How Do Custom Insights Work in Sally AI?
Quick navigation
- What are Custom Insights?
- How Custom Insights work
- How to create Custom Insights
- Tips for writing good prompts
- Practical examples
- Benefits of Custom Insights
1. What are Custom Insights?
Sally helps you clearly highlight key information - such as topics, tasks, and decisions - in your standardized meeting summaries.
You can start by selecting a meeting type to ensure the summary automatically highlights the most important details for that type of meeting.
If that still doesn't capture everything you need, you can take it a step further with Custom Insights - giving Sally direct instructions on what additional information to extract.
This allows you to tailor summaries exactly to your workflow and priorities.
2. How Custom Insights work
With Custom Insights, you can add your own fields to your meeting summaries.
These fields appear below Sally's standard summary sections and can contain any type of content — such as tickets, customer feedback, or checklists.
In the example below, we created a field called “Custom Insight (Checklist)” and used a prompt to generate a custom checklist.
This is just an example - you have complete freedom in designing your Custom Insights.
How it works:
You provide Sally with a prompt describing what she should extract — and she automatically adds this information to future summaries.
3. How to create Custom Insights
- Open "Settings" in Sally.
- Click "Content Settings".
- Navigate to the "Custom Insights" tab.
- Click "+ Create Insight".
- A form opens. All elements are numbered in the image — you'll find a detailed explanation of each element in the info box below:
① General information
- Give your insight a clear name so you can recognize it later.
- Select the meeting type it applies to — the insight will only appear in summaries of that meeting type.
- Decide whether this Custom Insight should apply organization-wide (visible to all team members) or only to you personally.
- Example: If you want Sally to highlight customer objections in every qualification call, select Qualification Call as the meeting type.
② Prompt templates (optional)
- Click to open a selection of pre-built prompt templates for common use cases.
- Selecting a template automatically inserts it into the input field (⑤) — you can then edit it freely.
③ Undo
- Reverts the last change made to the prompt text.
- Useful if you accidentally overwrite your prompt or want to go back to a previous version.
④ Ask Sally
Use this to optimize an existing prompt with the help of AI. Instead of writing the prompt yourself from scratch, you describe to Sally what you want to improve or change — and she rewrites or refines the prompt for you.
How it works:
- Write a rough first version of your prompt in the input field (⑤) — or load a template (②).
- Click "Ask Sally" and describe what you want to optimize. For example: "Make it more concise", "Add a column for the due date", or "The output should be a numbered list instead of bullet points." Then click the sparkle button (✦) on the right side of the input field to confirm your request.
- Sally rewrites the prompt and inserts the improved version directly into the input field.
Tip: You can use Ask Sally multiple times in a row to gradually refine your prompt step by step.
⑤ Input field
- This is where your prompt text lives.
- You can type directly here, load a template (②), or let Sally generate one for you (④).
- The prompt can be as short or detailed as you need — see Tips for writing good prompts.
⑥ Load preview
- Select a past meeting to test how your prompt performs on real data.
- Sally generates a preview of what the Custom Insight would look like for that meeting.
- Adjust the prompt if needed, then save.
- Your insight will now appear in the Custom Insights overview (you can edit or delete it at any time).
- For every future summary of the selected meeting type, a new Custom Insight section will appear at the bottom.
You can then click “Generate Now” to apply your prompt.
- After loading, you will receive your Custom Insight:
4. Tips for Writing Good Prompts
To get the best results from your prompts, keep the following principles in mind.
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Tip 1: Be specific
The clearer your prompt is, the better Sally can extract the information you want from the conversation.
Try to define clearly:
- What type of information you want (e.g., tasks, decisions, risks)
- What additional details should be included (e.g., responsible person or due date)
❌ Vague Prompt ✅ Precise Prompt List the most important things from the meeting. List all open tasks from the meeting and include the responsible person and the due date (if mentioned). What came out of the discussion? List all decisions made during the meeting and add a short explanation of the context (max. 1 sentence).
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Tip 2: Use simple and clear language
Prompts do not need to be complicated. Clear and simple wording usually works better than long or complex sentences.
