
Your Groupthink dashboard is your command center for managing meetings. From here you can prepare for upcoming meetings, filter your meeting list, and ensure your calendar stays in sync.

## Navigating Your Meetings

### Prepare Agendas Page

The **Prepare Agendas** page shows your upcoming calendar events and allows you to:

- View meetings organized by date (Today, Tomorrow, This Week, etc.)
- Click on any meeting to create or edit its agenda
- See which meetings have Groupthink enabled
- Filter meetings by type

### Past Meetings Page

The **Past Meetings** page shows your completed meetings with:

- Meeting notes and recaps organized by date
- Search functionality to find specific meetings
- Quick access to transcripts and summaries

## Meeting Filters

Use the filter dropdown on the Prepare Agendas page to focus on specific types of meetings:

### Filter Options

| Filter                   | Description                                             |
| ------------------------ | ------------------------------------------------------- |
| **Meetings with Others** | Shows only meetings that have other attendees (default) |
| **All Meetings**         | Shows all calendar events, including solo blocks        |
| **Groupthink Attending** | Shows only meetings where Groupthink will join          |

### How to Use Filters

1. Navigate to the **Prepare Agendas** page
2. Click the filter dropdown in the top right
3. Select your preferred filter
4. The meeting list will update immediately

Filters help you focus on what matters - use "Meetings with Others" to skip focus time blocks, or "Groupthink Attending" to see only meetings that will be recorded.

## Calendar Sync

Groupthink automatically syncs with your connected calendar to show upcoming meetings. You can also manually trigger a sync when needed.

### Last Synced Timestamp

The dashboard displays when your calendar was last synced. Look for "Last Synced" followed by the date and time in the header area.

Hover over the timestamp to see:

- Which calendar is being synced
- A link to change calendar settings

### Manual Re-Sync

If you've made recent changes to your calendar and want to see them immediately:

1. Navigate to the **Prepare Agendas** page
2. Click the **Re-sync** button (sync icon) in the header
3. The sync indicator will show "Syncing..." while in progress
4. Your meeting list will update when sync completes

**When to use Re-sync:**

- After adding a new meeting to your calendar
- If a meeting was rescheduled and the change isn't showing
- When you've updated meeting attendees

**Note:** Groupthink also syncs automatically in the background, so you typically don't need to manually re-sync.

### Sync Status Indicators

| Status                      | Meaning                                      |
| --------------------------- | -------------------------------------------- |
| **Syncing...**              | Calendar sync is in progress                 |
| **Last Synced [timestamp]** | Shows when calendar was last updated         |
| **Not Synced Yet**          | Calendar hasn't been synced (new connection) |

## Tips for Using Your Dashboard

1. **Start your day on Prepare Agendas** - Review upcoming meetings and add agenda items before they start
2. **Use filters strategically** - Switch to "Groupthink Attending" when reviewing which meetings will be recorded
3. **Re-sync after calendar changes** - Click Re-sync if you don't see a newly scheduled meeting
4. **Check Past Meetings for recaps** - Find meeting summaries, transcripts, and action items from completed meetings


Using Your Dashboard


Groupthink allows you to export your meeting transcripts for sharing, archiving, or use in other applications. You can download transcripts as text files or copy them directly to your clipboard.

## Export Options

### Download as Text File

Download your transcript as a `.txt` file to save locally or share with others:

1. Open a completed meeting from your dashboard
2. Navigate to the **Recap** tab
3. Scroll down to the **Transcript** section
4. Click **Download Text**
5. The transcript will download with a filename like `Meeting-Title-Transcript.txt`

The downloaded file includes:

- Meeting title and date
- Full transcript with speaker names and timestamps
- Formatted for easy reading

### Copy to Clipboard

Quickly copy your transcript to paste into emails, documents, or other applications:

1. Open a completed meeting from your dashboard
2. Navigate to the **Recap** tab
3. Scroll down to the **Transcript** section
4. Click **Copy to Clipboard**
5. A confirmation message will appear: "Transcript copied to clipboard"
6. Paste the transcript wherever you need it (Ctrl+V / Cmd+V)

## Transcript Format

Exported transcripts include:

- **Header**: Meeting title and date
- **Speaker identification**: Each segment shows who was speaking
- **Timestamps**: When each segment occurred during the meeting
- **Full text**: Complete transcription of the conversation

Example format:

```
Meeting: Weekly Team Sync
Date: January 15, 2026

[00:01:23] Sarah: Good morning everyone, let's get started with our updates.
[00:01:45] Mike: Sure, I'll go first. We completed the API integration yesterday...
```

## When to Use Each Option

| Use Case               | Recommended Option |
| ---------------------- | ------------------ |
| Archiving for records  | Download Text      |
| Sharing via email      | Copy to Clipboard  |
| Adding to documents    | Copy to Clipboard  |
| Backing up transcripts | Download Text      |
| Quick reference        | Copy to Clipboard  |

## Tips

- **Export after recap generation**: Wait for the meeting recap to fully generate before exporting for the most complete transcript
- **Private meetings**: Transcripts from private recordings are only accessible to you
- **Shared meetings**: Any participant with access to the agenda can export the transcript

## Troubleshooting

### Export button not appearing

- Ensure the meeting has ended and the recap has been generated
- Check that transcription was enabled for the meeting
- Refresh the page if the transcript section hasn't loaded

### Clipboard copy not working

- Some browsers require permission for clipboard access
- Try using the Download Text option as an alternative
- Check if your browser has blocked clipboard permissions for the site


Exporting Meeting Transcripts


Groupthink's MCP (Model Context Protocol) server lets you access your meetings, recaps, transcripts, and relationships directly from Claude Code. Ask questions about past meetings, look up interaction history with contacts, and get meeting summaries without leaving your terminal.

- Access meeting recaps, decisions, and action items with natural language queries
- Look up your interaction history with any contact before important calls
- Search across meeting transcripts for specific discussions
- Stay in your development flow while catching up on meetings

## What You Can Do

The MCP server provides four powerful tools:

| Tool                 | Description                                                              |
| -------------------- | ------------------------------------------------------------------------ |
| **list_meetings**    | See your recent meetings with dates, attendees, and recap availability   |
| **get_recap**        | Get AI-generated summaries, decisions, and action items from any meeting |
| **get_transcript**   | Access full meeting transcriptions for detailed context                  |
| **get_relationship** | Look up your interaction history with any contact                        |

## Prerequisites

Before setting up the MCP server, you'll need:

- [Claude Code](https://claude.ai/code) installed on your machine
- Node.js 18 or later
- A Groupthink account

## Get Your API Token

1. Log in to [Groupthink](https://app.groupthink.com)
2. Go to **Settings** in the sidebar
3. Navigate to **API Tokens**
4. Click **Create Token**
5. Give it a name like "Claude Code MCP"
6. Copy the token and save it somewhere secure

## Install the MCP Server

Open your terminal and install the Groupthink MCP server:

```bash
npm install -g @groupthink/mcp-server
```

## Configure Claude Code

Add the Groupthink MCP server to your Claude Code configuration.

**On macOS/Linux**, edit `~/.claude/claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "groupthink": {
      "command": "npx",
      "args": ["@groupthink/mcp-server"],
      "env": {
        "GROUPTHINK_API_TOKEN": "your-api-token-here"
      }
    }
  }
}
```

Replace `your-api-token-here` with the API token you created earlier.

## Example Usage

Once configured, you can interact with Groupthink naturally in Claude Code:

**List recent meetings:**

```
"What meetings did I have this week?"
"Show me my last 5 meetings"
```

**Get meeting details:**

```
"Get the recap from my standup yesterday"
"What were the key decisions from the product meeting?"
"What action items came out of the Acme call?"
```

**Access transcripts:**

```
"Show me the transcript from the investor meeting"
"What exactly did Sarah say about the timeline?"
```

**Look up relationships:**

