envelopeEmails

Integrate Cogram with your email inbox to summarize email threads or draft project reports based on meetings and emails.

Cogram can receive emails from your inbox and use them as source material — summarize a thread, generate a status report, or combine emails with meeting notes into a single project update.

Emails you send to Cogram are processed securely and are only accessible to members of your Cogram workspace. They are not used to train AI models.

Receiving Emails in Cogram

To include an email in Cogram, forward the thread to [email protected], or CC [email protected] when composing a new email.

Emails Cogram has received appear on the Email Inbox pagearrow-up-right, where you can see the subject, sender, and date for each received thread.

Enabling auto-forwarding (Outlook)

Instead of forwarding emails one by one, you can create an Outlook rule to automatically forward matching emails to Cogram:

  1. Open Outlook and go to the Home tab.

  2. Select Rules > Manage Rules & Alerts.

  3. In the Rules and Alerts dialog, click New Rule.

  4. Choose Apply rule on messages I receive, then click Next.

  5. Check the criteria you want (e.g., messages from a specific sender or containing certain words) and click Next.

  6. When asked what to do with the messages, select forward it to people or public group.

  7. Click the underlined "people or public group" link, enter [email protected], and click OK.

  8. Click Next, optionally add any exceptions, then click Finish to finalize the rule.

Your incoming emails that match the specified criteria will now automatically forward to [email protected].

Working with multiple emails

In the Email Inbox, you can select multiple emails at once to perform bulk actions. Click the checkbox on any email row to start a selection — a bulk action toolbar appears at the top of the list.

Action
What it does

Change Project

Reassign all selected emails to a different project.

Unfile emails (N)

Remove the selected emails from their projects. The count of selected emails is shown in parentheses.

Assistant

Open the AI assistant with all selected emails as context — useful for generating a combined summary or report across multiple threads.

To select all emails on the current page at once, click the checkbox in the column header.

Summarizing emails and drafting reports

Once emails are in Cogram, the assistant can summarize a thread, extract action items, or generate a draft status report that combines emails with meeting notes from across a project. See the Assistant page to learn how.

Last updated

Was this helpful?