BisonNotes AI – User Guide

BisonNotes AI

Complete User Guide

v1.8

Getting Started

First Launch Setup

  1. Install the App — Download BisonNotes AI from the App Store.
  2. Simple Settings Welcome Screen — You’ll see a streamlined setup with three options:

    Initial Setup Options

    • OpenAI (Cloud): Cloud-based transcription and AI summaries. Requires OpenAI API key. Most powerful option with pay-per-use pricing.
    • On-Device AI: Private, on-device processing. No data leaves your device. Requires download of AI models (2-3GB each) and Parakeet transcription model. Best for recordings under 60 minutes.
    • Advanced & Other Options: Skip initial setup and configure later. Access to all engines: Google AI Studio, AWS Bedrock, Mistral AI, OpenAI Compatible, Ollama.
    Tip: The simple settings page automatically detects your current configuration. If you’ve configured something in advanced settings that doesn’t match the simple options, it will automatically show “Advanced & Other Options”.
  3. Location Permission — The app will ask for location access if enabled:
    • “Allow While Using App”: Recommended — captures location during recording
    • “Don’t Allow”: You can still add locations manually later
  4. Automatic Migration — On first launch, the app scans for existing audio files and migrates them into the database.

Your First Recording

  1. Start Recording — Tap the large microphone button on the main screen.
  2. Microphone Permission — On your first recording, iOS will ask for microphone access. Tap “OK”. If denied, re-enable in Settings → Privacy & Security → Microphone.
  3. Recording Status — You’ll see a red recording indicator, live timer, and location indicator (if enabled).
  4. Stop Recording — Tap the stop button to end.
  5. Background Recording — The app continues recording when minimized or the phone is locked.

First Transcript & Summary

Generate Your First Transcript
  1. Access Recording — After stopping, you’ll see it in the recordings list.
  2. Start Transcription — Tap the recording, then tap “Generate Transcript”. The app processes your audio using your selected engine.
  3. Progress — You’ll see processing status and time remaining. You can continue using the app while it processes.
  4. View Results — Full transcript with editable text, timestamps (if supported), and confidence indicators.
Generate Your First Summary
  1. Prerequisites — You need a transcript first.
  2. Start Summary — In the recording detail view, tap “Generate Summary”.
  3. AI Processing — The app analyzes your transcript and creates:
    • Enhanced Summary: Main content overview
    • Action Items: Tasks with priority levels
    • Reminders: Time-sensitive items with urgency indicators
    • Alternative Titles: AI-generated recording names
  4. Review Results — Expandable sections, priority indicators, interactive maps, and integration options.
iCloud Sync Setup
When does this appear? After generating your first successful summary.
  • “Enable iCloud Sync” — Summaries sync across all your devices. Uses your iCloud storage quota.
  • “Keep Local Only” — Summaries stay on this device only. Better for privacy-sensitive content. Can be changed later.
Managing & Deleting Recordings

Long press on any recording, or tap and use the “…” menu. Deletion options:

  • Audio File Only — Keeps transcript/summary, removes audio. Good for saving storage.
  • Everything — Removes audio, transcript, and summary. Cannot be undone.
  • Summary Only — Keeps audio and transcript. Useful for regenerating with a different engine.
Important: Deletion is permanent. Make sure you have backups if needed.

Recording Features

iPhone Action Button Integration

Available on: iPhone 15 Pro, iPhone 15 Pro Max, iPhone 16 Pro, iPhone 16 Pro Max, and future iPhone Pro models with Action Button.

Start recording instantly without opening the app first — perfect for capturing thoughts, meetings, or voice notes.

How to Configure the Action Button
  1. Open the Settings app on your iPhone.
  2. Navigate to Action Button.
  3. Select Shortcut as the Action Button function.
  4. Tap “Choose a Shortcut” → Search for “Start Recording” or “BisonNotes AI” → Select it.
  5. Press the Action Button to test!

What happens: The app launches, switches to the Recordings tab, and starts recording immediately. Recording continues even if you switch apps or lock your phone.

Pro Tip: The Action Button works even when your phone is locked!

Location Tracking

  • Automatic — GPS location captured with each recording
  • Manual — Add or edit location later in the summary view
  • Privacy — Location tracking can be disabled in settings

Import Existing Audio

  1. Tap “Import Audio Files” on the main screen.
  2. Select audio files from your device.
  3. Files are automatically added to your recordings library.

