Quickstart
Citesvue turns recordings and documents into answers you can check. This is the whole first run, from a new workspace to a cited answer and a finding sent to your tracker, with a recording you already have.
- Updated
- 8 October 2026
- Read
- 6 min
- For
- First-time users, evaluators
What Citesvue is, in one paragraph.
You give it recorded work, such as meetings, UAT sessions, demos, and sales calls, and documents. It transcribes and reads them, writes recaps, extracts findings with their source, and answers questions with citations. For video, you can add visual evidence when a finding needs the exact screen behind it.
Nothing below needs a payment method. Where a step needs a paid plan, such as the meeting assistant or pushing to Jira, the step says so.
Seven steps to your first cited answer.
Create your workspace
Sign up free with Apple, Google, or your work email and a password. If you use email, confirm it from the link we send. Then choose your language and time zone, so dates and meeting times read correctly. No card is needed on the free plan.
Creating the workspace. Your work email becomes the account. Signing in later. If your team already has a workspace, ask an owner or admin to invite you instead of starting a second one. Find your way around
You land on the Dashboard: the Ask box, quick actions, and tiles for what was extracted, what needs review, and what is processing. Everything else is one click away in the sidebar.
The Dashboard: the Ask box, quick actions, what was extracted, what needs review, and your plan usage. Bring in your first session
Choose New content, then Upload a recording, and pick a file you already have. On a paid plan you can instead paste a meeting link in Meetings and the assistant joins the call and records it for you.
New content: upload a recording, capture a live meeting, or upload documents. Let processing run
Citesvue checks the media, transcribes the speech, writes the recap, extracts findings, and makes everything searchable. You can leave the page: a small activity panel shows progress, and a notice appears when the recording is ready.
Processing, stage by stage. You can close the page; it carries on without you. Read the recap
The recording opens on Recap: a TL;DR, decisions, action items, open questions, and key outcomes. Select any of them to play the moment behind it. Transcript and Artifacts are ready at the same time.
The recap of a sprint review. Decisions and action items come from what was said, and each one plays the moment behind it. Ask your first question
Type a question into the Ask box on the Dashboard to search all your meetings and documents, or use the link under it to ask about one project, one recording, or chosen documents. Every answer cites the moments it came from.
A question asked across the workspace. Each point in the answer cites the meeting or document it came from. Review and send a finding
Artifacts lists what was extracted: bugs, requirements, decisions, action items, risks, and questions, each with its quote, speaker, and time. Approve the ones you stand behind. On a paid plan, push them to Jira, Linear, Notion, or Slack with the evidence attached.
A recording's findings, grouped by type and ready to review. Approved findings can be pushed to your tracker.
A UAT session, end to end.
- Upload this morning's UAT recording of the new checkout, typed as UAT.
- Processing finishes. The recap lists the release decision, and Artifacts holds a critical bug.
- Open the bug. It carries the tester's words ("two pending charges, a hundred and forty eight dollars each") and the time it was said. If screen proof matters, request visual evidence to add the frame of the account activity.
- Approve the bug, then ask the recording: "Which acceptance criteria failed, and what is the fix?" The answer cites the moments it came from.
- Push the approved bug to Jira. It arrives with its severity, the quote, and a link back to the second it happened.
Three habits for the first week.
Pick a real recording
A UAT session, a client call, or a demo: something where people spoke. Video helps when screen proof may matter later, but audio-only recordings get the full transcript, recap, findings, and Ask.
Know the optional allowance
The free plan includes 2 visual-evidence hours and 50 questions per month, with a library of 5 stored recordings. Transcription never uses the visual-evidence allowance.
Ask questions you know the answer to
The fastest way to trust the citations is to ask about a moment you remember and open the evidence. That habit, checking rather than believing, is the whole point.
For a tour of every part of the app, read find your way around. When something does not behave as described here, troubleshooting covers each state you might see and what fixes it.
Starting out, answered.
No. The free plan is free and needs no card. Paid plans add the meeting assistant, integrations, more visual-evidence hours, and longer retention.
Any meeting, UAT session, demo, or sales call you already have as a video or audio file: MP4, MOV, WebM, MKV, MP3, M4A, or WAV. Video can add optional visual analysis later; audio still gets everything else.
It depends on length and content, but it runs in the background. Keep working, and Citesvue tells you when the recording is ready.
The free and Pro plans are single-seat. Team plans start at 3 seats and add shared workspaces with roles, so recordings, findings, and questions are visible to everyone who should see them.
Select Ask the Guide at the bottom of the sidebar. The Guide answers questions about using Citesvue from this documentation and links the pages it used. Signed in, it can also answer about your own workspace, such as your plan, usage, and connected tools. It only reads; it never changes anything. New chat starts over, and History holds your earlier chats in this browser.
Citesvue says so instead of guessing. When the evidence is not there, you know the record is silent on the point rather than being handed a confident invention.