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Summaries

A summary belongs to one recording and exists once per language. Use these endpoints to search summaries, to fetch a single summary by its id and to download it as a finished file.

Every endpoint below shows its parameters and response fields in the middle. On the right you find request samples in cURL, JavaScript and Python, an example response and Try it, which sends the request for real with your own token.

POST/v1.0/directories/{directoryId}/summaries/searchTry it →

Searches recording summaries and returns, per hit, an excerpt around the first match.

Field overview from the specification

Body fields:

  • search (string, required, min. 3 characters): the search query. How it matches:
    • The query is split into words and filler words (e.g. the, and, der, und) are dropped. A summary is a hit if it contains ANY of the remaining words (OR).
    • Words of four or more characters also match inside longer words and in their inflected forms: Festgeldkonten finds Festgeldkonto, Konto finds Festgeldkonto.
    • Words of up to three characters must stand as a whole word: KI does not match Kinder.
    • Case is ignored, and umlaut spellings are interchangeable (Müller = Mueller = Muller).
    • If only filler words remain, the whole query is matched as one case-insensitive substring.
    • Searched are the summary text, the generated section items (title, content, subject, description) and the cells, person names and e-mail addresses and column names of table sections. A summary is a hit if ANY of them matches.
  • page (number, optional, default 1): 1-based page number.
  • pageSize (number, optional, default 25): page size, max. 100.

Results are sorted by creation date, newest first. At most 5,000 matching summaries per source (summary text, sections, tables) are considered. The snippet shows the first match in the summary text, or in the section or table that matched when the summary text has none. The Sally MCP tool search_summaries uses exactly the same matching.

Path parameters

  • directoryIdstringrequired

    Id of the directory (the Sally company account) the resource belongs to. The directories a token can address are listed by GET /v1.0/me/directories/memberships.

Query parameters

  • fieldsstringoptional

    Comma-separated list of the fields to return. Leave it out and you get every field — including fields added in the future, which is your call to make: name your fields if you want to be shielded from that.

    Only first-level fields can be named. A nested list such as attendees, tags or sectionItems is returned whole or not at all; attendees.name is not supported.

    On a paged response the selection applies to the entries in items; page, pageSize, total and hasMore are always returned. An unknown name is rejected with 400 rather than ignored.

    Selectable here: appointmentId, createdOn, languageCode, recordingId, recordingSummaryId, snippet.

    Example: appointmentId,createdOn

Request body application/json

  • searchstringoptionalnullable

    Search query, min. 3 characters. Split into words (filler words dropped), OR-combined; words of 4+ characters also match inside longer words and inflected forms, words of up to 3 characters only as a whole word. Case-insensitive. Matched against the summary text, the section items and table sections; see the endpoint description for details.

  • pagenumberoptional

    Page (1-based, default 1).

  • pageSizenumberoptional

    Page size (default 25, max 100).

Response: each entry in items

  • recordingSummaryIdstringrequired

    Id of the recording summary.

  • recordingIdstringrequired

    Associated recording id.

  • appointmentIdstringrequirednullable

    Associated appointment id (if present).

  • languageCodestringrequirednullable

    Language code of the summary (IETF language tag, e.g. de-DE, en-US).

  • snippetstringrequired

    Excerpt (max. 300 characters) around the FIRST match: from the summary text, or from the section or table that matched when the summary text has no match. Falls back to the beginning of the summary text only if no text contains the match.

  • createdOnstringrequired

    Creation timestamp (ISO-8601).

Every page also carries page, pageSize, total, hasMore.

Status codes

  • 200Success
  • 400

    Invalid request (validation error).

  • 401

    Missing or invalid bearer token.

  • 403

    Forbidden (insufficient permissions).

  • 404

    Resource not found or not accessible.

  • 429

    Rate limit exceeded (per token/IP). Transcription uploads may also return code FUP_LIMIT_EXCEEDED or TOO_MANY_CONCURRENT_TRANSCRIPTIONS.

  • 500

    Internal server error.

Try it

Send this request for real, with your own token and your own data.

