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Download the Summary

You can download summaries to easily edit, analyze, or share them with your team. If you want the exports to match your company style, set up your branding first (logo, accent color, footers) under How to edit your document settings. After that, Sally generates PDF/DOCX in your branding automatically (CSV contains the raw data).

Quick Navigation

  1. How to download a summary
  2. How to edit your document settings

1. How to download a summary​

Once your settings are defined, you can download any meeting summary.

tip

Before downloading, we recommend to adjust the summary in the document settings to make sure your report reflects your preferred design and branding.

  1. Go to the desired meeting in your calendar.

    Select meeting in calendar

    Select Appointment

  2. Click the "Download" button and choose your preferred export option under the "Summary" tab.

    Download summary options

    Download Summary

Available export formats
  • PDF
  • DOCX
  • CSV

2. How to edit your document settings​

Before you start your download, you can also customize your document layout. Learn more here.