Import via Share Extension

Share from other apps: Import audio files directly from Voice Memos, Files, and other apps using the iOS share sheet.
  1. Open the source app — Voice Memos, Files, or any app with the audio file.
  2. Tap Share — Select “BisonNotes AI” from the share sheet.
  3. Automatic Import — The file is saved and BisonNotes AI opens to import it.
  4. Background Import — If BisonNotes AI is already running, it detects the new file immediately.

Supported file types:

  • Audio: M4A, MP3, WAV, CAF, AIFF, AIF
  • Documents: TXT, MD, PDF, DOC, DOCX

Combining Recordings

When to use: Merge two separate recordings into one continuous file — useful if your recording was interrupted.
How to Combine Recordings
  1. Select recordings — Go to Recordings tab → tap “Select” → check two recordings.
  2. Tap “Combine” — A “Combine” button appears when two are selected.
  3. Choose order — The app recommends chronological order. Tap the “First” card to swap if needed.
  4. Review & confirm — Check combined duration preview, tap “Combine Recordings”.
  5. After combining — The new recording appears in your list. Original recordings remain unchanged. Generate new transcripts and summaries for the combined file.
Important: Recordings with existing transcripts or summaries cannot be combined. Delete any existing transcripts/summaries from both recordings first. Why? Transcripts and summaries are tied to specific audio files.

Tips:

  • Make sure recordings are in the correct chronological order
  • Combined file size = sum of both originals
  • You’ll need to generate new transcripts/summaries afterward

AI Engine Configuration

Overview: BisonNotes AI supports multiple AI engines for transcription and summarization. Each has different capabilities, requirements, and pricing.
1. On-Device AI — Free & Private
Free On-Device

Type: Local processing • Cost: Free • Privacy: 100% local • Internet: Only for initial model download

Requirements

  • Transcription: iOS 17.0+, 4GB+ RAM. Uses Parakeet (default) for on-device transcription.
  • AI Summary (llama.cpp models): iPhone 15 Pro, iPhone 16+, iOS 18.1+
  • Storage: 2-3GB per AI model, plus transcription model download

Recommended Models (by RAM)

  • 8GB+: Gemma 3n E4B (4.5 GB) — Best overall quality
  • 6GB+: Gemma 3n E2B (3.0 GB) — Good quality, smaller size
  • 6GB+: Granite Micro (2.1 GB) — Very fast processing

Experimental Models (enable in settings)

  • 8GB+: Granite (4.3 GB) — Reliable and accurate
  • 6GB+: Ministral (2.1 GB) — Best for tasks/reminders
  • 4GB+: LFM 2.5 Thinking (731 MB) — Fast, minimal summaries
  • 6GB+: Qwen3.5 2B (1.3 GB) — Thinking mode, summary only
  • 8GB+: Qwen3.5 4B (2.7 GB) — Thinking mode, excellent detail

Best for: Privacy-conscious users, offline use, recordings under 60 minutes

2. OpenAI — Cloud AI
Cloud Pay-per-use

Type: Cloud • Cost: Pay-per-use • Privacy: Data sent to OpenAI • Internet: Required

Setup

  1. Get API key at platform.openai.com
  2. Go to Setup → AI Settings → OpenAI
  3. Enter your API key, select model, test connection.

Summarization Models

ModelBest ForTier
GPT-4.1 MiniBalanced performance (Default)Standard
GPT-5 MiniNext-gen reasoningPremium
GPT-5.4 MiniLatest GPT-5 Mini — improved reasoningPremium

Transcription Models

ModelNotes
GPT-4o TranscribeMost robust. Supports streaming.
GPT-4o Mini TranscribeCheapest/fastest. Streaming. Recommended.
Whisper-1Legacy Whisper V2. No streaming.

Best for: High-quality results, advanced features

3. Google AI Studio — Gemini Models
Cloud Free tier

Type: Cloud • Cost: Free tier, then pay-per-use • Privacy: Data sent to Google • Internet: Required

Setup

  1. Get API key at aistudio.google.com
  2. Go to Setup → AI Settings → Google AI Studio
  3. Enter API key, select model, test connection.

Available Models

  • Gemini 3 Flash Preview (Default) — Fast and efficient
  • Gemini 3.1 Flash Lite Preview — Lightweight variant for quick processing

Best for: Balanced performance and cost, with free tier for getting started

4. OpenAI API Compatible — LiteLLM, llama.cpp, Groq, etc.
Cloud/Local Flexible

Type: OpenAI-compatible endpoint • Cost: Varies • Privacy: Depends on provider • Internet: Required unless local

Note: This is a single engine option that works with multiple providers. You don’t select them as separate engines — just change the base URL and API key.