Request
curl -X POST "https://api.sally.io/v1.0/directories/$DIRECTORY_ID/summaries/search" \
-H "Authorization: Bearer $SALLY_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"search": "pricing",
"page": 1,
"pageSize": 25
}'
Response example 200 OK
{
"page": 1,
"pageSize": 25,
"total": 137,
"hasMore": true,
"items": [
{
"recordingSummaryId": "731180f9-257a-46cf-a7e3-8ca508fb9c35",
"recordingId": "53e2e041-4b34-41c7-a285-634d80b3675d",
"appointmentId": "d4398f97-cd92-4d21-a6ec-4aab0a85441b",
"languageCode": "de-DE",
"snippet": "string",
"createdOn": "2026-09-24T09:30:00Z"
}
]
}

Returns a single recording summary by id​

GET/v1.0/directories/{directoryId}/summaries/{recordingSummaryId}Try it →

Returns the full recording summary for the given recordingSummaryId. 404 if the summary does not exist or the caller cannot access the underlying recording. Obtain valid ids from the summary search (POST .../summaries/search) or from GET .../recordings/{recordingId}/summaries.

Field overview from the specification

Path parameters:

  • directoryId (string): id of the directory (organization) the summary belongs to.
  • recordingSummaryId (string): id of the recording summary to return.

Response fields:

  • recordingSummaryId (string): id of this summary. A recording can have several summaries — one per language.
  • recordingId (string): id of the recording this summary was generated from.
  • appointmentId (string | null): id of the caller’s own appointment linked to the recording; null if the recording is not linked to an appointment.
  • languageCode (string | null): language of the summary text as an IETF language tag (e.g. de-DE, en-US); null if unknown.
  • summary (string | null): the summary text (Markdown); null if no summary text was generated.
  • createdOn (string): creation timestamp of the summary (UTC ISO-8601).
  • sectionItems (array): the structured, per-section results of the meeting template that produced this summary (always included on this endpoint). Each item has:
    • sectionItemId (string): id of the section item.
    • meetingTemplateSectionId (string | null): id of the meeting-template section this item was generated from (resolve via GET .../meetingtemplates/{meetingTemplateId}); null for derived items without a template section (e.g. task items).
    • title (string): title of the section item.
    • sectionType (string enum): the section type (summary, tasks, topics, decisions, customList, freeText, table, appointment or email).
    • outputFormat (string enum): the format of content (html or markdown).
    • sortOrder (number): order of the item within the summary.
    • content (string | null): the free-text/Markdown content of the item. For table, appointment and email it carries a readable Markdown rendering of the dedicated fields below, so a client that only reads content still sees the section; outputFormat is then markdown.
    • tableVariant (string enum | null): only for table. structured means the columns were fixed in the template and the result is in tableData; free means Sally chose them and the result is a Markdown table in content.
    • tableData (object | null): columns and rows of a structured table section.
    • followUpMeetingStartTime / followUpMeetingEndTime (string | null): the agreed wall-clock time of an appointment section, without a time zone.
    • followUpMeetingParticipants (array | null): participants of an appointment section.
    • emailRecipients (array | null): recipients of an email section, to and cc in one list, told apart by kind.
    • subject (string | null): task subject (for task-like section items).
    • description (string | null): task description (for task-like section items).
    • responsibleUserName (string | null): name of the responsible person (task items).
    • responsibleUserEmail (string | null): email of the responsible person (task items).
    • dueDate (string | null): due date of the task item (ISO-8601).

Path parameters

  • directoryIdstringrequired

    Id of the directory (the Sally company account) the resource belongs to. The directories a token can address are listed by GET /v1.0/me/directories/memberships.

  • recordingSummaryIdstringrequired

    Id of the recording summary.

Query parameters

  • fieldsstringoptional

    Comma-separated list of the fields to return. Leave it out and you get every field — including fields added in the future, which is your call to make: name your fields if you want to be shielded from that.

    Only first-level fields can be named. A nested list such as attendees, tags or sectionItems is returned whole or not at all; attendees.name is not supported.

    On a paged response the selection applies to the entries in items; page, pageSize, total and hasMore are always returned. An unknown name is rejected with 400 rather than ignored.

    Selectable here: agendaResults, appointmentId, createdOn, isAgendaEvaluationOutdated, isSummarizationCompleted, isSummarizationSucceeded, languageCode, recordingId, recordingSummaryId, sectionItems, summarizationCompletionReason, summary.

