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On-site Meetings

In addition to online meetings, you can use Sally AI to easily and accurately transcribe in-person appointments. There are two simple methods you can choose from, depending on your setup. Below, we’ll walk you through both options step by step.

Option 1: Record an in-person appointment using an online meeting and a conference speakerphone​

If you set up an online meeting for your in-person appointment and use a conference speakerphone (also called a conference spider), you will receive the transcript just like with a regular online meeting.

Steps:

  1. Create an online meeting – Schedule your meeting as usual on your preferred platform (e.g., Zoom, Microsoft Teams, Google Meet).

  2. Invite Sally to the meeting – If your calendar is already synced, Sally will automatically join. If not, connect your calendar first or invite Sally manually.

  3. Connect the conference speakerphone – Use it to capture the meeting audio.

  4. Start the meeting – Begin the in-person discussion and run the online meeting in parallel. Sally will record the meeting audio as usual.

  5. Access the transcript – After the meeting, Sally will generate the transcript and make it available in your dashboard.

Option 2: Record audio on your smartphone and upload it to Sally​

If you don’t have a conference speakerphone, you can record the meeting with your smartphone and upload the file to Sally afterward.

Steps:

  1. Record the audio on your smartphone.

iPhone: Open the Voice Memos app and tap Record at the start of the meeting.

Android: Use a built-in app like Voice Recorder or download a free option such as Easy Voice Recorder.

  1. Save the audio file – Use a common format such as .mp3, .wav, or .m4a.

  2. Sign in to Sally – Open your Sally dashboard.

  3. Upload the file – Drag and drop the saved audio file into Sally.

  4. Access the transcript – Sally will process the file and create an accurate transcript, available in your dashboard.