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.

Tags Daisy suggests

Daisy offers tags rather than applying them. Suggestions show up as dashed chips — click one to attach it.

Before you record. Type a meeting title on the pre-record screen, or start from a calendar event, and a ✦ Tags from last time chip appears if you've recorded something similar before. Click it to open the list, click any tag to turn it off, then click Apply to attach the rest.

On a meeting. The summary pane shows dashed chips for tags whose vocabulary turns up in the transcript — a tag with Q3 roadmap in its vocabulary is suggested on a meeting that talks about it. Hover a chip to see which terms matched and how often.

In the tag picker. Open + add tag on a meeting and suggestions sit in a Suggested section at the top of the list. Dismiss one with its ✕ and it stops being suggested for that meeting; the toast that follows offers Undo.

In the Library. Untagged meetings show their suggestions as dashed chips on the row, so you can tag a backlog without opening each one.

Suggestions are drawn from tags you've already made — from what you tagged the last similar meeting, and from the vocabulary you gave each tag.

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.