November 2024

How do I add Sally AI to my meetings?

Transcribe meetings from Outlook & Google: This is how Sally attends your meetings and automatically creates transcriptions

glossary:
1. How to add Sally AI to meetings if I DON'T have a Sally account
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1.1 Add invite@sally.de to an Outlook appointment
1.2 Add invite@sally.de to a Google event
2. How do I add Sally AI to meetings if I already have a Sally account
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2.1. How do I connect my appointment calendar to Sally?
2.1.1. How do I connect my Outlook calendar?
2.1.2. How do I connect my Google calendar?
2.2. Add Sally to meetings
2.2.1. Add to all meetings
2.2.2. Add to specific meetings

In order for Sally AI to be able to take notes on your meetings, you need to invite her as a participant in the desired meeting. You can decide whether you want Sally to attend all future meetings or just specific meetings. In this post, we'll show you the different ways to add Sally to your meetings—whether you already have a Sally account or not.

You own none Sally account? Then scroll down to the part “How to add Sally AI to meetings if I don't have a Sally account”

Do you have an account? Then just keep reading.

1. How to add Sally AI to meetings if I don't have a Sally account

You have the option, Sally up to three times invite you to your meetings without a Sally account To do so, follow these steps:

1.) Copy this email address: invite@sally.de

2.) Create a new meeting in your schedule.

3.) Add the copied email to your meeting as an additional participant. You can find out how to specifically add them to your appointments below.

1.1. Add invite@sally.de to an Outlook appointment

1.) Create an appointment in Outlook by clicking New appointment click.

Outlook create new appointment

2.) Give your appointment a name and click on Invite participants.

Invite participants to the meeting

3.) In the column that now appears for participants, add the email address invite@sally.de one.

Invite Sally AI to your Outlook appointment

That's it! You will now receive an email confirmation from Sally that she has received the invite. Sally is a minute before the appointment in the waiting room. Don't forget to add them to the meeting at the start of the appointment.

1.2. Add invite@sally.de to a Google event

1.) Open your Google calendar

2.) In the top left corner, click Sign up +

3.) Create a new Appointment.

So erstellst du ein Termin im Google Kalender

3.) Enter appointment data (time, date, attendee)

4.) In the column Add guests Insert the email address invite@sally.de

Record and transcribe meetings in Google Meet

That's it! You will now receive an email confirmation from Sally that she has received the invite. Sally is a minute before the appointment in the waiting room. Don't forget to add them to the meeting at the start of the appointment.

2. How do I add Sally AI to meetings if I already have a Sally account

If you already have a Sally account, you have the advantage of Sally unlimited invite to all of your future meetings or specifically determine which meetings she should attend.

To do this, connect your appointment calendar (Outlook or Google) in one simple step. We'll explain to you how it works below. If you've already connected your calendar, click here to skip this step.

2.1. How do I connect my appointment calendar to Sally?

2.1.1. How do I connect Sally to my Outlook calendar?

1.) First, log into your Sally account.

2.) Click on stewardship.

Sally AI Transkription Verwaltung

3.) Dial Meeting assistant.

AI meeting assistant Sally AI

4.) Scroll down to the tab calendars.

5.) In the Microsoft Outlook section, click CONNECT.

Outlook Termine Transkription

That's it! Now go back to the start page and the tab will automatically open dates. There you will find your connected calendar with all your appointments (the synchronization can take a few minutes).

2.1.2. How do I connect Sally to my Google calendar?

1.) First, log into your Sally account.

2.) Click on stewardship.

Management AI meeting assistant

3.) Dial Meeting assistant.

AI meeting assistant for transcription

4.) Scroll down to the tab calendars.

5.) In the Google Calendar section, click CONNECT.

Google Meet Dates Transcription

That's it! Now go back to the start page and the Appointments tab will automatically open. There you will find your connected calendar with all your appointments (the synchronization can take a few minutes).

2.2. How do I add Sally to meetings using my Sally account?

2.2.1. Add Sally to all meetings

If you Sally automatically to all your meetings If you want to add, follow these steps:

1.) Click on stewardship.

Verwaltung KI Meeting Assistent

2.) Open the tab Meeting assistant.

Wizard for automatic meeting transcription

3.) In the user settings, check whether the option Participates automatically on all my appointments is activated. This feature is on by default — if not, turn it on.

Have meetings transcribed

Sally is now successfully participating in all meetings.

Note: If you only want to have internal or external appointments transcribed, deactivate this function and select the desired option in the settings that can now be selected.

2.2.2. Only add Sally to specific meetings

If you only want to invite Sally to selected meetings, do the following:

1.) Go back to the homepage.

2.) Hover over the desired appointment to see the appointment details.

3.) See if Sally has already been added below. If not, click on the button and choose Add Assistant to This Appointment.

Meetings aufzeichnen und transkribieren

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