Supported Providers

  • LiteLLM — Base URL: your server (e.g., http://localhost:4000/v1)
  • llama.cpp — Base URL: http://localhost:8080. API key: “no-key” or empty.
  • Groq — Base URL: https://api.groq.com/v1. API key from console.groq.com
  • Nebius — Your Nebius endpoint URL
  • Custom — Any OpenAI-compatible endpoint

Setup

  1. Go to Setup → AI Settings → OpenAI API Compatible
  2. Enter API key and base URL for your provider.
  3. Select model (use your provider’s exact model name, e.g., llama-3.1-70b-versatile for Groq).
  4. Test the connection.
llama.cpp setup: Clone from github.com/ggerganov/llama.cpp, build, run ./server --model <model.gguf>. Or use Python: pip install 'llama-cpp-python[server]'

Best for: Using LiteLLM, llama.cpp, Nebius, Groq, or other compatible services

5. Mistral AI — Summarization & Transcription
Cloud Pay-per-use

Type: Cloud • Cost: Pay-per-use (transcription $0.003/min) • Internet: Required

Summarization Models

  • Mistral Large (25.12) — Most capable, 128K context (Premium)
  • Mistral Medium (25.08) — Balanced, 128K context (Standard)
  • Magistral Medium (25.09) — Economy, 40K context

Transcription

  • Voxtral Mini Transcribe — $0.003/min with optional speaker diarization
  • Supports MP3, MP4, M4A, WAV, FLAC, OGG, WebM
  • Automatic language detection or explicit language code
  • Files over 24MB automatically chunked

Setup

  1. Get API key at console.mistral.ai
  2. Go to Setup → AI Settings → Mistral AI
  3. Enter API key, select model, test connection.
  4. For transcription: Setup → Transcription Settings → select “Mistral AI”.

Best for: Fast summaries and affordable transcription with speaker diarization

6. AWS Bedrock — Enterprise Claude AI
Cloud Pay-per-use

Type: Cloud • Cost: Pay-per-use • Internet: Required

Available Models

  • Claude 4.5 Haiku (Default) — Fast, efficient (Standard tier)
  • Claude Sonnet 4.5 — Advanced reasoning and analysis (Premium tier)
  • Llama 4 Maverick 17B — Meta’s latest, enhanced reasoning (Economy tier)

Setup

  1. Create an AWS account and enable Bedrock service.
  2. Create IAM user with Bedrock permissions and generate access keys.
  3. Go to Setup → AI Settings → AWS Bedrock.
  4. Enter AWS credentials, select region and model, test connection.

Best for: Enterprise features and compliance

7. Apple Native — Apple Intelligence
Free On-Device

Type: On-device • Cost: Free • Privacy: 100% local • Internet: Not required

New in v1.8: Apple Native uses Apple’s Foundation Models framework to run AI summarization entirely on-device with no internet connection and no data leaving your device.

Requirements

  • iOS 26.0 or later
  • iPhone 15 Pro or newer (Apple Intelligence–capable device)
  • Apple Intelligence enabled in Settings → Apple Intelligence & Siri

Setup

  1. Go to Setup → AI Settings.
  2. Select Apple Native from the engine library.
  3. No API key or model download required — uses the built-in Foundation Model.

Limitations

  • Context window is 4,096 tokens. Long transcripts are automatically chunked and summarized in segments.
  • Only available on devices that support Apple Intelligence.

Best for: Maximum privacy, no setup, and users with Apple Intelligence–capable devices on iOS 26+

8. Ollama — Local LLM Server
Local Free

Type: Local server • Cost: Free • Privacy: 100% local • Internet: Not required

Setup

  1. Install Ollama on your machine.
  2. Download models:
    ollama pull qwen3:30b
    ollama pull gpt-oss:20b
    ollama pull mistral-small3.2
  3. Go to Setup → AI Settings → Ollama.
  4. Set server URL and port (default: http://localhost:11434).
  5. Tap refresh to scan for models, select one, test connection.
Tips: Use your server’s IP for network access (e.g., http://192.168.1.100:11434). Larger models = better results but more RAM.

Best for: Privacy, customizable models, offline use

Transcription Configuration

Privacy first: For complete privacy, use On Device transcription. Your audio is processed entirely on your device and never leaves your iPhone or iPad.

Engine Selection

  1. Go to Setup → Transcription Settings.
  2. Select your preferred transcription engine.
  3. Configure and test the connection.

