Sally SMS Integration

Coaches and consultants who spend their day moving between calls rely on Sally to capture what was actually said, so nothing gets lost between one meeting and the next. Once Sally creates a summary for an appointment, or finishes summarising an uploaded recording, that moment is a natural point to act on rather than another note waiting on a to-do list.

When a summary for an appointment is created, Mobile Message can text the client a short recap of what was agreed, so they have it in writing before they've left the room. A summary of an uploaded recording can trigger the same kind of text for calls you didn't sit in on personally. The connection runs the other way too, a reply that comes in through Mobile Message's inbound SMS trigger can create a task inside Sally, so a client's follow up question lands on your list without anyone retyping it.

None of this needs Sally and Mobile Message to talk to each other directly, Zapier passes the summary or the task across whenever the right trigger fires. For anyone running client work through back-to-back appointments, that's one less thing to remember at the end of a long day.