AI Meeting Transcription for Agencies

68% less admin effort for meeting follow-ups

Meeting transcription

synopsis

recording

Agency template

Sally drastically 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 makes post-processing super easy. During the meeting, I can fully concentrate on the customer and then forward the information to all participants with the click of a mouse. This saves me time-consuming follow-up emails.

Malte Zander
CEO of Future Next

Meeting transcription

Summaries

Recording

Agency template

Sally makes follow-ups super easy. I can focus on talking to the customer during the meeting. Afterward, I just click a button to send the info to everyone. No more writing long follow-up emails.

Malte Zander
CEO of VirtualBadge.io

More client focus – less documentation chaos

Sally AI - The AI meeting assistant including AI transcription

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.

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Share insights & sync with your tools

Distribute information internally or push it to tools like Asana, Trello, and more.

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Would you like to test Sally live?

After registering, you can invite Sally to your appointment via invite@sally.de and test all the functions.

“The automated creation from meeting notes is incredibly valuable.”

Daniel Szymkowiak
Chief Technology Officer
@ futureNext GmbH

What I like most about Sally is that she summarizes the meeting and you can look up details in the transcript if necessary. This has two advantages:

1) During the meeting, your focus remains on the speaker's content and not on writing down notes and

2) During post-processing, it offers the advantage of really having all information available.

The benefits of using Sally are as follows:

1) No need to manually take notes during meetings

2) Notes of really all meetings are in one place (single source of truth principle) - I no longer search where I wrote down notes.

3) The provider is based in Germany, so no problems with GDPR and compliance issues.

4) There is the option to opt out via Teams Chat, even if Sally is already in a meeting.

5) Sally's displayed name in meetings can be renamed

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Your benefits
as an Agency

Fewer notes, more results.

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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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Task Management 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.

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Auto Completion

Sally keeps track of task status and checks off completed items automatically.

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Status Tracking

Stay in the loop - Sally monitors every task and keeps you updated on progress.

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Integrations

Email Inbox

Connect Sally to your inbox - she detects and manages tasks directly from your emails.

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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.