```
"What's my history with john@acme.com?"
"When did I last meet with the Acme team?"
```

## Workflow Examples

### Post-Meeting Follow-up

After a day of meetings, catch up quickly:

1. Ask "What meetings did I have today?"
2. Pick a meeting: "Get the recap from the product sync"
3. Dig deeper: "What was discussed about the API redesign?"

### Preparing for a Call

Before an important meeting:

1. Ask "I have a call with sarah@investor.com tomorrow. What's our history?"
2. Review past interactions and personal details
3. Check "What did we discuss in our last meeting?"

## Troubleshooting

**"GROUPTHINK_API_TOKEN environment variable is required"**
Make sure you've added your API token to the Claude Code configuration file.

**"Groupthink API error (401)"**
Your API token may be invalid or expired. Create a new token in Groupthink settings.

**"No recent meetings found"**
Ensure you have meetings recorded in Groupthink. The MCP server only shows meetings that have ended and been processed.

## Source Code

The MCP server is open source and available on GitHub:
[github.com/Groupthinkai/groupthink-mcp](https://github.com/Groupthinkai/groupthink-mcp)


MCP Server for Claude Code


The User Settings page lets you manage your account, calendar connections, notifications, and meeting preferences. Access it by clicking your profile icon and selecting **Settings**, or navigate directly to [app.groupthink.com/settings](https://app.groupthink.com/settings).

## Settings Sections

### Profile

Update your display name and profile photo. Your name appears in meeting transcripts and to other participants.

### Calendar

Connect or manage your Google Calendar or Outlook Calendar integration. This is required for Groupthink to automatically join your meetings.

- **Deep link:** [app.groupthink.com/settings#calendar](https://app.groupthink.com/settings#calendar)

### Notifications

Configure how and when you receive notifications about meetings, summaries, and action items.

- **Deep link:** [app.groupthink.com/settings#notifications](https://app.groupthink.com/settings#notifications)

### Meeting Preferences

Control default meeting behavior:

- **Auto-join:** Whether Groupthink automatically joins all calendar meetings
- **Recording mode:** Default to bot recording or private desktop recording
- **Summary delivery:** Choose how meeting summaries are delivered (email, in-app, or both)

- **Deep link:** [app.groupthink.com/settings#meetings](https://app.groupthink.com/settings#meetings)

### Integrations

Manage connections to Slack, Zoom, Microsoft Teams, and other services.

- **Deep link:** [app.groupthink.com/settings#integrations](https://app.groupthink.com/settings#integrations)

### Billing

View your current plan, update payment information, or change your subscription.

- **Deep link:** [app.groupthink.com/settings#billing](https://app.groupthink.com/settings#billing)

## Deep Linking

You can link directly to any settings section by appending a hash to the URL:

- `https://app.groupthink.com/settings#calendar`
- `https://app.groupthink.com/settings#notifications`
- `https://app.groupthink.com/settings#meetings`
- `https://app.groupthink.com/settings#integrations`
- `https://app.groupthink.com/settings#billing`

This is useful for sharing direct links in support conversations or onboarding flows.


User Settings


> **Important:** A calendar connection is required for Groupthink to automatically join your meetings and provide pre-meeting context. Without it, you can still use Private Desktop Recording, but automatic bot join and calendar-based features won't work.

## Connecting Google Calendar

- Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar) in Groupthink
- Click "Add Calendar Connection"
- Select "Connect to Google Calendar" to establish the link

## Selecting the Right Calendar

- After connecting to your Google or Outlook Calendar account, a dropdown will appear.
- From this dropdown, select the specific calendar you wish Groupthink to access.
- This step ensures that Groupthink interacts with relevant events, excluding non-essential calendars like birthdays or holidays.

## Choosing How Groupthink Attends Meetings

During setup (and in your calendar settings), you'll choose how Groupthink should handle your meetings. This is an important choice that affects all your future meetings.

### Attendance Options

| Option                              | Description                                                                                                                            |
| ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Privately Take Notes**            | Groupthink invisibly records using the desktop app. Notes and transcripts are private to you. Other participants don't see Groupthink. |
| **Automatically Join All Meetings** | Groupthink's bot appears as a visible participant in your meetings. Notes and recaps are shared with all attendees.                    |
| **Let Me Choose Each Time**         | No automatic joining. You manually invite Groupthink to specific meetings when you want notes.                                         |

### Changing Your Settings

You can change your attendance preference at any time:

1. Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar)
2. Find the "How should Groupthink attend your meetings?" section
3. Select your preferred option
4. Your choice applies to all future meetings

### Additional Customization

You can also fine-tune when Groupthink attends:

- Only meetings where you are the host/organizer
- Meetings where you are an attendee
- Only meetings with a minimum of two attendees (to skip reminders and placeholder events)

## Disconnecting Your Calendar

You may disconnect your calendar from Groupthink at any time. This will prevent Groupthink from accessing your calendar events and adding agendas to your meetings.

1. Log in to your Groupthink account
2. In the left sidebar, click **Orgs**
3. (Optional) If you are shown a list of your organizations, click on **Settings** for the organization whose calendar you want to disconnect
4. Under the _Calendar Connection_ heading, click on the red **Disconnect Calendar...** button and follow the prompts

Disconnecting your calendar will not remove any agendas or delete any past meetings or notes. It will only prevent Groupthink from accessing your calendar in the future.

If you want to delete all of your data from Groupthink, please email support@groupthink.com.


Google Calendar


## Understanding Groupthink's Pricing

Groupthink offers a simple and transparent pricing model:

- **Free Trial**: Try Groupthink with 5 free meetings. Each includes AI notes, recordings, and unlimited meeting length. No credit card required.
- **Pro Plan**: $15/month for unlimited meetings after your free trial expires

### What Happens After 5 Free Meetings?

Once you've used your 5 free meetings, you'll need to upgrade to the Pro plan to continue accessing your meeting notes, recordings, and other features. Without an active subscription, you won't be able to view your past meeting content or create new meetings.

## How to Upgrade to Pro

To upgrade your account to the Pro plan:

1. Click on your profile picture in the bottom left corner of the Groupthink app
2. Select "User settings" from the menu (or navigate directly to [app.groupthink.com/settings#billing](https://app.groupthink.com/settings#billing))
3. Navigate to the "Billing" tab
4. Click the "Start Upgrade..." button
5. Enter your payment information and complete the subscription

You can also upgrade by clicking on any "Trial Expired - Upgrade Now!" or "X meetings remaining" notifications in the app.

## Managing Your Subscription

### Accessing Your Billing Portal

To manage your existing subscription, update payment methods, or view invoices:

1. Go to [User Settings > Billing](https://app.groupthink.com/settings#billing) tab
2. Click the "Manage Billing" button
3. You'll be redirected to the secure billing portal powered by Stripe

From the billing portal, you can:

- View and download invoices
- Update your payment method
- Add or change your credit card
- Update billing information
- View your payment history

### Updating Your Credit Card

To update your payment method:

1. Go to [User Settings > Billing](https://app.groupthink.com/settings#billing) and click "Manage Billing"
2. Click "Add payment method" or update your existing payment method
3. Enter your new credit card information
4. Save your changes

## Canceling Your Subscription

To cancel your Pro subscription:

1. Go to [User Settings > Billing](https://app.groupthink.com/settings#billing) and click "Manage Billing"
2. Navigate to your active subscription
3. Click "Cancel subscription"
4. Follow the prompts to confirm cancellation

Your subscription will remain active until the end of your current billing period. After cancellation, you'll lose access to your meeting content once the billing period ends.

## Downgrading Your Plan

Groupthink offers two tiers: Free (5 meetings) and Pro (unlimited). If you cancel your Pro subscription, your account will revert to the free tier. Note that the 5 free meetings are a one-time offer and do not reset after cancellation.

## Getting Support

If you need help with billing, subscription management, or have any questions about your account:

- Email our support team at **support@groupthink.com**
- Include your account email and a description of your issue
- Our team typically responds within 24-48 hours

For immediate assistance with payment issues or billing concerns, please reach out to support@groupthink.com with your account details.

## Frequently Asked Questions

### Do I need a credit card for the free trial?

No, you can use your 5 free meetings without providing any payment information.

### What payment methods do you accept?

We accept all major credit cards (Visa, MasterCard, American Express, Discover) and US bank accounts through our secure payment processor, Stripe.

### Can I get a refund?

Please contact support@groupthink.com for refund requests. We handle these on a case-by-case basis.

### Is my payment information secure?

Yes, all payment processing is handled by Stripe, a PCI-compliant payment processor. Groupthink never stores your credit card information directly.


Managing Your Billing & Subscription


> **Important:** A calendar connection is required for Groupthink to automatically join your meetings and provide pre-meeting context. Without it, you can still use Private Desktop Recording, but automatic bot join and calendar-based features won't work.

## Connecting Microsoft Outlook Calendar

During Initial Setup

- As you set up Groupthink, navigate to the second step of the setup process.
- Click on "Connect to Google Calendar" or "Connect to Outlook Calendar" to initiate the connection.

After Initial Setup

- Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar) in Groupthink
- Click "Add Calendar Connection"
- Select "Connect to Outlook Calendar" to establish the link

## Selecting the Right Calendar

Choosing a Calendar

- After connecting to your Outlook Calendar account, a dropdown will appear.
- From this dropdown, select the specific calendar you wish Groupthink to access.
- This step ensures that Groupthink interacts with relevant events, excluding non-essential calendars like birthdays or holidays.

