SRG Cortex

Your AI assistant for email. Sign in with your Microsoft account to get started.

✉ Smart email summaries 3x daily

📅 Calendar intelligence

💡 AI-powered reply suggestions

🔒 Your data stays private to you

Only you can see your data. Your organisation admin has approved this app.

Emails

Summaries

Tasks

Replies

Last run: - · v1.0.0

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AI Summaries

From To

My Tasks

Cortex Recommended Tasks

Calendar & Meetings

Draft Replies

Replies are generated using your current Custom Instructions and Settings. Hit "Refresh Replies" to re-generate with your latest preferences, or after deleting emails in Outlook.

📥 Inbox Triage

New mail is pulled in automatically every few minutes — brand-new emails appear here without waiting for the next scheduled summary. Filter by priority, expand threads, and Reply or Handle directly.

API Usage & Costs

🧠 My AI Memory

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.

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🧹 My AI Skills

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 personalisation is currently disabled site-wide. An administrator has enabled SKILLS_FORCE_SYSTEM — your overrides are kept but ignored until this is turned off.

Use my personal skill overrides

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Advanced personalisation

📚 Quick Start Guide ▼

Welcome to SRG Cortex
Your AI email assistant that summarises emails, drafts replies, extracts tasks, and checks your calendar — all automatically.

📈 Dashboard
Your home screen shows a summary of recent emails, calendar events, and quick stats. Cortex runs automatically at your scheduled times (default: 8am, 12pm, 4pm). Hit Refresh anytime for an instant update.

📥 Inbox Triage
Open the Inbox Triage tab to see all recent emails sorted by priority. Emails in the same conversation are grouped together — click to expand the thread. Use the filter tabs (Urgent, Follow-up, Delegate, FYI) to focus on what matters.

✉ Replying to Emails
Draft Reply — Click on any email, then hit “Draft Reply” to have Cortex write a suggested response.
Edit & Send — Opens a rich text editor where you can tweak the draft. Use the Reply / Reply All toggle to choose recipients before sending.
AI my Meeting — For meeting requests and complex emails, Cortex analyses the full context, checks your calendar, and suggests a detailed response plus recommended actions.

✅ Tasks
The Tasks tab has two sections: My Tasks (ones you create yourself) and Cortex Recommended (extracted from your emails by clicking “Extract Action Items” on a summary). Tasks can be synced to your Outlook.

📅 Calendar
Shows your upcoming meetings including attendees, meeting links, and any conflicts. Cortex uses this to draft smart meeting responses when enabled.

💬 Replies Tab
All your AI-generated draft replies are stored here. You can review, edit, and send them at any time. Click “Refresh Replies” to regenerate drafts with your latest settings.

🔔 Notifications
The bell icon shows alerts for upcoming meetings (15-minute warning) and new summaries. Enable browser notifications to get alerts even when the tab is in the background.

⚙ Tips
• Use Custom Instructions below to teach Cortex your writing style
• Try “Learn My Style” to auto-generate instructions from your sent emails
• Set Ignore Phrases to skip signatures, disclaimers, and booking links
• Adjust your Summary Schedule to match your working hours

Reply Settings

Customize how AI processes your emails and drafts replies. These settings are personal to your account.

Filter system emails from task extraction & replies only (summaries always include all emails)

When enabled, system emails (noreply, notifications@, newsletters, etc.) are excluded from task extraction and draft replies, but always included in summaries

Sign-off Name

The name used to sign off your replies (e.g. your first name)

Preferred Tone

Default tone for your replies (AI may adjust based on sender patterns)

Summary Role

Controls how Cortex prioritises your email summaries. Hover over each option for details.

Custom Instructions

Pick a template to start with, or use "Learn My Style" to auto-generate from your sent emails. You can always edit the text below.

Reading your sent emails and analyzing your style... This may take 15-30 seconds.

These instructions guide how Cortex writes your replies (max 2000 chars).

📅 Meeting Intelligence

When enabled, Cortex detects meeting request emails and drafts smart replies based on your calendar availability — accepting, declining with alternatives, or requesting more info.

Enable Meeting Intelligence

Automatically detect meeting requests and draft replies that check your calendar for conflicts

Meeting Reply Instructions

Optional custom instructions for how Cortex handles meeting requests (max 1000 chars)

Your Timezone

Used for meeting availability calculations - free slots are shown in your local time

Working Hours

Meeting availability only proposes slots inside these hours. Defaults to 9:00 AM - 5:00 PM.

Start

End

Working Days

Meeting availability only proposes slots on these days. Defaults to Monday - Friday.

Mon Tue Wed Thu Fri Sat Sun

Ignore Phrases

One phrase per line. Text that commonly appears in email signatures or footers (e.g. booking links, disclaimers) that the AI should ignore and not treat as requests or tasks. Max 2000 chars.

Task Extraction Instructions

Tell Cortex how to handle task extraction from your emails. For example, what types of emails should be skipped, what counts as a real task for you, etc. Max 2000 chars.

Summary Schedule

Set the 3 times per day when Cortex automatically processes your emails. You can always run a manual refresh anytime from the dashboard.

Morning

Midday

Afternoon

🧠 AI Memory

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.

Enable personal AI memory

Off = no memory is read or written for your account. Existing entries are kept but ignored until re-enabled.

Job Pack Generator

Create TR Job Specs, Adverts, InMails, and Mailshot templates

Job Pack Access Management

Grant or revoke access to the Job Pack Generator. "Edit Prompts" allows the user to customise AI instructions.

Edit Prompts

Template Management

Create and manage Job Pack templates. Each template defines the step names and AI prompts used when generating documents.

Edit Template

Template Name

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New Job Pack

Template

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.

Drop file here

📎 Upload File

AI Instructions (click to view/edit per step)

Edit prompts below to customise how the AI generates each step. Changes only apply to this generation.

Step 1 — TR Job Spec

Step 2 — TR Advert

Step 3 — LinkedIn InMail

Step 4 — Mailshot Email

1. TR Job Spec

2. TR Advert

3. LinkedIn InMail

4. Mailshot

STEP 1 — TR Job Spec (CRM-ready, NOT anonymised)

STEP 2 — TR Advert (Anonymised)

STEP 3 — LinkedIn InMail (Anonymised)

STEP 4 — Mailshot Email (Anonymised)

Taylor Root Private Practice Outreach

Generate candidate-specific outreach in a Taylor Root voice (email or LinkedIn InMail).

Consultant profile

Name

Job title

Bio / Taylor Root profile (paste your website bio or summary)

Tone preference

Briefing (paste or drop the instruction / job spec)

📎 Upload file

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.

Generate outreach

Mode

Format

Max characters

Role details

Deal embedded Cravath scale (top tier US / elite global) Name client firm

Candidate

Additional instructions (optional)

Generated outreach

Subject

Body

Recent drafts

Edit System Prompt — TR Outreach Agent

Changes apply to all consultants on next generation. Use to restore the shipped prompt.

Admin Portal

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Approved Users

Only users listed here can sign in to SRG Cortex. SSO validates they belong to your organisation, this list controls who is allowed access.

📊 User Activity

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