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Documentation Index

Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt

Use this file to discover all available pages before exploring further.

Cobalt turns every call and meeting into a clear set of action items — automatically. As soon as a meeting ends, Cobalt analyses the transcript, extracts action items, and creates tasks with full context, a suggested assignee, a priority level, and a deadline. You manage everything from a kanban board, with filters and reminders.

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Task management

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Automatic tasks

Automatic tasks are created by Cobalt on your behalf, from two sources:
  • a workflow — a manual-action block automatically creates the task;
  • the transcription of a meeting or phone call.
After a call or meeting ends, Cobalt processes the transcript in the background. It identifies commitments, follow-ups, and action items, then creates individual tasks — each one pre-filled with:
  • Context pulled from the conversation
  • Suggested assignee based on who was responsible in the discussion
  • Priority level: Urgent, High, Normal, or Low
  • Suggested deadline based on any dates mentioned
You review the generated tasks, adjust anything you need, and confirm. No manual note-taking required.
Tasks created from meetings include a link back to the meeting transcript — click it to review the full context at any time.

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Task board

Your tasks appear on a kanban board with four columns:
ColumnPurpose
PendingTasks not yet started
In ProgressTasks actively being worked on
DoneCompleted tasks
DeferredTasks postponed for later
Drag tasks between columns to update their status instantly. Every task is linked to the relevant candidate, client, or project, so you always have the full context one click away.

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Manual tasks

Manual tasks are actions you create yourself, like a to-do list (call a candidate, follow up with a client, prepare an interview…). Click New Task from the task board or from inside any candidate, client, or project record, then fill in the title, description, assignee, priority, and deadline. You can also add a reference (a client or a candidate) to give the task context — for example “call this client in 3 weeks” linked to the client’s name. The reference acts as a tag that tells you who the task is about. Manual task creation dialog

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Filters and notifications

Use the filter bar to narrow your task board by:
  • Assignee — see only your tasks or a team member’s workload
  • Priority — focus on Urgent or High priority items
  • Deadline — surface overdue or upcoming tasks
  • Source — filter by tasks created from meetings vs. calls vs. manually
Cobalt notifies the assigned team member when a task is created or reassigned, and sends a reminder when a deadline is approaching.