Sally - AI Meeting Assistant

Moro VisionSally Partner

Integrate meeting transcription into Microsoft 365

Microsoft 365Knowledge GraphNeo4j

Sally partner for direct Microsoft 365 integrations with knowledge-graph and AI-platform connection. For teams looking to integrate Sally directly into their existing SharePoint, OneDrive and Drive structures.

Moro Vision Partner Badge
Moro Vision

Moro Vision

Dornach, Switzerland (DACH region)
SMEs in pharma, food and manufacturing
Deutsch, Englisch
Roberto Schlatter

Roberto Schlatter

Founder & AI Consultant

From meeting transcripts to knowledge management.

Moro Vision is your implementation partner for Sally in Microsoft 365 — and for knowledge management that actually shows up in daily work. Sally content lands automatically in the right project folder on SharePoint, OneDrive or Drive, with metadata, permissions and linking to the right customer or deal.

As advisor and coach, Moro Vision works with teams in regulated industries — drawing on 18+ years of industry experience in pharma, food and manufacturing and references at Roche, Novartis, AbbVie and Migros. Compliance architecture (GDPR, EU AI Act) is part of the standard package.

Moro Vision

Put meeting data where it matters — in your projects and knowledge graphs

Moro Vision integrates Sally so meeting content doesn't sit in a silo. Sally summaries automatically land in the right SharePoint / OneDrive / Google Drive project folder — including metadata, permission inheritance and linking to the relevant customer, project or deal.

In parallel, the same content is indexed into a knowledge graph (Neo4j) and made available to AI platforms like Langdock — with traceable sources instead of black-box answers.

Three integration use cases we ship with Sally

Meeting documentation & routing in Microsoft 365

  • Automatic placement of Sally summaries in the right project folder
  • Mapping to customers, projects and document classes
  • Standardized, audit-ready documentation
  • Permission inheritance across SharePoint / OneDrive / Google Drive

Knowledge graph for AI platforms

  • Indexing of meeting content in Neo4j
  • Linking to existing documents and entities
  • Connection to Langdock and other AI platforms
  • Answers with traceable sources — no black box

Sally rollout & adoption for SMEs

  • Use-case mapping and pilot phase for defined teams
  • Training, meeting templates and best-practice guides
  • Hands-on support until Sally is part of daily work
  • Measurement of time gains and adoption

Services by Moro Vision

We integrate Sally into your systems so meeting data is processed directly in your processes — not in a silo next to them.

Strategy & integration

  • Analysis of existing Microsoft 365 / Drive structures
  • Definition of meaningful integration points for Sally
  • Data-protection and compliance architecture (GDPR, EU AI Act)

Technical implementation & data mapping

  • n8n workflows with enrichment and routing
  • Mapping of meetings to projects, customers and documents
  • Integration into knowledge graph (Neo4j) and Langdock

Enablement & optimization

  • Team training and definition of meeting templates
  • Optimization of daily use and adoption tracking
  • Continuous improvement of the integration

Results

Gap-free documentation of customer and project meetings
Reduced manual effort after meetings
One consistent knowledge source — usable in Microsoft 365 and AI tools
GDPR- and EU-AI-Act-aligned by design

How the collaboration works

Lean, structured and adapted to your reality — a clear four-phase model with measurable interim results and no overhead.

1.

Discovery & goal setting

Together we clarify how Sally is currently used, what M365 structures exist and where meeting data can create real value.

2.

Analysis & concept

We analyze processes, folder structures, CRM objects and workflows and define how Sally content cleanly integrates with your systems.

3.

Integration & setup

Sally is structurally integrated into Microsoft 365, the knowledge graph and the AI platform — including data mapping and automation.

4.

Go-live & enablement

After go-live, we train your teams, support adoption and ensure productive, long-term usage in daily operations.

Integrate Sally into Microsoft 365 — with Moro Vision

If you have questions about integrating Sally into Microsoft 365 — or want to extend the setup with a knowledge graph and Langdock — feel free to contact Moro Vision.