## Choosing How Groupthink Attends Meetings

During setup (and in your calendar settings), you'll choose how Groupthink should handle your meetings. This is an important choice that affects all your future meetings.

### Attendance Options

| Option                              | Description                                                                                                                            |
| ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Privately Take Notes**            | Groupthink invisibly records using the desktop app. Notes and transcripts are private to you. Other participants don't see Groupthink. |
| **Automatically Join All Meetings** | Groupthink's bot appears as a visible participant in your meetings. Notes and recaps are shared with all attendees.                    |
| **Let Me Choose Each Time**         | No automatic joining. You manually invite Groupthink to specific meetings when you want notes.                                         |

### Changing Your Settings

You can change your attendance preference at any time:

1. Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar)
2. Find the "How should Groupthink attend your meetings?" section
3. Select your preferred option
4. Your choice applies to all future meetings

### Additional Customization

You can also fine-tune when Groupthink attends:

- Only meetings where you are the host/organizer
- Meetings where you are an attendee
- Only meetings with a minimum of two attendees (to skip reminders and placeholder events)

## Disconnecting Your Calendar

You may disconnect your calendar from Groupthink at any time. This will prevent Groupthink from accessing your calendar events and adding agendas to your meetings.

1. Log in to your Groupthink account
2. In the left sidebar, click **Orgs**
3. (Optional) If you are shown a list of your organizations, click on **Settings** for the organization whose calendar you want to disconnect
4. Under the _Calendar Connection_ heading, click on the red **Disconnect Calendar...** button and follow the prompts

Disconnecting your calendar will not remove any agendas or delete any past meetings or notes. It will only prevent Groupthink from accessing your calendar in the future.

If you want to delete all of your data from Groupthink, please email support@groupthink.com.


Outlook Calendar


## What is Relationships?

Groupthink Relationships transforms your calendar into a relationship intelligence platform. Instead of organizing by meetings, organize by the people you meet with.

## How it Works

### Automatic Contact Discovery

Groupthink automatically:

- Extracts all contacts from your connected calendar events
- Tracks when you last met and when you're meeting next
- Counts total interactions per relationship
- Enriches profiles with meeting context

**No manual data entry required** - everything is extracted from your existing calendar.

### Accessing Relationships

1. Click **"Relationships"** in the sidebar
2. View all your professional contacts in one place
3. See upcoming and past interactions at a glance
4. Click any contact to view meeting agendas and history

## Using the Relationships Table

### Table Columns

| Column                  | Description                              |
| ----------------------- | ---------------------------------------- |
| **Name**                | Contact name (click to edit)             |
| **Email**               | Contact email address                    |
| **Next Meeting**        | Date/time of your next scheduled meeting |
| **Last Meeting**        | Days since your last interaction         |
| **Next Meeting (Days)** | Days until your next meeting             |

### Search & Filter

- **Search bar** - Find contacts by name or email
- **Sort columns** - Click column headers to sort
- **Pagination** - Navigate through all contacts

### Editing Contact Names

1. Hover over a contact name
2. Click the edit icon
3. Update the name
4. Changes save automatically

## Meeting Preparation Workflow

Use Relationships to prepare for upcoming meetings:

1. **Sort by "Next Meeting"** - See who you're meeting with soonest
2. **Review interaction history** - Check when you last connected
3. **View meeting context** - Click through to see agenda and past notes
4. **Prepare talking points** - Reference previous conversations

**Tip:** Check Relationships each morning to see your day's interactions.

## Integration with Meeting Dossiers

Relationships powers [Meeting Dossiers](/docs/meeting-dossiers) - personalized briefings sent 24 hours before meetings:

- Professional background information
- Past interaction summaries
- AI-generated conversation tips
- Meeting history

## Data Quality

### High-Quality Relationships

You'll see complete information for:

- Registered Groupthink users
- Professionals with public online profiles
- People you've met with multiple times

### Limited Data Scenarios

Some contacts may show minimal information:

- New contacts without public profiles
- Generic email addresses (info@, support@, etc.)
- Recently changed job information

Even basic contact information helps you prepare for meetings.

## Best Practices

### For Executives

- Review relationships weekly to see interaction patterns
- Identify key relationships needing follow-up
- Track stakeholder engagement

### For Sales Teams

- Monitor customer/prospect interaction frequency
- Identify relationships going cold
- Prepare for sales calls with interaction history

### For Consultants

- Track client relationship health
- Ensure regular touchpoints with key stakeholders
- Document conversation history per client

## Relationships vs Traditional CRM

**Traditional CRM:**

- Requires manual data entry
- Often out-of-date
- Separate from your calendar
- Time-consuming to maintain

**Groupthink Relationships:**

- Fully automatic from calendar
- Always current
- Integrated with meeting preparation
- Zero manual work

## Privacy & Control

**Your relationship data:**

- Only visible to you (team-wide visibility coming soon)
- Extracted from your connected calendar only
- Not shared with meeting participants
- You control what meetings are included via calendar settings

## Frequently Asked Questions

### How far back does Groupthink track relationships?

Currently tracks relationships from meetings since you connected your calendar. Historical backfilling is planned for future releases.

### Can I manually add relationships?

Relationships are automatically extracted from calendar events. To add someone, schedule a meeting with them on your calendar.

### What about group meetings?

Currently focuses on 1:1 meetings for relationship intelligence. Group meeting contacts may appear but won't show bidirectional relationship metrics.

### How do I remove a relationship?

Relationships reflect your actual meeting history. To exclude someone, remove them from your calendar events.

### Does this work with all calendar types?

Yes - works with both Google Calendar and Microsoft Outlook calendars connected to Groupthink.

## Related Features

- [Meeting Dossiers](/docs/meeting-dossiers) - Pre-meeting briefings powered by Relationships
- [Google Calendar](/docs/google_calendar) - Connect your calendar to enable Relationships
- [Outlook Calendar](/docs/outlook_calendar) - Connect Outlook to enable Relationships

## Getting Help

Questions about Relationships? Email [support@groupthink.com](mailto:support@groupthink.com)


Relationships


Meeting Dossiers are personalized briefings that help you prepare for upcoming meetings by providing enriched information about attendees. Delivered 24 hours before your meetings, dossiers give you valuable context about who you're meeting with and help you have more meaningful conversations.

Key benefits of Meeting Dossiers:

- Get professional background information about meeting attendees
- Review past interactions and relationship history
- Receive AI-generated conversation tips
- Prepare more effectively for important meetings

## What's Included in a Dossier

Each dossier contains comprehensive information about your meeting attendees:

### Professional Information

- **Name and photo** - Profile pictures when available
- **Current role and company** - Job title and employer details
- **Professional headline** - Brief professional summary
- **Location** - Where attendees are based

### Relationship Context

- **Past interactions** - Summary of your previous meetings and conversations
- **Quick tips** - AI-generated suggestions for conversation topics
- **Interaction history** - Number of past interactions and when you last connected

## When Dossiers Are Sent

Meeting Dossiers are automatically sent via email approximately 24 hours before your scheduled meetings. This timing ensures you have adequate time to review attendee information and prepare for your conversations.

Requirements for receiving dossiers:

- The meeting must have at least one other attendee (besides yourself)

### Email Notifications

Dossiers are delivered via email to ensure you receive them even when you're not actively using Groupthink. Each dossier email includes:

- Meeting title and time
- Duration and day of the meeting
- Attendee cards with enriched information
- Direct link to prepare meeting notes in Groupthink

## Understanding Data Quality

We make our best effort to find accurate, up-to-date information about meeting attendees, but data quality can vary:

### High-Quality Data

- Registered Groupthink users (verified information)
- Professionals with complete online profiles
- People you've met with previously

### Limited Data Scenarios

- New contacts without public profiles
- Generic email addresses (e.g., info@company.com or joe@gmail.com)
- Recently changed job information

When complete information isn't available, dossiers will show the email address and any partial data we can find. Even limited information can be helpful for meeting preparation.

## Making the Most of Dossiers

To get maximum value from Meeting Dossiers:

1. **Review before meetings** - Take a few minutes to review attendee information
2. **Use conversation tips** - Consider the AI-generated suggestions for discussion topics
3. **Note past interactions** - Reference previous conversations when relevant
4. **Prepare meeting notes** - Click the button in the dossier email to start your meeting notes

### Best Practices

- Review dossiers the evening before or morning of your meeting
- Use the information to personalize your approach
- Focus on building genuine connections, not just data points
- Combine dossier insights with your meeting agenda

## Troubleshooting

### Not Receiving Dossiers

If you're not receiving dossiers for your meetings:

- Check that meetings have other attendees besides yourself
- Confirm dossier emails aren't going to spam


Meeting Dossiers


This page lists known issues with Groupthink and any available workarounds. We update this page as issues are resolved.

