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)
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https://cogram.com - Cogram Inc.

On this page
  • Receiving Emails in Cogram
  • Enabling auto-forwarding
  • Summarizing Emails and drafting reports

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  1. Guides

Emails

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

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Last updated 4 months ago

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Receiving Emails in Cogram

To include emails in Cogram, forward any email thread to assistant@cogram.com or copy assistant@cogram.com when you are sending an email.

Emails that Cogram has received are displayed in Cogram's

Enabling auto-forwarding

  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 assistant@cogram.com, 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 assistant@cogram.com.

Summarizing Emails and drafting reports

Continue to Assistant to learn how to summarize email threads or draft reports based on multiple emails, or emails and meetings.

Email Inbox page.