Help Centre

Quick answers, setup guidance, and policy details.

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Video Tutorials

Step-by-step walkthroughs on YouTube

Video tutorials coming soon

Step-by-step guides will be available here

Getting Started

Everything you need to know to get up and running with our platform.

Most of our customers use Google Workspace, and our system is designed within the Google ecosystem for authentication and processing. This setup ensures reliability and simplicity.
No. You will be asked to link a Google account specifically for Google Drive processing. This can be different from your sign-up account—some users prefer a dedicated account for document processing. Whichever account you decide to use, if you have a shared drive setup, you can select to upload in a folder in that drive for easy cross account accessibility.
Yes. This is especially useful for teams. The linked Google Drive account must have adequate permissions (create folders and files). For best results, we recommend that the linked account is the owner/creator of the Shared Drive.
No. You can use a single user account but need to make sure your team members are setup as Approved Senders. Each team member can forward emails to our intake account, and their attachments will be processed. Note: Number of Approved Senders are limited based on your plan.

Security & Data Handling

How we protect your data and ensure compliance with privacy standards.

No. Files are securely stored during processing, then promptly deleted. For more details, see our Privacy Policy.
We only use Canada-based resources for data storage.
Access is required to organize client folders and upload processed documents. See our Privacy Policy for more details.
Yes. Since you are receiving files from your customers, all files are scanned for malware and viruses before being processed and uploaded to your Google Drive.

Document Processing

Details on file types, accuracy, and how our AI engine works.

Currently: PDF, JPEG, GIF, TIFF, and HEIC.
Our goal is to ensure your documents are always uploaded to your Google Drive. If a document cannot be classified, the file transfer may not count toward your quota. However, we reserve the right to retroactively adjust quotas if policy abuse is detected (see Terms).
Yes. We will continue to add new document types based on customer needs.
We use leading AI vision models for document processing. Our system currently achieves 90%+ accuracy, and we continue to fine-tune it for even greater precision. However, accuracy may be affected by the quality of scans or images, so we recommend that users always validate numbers and details before submitting applications.

Plans & Quotas

Understanding your limits and how to manage your subscription.

Any document that is successfully processed through our classification and extraction engine, and then uploaded to your Google Drive, is counted toward your monthly quota. If a document cannot be processed due to an error, it will not count against your quota—even if it was uploaded to your Google Drive.
Yes. Top-up packs are available for all paid plans. Top-ups apply only to the current billing cycle and do not carry forward.
We reserve quota for each upload link you generate, so you won't run out of quota while a link is live. Reserved quota is released once a link expires or is deactivated. To manage quota effectively, set realistic Max File Count limits and deactivate links once they're no longer needed.
Our goal is to ensure your documents are always uploaded to your Google Drive. If a document cannot be classified, the file transfer may not count toward your quota. However, we reserve the right to retroactively adjust quotas if policy abuse is detected (see Terms).

Integrations

Connecting our platform with your existing workflow and tools.

Yes. Based on customer demand, we will expand our integrations while staying true to our vision of adapting technology to meet customers where and how they work.

Troubleshooting

If you run into an issue, contact support and we'll help you resolve it quickly.

Couldn't find what you were looking for in the FAQs? Contact support@cognitivecogs.com for assistance.

Still need help?

Contact support@cognitivecogs.com and we'll point you to the fastest path.