## Bot Join Delays

**Issue:** The Groupthink bot may take 1–2 minutes to join a meeting after it starts.

**Workaround:** The bot will still capture the full meeting once it joins. If the bot hasn't joined after 3 minutes, try removing and re-adding Groupthink to the meeting from the Calendar view.

## Private Desktop Recording on macOS

**Issue:** macOS may not grant audio capture permissions automatically, causing silent recordings.

**Workaround:** Go to **System Settings → Privacy & Security → Screen Recording** and ensure Groupthink is enabled. You may need to restart the app after granting permission. See [Troubleshooting Private Meeting Recording](/docs/troubleshooting_private_desktop_recording) for more details.

## Google Meet — Bot Name Display

**Issue:** The Groupthink bot may appear as "Unknown" briefly when joining Google Meet calls.

**Workaround:** The name typically resolves within a few seconds. No action needed.

## Calendar Sync Delays

**Issue:** Recently added or modified calendar events may take a few minutes to appear in Groupthink.

**Workaround:** You can manually refresh by visiting the Calendar page in the Groupthink dashboard. If events still don't appear after 10 minutes, try disconnecting and reconnecting your calendar in Settings.

## Transcript Accuracy

**Issue:** Transcription accuracy may decrease with heavy accents, background noise, or overlapping speakers.

**Workaround:** Use a headset or dedicated microphone for best results. Private Desktop Recording sometimes provides better audio quality than bot-based recording.

---

_Last updated: February 2026. If you encounter an issue not listed here, contact us at support@groupthink.com._


Known Issues


Groupthink shows real-time presence indicators so you can see who's currently active in a meeting or chat room.

## How Presence Works

When you open a meeting in Groupthink, other participants can see that you're active. Presence is shown as:

- **Green dot** — the person is currently viewing the meeting
- **No indicator** — the person is not currently active in the meeting

Presence updates automatically as people open and close meetings.

## Where Presence Appears

- **Meeting sidebar** — see who's actively viewing the current meeting
- **Meeting list** — see activity indicators on meetings with active participants
- **Agenda editor** — see who's collaborating on the agenda in real time

## Privacy

- Presence is only visible to other members of the same meeting or organization
- Your presence status is not shared outside of Groupthink
- There is no "invisible" mode at this time — if you have a meeting open, others can see you're active

## Tips

- Presence is a great way to know if someone is available for a quick sync before starting a call
- If you see a teammate active in a meeting, you can use the meeting chat to communicate in real time


Presence in Chat Rooms


Groupthink can capture audio directly from your computer for meetings, calls, and other audio sources. This tool provides secure recordings without requiring a meeting bot to join your video conference.

## Why Use Private Desktop Recording

Private Desktop Recording offers several advantages:

- **No Bot Required** - Record your microphone and system audio directly without the Groupthink bot joining your Zoom, Meet, or Teams call
- **Private Experience** - Your use of Groupthink's transcription and note-taking capabilities remains invisible to other meeting participants
- **Private Agenda by Default** - Private recordings create private agendas that are only visible to you
- **Powerful AI Integration** - Access all of Groupthink's AI features for meeting notes and analysis

> **Warning** - It is the user's responsibility to comply with local recording laws.

> **Warning** - Private Desktop Recording captures ALL system audio. Background media such as videos or music will be included in your recording. Also note that if your microphone is muted in your video conferencing app, it will still be recorded by Groupthink. Be mindful of what audio sources are active during recording.

## System Requirements

- **Current Support**: macOS 14.4+ and Windows 10+

## Video Demo (Windows)

Watch how Private Desktop Recording works on Windows:

<iframe width="100%" height="400" src="https://www.youtube.com/embed/i5pFauuhyHI" title="Groupthink Private Desktop Recording on Windows" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>

## Installation

1. Download and install the Groupthink desktop application
   - [macOS](https://groupthink.com/download/mac) (Apple Silicon)
   - [macOS](https://groupthink.com/download/mac-intel) (Intel)
   - [Windows](https://groupthink.com/download/windows)
2. For more details on the installation process see the [Groupthink Desktop App Setup Instructions](/docs/desktop)

## Starting Your First Recording

1. Open the Groupthink desktop application
2. Click "New Meeting Notes" in the desktop app
3. Select "Privately Recorded Meeting"
4. Your meeting recording will begin immediately
5. When prompted, accept the system permission requests for microphone and system audio access

### Starting from Calendar

You can also start private recording from your Groupthink calendar:

1. Go to the Calendar section in Groupthink
2. Find your meeting and click the menu (three dots)
3. Select "Add Invisible Note Taker"
4. When the meeting starts, Groupthink will privately record it through your desktop app

### Converting Existing Meetings to Private

If you've already set up a meeting with the Groupthink bot:

1. Go to the Calendar or Agenda view
2. Click the menu (three dots)
3. Select "Switch to Private Recording"
4. A new private agenda will be created with a copy of the shared content
5. The original shared agenda will be archived

## Managing Your Recordings

Private recordings are handled similarly to other meetings, but with enhanced privacy:

1. Access all recordings from your meeting recaps page
2. View transcripts, notes, and summaries generated by Groupthink AI
3. Private recordings are marked with a "Private" indicator
4. Your meeting content is only visible to you by default
5. You can share specific elements if desired, while maintaining privacy for the rest

## Converting to Shared Recording

If you later decide you want to make a private recording available to others:

1. Open the meeting or agenda
2. Click the menu (three dots)
3. Select "Switch to Shared Agenda"
4. A new shared agenda will be created (note: your private content won't be transferred to maintain privacy)
5. You'll need to add content to the new shared agenda manually

For troubleshooting assistance, please see our [Troubleshooting Private Desktop Recording](/docs/troubleshooting_private_desktop_recording) guide.


Privately Recording Meetings


This guide helps you resolve common issues with Groupthink's Private Desktop Recording feature and answers frequently asked questions.

## Common Issues

### No Audio Captured During Recording

If you're not hearing any audio in your recordings:

1. Check that you've granted microphone and system audio permissions to Groupthink
   - On macOS: System Settings > Privacy & Security > Microphone/Screen Recording
   - On Windows: Settings > Privacy > Microphone/Camera
2. Verify your audio devices are properly connected and selected as inputs
3. Restart the Groupthink application and try recording again
4. Restart your computer and try recording again
5. On Windows: Review Microsoft's Windows audio troubleshooting steps
   - [Fix Sound or Audio Problems in Windows](https://support.microsoft.com/en-us/windows/fix-sound-or-audio-problems-in-windows-73025246-b61c-40fb-671a-2535c7cd56c8)

### Audio issues while Groupthink is recording

If you notice a drop in sound quality while Groupthink is recording you might try the following troubleshooting steps:

#### macOS

- In your Mac's Sound Settings, under the Input tab, select the input that has the type "Built In". It's usually called something similar to **Mac Microphone**.
- Restart the Groupthink app and try recording again.
- Restart your Mac and try recording with Groupthink again.


Troubleshooting Private Meeting Recording


Groupthink is designed to seamlessly integrate into your virtual meetings, ensuring that every discussion is documented and actionable. Whether you're scheduling a meeting in advance or hosting an impromptu session, Groupthink can be added to your Google Meet calls in two simple ways.

- Enhance your meetings with real-time note-taking
- Ensure that every participant is on the same page with automatically generated slides
- Reduce the need for post-meeting summaries and manual note-taking

## Calendar Integration & Automatic Joining

### Connect Your Calendar

First, [connect your Google Calendar](/docs/google_calendar) to Groupthink. This allows Groupthink to see your scheduled meetings.

### Enable Auto-Join (Optional)

To have Groupthink automatically join your Google Meet calls:

1. Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar)
2. Enable auto-join settings:
   - **"Auto-join meetings I organize"** - Bot joins meetings you host
   - **"Auto-join meetings I attend"** - Bot joins meetings you're invited to
3. Ensure your calendar event includes Google Meet conferencing details
4. When your meeting starts, Groupthink will automatically join the call

**Note:** You will need to accept the Groupthink bot when it requests to join. Auto-join is not enabled by default - you must configure these settings.

**Alternative:** You can also [manually add Groupthink](#manually-add-to-an-impromptu-meeting) to any meeting without enabling auto-join

## Manually Add to an Impromptu Meeting

Access the Agenda

- Open the [Groupthink agenda](https://groupthink.com/docs/create_share_agendas/) you wish to use for the meeting
- Click on "Start Impromptu Meeting" in the Agenda sidebar

Provide Meeting Details

- Paste the URL for your Teams, Meet, or Zoom call into the provided field
- Click "Join Meeting"
- The Groupthink bot may request to join the call. Ensure you accept this request to enable real-time documentation

Experience Enhanced Meetings

- As the discussion progresses, Groupthink will actively document key points
- Participants will see a continuously updating slide with the latest notes, ensuring everyone remains engaged and informed


Google Meet


Groupthink is designed to seamlessly integrate into your virtual meetings, ensuring that every discussion is documented and actionable. Whether you're scheduling a meeting in advance or hosting an impromptu session, Groupthink can be added to your Microsoft Teams calls in two simple ways.

- Enhance your meetings with real-time note-taking
- Ensure that every participant is on the same page with automatically generated slides
- Reduce the need for post-meeting summaries and manual note-taking

## Calendar Integration & Automatic Joining

### Connect Your Calendar

First, [connect your Outlook Calendar](/docs/outlook_calendar) to Groupthink. This allows Groupthink to see your scheduled meetings.

### Enable Auto-Join (Optional)

To have Groupthink automatically join your Microsoft Teams calls:

1. Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar)
2. Enable auto-join settings:
   - **"Auto-join meetings I organize"** - Bot joins meetings you host
   - **"Auto-join meetings I attend"** - Bot joins meetings you're invited to
3. Ensure your calendar event includes Microsoft Teams conferencing details
4. When your meeting starts, Groupthink will automatically join the call

