Cogram User Guide
  • Overview
  • Quickstart
  • Guides
    • Signing Up and Signing In
    • Configuring your Cogram account
    • Creating a contact for your Notetaker
    • Connecting your calendar
    • Virtual Meetings
    • In-Person Meetings and Field Reports
    • Downloading, Sharing, and Templates
    • Emails
    • Assistant
    • Projects
    • Getting Help
    • Privacy and Confidentiality
  • Settings
    • Renaming your Notetaker
    • Transcription Language
    • Templates
    • Two-Factor Authentication (2FA)
    • Changing your password or email
    • Cogram for Zoom
    • Custom Insights
      • Summary and Next Steps
      • Follow-Up Email
      • Board Meeting Minutes
      • Summary Translation
  • Administration
    • Subscription and Billing
    • Authorizing Calendar Integration
    • Enabling Cogram to join Zoom meetings
    • Single Sign-On (SSO)
Powered by GitBook

https://cogram.com - Cogram Inc.

On this page
  • New Session and Past Sessions
  • Project Reports

Was this helpful?

  1. Guides

Assistant

Cogram comes with a powerful AI assistant that has context on your meeting minutes, field reports, and emails.

PreviousEmailsNextProjects

Last updated 4 months ago

Was this helpful?

Open Cogram's . To get started, add meetings or emails to the current session, by clicking on the "Plus" icon next to emails or meetings on the left-hand-side.

You can then submit an instruction or question, for instance to

  • draft a follow-up email to the meeting participants

  • summarize the meeting in a custom style

  • create a project report based on multiple meetings and emails

  • or answer questions.

After Cogram drafts a response, you can submit follow-up questions or instructions.

New Session and Past Sessions

Assistant sessions are auto-saved. To open past Assistant Sessions, click on "My Sessions" at the top right. To open a new session, click "New Session".

Project Reports

Cogram's Assistant is especially useful for project reports or status updates based on multiple meetings and email threads associated with a project or client you're working with. Continue to Projects to learn more.

Assistant page