
Search & Q&A
Tags & organization
Coaching & goals
- Coaching: feedback on how you showed upGet grounded, transcript-based feedback on how you came across in a meeting, framed around a role you want to sound stronger in.
- Checking a meeting against its goalsList the goals you had for a call and Daisy reports, with evidence from the transcript, whether each one was reached.
AI providers & keys
- Getting an API key for summariesHotStep-by-step: create a key on OpenAI, Anthropic, or Groq, then paste it into Settings → Providers.
- AI providers & keysYour finished transcript and speaker labels are always local. Summaries are where you pick: a cloud provider, a local AI server, or copy-paste with your own ChatGPT.
- What is Daisy Cloud?HotAn optional, managed way to run Daisy's AI features without bringing your own API key. Limited public release, free for now, no data retention.
- Configuring AI providers and defaultsAdd API keys for the AI providers you use and set the defaults Daisy reaches for when transcribing and summarizing.
- 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.
- Transcription speed and costHow long Daisy takes to finish a meeting on your own machine — measured, not estimated.
Sharing & integrations
- Sending meetings to Slack, Discord, and webhooksSet up outbound destinations and push a meeting's summary, notes, or transcript to them.
- Reviewing what was sent (History)See every meeting Daisy has pushed to an outbound destination and whether it succeeded.
- Exporting a meetingSave a meeting's summary as a Markdown file on your computer.
Privacy & data
- Privacy & your dataWhere your audio, transcripts, and keys live.
- Managing recordings and storageCheck how much space your recordings use, compress them to Opus, or clear audio you no longer need.
- Deleting a meetingPermanently remove a meeting and all of its data from your machine.
- Diagnostics and logsWhere Daisy's log files live, when to turn on verbose logging, and how to share a log if something looks off.
Account & updates
- Beta accessDaisy is in a limited beta — invitations only. Here's how to redeem one and what the first run looks like.
- Licensing & activationHow license keys, duration, devices, and renewals work.
- Staying up to dateDaisy tells you when a new version is available and lets you download it yourself; nothing is ever installed silently.