**Note:** You will need to accept the Groupthink bot when it requests to join. Auto-join is not enabled by default - you must configure these settings.

**Alternative:** You can also [manually add Groupthink](#manually-add-to-an-impromptu-meeting) to any meeting without enabling auto-join

## Manually Add to an Impromptu Meeting

Access the Agenda

- Open the [Groupthink agenda](https://groupthink.com/docs/create_share_agendas/) you wish to use for the meeting
- Click on "Start Impromptu Meeting" in the Agenda sidebar

Provide Meeting Details

- Paste the URL for your Microsoft Team call into the provided field
- Click "Join Meeting"
- The Groupthink bot may request to join the call. Ensure you accept this request to enable real-time documentation

Experience Enhanced Meetings

- As the discussion progresses, Groupthink will actively document key points
- Participants will see a continuously updating slide with the latest notes, ensuring everyone remains engaged and informed


Microsoft Teams


Groupthink is designed to seamlessly integrate into your virtual meetings, ensuring that every discussion is documented and actionable. Whether you're scheduling a meeting in advance or hosting an impromptu session, Groupthink can be added to your Zoom calls in two simple ways.

- Enhance your meetings with real-time note-taking.
- Ensure that every participant is on the same page with automatically generated slides.
- Reduce the need for post-meeting summaries and manual note-taking.

## Calendar Integration & Automatic Joining

### Connect Your Calendar

First, connect your calendar to Groupthink ([Google Calendar](/docs/google_calendar) or [Outlook Calendar](/docs/outlook_calendar)). This allows Groupthink to see your scheduled meetings.

### Enable Auto-Join (Optional)

To have Groupthink automatically join your Zoom calls:

1. Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar)
2. Enable auto-join settings:
   - **"Auto-join meetings I organize"** - Bot joins meetings you host
   - **"Auto-join meetings I attend"** - Bot joins meetings you're invited to
3. Ensure your calendar event includes Zoom conferencing details
4. When your meeting starts, Groupthink will automatically join the call

**Note:** You will need to accept the Groupthink bot when it requests to join. Auto-join is not enabled by default - you must configure these settings.

**Alternative:** You can also [manually add Groupthink](#manually-add-zoom-to-an-impromptu-meeting) to any meeting without enabling auto-join.

## Manually Add Zoom to an Impromptu Meeting

Access the Agenda

- Open the Groupthink agenda you wish to use for the meeting.
- Click on "Start Impromptu Meeting" in the Agenda sidebar.

Provide Meeting Details

- Paste the URL for your Teams, Meet, or Zoom call into the provided field.
- Click "Join Meeting".
- The Groupthink bot may request to join the call. Ensure you accept this request to enable real-time documentation.

Experience Enhanced Meetings

- As the discussion progresses, Groupthink will actively document key points.
- Participants will see a continuously updating slide with the latest notes, ensuring everyone remains engaged and informed.

## Using Groupthink with Zoom

Groupthink will use the audio from your zoom call to take notes on what is being discussed. Notes are only available to
you, and anyone you have added to the Agenda, or anyone Groupthink has added to the Agenda if you have connected your
calendar (limited to individuals who were invited to the meeting).

Groupthink will display a "slide" of the conversation summary which changes as the conversation progresses. This slide
will show up as Groupthink's video feed in Zoom.

## Removing Groupthink from Zoom

Groupthink does not authenticate with your Zoom account, and does not have access to your Zoom account. If you stop
using Groupthink, Groupthink will no longer access your Zoom conferences.


Zoom


Groupthink provides granular controls for notifications via Slack, Email, Desktop and Mobile

Notification settings are found at https://groupthink.com/settings#notifications

More information on configuring notifications for Slack is available at https://groupthink.com/docs/connect_slack/

### Available Notifications

- New Meeting Summary Available
- Meeting Contribution Reminders - Reminder to add discussion topics to the agenda for an upcoming meeting
- Daily Recap - Daily overview of notes and action items from meetings
- Weekly Recap - Weekly overview of notes and action items from meetings
- Meeting Officially Begun - Notifies invited users not in the meeting that it as officially been started
- Failed to Join Meeting - Sent after Groupthink has tried to join a Zoom, Meet, or Teams conference but was not allowed entry
- Host Agenda Preparation Reminder - A reminder to prepare the agenda for an upcoming meeting, sent only to the meeting host
- Added to Meeting - Sent after you have been added to a new meeting
- Added to Room - Sent after you have been added to a new chat room
- New Chat Message - Sends a notification when a new chat message is received
- Connection Verification Failed - Sends a notification if an integration connection needs your attention


Manage Notification Settings


Groupthink is available as a desktop application for the following platforms:

- [Mac][download-mac]
- [Windows][download-windows]

All download links can be found at <https://github.com/Groupthinkai/groupthink/releases/latest>

### Mac Setup Instructions

1. Download the package for [macOS](https://groupthink.com/download/mac), or choose `Groupthink-arm64.dmg` from the [list of downloads][all-downloads] under the "Assets" section - this version is for Macs with Apple Silicon (M1 or better).
   - If your Mac is powered by an Intel processor, please download the [Mac Intel version][download-mac-intel], or choose `Groupthink-x64.dmg` from the [list of downloads][all-downloads].
2. Locate the package in your Finder and double-click to open
3. Drag the Groupthink icon into your applications folder
4. Open the Applications folder and launch the Groupthink application - if you see a prompt asking if you want to open the Groupthink app, click on "Open"
5. When you see a pop-up, enable desktop notifications
6. Sign in using your existing Groupthink account, or [sign up][groupthink-signin] to create one - you will be redirected to your default browser to complete the sign-in process
7. When you see the "Sign in to Groupthink desktop?" prompt in your browser, click on "Yes, sign in" - if you see a prompt asking if you want to open the Groupthink app, click on "Open Groupthink"
8. At this point, the Groupthink desktop app should open and you will be signed in
9. When you see a pop-up requesting System Audio or Microphone Access, click on "Open System Preferences" and enable access for Groupthink

### Windows Setup Instructions

1. [Download the package for Windows 10/11][download-windows] or choose `Groupthink-Setup.exe` from the [list of downloads][all-downloads] under the "Assets" section
2. Locate the installer on your computer and double-click to start installation
3. Follow the instructions in the installer
4. Follow the rest of the instructions to finish installation
5. Open the Start menu and click Groupthink
6. Sign in using your existing Groupthink account, or [sign up][groupthink-signin] to create one - you will be redirected to your default browser to complete the sign-in process
7. When you see the "Sign in to Groupthink desktop?" prompt in your browser, click on "Yes, sign in" - if you see a prompt asking if you want to open the Groupthink app, click on "Open Groupthink"
8. At this point, the Groupthink desktop app should open and you will be signed in

[download-mac]: https://groupthink.com/download/mac
[download-windows]: https://groupthink.com/download/windows
[download-mac-intel]: https://groupthink.com/download/mac-intel
[all-downloads]: https://github.com/Groupthinkai/groupthink/releases/latest
[groupthink-signin]: https://groupthink.com/signin


Groupthink Desktop App


Groupthink offers a simple way to collaborate on documents with your team so you'll have a single source of truth when it comes to how work gets done.

## Using Documents

### Create a Document

You can create an unlimited number of documents within Groupthink.

1. Go to "Documents" in the sidebar navigation
2. Click the "+ New Document" button in the upper right corner
3. To rename your document, click the newly created "New Document" in the list to open it
4. Once you're in the document, you can highlight and replace the "New Document" title with different text

### Edit a Document

To edit a document, simply start to type text in the body.

### Formatting a Document

We don't currently support WYSIWYG editing, but you can use [standard markdown syntax](https://www.markdownguide.org/basic-syntax/) to add formatting.

### Share a Document

By default, the permissions of the documents you create are scoped to individuals who you explicitly invite to view them via email address.

To share a document:

1. Open the document you want to share
2. Click the "Share" button at the top of the document
3. Select the access level (Options: Anyone with the link, Anyone in the organization, Specific Individuals only)
4. Add anyone you want to invite directly by adding their email address and clicking "Invite All" to send invites
5. Modify permissions for individuals (Options: Viewer, Editor)

### Making a Document Private

After you click "Share" on a Document, you immediately have the option to make a document private.

Toggling this feature on for a document will make it so that only the document owner (you) are able to make changes to permissions and invite new people.

### Changing the Owner of a Document

This is not currently supported (known issue).

## Using Folders

### Create a Folder

1. Click Documents in the left hand navigation
2. Under the "Documents" headline you'll see My Documents and a horizontal bar, click the "+ Folder" button to create a new folder
3. Give your new folder a name in the modal that pops up

### Add Documents to Folders

Documents can live in multiple folders at the same time, allowing you to create multiple information hierarchies for different purposes

1. Open the document you want to add to a folder
2. Click on the horizontal three dot icon to the right of the Share button
3. Select "Add to Folder" from the dropdown menu
4. Select the name of the folder you want to add it to

### Remove a Document from a Folder

Documents can be removed from folders without deleting the document itself

1. From the main folder view, hover over your document and click on the three dots to the right of the document you want to remove
2. Select "Remove from Folder" from the dropdown menu

### Delete a Folder

1. Click on the folder you want to delete
2. Click the three horizontal dots to the right of the folder name
3. Select "Delete Folder" from the menu
4. CAUTION: There is currently no confirmation, and folder deletions can't be reversed without contacting support


Using Groupthink Documents


## Creating Your Organization

When you created your Groupthink account, an initial organization was automatically created for you and you are its only member.

To manage your organization, navigate to "Organization Settings" at the bottom of the left-hand navigation bar.

## Adding or Removing Organization Members

To add or remove members of the organization, navigate to the Organization Settings tab labeled "Members" to see an editable list of your organization's members.

