Cortex

Help Center

Learn how to use Cortex to manage your video production workflow

Getting Started

Create your account and set up your workspace

Creating Your Account

Navigate to the app, click Sign Up, enter your email, and check your inbox for the verification link.

System Requirements

Desktop: Chrome 90+, Firefox 88+, Safari 14+, Edge 90+. Mobile: iOS 14+, Android 10+.

First-time Setup

First-time users are automatically directed to create or join an organization.

Organizations & Teams

Manage your team workspace and permissions

Understanding Organizations

An Organization is your team workspace. All content belongs to an organization, ensuring complete data isolation.

Roles & Permissions

Owner: Full access, billing, delete org. Admin: Manage projects, invite members. Member: Create/edit own content.

Inviting Team Members

Open Sidebar → Click Invite → Copy the 6-digit code → Share with colleague (expires in 24 hours).

Project Management

Organize your content into projects

What is a Project?

Projects group related ideas and productions. Think of them as campaigns or content series.

Creating a Project

Navigate to Projects → Click + New Project → Fill in name, description, status → Click Save.

Project Filtering

When you select a project, the Dashboard only shows ideas from that project.

Idea Board (Kanban)

Your creative command center

Board Overview

Ideas flow through 5 stages: Pending → Revision → Approved → Production → Done.

Creating Ideas

Click + New Idea, fill in title, body, hook, and optionally a script. Assign tags for easy filtering.

Moving Ideas

Drag and drop ideas between columns to update their status.

Director's Studio

Plan and manage your productions

Shot Lists

Break down your idea into individual shots with visual descriptions, audio notes, and duration.

Asset Management

Upload reference images, video clips, and audio files directly to each shot.

Export Options

Generate PDF shot lists or EDL files for editing software.

AI Audit & Quality Control

Automated content review powered by AI

How It Works

AI analyzes your content against customizable rules for brand voice, legal compliance, and best practices.

Knowledge Base

Add custom rules and guidelines that the AI will use to audit your content.

Audit Reports

View detailed reports showing passed checks, warnings, and suggestions for improvement.

Social Media Hub

Publish to multiple platforms

Connecting Accounts

Navigate to Settings → Social Accounts → Connect your TikTok, YouTube, or other platforms.

Publishing Content

From the Production view, click Publish → Select accounts → Set caption and settings → Post.

Scheduling

Choose a future date and time to automatically publish your content.

Keyboard Shortcuts

Speed up your workflow

Global Shortcuts

Ctrl/Cmd + K: Quick search. Ctrl/Cmd + N: New idea. Esc: Close modal.

Kanban Shortcuts

Arrow keys: Navigate cards. Enter: Open card. D: Delete card.

Studio Shortcuts

S: Add shot. Delete: Remove shot. Ctrl/Cmd + S: Save changes.