
AI Coworkers are agents you define to help you get more work done, and are available to all Groupthink users at https://agendas.groupthink.com/assistants

Groupthink currently offers a general-purpose AI Coworker called an Assistant.

Each assistant has a name, username, job title, and job description. Assistants can be given responsibilities, which are tasks they should perform based on things you'd like them to monitor, such as your email, GitHub, or meetings you're attending or invited to.

Assistants belong to the Organization they're created in, and anyone in the Organization may create or modify an Assistant.

## Responsibilities

Responsibilities define work that an assistant should do.

Each Responsibility has a trigger that defines when the responsibility should be performed, tasks that define the work that should be done, and an option to define extra information that may help the assistant perform the task better.

Responsibilities may be enabled or disabled, allowing you to control whether the Assistant should perform the work.

## Connections

Assistants know when to run Responsibilities by watching for changes in the data sources you've given them access to. For example, if you've given an Assistant access to your GitHub organization, it will know when a new issue is created and can run a Responsibility based on that trigger.

Authorizing an Assistant to access an external system is done by allowing the Assistant to access a Connection you've created in Groupthink. Different Connections offer different methods of access, and you may define this when creating the Connection. Keep in mind that in many cases, the Assistant may be acting **as you** when utilizing the Connection.

### Monitors

Once an Assistant has been authorized to use a Connection, you may define one or more Monitors that instruct the Assistant to "watch" for changes in the data source. For example, you may create a Monitor that watches for new emails in your inbox, or new issues in a GitHub repository.

Keep in mind that you may want to create multiple Monitors for the same Connection or data source. For example, you may want your Assistant to watch for changes in two different GitHub organizations, or two different email accounts.

### Chatting with an Assistant

After you create a new Assistant, you will be added to a new chat room with the Assistant. You may ask the Assistant what work they can perform, and they will answer based on the Connections they have access to and the Responsibilities they have been given.

The Room will only be you and the Assistant to start, but you can add anyone else in your Organization by clicking "Share" in the Room.

## Using AI Coworkers

### Creating an Assistant

Assistants are AI-powered systems that can do various tasks for you.

You'll provide your assistant with responsibilities it should perform based on things you'd like it to monitor, such as your email, GitHub, or meetings you're attending or invited to.

Assistants belong to the Organization they're created in.

1. Click "AI Team" in the left hand navigation bar
2. Click "Create Assistant" button in the upper right
3. Give your assistant a name and username (so they can be mentioned in chats and docs)
4. Describe what your assistant does
5. Click "Create Assistant"
6. Your assistant will be added to the list of AI Coworkers

### Managing an Assistant

1. Click "Manage [Assistant Name]"
2. Give your assistant some responsibilities by clicking "New Responsibility"
3.

#### Creating Responsibilities

Responsibilities define work that an assistant should do.

They are made up of a trigger, which is the event that causes the work to happen, and a set of instructions that the assistant should follow.

##### Trigger

Explain **when** work should happen.

For example:

- "A new email is received"
- "A new Github issue is added to the API repo"
- "You're mentioned in a chat and asked to create copy for a social media post"

##### Instructions

Explain **what** work should happen.

This is a free-form text field, so you can just write instructions without knowing anything about how they will be implemented. However, the more structure and opinion you give the better the assistant will perform.

You'll be able to iterate on this later after you see how your assistant performs.

For example:

- Consider using a numbered or bulleted list
- Be very explicit about the output you want, with as much detail as possible
- Be very specific about the output you want, with as much nuance as possible

##### Additional Information

Add any important details or contextual information here. This could include details about the trigger, the tasks, how this fits into the overall work you and your team is doing, and even encouragement for your assistant.

The more the assistant knows, the better it can perform. This is also a great way for **you** to capture the _why_ behind what you're asking them to do.

#### Configure Monitors

TKTKTK

## Frequently Asked Questions

### How Many AI Coworkers Can I have?

AI Coworkers is a recently launched feature, and for now you can create unlimited coworkers. This may change in the future.


Using AI Coworker


Groupthink AI Coworkers can monitor external systems for changes, and perform work based on those changes. This is done by creating a Monitor for the Assistant to watch for changes in the data source.

## Supported Monitors

### GitHub

**Required Connection:** GitHub

Groupthink AI Coworkers can monitor GitHub repositories within a GitHub organization for changes in Issues and Pull Requests.