    Example: agendaResults,appointmentId

Response

  • recordingSummaryIdstringrequired

    Id of the recording summary.

  • recordingIdstringrequired

    Associated recording id.

  • appointmentIdstringrequirednullable

    Associated appointment id (if present).

  • languageCodestringrequirednullable

    Language code of the summary (IETF language tag, e.g. de-DE, en-US).

  • summarystringrequirednullable

    Summary text.

  • isSummarizationCompletedbooleanrequired

    True once the summarization run has finished, whether or not it produced anything.

  • isSummarizationSucceededbooleanrequired

    True when there is something to read: summary text or at least one section item. A run over a recording without a transcript finishes too, and then this stays false.

  • summarizationCompletionReasonstringrequired

    Why the summarization run ended. noTranscript means there was nothing to summarize, which is an expected outcome and not a failure. unknown while it has not finished. The underlying error text is deliberately not exposed.

    Allowed values: succeedednoTranscriptemptyResulterrorunknown
  • createdOnstringrequired

    Creation timestamp (ISO-8601).

  • sectionItemsobject[]requirednullable

    The generated section items of the summary (the structured, per-section results of the meeting template). Null when not loaded (the recordings list endpoint only fills this with ?includeDetails=true); the single-summary endpoint always includes it.

    18 child fields
    • sectionItemIdstringrequired

      Id of the section item.

    • meetingTemplateSectionIdstringrequirednullable

      Id of the meeting template section this item was generated from. Resolve it via GET /v1.0/directories/{directoryId}/meetingtemplates/{meetingTemplateId} (matches a section’s meetingTemplateSectionId). Null for derived items without a template section (e.g. task items).

    • titlestringrequired

      Title of the template section item.

    • sectionTypestringrequired

      Section type of the item.

      Allowed values: summarytaskstopicsdecisionscustomListfreeTexttableappointmentemailunknown
    • outputFormatstringrequired

      Output format of the item content.

      Allowed values: htmlmarkdownunknown
    • sortOrdernumberrequired

      Order within the summary.

    • contentstringrequirednullable

      Free-text/Markdown content of the item. For the section types that keep their result in dedicated fields (table, appointment, email), this carries a readable Markdown rendering of those fields, so a client that only reads this one field still sees the section. The dedicated fields are returned unchanged alongside it.

    • subjectstringrequirednullable

      Task subject (for task-like section items).

    • descriptionstringrequirednullable

      Task description.

    • responsibleUserNamestringrequirednullable

      Responsible person (name).

    • responsibleUserEmailstringrequirednullable

      Responsible person (email).

    • dueDatestringrequirednullable

      Due date (ISO-8601).

    • tableVariantstringrequirednullable

      Only for sectionType: table. structured means the template fixed the columns and the result is in tableData. free means Sally chose the columns herself and the result is a Markdown table in content. Null for every other section type.

      Allowed values: freestructuredunknown
    • tableDataanyrequirednullable

      The table result, set only for sectionType: table with tableVariant: structured. For tableVariant: free this is null and the table is a Markdown table in content.

    • followUpMeetingStartTimestringrequirednullable

      Start of the proposed follow-up meeting, as a LOCAL date and time WITHOUT a time zone (YYYY-MM-DDTHH:mm:ss, e.g. 2026-10-16T09:00:00). Deliberately not a UTC instant: what the meeting agreed on is a wall-clock hour (Thursday at nine), and attaching a zone here would move that hour for every reader in a different one. Apply the time zone of the people involved. Only set for sectionType: appointment.

    • followUpMeetingEndTimestringrequirednullable

      End of the proposed follow-up meeting, same local-time format as followUpMeetingStartTime. Null when the meeting named a start but no end.

    • followUpMeetingParticipantsobject[]requirednullable

      The people the meeting named for the follow-up. Only set for sectionType: appointment.

      4 child fields
      • userIdstringrequirednullable

        Id of the matched user account, or null when no account was found for this person. Resolve it via GET /v1.0/directories/{directoryId}/memberships/users/{userId}.

      • namestringrequired

        Name of the person as recognized in the meeting.

      • emailstringrequirednullable

        Email address as recognized in the meeting, lower-cased. Null when the meeting named the person without an address.

      • isExternalbooleanrequirednullable

        True when the person was recognized as not belonging to your own organization. Null when the meeting gave no indication either way.

