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.

Before you start

Make sure your company has an active Cogram trial or subscription. Contact [email protected] if you're entirely new to Cogram — we'll get you set up with a free trial.

Getting Started

1. Create your Cogram account

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 [email protected].

2. Connect your calendar

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.

3. Go through Cogram's Quickstart Tutorial

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.

4. Invite Cogram to a first virtual meeting

To invite Cogram to a virtual meeting for note-taking, click on any blue calendar event on Cogram's Invite Cogram page 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 [email protected] to any event in your Outlook or Google calendar, or by forwarding a meeting invite to that email.

4. Export Cogram's meeting minutes

To view Cogram's notes after a meeting, 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.

5. Download Cogram's mobile app for in-person/on-site meetings

To use Cogram to draft minutes in in-person meetings or field reports on site-visits, head to the iOS App Store or Google Play store, and search for "Cogram". Download Cogram's mobile app and sign in using your account credentials.

In Cogram's mobile app, you can now start an in-person meeting to transcribe, summarize, and draft minutes.

Cogram's mobile app can also be used to take photos, that are automatically combined with Cogram's notes to draft a professional field report.

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To get help as you're getting started with Cogram, reach out to [email protected]. We'll respond within 24 hours.