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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.

  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 downloading, you can customize the look and feel of your exported summaries. This ensures they match your organization’s style and are ready for external or internal sharing.

2.1. Access the download settings​

  1. Go to Settings in the left sidebar.

    Sally settings highlighted in the sidebar

    Go to Settings

  2. Under Configuration, select Meeting Assistant and open the Downloads tab.

    Downloads tab in Meeting Assistant

    Open Downloads tab

Here you will find all customization options.

2.2. Logo for reports​

Choose which logo should appear on your exported files:

Logo settings for reports

Logo settings

  • No logo → Clean look, ideal for personal notes.
  • Sally logo → Quick export with Sally branding, useful when sharing externally and you don’t need custom branding.
  • Individual logo → Upload your company logo to ensure professional, on-brand reports.
    Best practice: Companies usually choose their own logo to keep reports consistent with corporate identity.

2.3. Accent color​

Define the main color of your exported reports by entering the HEX code (e.g., #484494). Sally automatically generates headline and text colors that ensure good readability and contrast.

Best practice: Use your corporate brand color for a professional, consistent look.

Accent color settings with preview

Accent color settings

Choose how many footers should appear in your document:

  • None → Minimalistic layout.
  • One / Two / Three footers → Add structured information such as disclaimers, contact info, or project references.
    Best practice: Use at least one footer when sharing summaries with external stakeholders (e.g., legal disclaimer or contact details).
Footer settings for reports

Footer settings

Important

Each of these settings can be locked by an admin as the default for the entire organization to ensure a consistent appearance across all reports.