How to Add Sally AI to Your Meetings

glossary:
1. How to add Sally AI to meetings if I DON'T have a Sally accounte
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 accounte
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

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1. Adding Sally AI Without a Sally Account

You can invite Sally up to three times without creating an account. Here’s how:

General Steps:

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

2.) Create a new meeting in your calendar

3.) Add invite@sally.de as a guest/participant

Sally will join the meeting a minute before the start time and wait in the virtual lobby. Just remember to admit her manually.

1.1 Outlook

1.) Open Outlook and click "New Appointment"

2.) Name your appointment and click "Invite Participants"

3.) Add invite@sally.de as a participant

You’ll receive a confirmation email from Sally once she has been successfully invited.

1.2 Google Calendar

1.) Open Google Calendar

2.) Click the "+ Create" button in the top left corner

3.) Enter your meeting details (time, date, attendees)

4.) Under "Add guests", insert invite@sally.de

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.

You’ll get a confirmation email, and Sally will be in the lobby before the meeting begins.

2. Adding Sally AI With a Sally Account

If you already have a Sally account, you can invite her to all your future meetings or selectively add her to specific ones. To begin, connect your Outlook or Google calendar.

2.1 Connect Your Calendar

2.1.1 Outlook Calendar

1.) Log into your Sally account

2.) Go to Settings > Meeting Assistant

3.) Scroll to Calendars

4.) Under "Microsoft Outlook," click CONNECT

Your synced appointments will appear under the Appointments tab. It may take a few minutes.

2.1.2 Google Calendar

1.) Log into your Sally account

2.) Go to Settings > Meeting Assistant

3.) Scroll to Calendars

4.) Under "Google Calendar," click CONNECT

Appointments will load automatically in the Appointments tab.

2.2 Add Sally to Meetings

2.2.1 Add Sally to All Meetings

1.) Go to Settings > Meeting Assistant

2.) In the user settings, ensure "Automatically participates in all my appointments" is enabled (on by default)

(If needed, filter by internal or external meetings in the settings)

2.2.2 Add Sally to Specific Meetings

1.) Go to the Appointments tab

2.) Hover over the desired meeting and open the details

3.) If Sally is not already added, click "Add Assistant to This Appointment."