The AI often understands short, direct instructions more reliably than complex descriptions.
| ❌ Complicated Prompt | ✅ Clear Prompt |
|---|---|
| Please identify within the meeting summary all potential operational measures or next steps that were discussed or implicitly agreed upon during the conversation. | List all agreed next steps from the meeting. |
| Analyze the conversation flow and extract all customer statements that may indicate requirements, concerns, or wishes regarding the product. | List all customer statements that contain concerns or requests as bullet points. |
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Tip 3: Keep the focus narrow
Ideally, a prompt should focus on one clear task.
If you try to extract too many things at once, the result may become cluttered or difficult to read.
Instead, it is often better to create several separate insights, for example:- Open tasks
- Risks or concerns
- Customer feedback
- Decisions
This keeps your summaries structured and easier to use.
❌ Too Broad Prompt ✅ Focused Prompt List tasks, decisions, risks, and customer feedback from the meeting. List only the open tasks from the meeting as bullet points. Summarize everything from the conversation. List all risks or concerns mentioned during the meeting.
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Tip 4: Define the output format
You can specify how Sally should present the results in the prompt.
For example:
- Bullet points
- Numbered lists
- Tables
- Checklists
If you define the format, the results will be more consistent and easier to reuse.
❌ Unclear Prompt ✅ Prompt with Defined Format List the tasks from the meeting. List all tasks from the meeting as a numbered list and include the responsible person. Show me the tasks from the conversation. Create a table with the columns Task, Responsible Person, and Due Date for all tasks mentioned in the meeting.
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Tip 5: Only extract relevant information
Custom insights are most useful when they focus on important information that appears regularly in meetings.
Only ask for things you actually need on a recurring basis—for example tasks, customer feedback, or risks.
Too many insights can unnecessarily clutter your summaries.
❌ Too General Prompt ✅ Relevant Prompt Collect all information from the meeting. List only the customer feedback from the meeting as bullet points. Extract everything important from the conversation. List all risks or problems mentioned during the meeting.
4.1. Complete Prompt Examples
| ❌ Poor Prompt | ✅ Good Prompt |
|---|---|
| List the most important things from the meeting. | List all open tasks from the meeting. For each task, include the responsible person and—if mentioned—the due date. Format the output as bullet points. |
| Summarize the customer feedback. | List all statements from the customer that contain feedback, requests, or concerns. Format the output as bullet points and, if possible, label them as (Feature request), (Pricing concern), or (Product feedback). |
| What was decided in the meeting? | List all decisions made during the meeting as a numbered list. Each item should include: the decision, a short context (max. 1 sentence), and—if mentioned—the person responsible for implementation. |
5. Practical examples
Example 1 – Well-structured development tickets
Prompt:
Generate development tickets in the following structure:
Ticket ID, Title, Short 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:
Ideal for teams that need actionable tickets directly from meeting discussions. No missing details, no extra work — everything immediately in the right format.
Example 2 – Follow-up email for the customer
Prompt:
Draft a professional follow-up email for the customer that summarizes the meeting in polite business English.
Include: greeting, brief recap of main discussion points,
agreed next steps with deadlines, and a friendly closing with my signature block.
Why it's useful:
Perfect for account managers or project leads who need a ready-to-send client email. Sally handles tone, structure, and completeness automatically.
Example 3 – Checklist for international colleagues
Prompt:
Create a checklist of all agreed tasks from the meeting and translate it into Spanish.
Keep it short, use bullet points, and start each item with an action verb.
Use DD/MM/YYYY for deadlines.
Why it's useful:
Great for international teams: colleagues who prefer Spanish get a clean, ready-to-use to-do list — without anyone needing to translate manually.
6. Benefits of Custom Insights
- Save time: Automates repetitive follow-up tasks.
- Stay flexible: Sally shows exactly what you need — without unnecessary clutter.
- Increase productivity: Clear results help you act faster.
- Reduce errors: Standardized automation minimizes human mistakes.
- Improve collaboration: Precise, uniform summaries keep everyone aligned.
With Custom Insights, your meeting summaries become a powerful, tailored tool.
Try it out and experience how easy it becomes to document results, prioritize tasks, and take action immediately.