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How to Download Meeting Summaries in Sally AI

You can download summaries in various formats to easily edit, analyze, or share them with your team.

If you want the downloads to match your company style, first set up your branding (logo, color, footer). After that, Sally automatically generates PDF/DOCX in your branding (TXT, MD, and ODT contain the raw data).

Quick Navigation

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

1. How to download a summary​

tip

Before downloading, we recommend adjusting the downloads in the document settings to ensure your report reflects your preferred design and branding.

  1. Go to the desired meeting in your calendar (or open it via the "Recordings" tab).

    Select meeting in calendar
    Select appointment

  2. Click the "Download" button at the top and choose your preferred export format under the "Summary" tab. You can decide whether to download the summary with your custom insights or without.

    Available export formats
    • PDF
    • DOCX
    • TXT
    • MD
    • ODT

Download summary options
Download summary

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.

Download a single summary section in Sally
Download a single section

2. How to edit your document settings​

Before starting the download, we recommend adjusting your document layout to match your branding.