Available Engines

  • On Device (Parakeet) — Default. Free, private, works offline. Requires model download.
  • OpenAI — GPT-4o Transcribe, GPT-4o Mini Transcribe, or Whisper-1.
  • Mistral AI — Voxtral Mini ($0.003/min) with optional speaker diarization.
  • Whisper (Local Server) — Your own Whisper server (REST API or Wyoming protocol).
  • AWS Transcribe — Cloud service for long audio files.
  • OpenAI API Compatible — Any compatible transcription endpoint.

Transcription Engine Comparison

EngineTypeSpeakersCost
On-Device (Parakeet)LocalNoFree (Default)
OpenAI GPT-4oCloudNoPer token
OpenAI WhisperCloudNoPer minute
Mistral AICloudYes~$0.003/min
AWS TranscribeCloudYesPer minute
Whisper (local)LocalNoFree
On Device Transcription (Parakeet) — Default
v1.8: Parakeet is now the sole on-device transcription engine. WhisperKit has been removed. Users who had WhisperKit selected are automatically migrated to Parakeet on first launch.

Initial Setup

  1. Enable: Setup → Transcription Settings → select “On Device” → Parakeet is selected by default.
  2. Download the model: Tap “Download” to get the Parakeet model.
  3. Requirements: iOS 17.0+, model download required.
Benefits: Complete privacy, works offline, no API costs.
Whisper (Local Server) Setup
  1. Install Whisper Server:
    # Using Docker (recommended)
    docker run -d -p 9000:9000 \
      -e ASR_MODEL=base \
      -e ASR_ENGINE=openai_whisper \
      onerahmet/openai-whisper-asr-webservice:latest
  2. Configure: Setup → Transcription Settings → Whisper (Local Server). Set server URL and port (default: 9000). Choose protocol (REST API or Wyoming) and model size.
Protocols: REST API = traditional HTTP file uploads. Wyoming = modern WebSocket streaming.
AWS Transcribe Setup
  1. Create an AWS account and enable Transcribe service.
  2. Create IAM user with transcribe:StartTranscriptionJob and transcribe:GetTranscriptionJob permissions.
  3. Setup → Transcription Settings → AWS Transcribe.
  4. Enter access key, secret key, region, language. Test connection.
Tip: Choose a region close to you for better performance.

Large File Processing

  • Automatic Chunking — Files over 5 minutes are automatically split
  • Progress Tracking — Real-time updates
  • Background Processing — Continues when app is minimized
  • Configurable Timeouts — Adjustable processing time limits

Working with Summaries

Viewing Summaries

  1. Tap the “Summaries” tab.
  2. Browse recordings with AI-generated summaries.
  3. Tap any summary to view details.

Summary Features

  • Expandable Sections — Tap to expand/collapse
  • Task Extraction — AI-identified actionable items
  • Reminder Detection — Time-sensitive reminders
  • Priority Indicators — Color-coded priorities
  • Location Maps — Interactive maps showing recording location

Search & Filtering

Search is available in three views:

  • Summaries View — Search content, tasks, reminders, titles
  • Transcripts View — Search transcript text
  • Recordings View — Search by recording name

Tap the search bar, type your terms — results filter in real-time (case-insensitive, partial match).

Date Filters

Tap the filter icon → select start/end dates → tap “Apply”. Clear with the X on the filter banner. Filters combine with search and persist until cleared.

Editing Metadata

Change Title, Date, or Location

Recording Title

Open summary → “Titles” section → “Edit” → enter new title or select from AI alternatives → “Use This Title”.

Custom Date & Time

Open summary → “Recording Date & Time” → “Set Custom Date & Time” → use pickers → “Save”.

Location

Open summary → location section → “Add Location” or “Edit Location”. Choose: Current Location (GPS), Map Selection, or Manual Entry → “Save”.

Audio Playback

Basic Playback

  1. Go to the “Recordings” tab.
  2. Tap any recording to play.
  3. Controls: Play/Pause (center), Skip 15s (sides), Scrub (drag progress bar).

Advanced Playback

  • Seek Control — Drag scrubber for precise positioning
  • Background Playback — Audio continues when app is minimized
  • Audio Session Management — Handles interruptions gracefully

Setup & Configuration

Simple Setup vs Additional Settings

Simple Setup

Appears on first launch. Quick setup for common configurations.

  • Auto-detects your current config
  • Three quick options: OpenAI, On-Device AI, or Advanced
  • Preserves settings when switching

Additional Settings

Full control over all options.

  • All 8 AI engines
  • All transcription engines
  • Microphone selection
  • Preferences, iCloud, background processing
Switching: Simple → Additional Settings: tap “Additional Settings” button. Additional Settings → Simple: the simple page auto-detects your config when you return.

