AI Summaries
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Your AI assistant for email. Sign in with your Microsoft account to get started.
Cortex remembers small, durable facts about how you work — VIP senders, recurring projects, phrases you prefer, drafts you keep editing the same way. These notes are added quietly over time and quietly used to make summaries, drafts and task extraction more like you. Only you can see your memory.
Saved call transcripts appear here with their AI summaries. Use Save to Cortex after transcribing a call to store it. Recordings are saved to your personal account only — not tied to any shared mailbox.
Skills are the AI prompts Cortex uses behind the scenes — for summaries, draft replies, task extraction, voicemail clean-up, and Job Pack generation. You can view what each skill looks like, customise it to fit how you work, preview it before saving, and reset back to the system default at any time. Variables like {{userMemory}} or {{emailContent}} are filled in automatically at runtime.
SKILLS_FORCE_SYSTEM — your overrides are kept but ignored until this is turned off.
Customize how AI processes your emails and drafts replies. These settings are personal to your account.
When enabled, Cortex detects meeting request emails and drafts smart replies based on your calendar availability — accepting, declining with alternatives, or requesting more info.
When on, Cortex keeps a small, capped per-user memory (durable facts, preferences, patterns) and uses it to personalise summaries, drafts, and task extraction. You can view, edit, or clear what's remembered in the My AI Memory tab.
Cortex can read AI chat answers aloud using your browser/OS's built-in text-to-speech voices (e.g. Microsoft neural voices on Windows/Edge). No extra setup needed — just pick a voice below.
Create TR Job Specs, Adverts, InMails, and Mailshot templates
Grant or revoke access to the Job Pack Generator. "Edit Prompts" allows the user to customise AI instructions.
Create and manage Job Pack templates. Each template defines the step names and AI prompts used when generating documents.
Paste or type everything you have about the role — a job spec, informal client notes, or a mix of both. Hit Generate and all 4 documents will be created automatically.
Edit prompts below to customise how the AI generates each step. Changes only apply to this generation.
Generate candidate-specific outreach in a Taylor Root voice (email or LinkedIn InMail).
Paste the partner notes, job spec, Word doc text — anything you'd normally drop into Copilot. Click Parse briefing to auto-fill the role fields below, or just hit Generate and we'll use it as authoritative context.
Changes apply to all consultants on next generation. Use to restore the shipped prompt.
Only users listed here can sign in to SRG Cortex. SSO validates they belong to your organisation, this list controls who is allowed access.
Choose which sections appear side by side on your desktop dashboard, and drag them into the order you prefer using the arrows. Sections you turn off stay available from the tabs above. This only affects the wide desktop view.
Ask me things like "What's on my calendar tomorrow?", "Do I have any overdue tasks?" or "Summarise my urgent emails".