Getting started
The first time you open Daisy on your computer, two short legal screens appear, then a six-step setup wizard. The whole thing takes about a minute, and everything you set up stays on your own machine.
Before the wizard
- Terms & Privacy. Read the Terms of Service and Privacy Policy (switch between them with the tabs), tick I have read and agree to the Terms of Service and Privacy Policy, and click I agree — continue.
- Before you start. A recording-consent screen with four items you each acknowledge: recording laws are your responsibility; you'll obtain the consent the law and your participants require; voiceprints and diarization are biometric data you'll only use on people you have permission to identify; and you're responsible for your recordings and anything you do with them. Check all four, then click I acknowledge — continue.
Both screens are one-time and stored locally on this machine — they only reappear if a document version changes. See the FAQ for how Daisy handles recording consent and privacy.
The four steps
- Welcome. A quick read about what Daisy does. Click Get started to move on.
- About you. Tell Daisy your name (used to address you as "you" in meeting summaries) and pick where to store your data — the default profile folder or a custom location. A cloud-synced folder (Dropbox, iCloud Drive, OneDrive) lets you share the same library across devices; see Your vault and profile folder for the trade-off. Leave Check for new versions automatically on if you want update notices (notify-only — it never auto-installs).
- Microphone. Pick your input from the dropdown — a live level meter confirms Daisy is hearing you. Click Continue.
- Setup. Daisy gets this machine ready on its own: it creates your vault, picks your transcription model, and — on a machine that can run it — selects Daisy's built-in AI and starts downloading it in the background. The download continues even if you close Daisy. Nothing here needs a decision from you.
Press Record whenever you're ready.