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Custom insights

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  1. What are Custom Insights?
  2. How Custom Insights work
  3. How to create Custom Insights
  4. Tips for writing effective prompts
  5. Practical use cases
  6. Benefits of Custom Insights

1. What are Custom Insights?​

Sally makes your work easier by clearly highlighting important information — such as tasks, decisions, and next steps — in standardized meeting summaries. This allows you to quickly navigate the documentation and get straight to the key points.

To start making your summaries more specific, you can first select a meeting type so Sally highlights the most relevant details for that kind of meeting. If the available meeting types don’t fully capture the information you need, you can go a step further with Custom Insights — giving Sally direct prompt instructions to extract exactly the details you want.

With this feature, you can tailor your summaries to match your unique workflow and priorities.

2. How Custom Insights work​

With Custom Insights, you can add personalized fields to your meeting summaries.

These fields appear below Sally’s standard summary sections and can contain any type of content you define — such as specific tickets, customer feedback, or internal checklists.


Find Custom Insights at Sally AI

Figure 1: Custom Field on your Summary


The process is simple: You provide Sally with a prompt describing what information to extract, and she’ll automatically add it to all relevant future meeting summaries.

3. How to create Custom Insights​

  1. Open Settings in Sally.
Settings Sally AI

Figure 1: Go to Settings

  1. Click Content Settings.
  2. Navigate to the User-defined Insights tab.
  3. Click + Create Insight.

Create Custom Insight Sally AI

Figure 2: Create a new Custom Insight

  1. In the new window, follow the 3-step setup process:
3-Step Setup for Custom Insights

Figure 3: 3-Step Setup for Custom Insights

3-Step Setup Process Explained

① Step 1 – General information

  • Give your insight a clear name.
  • Select the meeting type it should apply to.
  • Example: If you want Sally to highlight Customer Objections in every qualification interview, choose Qualification Interview.
  • Tip: To make initial adjustments, start by selecting a meeting type. If that’s not enough, use Custom Insights to extract exactly the details you want.

② Step 2 – Write a prompt

③ Step 3 – Preview

  • Select a past meeting to test your prompt and review the output.
  • Adjust if necessary and save.

  1. Once saved, your insight appears in the Custom Insights list (you can edit or delete it anytime).

3-Step Setup for Custom Insights

Figure 4: Your Custom Insight is now in the list.


  1. From then on, every summary for the chosen meeting type will include a Custom Insights section at the bottom. You can then click "Generate Now" to create the content based on your saved prompt.

3-Step Setup for Custom Insights

Figure 5: Generate your Custom Insight inside your

  1. After loading, you will receive your desired custom insights:

3-Step Setup for Custom Insights

Figure 6: Receive your Custom Insight

4. Tips for writing effective prompts​

For best results, keep these principles in mind:

  • Be precise: “List all open tasks with assignees and due dates” is better than “List all tasks.”
  • Use simple language: Avoid overly complex or vague wording.
  • Focus on key information: Include only what’s truly important to avoid clutter.
  • Give examples: “Add a checklist with the following points: 1) Review agenda, 2) Confirm participants.”
  • Specify the format: If you want the result in bullet points, a table, or numbered steps, say so in your prompt.
  • Avoid overly broad prompts: “Summarize everything” will give you less control than a targeted request.

5. Practical use cases​

Example 1 – Development Tickets with a Specific Structure​

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Prompt:
"Generate development tickets in the following format: Ticket ID, Title, Detailed Description (max. 3 sentences), Responsible Person, Due Date, Priority (High/Medium/Low), Status (Open/In Progress/Done). Group tickets by responsible person."

Why it’s useful:
Perfect for teams that need actionable tickets directly from the meeting discussion. This saves time in follow-up, ensures no details are lost, and keeps every ticket in a clear, predefined format.

Example 2 – Follow-up Email for the Customer​

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Prompt:
"Draft a professional follow-up email for the customer that summarizes the meeting in polite business English. Include: greeting, short recap of the main discussion points, agreed next steps with deadlines, and a friendly closing with my signature block."

Why it’s useful:
Ideal for account managers or project leads who need a ready-to-send email after every client call. No more manual drafting — Sally handles structure, tone, and completeness.

Example 3 – Checklist for Foreign Colleagues in Another Language​

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Prompt:
"Create a checklist of all agreed tasks from the meeting and translate it into Spanish. Keep it concise, use bullet points, and ensure action verbs start each item. Include deadlines in DD/MM/YYYY format."

Why it’s useful:
Especially valuable for international teams. For example, Spanish-speaking colleagues receive a clearly structured to-do list in their language without anyone in the team spending extra time on translations.

6. Benefits of Custom Insights​

  • Time savings: Automates repetitive follow-up tasks.
  • Flexibility: Tailor Sally to your exact needs — no irrelevant data, no gaps.
  • Productivity: Clear, structured results enable faster action.
  • Error reduction: Standardized automation minimizes human error.
  • Better collaboration: Precise summaries improve team alignment.

With Custom Insights, your meeting summaries become a powerful, fully tailored tool.
Test it today and see how much easier it is to document, prioritize, and act on your meeting outcomes.