    • emailRecipientsobject[]requirednullable

      Recipients of the proposed email, direct and on copy (see kind). Only set for sectionType: email; its subject is in subject and its body in description.

      4 child fields
      • userIdstringrequirednullable

        Id of the matched user account, or null when no account was found for this person. Resolve it via GET /v1.0/directories/{directoryId}/memberships/users/{userId}.

      • namestringrequired

        Name of the person as recognized in the meeting.

      • emailstringrequirednullable

        Email address as recognized in the meeting, lower-cased. Null when the meeting named the person without an address.

      • kindstringrequired

        Whether the person is a direct recipient (to) or on copy (cc).

        Allowed values: tocc
  • agendaResultsobject[]requirednullable

    The evaluated agenda of the appointment: one entry per agenda item that was evaluated against this transcript. A deliberately separate field, not another entry in sectionItems, because the agenda is a separate run and not a section of the meeting template. Null when not loaded, empty when the appointment has no agenda. Resolve appointmentAgendaItemId through GET /v1/directories/{directoryId}/appointments/{appointmentId}/agenda.

    6 child fields
    • appointmentAgendaItemIdstringrequired

      Id of the agenda item this result belongs to. Never a bare id: the caller has to be able to tell which entity it points at.

    • titlestringrequired

      The title of the agenda item at the time of the evaluation, recorded alongside. If the item is renamed later, the older summary stays readable.

    • agendaCoveragestringrequired

      Whether the item was discussed. Exactly three values; "not evaluated yet" is NOT a fourth one, because an item without a result has no entry here at all.

      Allowed values: discussedtouchednotDiscussed
    • summarystringrequirednullable

      Two or three sentences on what this item produced in the meeting: the answer for a reader who does not work through content. Plain prose, no Markdown and no places. Null for notDiscussed, and also null for evaluations that ran before this field existed — in that case content still carries the full result.

    • contentstringrequirednullable

      What the meeting produced on this item, as a Markdown bullet list: one bullet per outcome, decision, number, answer or next step, each opening with a short bold label. A bullet that could be located in the recording also opens with its place or places in [mm:ss] form, before the label, so that a reader can jump to the passage a statement comes from. Null for notDiscussed, and that is not an error: the state is carried by agendaCoverage.

    • timeStampsnumber[]required

      Every point in the recording at which this item was discussed substantively, in seconds, ascending. An agenda item is often raised more than once, so this is a list and not a single start and end time. This is the union of the places carried by the individual bullets of content, so that reading the places needs no Markdown parsing.

  • isAgendaEvaluationOutdatedbooleanrequired

    True when the agenda changed after it was evaluated, so the entries in agendaResults no longer match the current agenda. Without this an integrator reads an agenda block that no longer fits and does not notice.

Status codes

  • 200Success
  • 400

    Invalid request (validation error).

  • 401

    Missing or invalid bearer token.

  • 404

    Resource not found or not accessible.

  • 429

    Rate limit exceeded (per token/IP). Transcription uploads may also return code FUP_LIMIT_EXCEEDED or TOO_MANY_CONCURRENT_TRANSCRIPTIONS.

  • 500

    Internal server error.

Try it

Send this request for real, with your own token and your own data.

