AI Meeting Transcription: Skip CRM Documentation After Every Meeting

Yes, our platform is fully compliant with key data protection regulations such as the GDPR for EU citizens, and we operate in accordance with SOC2 and ISO/IEC 27001 guidelines. We value data security and ensure that all your data is handled responsibly. For more information, please read our privacy policy.

Yes. You can use Sally without a calendar connection. Meetings can be started by sharing a meeting link or by inviting Sally as an additional participant using the email address invite@sally.io. Connecting your calendar is optional and only adds convenience.

Very quickly. After being invited to a meeting, Sally usually joins within up to two minutes. If Sally is invited before the meeting starts, she will wait in the lobby about three minutes before the scheduled start time and can then simply be admitted to the meeting.

Yes, Sally can also be used independently of a team. However, please make sure to follow your company's internal policies to remain compliant and GDPR-safe. We recommend clarifying this in advance.

That depends on your company's internal policies. In practice, Sally is often tested independently at first and later officially introduced to the team.

By default, Sally captures the core elements of every conversation - topics, decisions, and action items. When you select the appropriate meeting type (e.g., Discovery, Demo, Follow-up), Sally sharpens the analysis and automatically identifies additional sales-relevant details such as pain points, requirements, objections, buying signals, and decision structures. If you need even more tailored information, you can define it through Custom Insights. This gives you complete flexibility - you decide exactly which information Sally should extract for your sales process.

Sally prepares all relevant meeting insights in a structured format mapped to your CRM fields. With a single click, you can send these insights directly into your CRM - ensuring your pipeline stays accurate without manual data entry.

Yes. You can review, edit, delete, or add insights before pushing them into the CRM. You stay in full control while Sally handles the heavy lifting.

Sally processes data exclusively on European servers and is fully GDPR compliant. All audio, transcripts, and metadata are encrypted in transit and at rest. You can also control how long data is stored or enable automatic deletion.

Sally adapts to your existing workflows: - Custom insights can match your playbook - Conversation benchmarks can reflect your standards - Next steps align with your funnel stages - CRM workflows remain intact but become faster Sally enhances your current processes rather than replacing them.