Tags and per-tag summary styles

Tags label your meetings so you can group and filter them. Each tag can also carry a prompt that shapes how its meetings are summarized, and a vocabulary that helps transcription spell names and terms correctly.

Create a tag

1. Open Settings and select Tags.
2. Click + New tag at the bottom of the tag list.
3. Enter a Display name and pick a Color — the Preview shows how the chip will look.
4. Optionally add a Prompt to steer how these meetings are summarized (and how the in-call chat answers), for example "lead with decisions; list action items with owners."
5. Optionally add a Vocabulary of names and terms — comma- or line-separated — that the transcriber should spell correctly.
6. Click Save.

Each tag in the list shows how many sessions use it and whether it has a prompt.

Attach tags to meetings

Open a meeting and use the + add tag box to pick an existing tag or type a new name to create one. Attached tags appear as chips on the meeting; remove one with the ✕ on its chip. You can also add tags when creating a meeting from the + Meeting dialog.

Filter the Library by tag

In the Library, a Filter bar shows the tags currently in use. Click one or more to show only meetings carrying them, and click clear to drop the filter.

Delete a tag

In Settings → Tags, select the tag and click Delete tag. If no meetings use it, it's removed right away. If meetings still reference it, Daisy offers Detach & delete, which removes the tag from those meetings and then deletes it. Deleting a tag can't be undone.