AI Meeting Transcription for Agencies
Cut Admin Work in Your Agency by 68% for Meeting Follow-ups
Sally significantly reduces the documentation workload in your consulting and strategy meetings. She automatically transcribes your sessions, creates clear summaries, and transfers decisions, tasks, and next steps directly into your project management tool.
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Sally macht die Nachbereitung supereinfach. Ich kann mich während des Meetings voll auf den Kunden konzentrieren und die Infos im Nachgang per Mausklicks an alle Teilnehmer weiterleiten. Das erspart mir aufwändige Follow-Up E-Mails.
Malte Zander
CEO von Future Next
More client focus – less documentation chaos
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Sally automatically transcribes your client meetings
Key points are summarized clearly and concisely
You fine-tune the summary and share it directly with your client
Trello, Asana, Monday & more – decisions go straight into your tools
Automatically document client meetings
Sally transcribes your calls and delivers actionable summaries instantly.
Choose an agency template
Client feedback, to-dos, and decisions are clearly presented.
Share insights & sync with your tools
Distribute information internally or push it to tools like Asana, Trello, and more.
Would you like to test Sally live?
After signing up, you can invite Sally to your appointment via invite@sally.io and try out all features.
“The automated creation from meeting notes is incredibly valuable.”
Daniel Szymkowiak
Chief Technology Officer
@ FutureNext GmbH
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More focus on clients, better results
Sally takes care of time-consuming documentation so you can focus on what really matters - strategy, creativity, and execution. Less admin, more impact.
Fast and clear communication with clients
After each meeting, Sally provides a professional summary with key decisions, to-dos, and next steps. Your clients stay informed and aligned - with zero manual work on your end.
Easily manage multiple client projects
Sally tracks goals, tasks, and deadlines for each project. That means you stay on top of everything - even across multiple clients - without drowning in spreadsheets or sticky notes.
Professional appearance - even as a small agency
With automated documentation and crystal-clear project summaries, you present yourself like a well-oiled team. Build trust with your clients through structure and reliability.
Less admin chaos - more flexibility for your agency
Whether you're onboarding a new client or handling a launch phase, Sally keeps your meetings organized and easy to follow. Stay agile and ready for whatever comes next.
Trusted by over 25,000 professionals every day for meeting documentation, task creation, and more.
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Top features for your effective working day
Meetings with Sally AI
Meeting Transcription
Never take notes again. Sally joins your meetings and captures everything, so you can stay focused.
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Smart Summaries
Get clear, personalized summaries tailored to your needs - and never miss a key detail again.
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Meeting Highlights
Sally identifies the most important moments and decisions, so you can jump straight to what matters.
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Meeting Analytics
Gain deep insights into your meeting dynamics. Spot patterns, track engagement, and uncover areas for improvement.
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Tasks with Sally AI
Task Recognition
Sally automatically identifies tasks in meetings and emails so that all ToDo's are recorded.
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Auto Assignment
Let Sally assign tasks to the right people. Fast, smart, and efficient.
Auto Completion
Sally keeps track of task status and checks off completed items automatically.
Status Tracking
Stay in the loop - Sally monitors every task and keeps you updated on progress.
Integrations of Sally
Email Inbox
Connect Sally to your inbox - she detects and manages tasks directly from your emails.
CRM Systems
Sally syncs seamlessly with your CRM to transfer meeting notes where they’re needed most.
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Online Meetings
Whether it’s Zoom, Teams, or Google Meet - Sally joins your meetings and takes care of the notes.
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Automation Tools
Link Sally to your automation stack and boost the efficiency of your workflows.
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Get Started - Fast & Easy
Sign up in just a few clicks and try out Sally AI's amazing features.
Need help?
Book a demo call with our experts.
Frequently asked questions
Is Sally EU Data Privacy Law compliant?
Yes, our platform is fully compliant with EU Data Privacy Laws. It is hosted entirely within the EU and adheres to all data protection regulations under these laws. For more details, you can review our privacy policy here.
Is a distinction made between several speakers?
Yes, Sally AI recognizes different speakers and assigns their contributions. This ensures clarity, especially in complex projects with customers, creative teams and external partners.
Can Sally use transcripts for reports?
Yes, the transcripts can be used as the basis for status updates, campaign reports or customer presentations. Sally AI helps you to prepare important findings quickly and present them professionally.
Does Sally also recognize complex terms from pitch meetings?
Sally AI captures even complex conversations with industry-specific vocabulary, ensuring that important details from customer briefings, campaign strategies, or pitches are accurately transcribed. You can also create your own custom vocabulary to recognize specific terms, enhancing the precision of the transcription.
How does Sally help to optimize agency workflows?
Sally can extract important information such as tasks, deadlines or feedback from transcripts so that you can transfer them directly into your project management tools such as Asana, Monday or Trello.
Is Sally suitable for brainstorming sessions & workshops?
Absolutely! Sally AI captures the dynamics of brainstorming sessions and summarizes all ideas and discussions in a structured transcript. This makes it easy to revisit creative approaches and inspiration later on, ensuring no valuable insights are lost.