A meeting template decides which sections your summary contains and what Sally writes into each of them. That way everyone shapes their summaries to fit the way they work, instead of getting a generic write-up. Every account starts with the General Meeting template, and from there you can build exactly the structure your meetings need.
Start with the basicsThe basics
Where to find your templates, what a section is made of and why every template has versions.
Copy one of the 30 Sally templates for dailies, sales calls, interviews and more into your own account.
Set up a template from scratch, add its sections and publish it for your meetings.
Change a published template safely: work in a draft, then publish it when it is ready.
Get more out of templates
Write your own prompts, use variables and reuse sections across all your templates.
Set the default for new recordings and restructure a summary after the meeting.
Decide who can see and use a template: only you, one team or the whole organization.
Move a template into another account as a file, or bring a colleague's template into yours.
New to templates?
Start with what a template is made of, then change your first one.