Sally AI automatically generates structured meeting summaries with key points, tasks, and decisions. Customize what you get and where it goes.
How it worksSummaries explained
Learn how Sally generates structured summaries with key points, tasks, decisions, and next steps.
Receive summary emails automatically after each meeting with key information and outcomes.
Editing summaries
Customize summary generation with industry context, email recipients, and meeting type defaults.
Decide whether the summary follows the meeting language, each user's language, or one fixed language.
Create custom prompts to extract specific information like tasks, tickets, or feedback from your meetings.
Define conversation standards and track whether your meetings meet specific quality criteria.
Decide for yourself which sections your summary has, so it fits your meetings exactly.
Export summaries as PDF, DOCX, TXT, Markdown, or ODT and customize them with your branding.
Share meeting summaries with colleagues or clients via a shareable link or by email with expiration dates.
Related topics
Turn meeting outcomes into tasks and sync them with external tools like Salesforce and Teams.
Search and find past meetings, recordings, and summaries using the dashboard search and filters.
Group meetings in folders to keep recordings and summaries structured by project, client, or topic.
Label appointments and recordings, let Sally assign tags from the title, and use them for automations.
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Learn how Sally automatically creates meeting summaries.