To invite a member, use the "Invite New Member" buttton and submit their email address.

To remove a member, use the "Remove" button next to their name.

## Enabling Auto-Join for Your Domain

Groupthink gives you the option to automatically let other people who sign up and verify their email address with the same email address domain as you to auto-join your Organization. This is an easy way to ensure all the people at a company have access.

### Disabling Auto-Join

On the first Organization Settings tab, you will see a button that says "Disable Auto-Join for yourcompany.com" with the domain of the email you used to sign up.

Please note, this will only work for company domains, not general domains like gmail.com

## What Organization Members Can See

By default, organization members may **view** all agendas, recaps, recordings, and documents created by other organization members.

You can still mark agendas as private or remove specific members manually, but by default sharing will be turned on.

## External Collaborators on Agendas & Documents

Individuals who meet with you may be granted automatic access to an Agenda or Document if they are an attendee on a calendar event that Groupthink attempts to join. While these individuals will have access to that Agenda and Document(s), they will not be added to your Organization. This ensures that external collaborators may participate in a Meeting and its Agenda without being able to see your other assets within the Organization.


Managing Organizations


To delete your account, navigate to https://groupthink.com/settings and click "Permanently Delete Account…" at the bottom under "Danger Zone".

This will remove your user, detach it from all agendas, remove all connections to external integrations, remove any calendar sync connections, and detach it from all organizations.

Please note you may still receive emails if included in Groupthink meetings with others.


Delete Your Groupthink Account


Agenda contribution reminders are a great way to engage with your team and ensure everyone is prepared for the meeting. They are automatically enabled for all users in Groupthink, but you can choose to disable them if you prefer not to receive them.
Here's how to manage receiving agenda reminders in Groupthink:

### Managing Receipt of Agenda Reminders

1. Login to Groupthink and click "User Settings" in the navigation panel on the left side of the screen.
2. Click on "Notifications" in the tab panel.
3. Under "Meeting Contribution Reminders", toggle the switch to choose to receive or stop receiving reminders for upcoming meetings.


Manage Agenda Contribution Reminders


By default, Groupthink can join all your calendar meetings automatically. But if you prefer more control, you can choose to add Groupthink only to specific meetings instead.

## Option 1: Turn Off Auto-Join and Add Manually

1. Go to **Settings** in the Groupthink dashboard
2. Under **Meeting Preferences**, turn off "Automatically join all meetings"
3. When you want Groupthink to join a specific meeting, open your **Calendar** in Groupthink
4. Hover over the meeting and click **"Add Groupthink"**

This gives you full control over which meetings Groupthink attends.

## Option 2: Use the Calendar to Add to Upcoming Meetings

1. Click **"Calendar"** in the Groupthink navigation bar
2. Browse to the meeting you want Groupthink to join
3. Hover over the meeting name — you'll see an **"Add Groupthink"** option
4. Click it, and Groupthink will join that meeting when it starts

## Option 3: Use Private Desktop Recording

If you don't want the Groupthink bot to join the call but still want to capture the meeting:

1. Start your meeting as usual on Zoom, Teams, or Meet
2. Open the **Groupthink desktop app**
3. Click **"Record"** to capture audio from your computer
4. Groupthink will transcribe and summarize without joining the call as a participant

This is great for sensitive meetings where you don't want a bot visible to other participants.

## Tips

- You can always **remove Groupthink** from a meeting you've added it to — see [Remove Groupthink from a Meeting](/docs/remove_groupthink_from_meeting)
- If you use Private Desktop Recording, other participants won't see Groupthink in the meeting
- You can mix and match: use auto-join for recurring team meetings and manual add for one-off calls


Add Groupthink to Specific Meetings


Groupthink gives you powerful tools to control who can access, participate, and contribute to your meeting agendas. With our new detailed permissions settings, managing agendas is more secure and easier than ever, ensuring the right people have the right level of access.

## Key Features

- Control who can view and edit agendas with flexible visibility options.
- Assign specific roles to ensure participants have the appropriate permissions.
- Lock down sharing settings for complete privacy when needed.

## Agenda Visibility Settings

Agendas offer three visibility levels:

- **Specific Individuals**: Only manually added members may view the agenda.
- **Organization Members**: Anyone in the organization may view the agenda.
- **Public**: Anyone with the link may view the agenda.

Manually added members always have access regardless of the visibility setting. This ensures that key stakeholders can participate without any extra steps.

## Member Roles

You can assign one of three roles to each member:

- **Host**: Full control over agenda settings, participant management, and editing.
- **Participant**: Can edit the agenda, manage participants, and remove themselves or others.
- **Viewer**: Can view the agenda but cannot make any changes, participate in the video conference, or interact via chat.

## Private Agendas

The Host has the option to set the agenda to **Private**, restricting others from changing sharing settings. This is particularly useful if you want the agenda to be locked down to yourself or a specific, trusted group of people.

## Default Settings for Existing Agendas

By default, agendas are set to Specific Individuals for visibility, with the event organizer assigned the Host role to simplify setup and maintain security.

## Changing Agenda Visibility

To change agenda visibility settings:

1. Navigate to the agenda you wish to modify.
2. Click on the "Access" tab at the top of the agenda.
3. Use the dropdown menu to select the desired visibility level (Specific Individuals, Organization Members, or Public).

## Changing a Member's Role

To change a member's role:

1. Navigate to the agenda you wish to modify.
2. Click on the "Access" tab at the top of the agenda.
3. Find the member whose role you want to change.
4. Use the role dropdown next to their name to select the new role (Host, Participant, or Viewer).


Managing Agenda Permissions


Groupthink can send notifications to Slack when meetings are finished, including posting messages to a channel with
a meeting summary and a link to the meeting recap.

To connect Groupthink to Slack, you will need to have permission to install new applications into your Slack workspace.

### Connect Groupthink to Slack

1. Login to Groupthink and click "User Settings" in the navigation panel.
2. Click on "Notifications" in the navigation panel.
3. Click on "Connect to Slack" in the "Slack" section at the bottom of the page.
4. Follow the prompts to authorize Slack's access to Groupthink. You may need to login to Slack if you are not already
   logged in. You also may need to select the Slack workspace you want to connect to Groupthink. Finally, you may need permission
   to install new applications into your Slack workspace, which may require you to contact your Slack workspace administrator.

### Configure Notifications

Notifications have different scopes in Groupthink. For example, you can configure a Slack channel to receive notifications
for every meeting that's shared within your Organization, as well as configure Slack to privately message you for each
meeting summary that's shared with you.

1. Login to Groupthink and click "User Settings" in the navigation panel.
2. Click on "Notifications" in the navigation panel.
3. Under Organization Notifications, select the Slack channel you want to receive notifications for, and click "Save". You can
   then enable the notification by clicking the toggle switch to "On".
4. Under User Notifications, toggle notifications for Slack or Email on or off. All individual notifications in Slack
   are sent to you from the Groupthink application under "Apps" in the Slack sidebar.


Slack


Sometimes you may not want Groupthink to attend specific meetings, or you might prefer to use Private Desktop Recording instead of having the Groupthink bot join your call. Here's how to manage Groupthink's participation in your meetings.

## Remove Groupthink Bot from a Meeting

### Remove Ahead of Time

1. Click "Calendar" in the Groupthink navigation bar
2. Find the meeting you want to remove Groupthink from
3. Click the "Eject" icon next to the meeting participant count

Groupthink will no longer join that meeting when it occurs. If you want to add Groupthink back to the meeting, you can do so by clicking the event in the calendar (you should see "Add Groupthink" when hovering over the event name).

### Remove During the Meeting from Groupthink Interface

1. Get to the Groupthink Agenda by clicking on the event in the Groupthink Calendar, by clicking on the agenda in the "Agendas" view, or by clicking on the link sent to you in the Zoom, Meet, or Teams conference chat
2. On the right side of the agenda, in the "meeting" box, click on "Remove Groupthink"
3. The Groupthink assistant will leave the meeting

### Remove During the Meeting from Video Conference Interface

You can always remove Groupthink by asking it to leave the meeting using your conferencing application's software. Please refer to your conferencing application's documentation for more information.

## Switch to Private Recording Mode

If you want to remove the visible Groupthink bot but still have meeting notes and transcription, you can switch to Private Desktop Recording:

### Switch from Calendar View

1. Click "Calendar" in the Groupthink navigation bar
2. Find the meeting you want to switch to private recording
3. Click the menu (three dots)
4. Select "Switch to Private Recording" or "Add Invisible Note Taker"
5. Confirm your choice in the dialog that appears

### Switch from Agenda View

1. Open the agenda for your meeting
2. Click the menu (three dots) in the top-right corner
3. Select "Switch to Private Recording"
4. Confirm in the dialog that explains the changes

This will create a new private agenda for you and archive the shared agenda. When the meeting occurs, you'll need to use the Groupthink Desktop App to record it privately instead of having the bot join.

## Managing Private Recording

When using Private Recording mode:

1. Other participants won't see Groupthink in the meeting
2. You'll need to use the Groupthink Desktop App to capture the meeting
3. Notes and transcripts will be private to you by default
4. You can later convert back to shared mode if needed

See our [Private Desktop Recording](/docs/private_desktop_recording) guide for more details on using this feature.


Remove Groupthink from a Meeting


