> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/guides.md). # Guides - [Signing Up and Signing In](https://docs.cogram.com/guides/signing-up-and-signing-in.md): Follow these instructions to get set up when you're just starting out with Cogram. - [Configuring your Cogram account](https://docs.cogram.com/guides/configuring-your-cogram-account.md): Set your Cogram basics, like your notetaker's name and meeting language. - [Creating a contact for your Notetaker](https://docs.cogram.com/guides/creating-a-contact-for-your-notetaker.md) - [Connecting your calendar](https://docs.cogram.com/guides/connecting-your-calendar.md) - [Virtual Meetings](https://docs.cogram.com/guides/virtual-meetings.md): Learn how to use Cogram in virtual meetings in Microsoft Teams, Zoom, or Google Meet. - [Cogram on Your Phone](https://docs.cogram.com/guides/mobile-app.md): Install the Cogram mobile app, sign in, and find your way around the five tabs you use on site. - [Create a Field Report on Site](https://docs.cogram.com/guides/field-reports.md): Create a field report on your phone during a site visit: capture observations, fill in the report details, and finalize it for export. - [Capture Observations](https://docs.cogram.com/guides/observations.md): Capture observations on site with notes, voice dictation, photos, and drawing pins, then group them into field reports. - [Working Offline](https://docs.cogram.com/guides/working-offline.md): What the Cogram mobile app can do without signal, what the upload statuses mean, and how to make sure nothing gets lost. - [Drawings](https://docs.cogram.com/guides/drawings.md): Upload and organize drawings on the web, then download them to your phone so the plans are with you on site, even without signal. - [Field on the Web](https://docs.cogram.com/guides/field-on-the-web.md): Review field reports and observations in the web app, export them as Word or CSV files, and extract observations from meeting recordings. - [In-Person Meetings](https://docs.cogram.com/guides/in-person-meetings.md): Record in-person meetings with the Cogram mobile app or from your browser, and get drafted minutes when you end the meeting. - [Audio Upload](https://docs.cogram.com/guides/audio-upload.md): Upload a meeting recording to generate a transcript, summary, and action items, even if Cogram was not in the meeting. - [Downloading, Sharing, and Templates](https://docs.cogram.com/guides/downloading-sharing-and-templates.md): Learn how to share, export, or download Cogram's meeting notes. - [Emails](https://docs.cogram.com/guides/emails.md): Integrate Cogram with your email inbox to summarize email threads or draft project reports based on meetings and emails. - [Exporting Emails](https://docs.cogram.com/guides/exporting-emails.md): Download filed emails from Cogram as .eml or Outlook .msg files, with attachments included. - [Outlook Add-In: Email Filing](https://docs.cogram.com/guides/outlook-add-in-email-filing.md): Connect Microsoft Outlook to Cogram to automatically file project emails, review AI filing decisions, and track email status with Outlook category labels. - [Cogram for Microsoft Teams](https://docs.cogram.com/guides/microsoft-teams.md): Chat with Cogram in Microsoft Teams: mention @Cogram in any chat to ask about your projects. Includes the one-time admin setup. - [Importing Historical Emails](https://docs.cogram.com/guides/importing-emails.md): Import historical project emails from an Outlook archive (.pst), individual email files (.eml), or Outlook message files (.msg) into a Cogram project. - [Your file server](https://docs.cogram.com/guides/file-server.md): Browse, search, preview, and upload files on your organization's own file server, without leaving Cogram or mapping a drive. - [Agent](https://docs.cogram.com/guides/agent.md): Cogram comes with an AI agent that has context on your meeting minutes, field reports, and emails. - [Workflows](https://docs.cogram.com/guides/workflows.md): Schedule Cogram to write a recurring project report from your meeting minutes, emails, and field reports, and email it to you when it is ready. - [Projects](https://docs.cogram.com/guides/projects.md): If you're using Cogram for client or project work, Cogram's Projects feature is a great way to organize minutes, emails, and reports, and to collaborate with coworkers. - [Project Chat](https://docs.cogram.com/guides/project-chat.md): Talk to your project team inside the project. Channels keep the conversation organized, @mentions get someone's attention, and files shared in chat can become project Documents. - [Directory](https://docs.cogram.com/guides/directory.md): Manage the people and companies you work with (clients, consultants, subcontractors) in one place. Use them as recipients on transmittals, RFIs, submittals, and external shares. - [Inbox](https://docs.cogram.com/guides/inbox.md): Receive meetings, transmittals, RFIs, and submittals shared with you by collaborators outside your organization, and accept them into one of your projects. - [Notifications](https://docs.cogram.com/guides/notifications.md): Use the notification bell to stay on top of task assignments and project access requests, and act on them without leaving your current page. - [External collaborators](https://docs.cogram.com/guides/external-collaborators.md): You were invited to Cogram by someone outside your organization. Learn what you'll see, what you can do, and how to grow into a full Cogram account. - [Inviting external collaborators](https://docs.cogram.com/guides/inviting-external-collaborators.md): Share a project with a consultant, contractor, or client at another firm: invite them by email, get the share approved, and manage their access. - [Connecting Procore](https://docs.cogram.com/guides/connecting-procore.md): Connect Cogram to Procore to sync RFIs and Submittals between a Cogram project and a Procore project. - [Getting Help](https://docs.cogram.com/guides/getting-help.md) - [Privacy and Confidentiality](https://docs.cogram.com/guides/privacy-and-confidentiality.md): Cogram is committed to safeguarding the confidentiality of meetings and user privacy. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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