Cogram

SDR records discovery call with Cogram.

Cogram extracts technical pain points and budget constraints.

Data is automatically synced to the Salesforce Opportunity record.

The AE reviews the concise summary before the first demo.

Team conducts standup via Zoom with Cogram.

Cogram identifies 'blockers' and 'completed tasks'.

PM clicks 'Sync to Jira' from the Cogram dashboard.

Jira tickets are updated with the latest comments automatically.

Attorney records the session using Cogram's secure platform.

Cogram generates a verbatim transcript and a 'privileged summary'.

PII is redacted from the shared version for external paralegals.

The final summary is attached to the client's electronic case file.

UX researcher conducts 10 interviews with Cogram active.

Cogram tags recurring keywords like 'confusion' or 'feature request'.

Researcher uses 'Cross-Meeting Insights' to see common themes.

A synthesized report is exported to Notion for the product team.

Secretary uses Cogram to record the board session.

Cogram tracks formal motions and voting outcomes.

The draft minutes are circulated for approval within 10 minutes of the meeting end.

Approved minutes are archived in the secure corporate vault.