Facts & decisions
What is true about the brand, and what was decided — with the context that made it the right call.
sally memory
The context your business keeps losing, kept.
Every brand in Sally has an operational memory: facts, decisions, lessons, constraints, brand voice, and campaign learnings — linked to the projects, tasks, and customers they belong to, and readable by your agent before it starts any work.
What memory holds
Not a wiki. A working memory with types and links.
Memory items are typed, verifiable, and linked to real records — so an agent asking “what should I know before touching this?” gets a precise answer, not a document dump.
Lessons & warnings
What went wrong, what worked, and what the next person (or agent) should never repeat.
Constraints & preferences
Budget limits, tone rules, client sensitivities, and the way this brand likes things done.
Brand voice
How the brand actually sounds, so drafts start on-voice instead of generic.
Campaign learnings
Which subject lines, audiences, and angles performed — feeding the next campaign, not a forgotten spreadsheet.
Customer & market context
Durable knowledge about customers, relationships, products, and the market the brand operates in.
Memory intake
Meeting notes in. Structured records out.
The fastest way memory dies is “I'll write that up later.” Intake makes capture a paste, a preview, and a commit.
1. Paste the raw material
A meeting transcript, call notes, or a messy braindump goes into memory intake — by a human in the UI or an agent over MCP.
2. Preview what Sally extracts
Sally proposes structured records: memory items, CRM activities, relationship context, follow-ups, and tasks. Nothing is written yet.
3. Commit what is right
Execute the intake and the records land where they belong — linked to the projects, people, and deals they mention.
Opportunities
Memory that talks back.
The opportunity engine watches real activity across projects, CRM, and marketing and surfaces concrete next actions — each one executable by you or recommendable to your agent.
Newsletter from business activity
Enough milestones, customer questions, and learnings accumulated? Sally flags that a customer update is ready to draft.
Client and project status reports
Turn active projects, blockers, and next actions into a useful report instead of a Friday-afternoon scramble.
Meeting to memory
Unprocessed notes become CRM records, follow-ups, and durable context before they go stale.
Follow-up detection
See which client, lead, deal, or project needs attention — and why.
Brand briefing before work
Give every human or agent the voice, constraints, decisions, and warnings that apply before they start.
Scope and promise tracking
Keep what was promised visible next to what is actually happening.
Stop re-explaining your business every Monday.
Every decision, lesson, and learning captured this month makes next month's work — human or agent — faster and more on-brand.