Request
curl "https://api.sally.io/v1.0/directories/$DIRECTORY_ID/summaries/$RECORDING_SUMMARY_ID" \
-H "Authorization: Bearer $SALLY_TOKEN"
Response example 200 OK
{
"recordingSummaryId": "731180f9-257a-46cf-a7e3-8ca508fb9c35",
"recordingId": "53e2e041-4b34-41c7-a285-634d80b3675d",
"appointmentId": "d4398f97-cd92-4d21-a6ec-4aab0a85441b",
"languageCode": "de-DE",
"summary": "string",
"isSummarizationCompleted": true,
"isSummarizationSucceeded": true,
"summarizationCompletionReason": "succeeded",
"createdOn": "2026-09-24T09:30:00Z",
"sectionItems": [
{
"sectionItemId": "39ec96ee-9578-4082-a103-aa168fcd18f6",
"meetingTemplateSectionId": "0ba1ea56-516d-485a-a738-e65e51578bbe",
"title": "string",
"sectionType": "summary",
"outputFormat": "html",
"sortOrder": 1,
"content": "We agreed on the rollout plan for October.",
"subject": "Quarterly planning",
"description": "string",
"responsibleUserName": "string",
"responsibleUserEmail": "anna.berger@example.com",
"dueDate": "2026-09-24T09:30:00Z",
"tableVariant": "free",
"tableData": null,
"followUpMeetingStartTime": "string",
"followUpMeetingEndTime": "string",
"followUpMeetingParticipants": [
{
"userId": "11f967df-7dd1-4719-a9aa-46530940c443",
"name": "Example",
"email": "anna.berger@example.com",
"isExternal": true
}
],
"emailRecipients": [
{
"userId": "11f967df-7dd1-4719-a9aa-46530940c443",
"name": "Example",
"email": "anna.berger@example.com",
"kind": "to"
}
]
}
],
"agendaResults": [
{
"appointmentAgendaItemId": "9b97e5a4-4127-477c-a6b6-a954a0350394",
"title": "string",
"agendaCoverage": "discussed",
"summary": "string",
"content": "We agreed on the rollout plan for October.",
"timeStamps": [
1
]
}
],
"isAgendaEvaluationOutdated": true
}

Returns a recording summary as a finished document file​

GET/v1.0/directories/{directoryId}/summaries/{recordingSummaryId}/documentTry it →

Returns the same file the Sally web app downloads for this summary: branding, logos, header and footer, tables and the section order of the meeting template. The file is built on request and returned directly in the response; there is no job to poll.

Always the complete summary in the language version identified by recordingSummaryId (a recording has one summary per language, see GET .../recordings/{recordingId}/summaries). Custom insights and single sections are not part of this document.

Field overview from the specification

Path parameters:

  • directoryId (string): id of the directory the summary belongs to.
  • recordingSummaryId (string): id of the recording summary.

Query parameters:

  • format (string enum, required): one of pdf, docx, odt, txt, md.
  • languageCode (string enum, optional): one of de-DE, en-US, es-ES, fr-FR, it-IT, nl-NL, pl-PL; defaults to the language of the token owner.

This endpoint does not support ?fields=.

Path parameters

  • directoryIdstringrequired

    Id of the directory (the Sally company account) the resource belongs to. The directories a token can address are listed by GET /v1.0/me/directories/memberships.

  • recordingSummaryIdstringrequired

    Id of the recording summary.

Query parameters

  • formatstringrequired

    File format of the document.

    Allowed values: pdfdocxodttxtmd
  • languageCodestringoptional

    IETF language tag for the labels and the date format inside the document, e.g. de-DE. Defaults to the language of the token owner, exactly as in the Sally web app. It does NOT change the language of the content, and the font is always chosen by the language of the recording, so Chinese characters stay readable with en-US labels.

    Allowed values: de-DEen-USes-ESfr-FRit-ITnl-NLpl-PL

Status codes

  • 200The file itself. `Content-Disposition` carries the file name that the Sally web app uses for the same download (ASCII in `filename`, UTF-8 in `filename*`).
  • 400

    Unknown or missing format, or unknown languageCode. The body lists the allowed values (code: UNKNOWN_DOCUMENT_FORMAT or UNKNOWN_LANGUAGE_CODE).

  • 401

    Missing or invalid bearer token.

  • 403

    The directory has disabled this download for its members (code: SUMMARY_DOWNLOAD_PREVENTED).

  • 404

    The source does not exist, belongs to another directory, or the caller cannot access the underlying recording.

  • 409

    The summary has no content that could be put into a document (it was generated before meeting templates existed, or its template has no sections) (code: SUMMARY_HAS_NO_CONTENT).

  • 429

    Rate limit exceeded (per token/IP). Transcription uploads may also return code FUP_LIMIT_EXCEEDED or TOO_MANY_CONCURRENT_TRANSCRIPTIONS.

  • 500

    Internal server error.

Try it

Send this request for real, with your own token and your own data.

Request
curl "https://api.sally.io/v1.0/directories/$DIRECTORY_ID/summaries/$RECORDING_SUMMARY_ID/document?format=pdf" \
-H "Authorization: Bearer $SALLY_TOKEN" \
-OJ
Response example 200 OK
"string"