Getting Started
Getting Started
Set up Ardela and learn the basics.
Get up and running with Ardela in a few minutes.
What you'll need
- An Ardela account (sign up or accept a workspace invitation)
- A microphone — built-in, headset, or USB mic
- A modern browser — Chrome, Edge, or Safari recommended
- Optional: install the PWA for offline recording
How Ardela is organized
| Area | What it does |
|---|---|
| Home | Quick actions, Clara prompt, recent recordings, launch cards |
| Recordings | Dictations and meeting notes — record, edit, export |
| Clara | AI assistant for search, drafting, document review, and recording help |
| Pillars | Structured extraction from PDFs and Word files into review tables |
| Clients | Link recordings to clients and matters (Pro) |
| Queue | Human transcriber workflow (Pro) |
| Workflows | Automated routing and assignments (Pro) |
| Analytics | Dashboards and reports (Pro) |
| Settings | Vocabulary, templates, groups, billing, security, and integrations |
See Billing & plans for which features your plan includes.
Recommended path
- Set up your workspace — vocabulary, templates, and team access
- Record your first note — record → transcribe → generate → export
- Explore recordings guides for list views, uploads, and Clara in the editor
Roles
Your sidebar and permissions depend on your workspace role:
- Members create and manage their own recordings, plus view recordings shared through groups
- Transcribers work from the Queue instead of creating new recordings
- Admins manage workspace settings, members, and can recover stuck recordings
- Owners have full workspace control including billing
Custom roles are available on all plans. See Permissions.