Audio Settings

  • Quality: Whisper Optimized (22 kHz, 64 kbps AAC) — optimized for voice
  • Microphone Selection: Choose from available mics (built-in, Bluetooth, USB). Saved across recordings. Auto-fallback if unavailable.
  • Mixed Audio: Record without interrupting system audio
  • Background Recording: Continue when app is minimized

AI Settings

  • Engine Selection — Choose from all 7 AI engines
  • Model Configuration — Temperature, max tokens, etc.
  • Connection Testing — Verify API connectivity
  • Batch Regeneration — Update all summaries with new engine

Troubleshooting

Recording Problems
  • No Audio: Check microphone permissions in Settings → Privacy
  • Poor Quality: Adjust audio quality settings, ensure proper mic distance
  • Background Recording: Enable in app settings
AI Engine Issues
  • Connection Failed: Check internet and API keys
  • Timeout Errors: Increase timeout settings
  • Authentication Errors: Verify API credentials
Transcription Problems
  • No Transcription: Check engine configuration
  • Poor Quality: Try a different engine or model
  • Large File Issues: Enable chunking for files over 5 minutes
Data Issues
  • Missing Recordings: Use Data Migration tools
  • Corrupted Data: Clear and re-import data
  • Sync Problems: Check iCloud settings

Performance Tips

  • Battery: Use local engines when battery is low
  • Memory: Close other apps during large file processing
  • Storage: Regularly clean up old recordings
  • Network: Use local engines to reduce data usage

Advanced Features

Background Processing
  • Job Queue — Multiple operations queued and processed in order
  • Progress Tracking — Real-time updates with accurate status display
  • Error Recovery — Automatic retry for failures
  • Stale Job Detection (v1.7) — Intelligent detection and recovery of stuck jobs, with timeouts based on actual processing start time
  • Job Cancellation (v1.7) — Properly cancel and interrupt running jobs when the app is backgrounded or closed
  • On-Device AI Handling — On-device AI jobs are gracefully interrupted when the app is backgrounded, since GPU processing requires the app to stay open
  • Live Transcription (v1.8) — On-device speech-to-text streamed in real time during recording via SFSpeechRecognizer; transcript auto-saved when recording stops
  • Duplicate Summary Cleanup (v1.8) — Automatically detects and removes duplicate summaries; manual cleanup available in Database Tools
File Management
  • Import/Export — M4A, MP3, WAV, CAF, AIFF, AIF
  • Audio Export (v1.8) — Share any recording as an audio file via the iOS share sheet
  • Video Import (v1.8) — Import video files; audio is automatically extracted to M4A
  • Audio Cleanup (v1.8) — Optional pre-transcription DSP: high-pass filter, noise gate, dynamic normalization, peak limiting
  • Share Extension — Import from Voice Memos, Files, etc.
  • Combining Recordings — Merge two into one
  • PDF Export — Professional reports with metadata, maps, page numbers
  • File Relationships — Audio/transcript/summary links maintained
  • Orphaned File Detection — Find and clean disconnected files
  • Selective Deletion — Choose what to keep
Location Intelligence
  • GPS Integration — Automatic capture
  • Reverse Geocoding — Coordinates to addresses
  • Smart Search — 3-tier fallback system
  • University Database — Built-in campus mapping
  • Interactive Maps — View recording locations
  • Manual Location — Add locations after recording
iCloud Backup & Sync
  • iCloud Backup — Full backup of all data to iCloud Drive
  • Auto-Backup (v1.7) — Automatically backs up when new recordings are created
  • CloudKit Sync — Optional summary synchronization across devices with paginated queries and schema-safe fallback for reliability
  • Prompted after generating your first summary
Data Migration
  • Legacy Import — Migrate from old file-based storage
  • Data Integrity — Validate and repair data relationships
  • Batch Operations — Process multiple files at once
  • Progress Tracking — Monitor migration progress

Best Practices

Recording

  • Quiet environment
  • Mic 6-12 inches away
  • Break long sessions into segments
  • Minimize background noise

AI Configuration

  • Local engines for sensitive content
  • Start free, upgrade as needed
  • Experiment with models
  • Have a backup engine ready

Data Management

  • Export important recordings as PDF
  • Use iCloud Backup
  • Clean up old recordings
  • Use descriptive titles

Performance

  • Local engines when battery is low
  • Monitor available storage
  • Local engines on slow networks
  • Close other apps when processing

External Resources

Ready to get started? BisonNotes AI transforms your spoken words into actionable intelligence with advanced AI processing. Download the app and start recording today!
Need help? Report issues on GitHub or use the in-app help documentation.

This documentation is regularly updated. For the latest information, check the app’s built-in help.