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Meeting types

Quick Navigation:

  1. What are meeting types?
  2. Why use meeting types?
  3. How to select meeting types
  4. Overview of meeting types

1. What are meeting types?​

Meeting types in Sally allow you to tailor your meeting summaries to the specific purpose of a meeting.
Instead of receiving a generic summary, Sally highlights the information that is most relevant for the chosen meeting type.

2. Why use meeting types?​

By selecting the correct meeting type, you can:

  • Ensure that your summaries focus on the most important key points for that meeting.
  • Reduce irrelevant information and improve clarity.
  • Standardize meeting documentation across your team.
  • Save time when reviewing notes, because the output is already structured for your workflow.
info

If no meeting type is selected, General Meeting will be used by default.
It includes: Key Points, Tasks, Decisions, Next Steps.

3. How to select meeting types​

You can choose or change the meeting type either when creating a new appointment or after the meeting has taken place.

To change the meeting type after the meeting:

  1. Open the appointment in Sally.
Go to your meeting

Figure 1: Go to your meeting

  1. Go to the Summary section.
  2. Click on the blue “Choose Meeting Type” button above.
Meeting types Sally

Figure 2: Click on "Choose Meeting Type"

  1. Select the desired meeting type.
  2. Click "Regenerate Summary"

Regenerate with meeting types Sally AI

Figure 3: Regenerate your Summary

  1. A new tab will now appear in your meeting report with the selected meeting type.
  2. This tab will display newly highlighted information (you can find the details listed below).

New Tab meeting type sally ai

Figure 4: Finde your regenerated summary

tip

If you want to adjust the meeting type afterwards, simply click the Meeting Type button in the top right corner again and select a different type.


Meeting type set to Daily in Sally

Figure 5: Regenerated summary again


tip

Choosing the right meeting type in advance ensures that Sally structures the summary correctly from the start — saving you time on edits later.

4. Overview of meeting types​

4.1. General Meetings​

4.1.1 General Meeting​

  • Key Points: Main topics discussed.
  • Tasks: Assigned tasks with responsibilities.
  • Decisions: Agreements made.
  • Next Steps: Planned actions.

4.1.2 Team Meeting​

  • Responsibilities: Assignment of specific responsibilities and deadlines to team members.
  • Team collaboration: Discussion about team dynamics, communication, and cooperation.
  • Tickets: Status of open or new tickets (if a ticketing system is used).

4.1.3 Status Meeting​

  • Risks & issues: Identification of current risks or problems blocking progress.
  • Tickets: Status of open or new tickets (if a ticketing system is used).
  • Milestones: Important upcoming milestones or deadlines.

4.2 Technical Meetings​

4.2.1 Daily​

  • Current focus: What each team member is focusing on today.
  • Team sync: Key updates relevant to team collaboration.
  • Priorities: Most important tasks for the day.
  • Blockers: Issues preventing work progress.

4.2.2 Sprint Planning​

  • Sprint goals & priorities: Objectives for the sprint and their importance.
  • Team capacity & allocation: Workload distribution for the sprint.
  • Dependencies: Tasks that depend on each other and how they are coordinated.

4.2.3 Refinement​

  • Clarity & detailing: Which user stories need further elaboration.
  • Estimates & effort: Expected effort for backlog items.
  • Tickets: Breakdown of tasks as tickets (e.g. JIRA/Asana).

4.2.4 Architecture / Design Meeting​

  • Design decisions: Key technical decisions on architecture, technologies, or principles.
  • Tickets: Breakdown of tasks as tickets (e.g. JIRA/Asana).

4.2.5 Retrospective​

  • Process improvements: Identified optimizations to increase efficiency.
  • Successes & strengths: What went well and lessons learned.
  • Challenges & needs: Issues to avoid in the future.
  • Improvement actions: Concrete steps to improve teamwork and processes.

4.3 Creative Meetings​

4.3.1 Brainstorming​

  • Idea list: All creative ideas raised, without immediate evaluation.
  • Open questions: Questions raised that need further exploration.

4.3.2 Workshop​

  • Solution approaches: Detailed description of developed solutions.
  • Tickets: Breakdown of tasks as tickets (e.g. JIRA/Asana).

4.4.1 Initial / Strategy Call​

  • Customer goals & needs: Main objectives and challenges expressed by the customer.
  • Solution approach: Solutions discussed or offered.

4.4.2 Contract Negotiation (Customer)​

  • Negotiation status: Summary of progress towards contract agreement.
  • Contract terms: Specific terms discussed (payment, SLAs).
  • Pricing & discounts: Discussed price structures or offers.
  • Contract duration & termination: Agreed contract length and termination terms.
  • Special requirements: Custom adaptations or services requested.

4.4.3 Onboarding​

  • Introductions & roles: Who was introduced and their roles.
  • Open questions: Topics that need clarification.

4.4.4 Customer Feedback (Customer Success Meeting)​

  • Customer satisfaction: General sentiment (positive, neutral, negative).
  • Pain points: Detailed description of challenges.
  • Improvement suggestions: Customer requests for features or changes.

4.5 Planning & Organization​

4.5.1 Project Kickoff​

  • Project goals & vision: Overarching objectives.
  • Team structure & roles: Roles and responsibilities.
  • Resources & tools: Available tools and documentation.

4.5.2 Review Meeting​

  • Achieved goals: Overview of completed tasks/tickets.
  • Feedback: Stakeholder or team feedback.
  • Open points: Outstanding issues or tasks.

4.6 HR Meetings​

4.6.1 Job Interview​

  • Candidate profile: Key qualifications, strengths, weaknesses.
  • Discussed questions: Notable answers and insights.

4.6.2 Contract / Salary Negotiation​

  • Negotiation positions: Demands and counteroffers.
  • Compromise options: Alternatives or concessions.
  • Open points: Unresolved topics.

4.6.3 Performance Review​

  • Performance overview: Achievements, challenges, development areas.
  • Career perspectives: Discussed development or promotion opportunities.
  • Individual goals: Agreed milestones for the coming months.
  • Support needs: Required resources from the company.

4.6.4 Goal Setting Meeting​

  • Individual goals: Clear objectives with measurable criteria.
  • Resource planning: Needed tools, training, or support.

4.6.5 Conflict Resolution Meeting​

  • Conflict origin: Description of issue and parties involved.
  • Perspectives: Key arguments from each side.
  • Actions: Measures to resolve the conflict.

4.6.6 Exit Interview​

  • Reasons for leaving: Main motives for resignation.
  • Feedback on organization: Positive and negative feedback.
  • Suggestions for improvement: Ideas to reduce future turnover.

info

If the customization via Meeting Type still does not highlight the information exactly as you need,
you can further tailor your summaries using Custom Insights with your own prompts.