Projects

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.

To get started with Projects, head to Cogram's Projects page.

Creating a new Project

Click the "New Project" button at the top right to create a new project. Enter a project name and brief description, then click "Create".

Setting automatic filing rules for meetings and emails

Automatically add future meetings to a project

Next, Cogram will prompt you to set up rules to automatically add future meetings to the project, based on keywords in the meeting title, or meeting invitees.

Based on invitees

For example, you're working with a client on a particular project, you can add that clients email domain under "Add Meetings based on Invitees".

Any meeting with an invitee that matches the specified domain will automatically be added to the project.

Based on Keywords in the Meeting Title

Similarly, you can specify a project name or keyword, so that any future meeting that contains the keyword in the meeting title is automatically assigned to the project.

Automatically add emails to a project

Next, Cogram will prompt you to set up rules to automatically add future Email Threads to the project, based on keywords in the subject line, or recipients.

Click "Save" to complete project setup.

Inviting Members

Finally, Cogram will prompt you to invite coworkers that have a Cogram account to your project. Project members can view all project contents. Members can export meetings and emails but cannot edit the project.

Project discoverability

When creating a project or in Project Settings > Project discoverability, you can make the project discoverable.

Discoverable projects are listed in the organization-wide project directory. Other organization members can see them in the project list. Non-members can request access (approved by project owners, org admins, or org owners). Org admins and org owners can open and edit discoverable projects directly without requesting access.

Non-discoverable projects do not appear in the org project directory; only people who are already members or who have a direct link can find them.

Manually adding meetings to a project

You can manually file meetings into a project by opening the project and clicking the "Add" button, or by clicking "Add to Project" from any meeting.

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Using Assistant with Projects

When you have created a project, you can start an Assistant session by opening the Project and clicking "Assistant" at the top right of the page. The Assistant session now has context on all project contents—meeting minutes or emails. Use Assistant to draft project reports, status updates, ask questions, or get a list of open action items.