Templates for follow-ups and meeting notes

Your voice profile is how your letters sound. A template is what they say and in what order — and, for meeting notes, the sections a sales call, an interview or a standup is laid out under. Templates come in Daisy 1.0.8.35 and are kept on your Mac.

Where they are

Open My style in the sidebar of Daisy's window. It has three tabs:

Voice — your voice profile, as before.
Follow-ups — templates for the letter Daisy drafts after a meeting.
Meeting notes — templates for the structure of the notes.

Templates are stored in templates.json next to the voice profile on this Mac and are not synced through iCloud. A template you haven't used for 30 days, other than the default one, offers to move to the archive.

A follow-up template from your own letters

In Follow-ups, press New follow-up template and name it — “Client after a sale”, “Candidate after an interview”.
Add one to three of your best letters: paste them, drop the files in, or use Choose files… — .txt, .md, .eml or .docx. From a saved email Daisy takes its plain-text part, without the headers and the quoted lines; an email saved as HTML only gives nothing — paste its text instead.
Press Read the structure. The names, companies and contacts Daisy recognises are taken out on the Mac first and never put back, so the client from your example doesn't travel into a letter to someone else. Daisy reads the parts and their order, the length, the greeting and the sign-off, and shows the structure for you to edit, with a line listing what was left out. Recognition can miss a name: look the structure over before you save.
Edit the structure as you like — letters follow it — and save. If Daisy couldn't read a structure, write it in the field yourself. The example letters are not kept.

With a cloud summary provider, Daisy asks the first time before reading examples, and remembers the answer. With a model that runs on this Mac — Apple Intelligence, an Ollama model on this Mac (not a :cloud one) or LM Studio — it reads them on the Mac.

How a letter uses it

The structure is applied in the same pass that rewrites the follow-up in your voice: one request gives both the order and your tone. A meeting with a follow-up template gets that pass even when Write follow-ups in my voice is off — then it applies only the structure, not your voice, and it is one more request to your summary provider for that meeting.
Facts come only from the meeting. A part of the template the meeting gave nothing for is left out, not filled in.
What Daisy can't tell from the meeting — a date, a name — is written as [?]. While a [?] is left in the letter, Copy and Insert ask first, so you fill it in before sending.
If no next steps came up, the card says No email needed instead of showing an empty draft; Draft one anyway asks for one.
The Daisy key picks a template by name: hold it and say “write a follow-up … using the client template”. Say “template” and a word of four or more letters from its name that no other template's name shares.
The follow-up's menu in the card (⋯) has Language of the letter: the letter is rewritten in the language you pick, and the meeting keeps it — re-summarizing doesn't switch it back. Auto returns to the meeting's language.
Edit the letter in the same menu edits it right in the card. When you make the same change to letters from one template three times — add a sign-off, remove a line — Daisy offers to open the template. It never changes the template by itself, and it doesn't keep the text of your letters to notice this.

Meeting notes templates

Daisy's standard summary — overview, decisions, action items, the follow-up draft — stays as it is. A notes template adds a second view of the same meeting, laid out under your sections. In Meeting notes there are three ways to make one:

From the built-ins — six starting points, in the app's language (English or Russian): Discovery / sales call, 1:1, Candidate interview, Standup, Retro and Client consultation. Each comes with its sections and title words, which you can change.
New template — your own sections, each with an optional hint of what goes there: “Budget and timeline — numbers and dates as said”.
From a note you like… — paste a meeting note and press Read the sections; Daisy lists its sections for you to edit. Names are taken out the same way as from letters, and a cloud provider asks the same one time.

Before you save, Preview on a recent meeting lays your latest summarised meeting out by the template, next to its standard summary.

What a templated note looks like

Every point carries the timecode of the transcript line it came from, like [12:40]. A point that can't be tied to a line is dropped.
A section the meeting didn't touch says Not discussed — nothing is made up to fill it.
The note is written in the meeting's language — or in the summary language you set in Settings — whatever language the template is in. The card's template menu has Language of the notes to pick another one for this meeting; it stays with the meeting.
In the meeting's card, a switch shows the template's view or Standard. The card's template menu rewrites the note by another template, or goes back to Standard summary only — which the meeting then keeps: re-summarizing it doesn't bring a template back until you pick one.
Markdown export, Notion and the MCP server's get_session give the template's view when the meeting has one.
The templated note is one more request to your summary provider, after the standard summary. A long meeting goes in parts (up to about three hours — a longer one gets the standard summary only); the whole note has five minutes. If it doesn't finish, a part fails, or nothing can be tied to the transcript, the card shows the standard summary.

Which template a meeting gets

One rule for both kinds of template, in this order:

The one picked by hand in the meeting's card.
The meeting's folder — chosen under Folders in the template.
A word in the title — the calendar event's title when the meeting came from your calendar, otherwise the meeting's own. “interview” matches “Interview with Anna”, and Russian endings are forgiven; “1:1” is matched as itself, not inside a time like 21:10.
The template marked Use by default.
None — the standard summary and follow-up, as before.

For a notes template the card says which and why, for example Template: Candidate interview · “interview” in the title; a follow-up template's name is on its button's tooltip. While you edit a template, Daisy shows which of your 20 most recent meetings it would apply to. Picking one by hand changes that meeting only, not the rule; re-summarizing the meeting and Draft follow-up keep your pick. Imported recordings, meetings Daisy finishes later on the charger, the evening summary pass and the MCP server's resummarize_session get templates too, without the rewrite in your voice.

What leaves the Mac

The templates themselves: nothing. They stay on this Mac.
Reading examples, letters or a note: with a model on this Mac, nothing. With a cloud provider, after your yes, the examples go to it once — with the names, companies and contacts Daisy recognised already removed on the Mac. Only the structure comes back and is kept.
Using a template with a cloud summary provider: the template's structure is sent with the meeting's text — the transcript for a notes template, the drafted letter for a follow-up template. The example letters a template was made from are never sent: they aren't stored anywhere.
Preview on a recent meeting sends that meeting's transcript with the template to your summary provider, as a summary of it would; a Daisy key request that names a template sends the template's structure with it.

The full list of hosts Daisy can reach is on Verify it is local.

Good to know

On a very long meeting a slow local model may not finish the templated note in five minutes; the standard summary is what you get then.
The permission to send template examples (letters or a note) to a cloud provider is one yes for any provider; take it back in Settings → Summary → Allowed to send to the cloud.