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How to download meeting summaries in Sally AI

You can download a summary in several formats to edit it, analyze it or pass it to your team.

If you want the downloads to match your company style, first set up your branding (logo, color, footer). After that, every PDF and DOCX comes out in your branding. TXT, MD and ODT hold the raw text.

Quick navigation

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

1. How to download a summary​

  1. Open Recordings in the sidebar and select the recording you want to download a summary for. You can also open a meeting from Appointments.
Sally recordings list with a recording selected
Figure 1: Select recording
  1. Click Download in the top right and choose your format in the Summary row.
Sally download menu with the export formats for the summary
Figure 2: Download the summary
Available export formats
  • PDF
  • DOCX
  • TXT
  • MD
  • ODT

You can also download a single section instead of the whole summary. Each section, such as Topics, Decisions, or Tasks, has its own download icon. Click it to export only that section, with or without the header information, in any of the available formats.

Sally section download menu with the options without header and with header
Figure 3: Download a single section

2. How to edit your document settings​

Tip

The document settings are where you set logo, color and footer for every download.