You may delete organizations in Groupthink, however to avoid accidental data loss we currently don't support doing this in the user interface.

If you want to delete an organization from Groupthink, please email support@groupthink.com.


Delete an Organization


## Extending Groupthink Functionality with Zapier

Zapier supports thousands of integrations, including Salesforce, Hubspot, Asana, Google Drive, and more. You can use
Zapier to send notes to any of these systems, or even to send a text message to your phone when your meeting ends.

### Setting Up Zapier

To get started, create a new Zap in your Zapier account. For the trigger, select "Webhooks by Zapier" and choose the
"Catch Hook" option. This will give you a URL that you can use to receive notifications from Groupthink.

### Connecting Zapier to Groupthink

Next, go back to Groupthink, click "Orgs" in the sidebar, click "Settings" on your Organization, then click
"Webhooks & Integrations". Create a new webhook and paste the URL from Zapier into the "Webhook URL" field.
You can also choose which events you want to receive notifications for.


Zapier


Managing your meeting's agenda is a breeze with Groupthink. Here's a step-by-step guide to help you get the most out of your agenda management.

### Creating Agenda Items

Every agenda in Groupthink can have an unlimited number of items. To add a new item:

- Navigate to your desired agenda.
- Agendas operate like numbered lists in text documents.
- Simply hit `Enter` after an empty line to create a new agenda item.

### Setting the Task for an Agenda Item

By default, every agenda item is set to "DISCUSS". This means the item is intended for discussion during the meeting. However, you can easily change this:

- Click on "DISCUSS" next to the agenda item.
- Choose from the following options:
  - DISCUSS: For items that need discussion.
  - FYI: For items that just need to be verbalized without much discussion.
  - TODO: For items that require action or follow-up.
  - LATER: For items to be addressed at a later date. After selecting this, you'll be prompted to enter a date in the format `YYYY-MM-DD`.

Items with dates will automatically sort to the bottom of the agenda. As the date approaches, they'll rise to the top, ensuring you never miss an important item.

### Assigning Agenda Items

Every agenda item has an assignee:

- By default, the creator of the item is the assignee.
- To reassign, click on the assignee's name. This will display a list of everyone participating in the agenda or meeting.
- Click on a participant's name to reassign the item to them.
- Alternatively, type any email address into the assignee field. Groupthink will automatically invite that person to the agenda and assign the item to them.

### Formatting Agenda Items

Agenda items are freeform text, allowing for flexibility:

- Highlight any text within an agenda item.
- A menu will appear, offering formatting options like bold, italics, bullets, and more.

### Navigating Agenda Items During a Meeting

When in an active meeting:

- Each agenda item will have a checkbox next to it.
- Check the box or click "finished" on the agenda item to mark it as complete. This will automatically move the focus to the next item.

### Taking Notes with Groupthink

For Groupthink to take notes during a meeting:

- Ensure you have an active agenda item selected.
- The selected item must not be empty. Type a brief description or a few words about the topic so Groupthink knows what to take notes about.


Managing Agenda Items


Groupthink will automatically take notes and even create Agenda items for you during your meetings, whether you're using the visible Groupthink bot or private desktop recording.

## Free-Form Text in Agenda Items

Every agenda item in Groupthink is designed for flexibility:

- As a user, you can type anything into any agenda item. They're designed as free-form text fields, allowing you to jot down thoughts, questions, or any other relevant information.

## Automatic Transcription and Note-Taking

Groupthink captures meeting content in two ways:

### With Visible Bot

If Groupthink is a participant in your Zoom, Meet, or Teams conference:

- Groupthink will automatically transcribe the ongoing conversation.
- It then processes this transcription, extracting key decisions and important statements.
- These crucial points are then inserted into the relevant agenda item, appearing as if a user had manually typed them.
- All participants can see the Groupthink bot in the meeting.
- Notes are added to a shared agenda visible to all participants by default.

### With Private Desktop Recording

If you're using Private Desktop Recording through the Groupthink app:

- Groupthink captures audio directly from your computer without joining the meeting.
- The transcription and note-taking process works the same as with the visible bot.
- Other participants don't see Groupthink in the meeting.
- Notes are added to a private agenda visible only to you by default.
- You can choose to share specific notes later if desired.

For both methods to work effectively:

- Ensure the agenda item selected during the discussion has a brief description or a few words about the topic. This helps Groupthink determine what's relevant to the discussion and what isn't.

## Automatic Agenda Building

Groupthink doesn't just take notes; it can also build the agenda based on the flow of the conversation:

- If, during a meeting, there are no additional items listed after the currently selected item, or if the agenda is entirely empty, Groupthink will spring into action.
- As the conversation progresses, Groupthink will automatically create new agenda items, ensuring that every topic of discussion is documented.

## Private vs. Shared Notes

Groupthink offers two types of notes based on your recording method:

### Private Notes (Desktop Recording)

- Created when using Private Desktop Recording
- Visible only to you by default
- Perfect for confidential meetings or personal notes
- Can be selectively shared later if needed
- Indicated with a "Private" label in the interface

### Shared Notes (Bot Recording)

- Created when the Groupthink bot joins your meeting
- Visible to all meeting participants by default
- Support collaborative editing during and after meetings
- Permission levels can be adjusted for different participants

## Converting Between Private and Shared

You can convert between private and shared notes:

1. Open the meeting agenda
2. Click the menu (three dots)
3. Select "Switch to Private Agenda" or "Switch to Shared Agenda"
4. Follow the prompts to complete the conversion

Note: When converting from private to shared, no content is transferred automatically to protect your privacy. When converting from shared to private, the content is copied to your private agenda.


Automatic Meeting Notes


Groupthink Agendas ensure that every meeting has a clear purpose and structure. Whether you're automating the process or crafting a custom agenda, sharing it with participants is straightforward. This guide will walk you through creating and sharing agendas seamlessly.

1.  Craft detailed agendas for your meetings, either manually or automatically.
2.  Share your agendas with attendees effortlessly, ensuring everyone is prepared and on the same page.
3.  Invite new users to Groupthink through the sharing process, expanding your collaborative network.

## Creating Agendas

### Automatic Agenda Creation

- With a connected calendar, agendas can be generated automatically based on your preferences.
- You can choose whether agendas are created as private (visible only to you) or shared (visible to all participants).

### Manual Agenda Creation

- Navigate to the agendas page within your Groupthink account.
- Click on "Create Agenda" to start crafting your custom agenda.
- Select whether you want a private or shared agenda during creation.

### Private vs. Shared Agendas

Groupthink offers two types of agendas:

**Private Agendas**

- Visible only to you
- Created automatically when using private recording
- Ideal for sensitive meetings or personal notes
- Can be later converted to shared agendas if needed

**Shared Agendas**

- Visible to all meeting participants by default
- Collaborative, allowing multiple users to contribute
- Created when Groupthink bot joins meetings
- Support various permission levels for different participants

## Sharing Agendas

### Automatic Sharing with Event Attendees

- If your agenda is attached to a calendar event and set as shared, it will be shared automatically with all listed attendees.
- This sharing applies regardless of the attendee's acceptance status for the event.
- Private agendas are not automatically shared with attendees.

### Manual Sharing via the Agenda Interface

- Open the specific agenda you wish to share.
- Click on "Share" located at the top of the agenda.
- In the share form that appears, type in the email address of the person you want to share the agenda with.
- Select the appropriate permission level (Host, Participant, or Viewer).

### Sharing via Assignee Field on Agenda Items

- Within an agenda, navigate to the Assignee field of any agenda item.
- Type in the email address of the individual you wish to share the agenda with.
  - If the email belongs to an existing Groupthink user, they will be added to the agenda immediately.
  - If the email is not associated with a Groupthink account, a new account will be created for that individual. They will receive an email invitation to join Groupthink and access the shared agenda.

### Converting Between Private and Shared Agendas

You can convert between private and shared agendas as your needs change:

**To convert from private to shared:**

1. Open the private agenda
2. Click the menu (three dots)
3. Select "Switch to Shared Agenda"
4. A new shared agenda will be created
5. Note: Content is not transferred to protect your privacy

**To convert from shared to private:**

1. Open the shared agenda
2. Click the menu (three dots)
3. Select "Switch to Private Agenda"
4. A new private agenda will be created with a copy of the shared content
5. The original shared agenda will be archived

### Setting Agenda Permissions

For shared agendas, you can set different visibility levels:

- **Organization Members** - Visible to anyone in your organization
- **Specific Individuals** - Visible only to people you explicitly share with
- **Public** - Visible to anyone with the link (use with caution)

You can also set user roles:

- **Host** - Can edit agenda and change sharing permissions
- **Participant** - Can edit agenda but not change sharing permissions
- **Viewer** - Can only view the agenda, cannot edit


Create & Share Agendas


Concluding your meeting efficiently is crucial for maintaining the momentum of your discussions and ensuring that all participants leave with a clear understanding of the outcomes. Groupthink offers intuitive features to help you wrap up your virtual meetings seamlessly.

1.  Meetings may conclude automatically or manually, based on your preferences.
2.  Discussed Agenda items are automatically archived and included in the meeting Recap for future reference.
3.  A comprehensive recap of your meeting, including detailed notes and a full transcript, is automatically generated after every meeting.

### Automatic Meeting Conclusion

Inactivity-Based Ending

