In addition to online meetings, you can also use Sally AI to transcribe face-to-face appointments easily and precisely. There are two simple variants for this, which you can use as needed. In the following, we'll show you step by step how to use both variants.

Option 1: Record a face-to-face appointment with online meeting and conference spider

If you set up an online meeting for your face-to-face appointment and use a conference spider (conference phone), you will receive the transcript as usual. Here's how it works:

1. Create an online meeting: Plan your meeting as usual on the platform of your choice (e.g. Zoom, Microsoft Teams, Google Meet, etc.).

2. Invite Sally to the appointment: If your calendar is already synced, Sally automatically takes part. If not, either take one Calendar connection before, or add Sally to a Add another way to the appointment.

3. Link a conference spider: Connect a conference spider to record the meeting audio

4. Start the meeting: As soon as the face-to-face meeting starts, the online conference starts in parallel. Now, as usual, Sally records the meeting for the transcript.

5. Get the transcript: After the meeting, Sally will create the transcript as usual and make it available to you.

Option 2: Audio recording via smartphone and subsequent upload

If you don't have a conference spider handy, you can simply record the meeting with your smartphone and upload the audio file to Sally later. Here's how:

1. Start recording audio with your smartphone:

Use your phone's voice recording feature to document the meeting.

For iPhone:

○ Open the “Voice memos”app and tap “Start recording”when the meeting starts.

For Android:

○ Download one of the following apps and start recording:

- “Voice recording” (a pre-installed app on many Android devices)

- “Easy Voice Recorder” (a popular free app)

2. Save the audio file:

○ Save the recording after the meeting. Common formats such as.mp3, .wav or.m4a are the most suitable.

3. Open Sally:

○ Sign in to your Sally dashboard

4. Drag & drop the audio file:

○ Drag and drop the saved audio file into the Sally system to upload it.

5. Get the transcript:

○ Sally analyses the audio file and automatically creates an accurate transcript that you can view on your dashboard.

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Conclusion:

Whether you're recording a face-to-face meeting with a conference spider and an online meeting, or recording the meeting directly with your smartphone, Sally helps you create the transcript easily and precisely. Simply choose the option that suits you best and benefit from an efficient and accurate transcription of your face-to-face appointments.

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