Product Update: AI Mail Management and Discovery, Faster Field Reports, and Agentic Proposals

Between April 23 and June 10, we released over 200 improvements to streamline how AEC professionals manage communication, documentation, and proposals.

What’s New

1. AI Mail Management and Discovery

Manual email filing is a time sink. Projects generate thousands of messages—tracking them down or organizing them manually costs hours every month.

Cogram now manages project email for you:

• Automatic filing: Incoming emails and attachments are automatically sorted into the correct project folder.
• Instant discovery: Deep search lets you find messages or attachments in seconds.
• Shared visibility: Project emails are no longer locked in personal inboxes—everyone on the project team sees the same information.
• Admin-controlled metadata: Define custom fields like Client, Location, and Project ID to keep project records consistent and audit-ready.

Result: Less time managing email. More time delivering projects.

2. Structured Field Reports with Observations

Field reporting shouldn’t take hours. Cogram turns site observations into structured, shareable reports—right from your phone.

Capture and share what matters, without the paperwork:

• Observations: Take a photo, speak your notes, move on.
• Organized and exportable: Reports are now structured into observations, with inline images.
• Works offline: Dictate observations on site, even without an internet connection—Cogram syncs when you're back online.
• Centralized reports dashboard: View and manage all reports and observations in one place.

Result: Better documentation. Faster turnaround. Less rework.

3. Faster RFP Responses with Agentic AI

Proposal writing often pulls senior staff away from high-value work. With Cogram’s new agentic assistant, you can generate compliant, customized proposals in minutes.

Turn RFPs into winning proposals faster:

• AI drafting: Chat with the RFP or your firm’s knowledge base to generate entire proposal sections in seconds.
• Smart editing: Review, revise, or regenerate content inside Cogram’s editor.
• Custom knowledge base: Organize and manage content to ensure it's up-to-date and standardized.

Result: Faster bids. Higher win rates. More time to focus on the job.

Coming Soon

Our next product cycle will focus on:

• Site plans in Cogram's mobile app: place observations directly on drawings.
• An improved agentic assistant: Available across all Cogram workflows.
• MCP Server: Preparing for general availability
• E-discovery capabilities
• New integrations, including Deltek.

To learn more or see these features in action, schedule a demo.