- Groupthink will automatically end the meeting after 10 minutes of no activity in the conference.
- This feature applies to meetings where no participants ever joined, as well as meetings where all participants have left.

### Manually Ending the Meeting

Access the Agenda Sidebar

- Navigate to the Groupthink agenda associated with your ongoing meeting.

End the Meeting

- Click on "End Meeting" within the Agenda sidebar.
- This action will prompt the Groupthink bot to leave the Teams, Meet, or Zoom conference immediately.

### Post-Meeting Actions

Archiving Completed Agenda Items

- Once the meeting concludes, all agenda items that were marked as complete (by checking the box next to the item) will be archived automatically.
- Archived items can be accessed later for reference, ensuring that you retain a record of all completed discussions.

Receiving a Meeting Recap

- After the meeting ends, Groupthink will generate a detailed recap.
- This recap will cover the discussion points of each agenda item, providing notes for every item discussed.
- Additionally, a complete transcript of the call will be included, ensuring that you have a comprehensive record of the entire meeting.
- A link to the recap, along with a brief summary, will be emailed to everyone attached to the Agenda, even if they didn't participate in the meeting.

Exporting Your Transcript

- You can download your meeting transcript as a text file or copy it to your clipboard
- Navigate to the Recap tab and scroll to the Transcript section
- Click **Download Text** to save locally or **Copy to Clipboard** for quick sharing
- For more details, see [Exporting Meeting Transcripts](/docs/transcript_export)


Ending a Meeting


Groupthink's GitHub integration offers a seamless experience for translating your meeting agenda items directly into actionable GitHub issues. Gone are the days of copying and pasting, or transcribing your notes post-meeting. Instead, take advantage of this integration to save time and ensure that important tasks are immediately documented and actionable.

- Reduce the need to switch between platforms, making the creation of GitHub issues from your meeting's agenda a breeze.
- Minimize the risk of misinterpreting or forgetting to transfer action items from your meetings.
- Provide a direct link back to the original agenda for context, ensuring that everyone involved can understand the genesis and intent of the GitHub issue.

## Configure the GitHub Integration

1. **Choose an Agenda**
   - Start by opening the agenda where you wish to integrate with GitHub.
   - Click the three-dot options menu located at the top right corner of the agenda.
2. **Setup the Integration**
   - Click on "Configure Github Integration" from the dropdown menu.
   - A new window or pane will appear, prompting you for the GitHub repo's URL.
   - Ensure that the URL you provide is the root of the repository (e.g., https://github.com/username/repositoryname).

## Create GitHub Issues from an Agenda

1. **Select the Agenda Item**
   - Navigate to the specific agenda item you wish to convert into a GitHub issue.
   - Highlight the desired text within the agenda item that you want to transfer.
2. **Create the GitHub Issue**
   - Upon highlighting the text, a menu will pop up above the highlighted section.
   - Click on the GitHub logo within this menu. This action will direct you to a new GitHub issue page.
3. **Finalize the Issue**
   - On the GitHub issue page, you'll find the body of the issue pre-filled with the text you selected.
   - A link back to the original agenda in Groupthink will also be provided for reference.
   - Add any additional information, assignees, labels, or tags as you usually would with any GitHub issue.
   - Once you're satisfied, click “Submit” to create the new issue.


Github


Groupthink creates a dynamic slide show in real-time, allowing participants to follow along with ease. After joining
your Meet, Teams, or Zoom call, Groupthink will automatically document the conversation and create a
new slide visible in the bot's video feed with the agenda title and latest notes.

- Add a visual aid during calls, ensuring participants are engaged and on the same page.
- Automatically document the conversation, reducing the need for manual note-taking and post-meeting summaries.
- Visual representation of discussions allows for better understanding and retention of the meeting's content.

## Invite the Bot to Your Call

**Automatically via Your Calendar**
If you have a calendar event with conferencing details for Meet, Teams, or Zoom, Groupthink will automatically join the conference as the meeting starts.

**Manually via the Agenda**

- Click "Start Impromptu Meeting" in the Agenda sidebar
- Paste in the URL for your Meet, Teams, or Zoom call
- Click "Join Meeting"
- The bot may ask to join the call - make sure to accept the request

## Experience the Real-Time Slideshow

As the discussion progresses, the bot will actively document key points and create notes.

- The bot will project a slide that continuously updates with the latest notes.
- This slide will be displayed as if it's a video feed, allowing participants to see the evolving content just like they would view a presenter's shared screen.
- There's no need for any user intervention; the slideshow will autonomously adapt and change based on the conversation's progression.


Transform Live Calls into Real-Time Slideshows


> **Note:** To use automatic meeting join, you must first [connect your Google Calendar](/docs/google_calendar) or [Outlook Calendar](/docs/outlook_calendar). Without a calendar connection, you can still use Private Desktop Recording.

Groupthink offers multiple ways to start meetings, whether you're recording private notes, hosting a video conference directly in Groupthink, or connecting to existing Meet, Teams, or Zoom calls. With seamless calendar integration and flexible meeting options, Groupthink ensures your discussions are productive and well-documented.

- Record private meeting notes for your Meet, Teams, or Zoom conferences
- Start video meetings directly in Groupthink with built-in notes and transcription
- Add Groupthink to existing meetings or schedule new ones on your calendar
- Benefit from automatic meeting starts linked to calendar events

## Starting a Meeting Using the "New Meeting Notes" Button

The "New Meeting Notes" button in the sidebar provides several options for starting or joining meetings:

### Record Private Meeting Notes

Record and transcribe meetings confidentially from Google Meet, Microsoft Teams, or Zoom without other participants knowing Groupthink is involved:

1. Click the "New Meeting Notes" button in the sidebar
2. Select "Record Private Meeting Notes"
3. A dialog will appear explaining that Private Recording requires the Groupthink Desktop app

**If you already have the desktop app installed:**

1. In the Groupthink desktop app, click "New Meeting Notes"
2. Select "Privately Recorded Meeting"
3. When prompted, accept the permission requests for microphone and system audio access
4. Join your Meet, Teams, or Zoom meeting as usual
5. The recording stays private on your device and captures both your microphone and system audio
6. Groupthink will generate notes, transcripts, and summaries automatically

**If you need to install the desktop app:**

- Download the app for your platform (macOS 14.4+ or Windows 10+)
- Follow the [installation instructions](/docs/desktop) for setup guidance
- The download links are available from the dialog or the Downloads section

**Important Notes**:

- No Groupthink bot will join your meeting - your use remains invisible to other participants
- Private Desktop Recording captures ALL system audio (including background media)
- Your microphone will be recorded even if it's muted in your video conferencing app
- It is your responsibility to comply with local recording laws
- For troubleshooting help, see our [troubleshooting guide](/docs/troubleshooting_private_desktop_recording)

### Start a Groupthink Video Meeting

Host a video conference directly in Groupthink with built-in notes and transcription:

1. Click the "New Meeting Notes" button in the sidebar
2. Select "Start Groupthink Video Meeting"
3. You'll be taken directly to a new meeting room titled "New Meeting"
4. Configure your camera and audio settings
5. Click "Join Now" to start the meeting
6. Share the meeting link with participants (displayed on screen and can be copied with the "Copy meeting link" button)
7. Groupthink will automatically document the conversation with real-time notes

### Add Groupthink to an Existing Meeting

Connect Groupthink to a previously scheduled Meet, Teams, or Zoom meeting:

1. Click the "New Meeting Notes" button in the sidebar
2. Select "Add Groupthink to an existing Meet, Zoom, or Teams meeting..."
3. If you have a calendar connected, a dialog will appear asking for the meeting URL
4. Paste your Meet, Zoom, or Teams meeting URL in the text field
5. Click the "Add Groupthink" button
6. Groupthink will request to join your meeting
7. You must admit Groupthink to the meeting for the assistant to take notes

### Schedule a Calendar Meeting

Create a new calendar event with Groupthink integration:

1. Click the "New Meeting Notes" button in the sidebar
2. Select "Schedule a meeting on your calendar..."
3. A form will appear where you can enter meeting details:
   - Title
   - Date and time
   - Attendees
   - Description
   - Agenda
4. Click the "Create Event" button to schedule the meeting
5. The event will be added to your calendar with Groupthink video conferencing capabilities

## Connecting Your Calendar

To enable calendar-related features:

1. Navigate to the Calendar page by clicking "Calendar" in the sidebar
2. Choose your calendar provider:
   - "Connect" button for Google Calendar
   - "Connect" button for Microsoft Outlook
3. Follow the authorization steps required by your calendar provider
4. Once connected, your calendar events will appear in Groupthink
5. You can now use calendar-related features like scheduling meetings and adding Groupthink to existing meetings

## Calendar Integration & Bot Joining

Groupthink can join your calendar meetings in two ways:

### Automatic Joining (Optional)

To have Groupthink automatically join meetings:

1. [Connect your calendar](/docs/google_calendar) (Google Calendar or [Outlook Calendar](/docs/outlook_calendar))
2. Go to [User Settings > Calendar](https://app.groupthink.com/settings#calendar)
3. Enable auto-join settings:
   - **"Auto-join meetings I organize"** - Bot joins meetings you host
   - **"Auto-join meetings I attend"** - Bot joins meetings you're invited to
4. When enabled, Groupthink will automatically join meetings based on your settings

**Note:** You will still need to accept the Groupthink bot when it requests to join your meeting.

### Manual Joining (Always Available)

Without auto-join enabled, you can still add Groupthink to any meeting:

1. Click "New Meeting Notes" in the sidebar
2. Select "Add Groupthink to an existing Meet, Zoom, or Teams meeting..."
3. Paste your meeting URL
4. Click "Add Groupthink"
5. Accept the bot request when it joins your meeting

**Tip:** Manual joining gives you full control over which meetings Groupthink attends


Documentation

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Troubleshooting