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How to manually invite Sally AI to a meeting

Besides automatic attendance, there are two ways to manually add Sally to your meetings:

  • Via meeting link: Copy the URL of your online meeting and paste it directly into Sally. This is the fastest way to add Sally to a spontaneous or already running meeting, even without a connected calendar.
  • Via invitation & email: Add Sally as a guest to your calendar invitation or send her an email with the meeting details. This works like inviting any other colleague and is ideal for planned or recurring meetings.

Quick navigation

  1. Option 1: Via meeting link
  2. Option 2: Via invitation & email

Even without a connected calendar, you can add Sally to any meeting, you just need the meeting link.

Tip

Find out how to get your meeting link:

Steps​

  1. Open the Appointments tab and click Invite Sally in the top right corner.
Invite Sally button in the top right corner of the Sally Appointments tab
Figure 1: Invite Sally to the meeting
  1. Paste the meeting link into the Meeting link field.
  2. Set the start date and the start time.
  3. Click Create appointment to confirm.
Invite Sally panel in Sally with meeting link, start date, and start time
Figure 2: Paste the meeting link into Sally
  1. Sally will join your meeting automatically.
Info

Sally waits in the meeting lobby from the start time onwards. If the meeting has already started, she joins within the next 30 seconds.

Option 2: Via invitation & email​

Invite Sally just like any other colleague, using her dedicated email address: invite@sally.io

2.1 Before the meeting​

  1. Copy Sally's email: invite@sally.io
  2. Create a new meeting in your calendar.
  3. Add the email as an optional participant:
Outlook meeting invitation with invite@sally.io as an optional participant
Figure 3: Add Sally to the participant list
  1. Send the meeting invitation. Sally joins automatically when the meeting starts, and the appointment appears in your Appointments tab.
Invited meeting shown in the Sally Appointments tab
Figure 4: The meeting appears in Sally

2.2 During an ongoing meeting​

You can also invite Sally while a meeting is already in progress. Example using Microsoft Teams:

  1. Open the participant panel ("People" icon) → click "Share invite".
Microsoft Teams meeting with the participant panel open and the Share invite button
Figure 5: Open participant panel
  1. Click "Share via default email".
Microsoft Teams dialog Invite people to join you with the Share via default email option
Figure 6: Share meeting invitation
  1. Add invite@sally.io and send.
Outlook email with invite@sally.io as the recipient of the meeting invitation
Figure 7: Send invitation via email
  1. Sally appears in the lobby within a minute. Admit her to the meeting.
Microsoft Teams participant panel with sally.io waiting in the lobby
Figure 8: Admit Sally
  1. Sally is now part of the meeting and will create the transcript and summary.
Microsoft Teams meeting with sally.io as a participant
Figure 9: Sally attending the meeting

2.3 Invite via plain email​

Alternatively, send an email to invite@sally.io with all meeting details:

Subject: Meeting Invitation – Marketing Sync on DD.MM.YYYY
To: invite@sally.io

Hello Sally,

please join the following meeting:

Title: Marketing Sync
Date: DD.MM.YYYY
Time: XX:XX – XX:XX
Time zone: CET
Meeting link: [link]
Participants: max.mustermann@company.com, anna.beispiel@company.com
Important

The more complete the details, the more reliably Sally joins. If the date, the time or the meeting link is missing, she cannot join at all.