How to adopt a ready-made template from Sally

You do not have to build a template for every kind of meeting yourself. Sally comes with 30 ready-made ones, for dailies, retrospectives, sales calls, job interviews, kickoffs and more. Each of them has its sections and prompts already written.

Before you adopt one, you can look at it in detail: which sections it produces, what a finished summary looks like, and the exact prompt behind each section. Once you copy a template into your own account, it becomes yours and you can change everything about it.

Quick navigation

1. Opening the template catalog
2. Checking what a template produces
3. Adopting a template
4. Changing the copy

1. Opening the template catalog

1. Open Settings at the bottom of the left sidebar.

Figure 1: Open Settings

2. In the settings sidebar on the left, under Configuration, click Meeting templates.

Figure 2: Meeting templates in the settings sidebar

3. Click Templates in the top right.

Figure 3: Templates opens Sally's catalog

4. The catalog opens as a window over the overview and shows every template Sally brings along. The categories are on the left, each with the number of templates behind it, and on the right you scroll through all of them. The Sort control at the top right switches between Alphabetical and Most used. If a template looks right straight away, click Adopt on the right of its card.

Figure 4: Categories on the left, templates with Adopt on the right

The categories are General, Technical meetings, Creative meetings, Customer interaction, Planning and organization and HR meetings. Popular templates also show how often they have been used, which is a useful hint when two of them look similar.

2. Checking what a template produces

Before you adopt a template, you can see what it delivers.

1. In the catalog, click the card of the template you are interested in.

Figure 5: Clicking the card opens the details

2. The details open with the Description tab in front. It lists every section with a sentence about what goes into it, so you can tell at a glance whether the structure fits your meeting.

Figure 6: The Description tab shows the structure of the template

3. Switch to the Example tab at the top. It shows a complete summary as this template would write it, with realistic content. This is the fastest way to judge whether the level of detail is what you need.

Figure 7: The Example tab shows a finished summary

4. Switch to the Prompt tab. It shows the exact instruction Sally follows for each section. That is worth a look if you plan to adjust the template later, because you can see where the wording comes from. The prompts of Sally's templates are in English, because the AI follows English instructions more precisely, and your own prompts are best written the same way.

Figure 8: The Prompt tab shows the instruction behind each section

3. Adopting a template

1. Once you have decided which template you want to use, click Adopt, either on the card or in the details.

Figure 9: Adopt copies the template into your own account

2. Sally asks for a few details for the copy. Title of the copy is prefilled with the original name, and it is worth changing it to something your team will recognize. Under Visibility you can pick Personal or Organization. Personal keeps the copy with you, nobody else sees it in their list. Organization makes it available to everyone in the account, which only administrators may do. If a team is set up in your account, Team appears as a further level, see Sharing a template. Under Category you choose where the copy is filed, and new categories can only be created by administrators. Once everything is filled in, click Adopt in the bottom right.

Figure 10: The copy gets its own title, visibility and category

3. The template now appears in your overview. The note Created from tells you which Sally template it came from.

Figure 11: The copy appears in your overview, ready to use

4. Changing the copy

The copy is a normal template of yours, so everything is open to you: rename sections, rewrite prompts, add sections, remove them. Because it is published, every change goes through a draft. The short version:

1. In the overview, click the card of your copy.

Figure 12: Clicking the card opens your template

2. In the note at the top, click Create draft version and confirm the version number. Creating a new version shows that path in detail.

Figure 13: A published template cannot be changed without a draft

3. In the draft, open a section through its pencil icon and adjust the title, the prompt and the output settings. Sections and the section library explains what each of those settings does.

Figure 14: The pencil icon opens the settings of that section

4. Click Save in the top right, then Publish. From that moment on your meetings use the adjusted version.

Figure 15: Save first, then Publish

Beyond the content, you can also file the copy where you want it. The three dots in the top right of its card add it to your favorites, duplicate it, export it as a file or deactivate it when you do not need it for a while. You move it to a different category through Edit in the header of the template. Managing templates and categories lists what each of those actions does.

Figure 16: The three dots on the card open the actions

Sally's originals in the catalog stay read-only, and that is deliberate. You can adopt the same template several times, for example one variant for your own team and one for the whole organization.

Start close, then adjust

Adopting a template that is roughly right is usually faster than starting from nothing. Take the one that comes closest, run it against an existing recording through the Preview tab, and only change the sections that did not deliver what you wanted.