How to search for meetings, recordings, and summaries
Sally makes it easy to find past meetings and their summaries. You can either search across all your meetings with the search bar at the top or go to your recordings for quick access to existing summaries.
Quick navigation
1. AI-powered search across all meetings
- Enter a search term in the search bar at the top and start the search with Enter or the arrow. Sally searches through all your meetings, not just titles. You can search for meeting names, topics, specific phrases, or even ask a question.
- Meeting names: e.g. "Team Meeting" or "Sprint Review"
- Topics: e.g. "homepage redesign" or "budget planning"
- Specific content: e.g. "next steps for the proposal" or "delivery date for the project"
- Questions: e.g. "What was decided about the new pricing?" Sally searches every meeting and summarizes what is relevant.
Example questions for the search
| Category | Example question |
|---|---|
| People | "What did I last discuss with Anna?" |
| People | "Which meetings included the client Acme Corp?" |
| Decisions | "What decisions were made in the sprint review?" |
| Decisions | "Did we agree on a delivery date?" |
| Tasks | "Who is taking care of the proposal task?" |
| Tasks | "What open tasks came out of the last project meeting?" |
| Topics | "What was said about the Q3 budget planning?" |
| Topics | "What is the current status of the homepage relaunch?" |
| Time range | "What did I discuss this week?" |
| Time range | "Which meetings did I have in March with the sales team?" |
| Details | "What numbers were mentioned in the quarterly report?" |
| Details | "What was the result of the customer survey?" |
- The search opens in its own window. On the left you see the matching appointments, each with its date and the area the hit came from, for example Summary. On the right you immediately get an AI-generated answer that summarizes the key information across all matching meetings.
You search for "What was discussed about the new pricing model?" Sally finds all meetings where this topic came up and shows you a summary of the key points, decisions, and next steps right away, without you having to open each meeting individually.
- (Optional) Click Filter in the top right corner of the search window to narrow down your results:
- Sorting: sort by Relevance, Newest, or Oldest.
- Participants: filter by a specific person, using their name or email address.
- Date range: use the two date fields to limit the results to a period.
- Search the subject only: search the titles of the appointments instead of all content.
- Only appointments with a recording: show only appointments that have a recording.
Use Reset in the top right corner of the filter panel to clear all filters again.
2. Filter recordings by name
If you want to go directly to existing summaries, you can also search within your recordings.
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Click on Recordings in the left sidebar.
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Enter the name of a meeting or recording in the search field above the list. Sally filters the list by name right away and shows only the matching entries.
