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.
Sally makes follow-up work super easy. I can fully focus on the customer during the meeting and then share the information with all participants afterwards with just one click. This saves me from having to send time-consuming follow-up emails.
Malte Zander
CEO of Virtualbadge.io
More client focus – less documentation chaos
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 of meeting notes is incredibly valuable.”
Daniel Szymkowiak
Technology Officer
FutureNext
What I like most about Sally is that she summarizes the meeting and you can look up details in the transcript when needed. This has two advantages:
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 100,000 professionals every day for meeting documentation, task creation, and more.
The best features for a better workday
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Frequently asked questions
Yes, our platform is fully compliant with EU Data Privacy Laws. It is hosted entirely in Germany and adheres to all data protection regulations under these laws. For more details, you can review our privacy policy in our Privacy Policy.
Yes, Sally AI recognizes different speakers and assigns their contributions. This ensures clarity, especially in complex projects with customers, creative teams and external partners.
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.
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.
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.
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.