Attendance via Invite
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1. Short Description
If you prefer to invite Sally manually — without using the automated meeting attendance — you can do so just like you would with any other colleague.
Sally has her own dedicated email address. Simply add this email as a guest to your meeting, and Sally will join as a bot to capture notes, create summaries, and record action items.
2. How to Invite Sally via Email
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Copy this email address: invite@sally.io
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Create a new appointment using your calendar or email platform.
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Paste the copied email address into the guest list (CC) as you can see here:
Figure 1: Invite Sally manually to the meeting via email
- Save the appointment.
- Once the invitation is sent, your meeting will also appear in your Sally platform calendar. This completes the invitation process — Sally will now join your meeting as a participant.
Figure 2: Appointment created
3. Common Issues and Resolutions
3.1. Missing meeting details in the invitation
Cause: The invitation email did not include all required information for Sally to join on time. Missing details may include:
- Start time of the meeting
- End time of the meeting
- Link to the online meeting
Solution: Reply directly to Sally’s confirmation email with the missing details. Once everything is complete, Sally will be ready to attend.
3.2. Sally didn’t join the meeting
Cause: Invitation email was not sent to invite@sally.io
.
Solution: Double-check the guest list to ensure Sally’s address was added correctly.
3.3. No confirmation email received
Cause: Email may have been blocked by your spam filter.
Solution: Check your spam/junk folder and mark emails from @sally.io
as safe.
3.4. Meeting not showing in Sally’s dashboard
Cause: The invitation was sent from the wrong sender.
Solution: Re-send the invitation from the email address with which you are registered in Sally e.g. when your email address within Sally is julian@gmail.com
then Sally will not recognize invitations from kissel@gmail.com
as yours. Keep in mind that you always can forward invitation emails from your correct mail account.
3.5. Calendar entry shows “optional” participant
Cause: Some calendar systems set CC’d emails as “optional” by default.
Solution: Change Sally’s participant status to “required” to ensure attendance.