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Getting started with Cogno

Create a workspace, invite teammates, add tasks, and connect the first services Cogno needs.

App setup6 min read

Use this guide to get a new workspace into a usable state: members can enter, tasks have a source of truth, integrations are connected, and operators know where settings live.

Prerequisites

A Cogno account.
Permission to create or manage a workspace.
The source material you want Cogno to work with: tasks, issues, meetings, documents, or connected apps.

First setup path

Sign in to the Cogno app.
Create a workspace, or open the workspace selector and choose an existing workspace.
Open Settings > Members and invite the people who should work in the workspace.
Add tasks manually in Tasks, or import an existing task CSV from Settings > General > Task import.
Open Integrations and connect the services Cogno should use as workspace context.
Open Settings > Memory and add the stable workspace facts Cogno should remember.
For local workers, open Settings > API Keys, create a key, then run the CLI worker.

Workspace basics

Cogno work happens inside a workspace. The main app navigation contains:

Area	Use it for
Tasks	Current work, imported tasks, saved views, status changes, assignees, due dates, and project links.
Inbox	Unread task comments and mentions.
Meetings	Meeting records and Google Calendar notetaker activity.
Projects	Project-level task organization.
Integrations	GitHub, Slack, Notion, Google Calendar, Discord, Microsoft Teams, and upcoming source apps.
Settings	Workspace identity, members, memory, API keys, workers, activity, import, and deletion controls.

Add tasks

Choose one source of truth before inviting the whole team.

Situation	Recommended action
You are starting fresh	Create a small set of tasks manually in Tasks.
You are moving from another task system	Export a task CSV and import it from Settings > General > Task import.
You need original context preserved	Keep source URLs, issue keys, labels, milestones, and custom fields as import metadata.
You want teammate ownership to survive import	Invite members first, then map source assignees during import.

Task CSV import supports Linear, Notion databases, GitHub Issues through GitHub CLI, Asana projects, and Jira Cloud exports. See Import task CSVs into Cogno.

Invite members

Open Settings > Members.

Action	Result
Invite	Opens member invite options.
Copy invite link	Creates a link that can be shared with teammates.
Add existing members	Adds people already known from your other workspaces.
Edit	Lets owners remove eligible non-owner members.

Add members before importing task CSVs when the CSV contains assignees or collaborators.

Connect integrations

Open Integrations, then connect the apps that match the workspace.

Integration	Use it for
GitHub	Pull request, commit, and issue workflows.
Slack	Workspace conversations and task creation from messages.
Notion	Pages and database context.
Google Calendar	Per-user calendar connection for Google Meet notetaker activity.
Discord	Server, channel, and message context.
Microsoft Teams	Team communication workflows when enabled.

Each member connects their own Google Calendar account. A workspace can show multiple connected members.

Add memory

Open Settings > Memory and write the stable context Cogno should read when it wakes:

What the workspace is building.
Product areas and owners.
Current operating priorities.
Links or naming conventions that should be treated as canonical.
Rules that should stay true across tasks and meetings.

Keep Memory short enough to maintain. Use Markdown headings and lists.

Set up workers

Cogno workers let local or external worker daemons authenticate without a browser session.

Open Settings > API Keys.
Create a key.
Copy the raw key immediately.
Run:

cogno login --token <key>
cogno

Open Settings > Workers to confirm liveness and recent agent work. A worker that stops reporting within two minutes becomes stale, then offline.

Setup checklist

Use this checklist before depending on the workspace for daily work.

Check	Done when
Workspace identity	Name and icon are recognizable.
Members	Everyone who needs access can enter the workspace.
Tasks	Current work exists in Cogno, either manual or imported.
Source traceability	Imported tasks keep source URLs or external IDs.
Integrations	Required apps show the expected connection state.
Memory	Workspace facts are short, current, and readable.
Workers	Local worker setup appears in Settings > Workers when needed.

LLM handoff

When asking an assistant to help finish setup, provide:

Workspace name.
Member roles or teammate list.
Source apps that should be connected.
Task source: manual entry or CSV import.
Any worker or API key requirement.

Use Copy for LLM to pass this setup path with the related Cogno terms intact.