Quickstart
This guide will help you create a Cogram account, run through setup, and use Cogram in a first in-person or virtual meeting to draft minutes.
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This guide will help you create a Cogram account, run through setup, and use Cogram in a first in-person or virtual meeting to draft minutes.
Make sure your company has an active Cogram trial or subscription. Contact sales@cogram.com if you're entirely new to Cogram, and we'll get you set up with a free trial.
Register your account using your business email. Your email should match the email that you use to schedule meetings in your Outlook or Google calendar. Note that signups with personal emails are not supported.
After clicking "Sign Up", Cogram will send you a confirmation email to verify your email. Click on the link in the email to confirm your account and sign in.
If you do not receive a confirmation email within a few minutes after registering, please contact support@cogram.com.
After signing in the first time, enter your first and last name and click continue. Cogram will then prompt you to connect a Google or Outlook calendar.
You can also use the drop-down to enable Cogram to automatically join your meetings for note-taking. Select the calendar you use and sign in to your calendar to confirm the integration.
If you need IT permissions to connect a calendar, follow these instructions.
Follow the on-screen tooltips to learn how to invite Cogram for note-taking in a virtual meeting and how to view Cogram's notes after a meeting.
To invite Cogram to a virtual meeting for note-taking, open Meetings in the left sidebar and go to the Invite Cogram page. Click on any blue calendar event and toggle "Attend".
When a meeting starts, Cogram joins and transcribes the conversation. When your meeting ends, Cogram automatically creates a high-quality meeting summary, bullet points, and action items and sends them automatically to your email inbox.
Note that you can also invite Cogram to meetings by adding invite@cogram.com to any event in your Outlook or Google calendar, or by forwarding a meeting invite to that email.
To view Cogram's notes after a meeting, open Meetings in the left sidebar and head to Cogram's Meetings page.
Open a meeting to view Cogram's Executive Summary, meeting attendees and invitees, a detailed Summary, structured Bullet Point notes, and action items.
Click "Download" at the top right hand side to select a Word (.docx) template to export Cogram's notes into.
To record in-person meetings and create field reports on site visits, head to the iOS App Store or Google Play store and search for "Cogram". You can also open the Help menu at the bottom of the left sidebar and select "Get the mobile app" to scan a download QR code.
Sign in with your account and you are ready to record in-person meetings and create field reports with observations, photos, and drawing pins. See Cogram on Your Phone to get oriented.
To get help as you're getting started with Cogram, reach out to support@cogram.com. We'll respond within 24 hours.
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