Insight preferences

Tell Cogram how to write your AI-generated insights: tone, length, level of detail, and language.

Insight Preferences tell Cogram how to write your AI-generated insights: the tone, length, level of detail, and language used in summaries, bullet points, minutes, and your Custom Insights.

Preferences change how existing insights are written. To add a new output (a follow-up email, a translated summary), use Custom insights instead.

When to use this

• Your minutes are too long, too short, or too informal for your client

• You want consistent terminology across a project team

• You want insights written in another language

• One insight type needs different treatment from the rest

Set your own preferences

1. Open the avatar menu at the bottom of the left sidebar and go to Account Settings > Meetings.

2. Select Insight preferences in the left column.

3. Under All insights, describe how you want insights written. For example: Write in a formal tone. Use UK spelling. Keep summaries under 200 words and lead with decisions.

4. Select Save.

Each preference holds up to 4,000 characters.

Expected result: meetings processed from now on follow the preference. Meetings Cogram has already processed keep the insights they have.

Set a preference for one insight type

Use this when only one output needs to change: for example, minutes must stay formal while bullet points stay terse.

1. In the same section, go to Per-insight preferences.

2. Select Add preference for... and choose the insight type.

3. Enter the instruction and select Save.

Per-insight preferences apply on top of your All insights preference.

Organization and group preferences

Preferences exist at three levels, and a meeting uses all of them together:

Level	Who sets it	Where
Organization	Admins	Organization Settings > Meetings → Insight preferences
Group	Group Admins	Group Settings → your group → Meetings → Insight preferences
Personal	Each user	Account Settings > Meetings → Insight preferences

Cogram sends all applicable preferences to the AI together, in the order organization, then group, then personal. They combine rather than replace each other, so keep them short and avoid contradicting a level above you: if the organization asks for formal language and you ask for casual, the result is unpredictable.

Preferences you inherit are listed read-only under Inherited preferences, so you can see what already applies before adding your own.

Group preferences reach a user through their settings group: the one group whose settings cascade to them. See Groups.

Cogram's insights are AI-generated drafts. Always review names, dates, decisions, action items, and technical values before issuing minutes, whatever preferences you set.

Troubleshooting

An existing meeting still shows the old wording

Likely cause: preferences apply when insights are generated. Saving a preference does not rewrite meetings Cogram has already processed.

Fix: apply the preference to future meetings, or copy the insight and edit it by hand for this one.

A colleague's meeting ignores my personal preference

Likely cause: Cogram applies the preferences of the meeting's owner, not the person reading or downloading it.

Fix: set the preference at organization or group level so it applies to everyone's meetings.

Emptying the box does not clear the preference

Likely cause: Save stays unavailable while the field is empty.

Fix: select Remove to delete the preference.

The preference seems to be ignored

Likely cause: preferences at all three levels are combined, and a long organization preference can crowd out shorter ones.

Fix: shorten the instruction, make it specific ("Use UK spelling"), and check Inherited preferences for a conflicting instruction set above you.

Next steps

• Custom insights: create new AI outputs rather than reshaping existing ones

• Word templates: control which insights appear in your exported minutes