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How to share meeting summaries in Sally AI

You can share meeting summaries directly from Sally with colleagues or clients. Use a link to quickly forward the report in a chat or messenger. You can set an expiry date after which the link stops working. When you share by email, the recipient also gets a security code, which adds another layer of security.

Quick navigation

  1. Share via link
  2. Share via email
  1. Open the meeting in Sally.
Sally calendar with the appointment highlighted
Figure 1: Select the appointment
Info

You can also open the meeting from Recordings in the sidebar.

  1. Click Share in the top right.
Sally report view with the Share button highlighted
Figure 2: Open Share
  1. In the Share panel, set the report name. Use the toggles to choose which sections to include. Besides summary, topics, decisions and tasks, you can also share the transcript and the recording. Use the pencil next to the individual sections to adjust the content right here.
  2. If you want, pick a default expiry to limit how long the report stays visible. By default, no expiry date is set. Then click Copy link.
Sally share panel with section toggles, default expiry and the Copy link button
Figure 3: Choose the sections and copy the link
Info

Anyone with the link can view the report. You can revoke it at any time by deleting the report.

2. Share via email​

The first two steps are the same as for sharing via link: open the meeting and click Share in the top right.

  1. In the Share panel, use the toggles to choose which sections to include, and edit them with the pencil if needed.
  2. If you want, pick a default expiry. By default, no expiry date is set.
  3. Click Send by email in the bottom right.
Sally share panel with the Send by email button highlighted
Figure 4: Open Send by email
  1. Enter the recipient email addresses and add an optional personal message.
  2. You can give single recipients their own expiry date: click the date next to an address and pick a different one.
Send by email dialog with a separate expiry date next to each recipient
Figure 5: An expiry date per recipient
  1. Click Send.
Sally Send by email dialog with two recipients and the Send button highlighted
Figure 6: Send the report
  1. The recipient receives an email with a security code and clicks View report.
Email to the recipient with the security code and the View report button
Figure 7: Email with the security code
  1. They enter the security code from the email and click View report again.
Page asking for the security code before the shared report opens
Figure 8: Enter the security code
  1. This is what the shared report looks like for the recipient.
Shared Sally report with the summary and transcript tabs as seen by the recipient
Figure 9: The shared report as seen by the recipient