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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  1. Settings

Custom Insights

Last updated 4 months ago

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Cogram can be deeply customized for your use case. Adjust your meeting notes’ length, tone, format, or language by creating a Custom Insight. You can also use Custom Insights to draft follow-up emails or to create meeting automations for your use case. To get started, head to Create a new insight, or use one of the existing templates.

A Custom Insight needs to have a title and a prompt. A prompt is an instruction for what Cogram should do, based on a meeting transcript, information about a meeting, or other existing meeting insights, for example the meeting summary.

Write a prompt and add Elements. Elements are dynamic placeholders for key information from your meeting that Cogram processes to create your insight. For example, for Cogram to write a meeting summary we provide it with the {{meeting_title}} and meeting {{transcript}}. When a meeting completes, Cogram replaces these placeholders with the relevant information from the meeting, and then generates your Custom Insight. After writing your prompt, save and activate your Custom Insight. Cogram will now generate the Custom Insight for every future meeting that it attends.

Below are four example Custom Insights for different use cases, with their example outputs. Simply copy one of them, head to Custom Insights, click "New Insight" and paste the copied prompt. Then save and activate the insight.

When your next meeting ends, you can view the Custom Insight by opening the meeting, then clicking on the drop-down "More" under "Cogram Insights".

Summary and Next Steps
Follow-Up Email
Board Meeting Minutes
Summary Translation
Custom Insights.
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