When you create a new AI Coworker and give it access to your previously-created GitHub Connection in Groupthink, the AI Coworker will create a new webhook at the GitHub Organization level. This webhook will notify the AI Coworker when changes are made to Issues and Pull Requests in the repositories you've given it access to.

#### Supported GitHub Operations

AI Coworkers configured with a GitHub monitor can listen for and react to the following events:

- Issue Created
- Issue Updated
- Issue Assigned / Unassigned
- Issue Closed
- Issue Reopened
- Issue Commented
- Pull Request Created
- Pull Request Updated
- Pull Request Assigned / Unassigned
- Pull Request Closed
- Pull Request Reopened
- Pull Request Commented
- Pull Request Merged
- Pull Request Review Requested
- Pull Request Review Request Removed


Monitoring External Systems


Groupthink AI Coworkers can interact with external systems to perform work based on your instructions. These instructions are defined in a Responsibility given to the AI Coworker. When executing tasks, Groupthink leverages a variety of specialized skills to perform these responsibilities.

## Supported Skills

### GitHub Issues & Pull Requests

**Required Connection:** GitHub

AI Coworkers provide comprehensive GitHub operations, enabling you to manage repositories and facilitate collaboration effectively. Key operations include:

- **Organization Management:**

  - Retrieve details about an organization.
  - List all repositories within an organization.

- **Repository Management:**

  - Retrieve repository details.
  - List repository milestones, labels, and assignees.

- **Issue Management:**

  - Retrieve details of specific issues.
  - Create new issues.
  - Update existing issues with new titles, descriptions, labels, or assignees.
  - Add comments to issues.

- **Pull Request Management:**
  - List pull requests with various filters.
  - Create new pull requests.
  - Retrieve details of specific pull requests.
  - Update pull requests with revised titles, descriptions, states, or target branches.
  - Add comments to pull requests.

Of note - while Groupthink may create and update data within GitHub, **Groupthink does not currently support deleting data in GitHub**.

### Groupthink Documents

Groupthink AI Coworkers empower you with extensive document handling capabilities, which include:

- **Creation:** Generate new documents with configurable visibility settings (public, protected, or private) and initial content.
- **Editing:** Update existing documents by appending, replacing, or deleting content in specified sections.
- **Search:** Locate documents using keyword searches that scan both document names and content.
- **Organization:** Associate documents with folders for better categorization and easier retrieval.

### Groupthink Chat

Groupthink AI Coworkers include messaging capabilities that allow for:

- **Message Creation:** Post messages directly into specified rooms


Interacting With External Systems


Groupthink offers the ability to chat via text in real-time with the members of your organization, and to mention Groupthink's AI via @Groupthink to add additional intelligence to the conversation.

## Types of Chats

Groupthink offers chat in the following ways:

### Private Chats

- With Groupthink Assistant (like ChatGPT but with access to all your spoken and written company info stored within Groupthink)
- Direct messages (DMs) with 1 other individual
- Private group chat rooms (where you invite specific people)

### Organization Chats

- Organization-wide chat rooms (where the whole company can see)

## Leveraging Groupthink AI in Chat

Groupthink Chat is more than just a messaging tool—it's powered by our built-in AI that’s here to make your conversations smarter. Whether you're brainstorming ideas, seeking quick insights, or need help clarifying a point, our AI is ready to jump in and enhance your chat experience.

### How It Works

- **Direct Interaction:**  
  Simply type **@groupthink** followed by your query or command, and our AI will join the conversation with context-aware responses.

- **Contextual Assistance:**  
  The AI leverages your organization’s stored information to provide tailored answers and suggestions, ensuring that its input is always relevant to your work.

- **Collaborative Conversations:**  
  Use the AI to facilitate discussions by offering insights, tracking decisions, or providing additional data—making both real-time and asynchronous communication more effective.

## Notifications

Groupthink will:

- Turn the name of a chat room bold when there are new messages you haven't viewed yet
- Send a desktop notification when there are

## Managing Rooms

### Creating a New Room

You can create an unlimited number of chat rooms in Groupthink.

1. In the left-hand navigation, go to the section labeled "Chat" and click the + button
2. Select "New Room..." from the list
3. Give your room a name
4. Set the room permissions to **Protected** (Can only be viewed or joined by invitation) or **Organization** (Anyone in the Organization may discover, view, or join)
5. Click "Create" and you'll be taken into your new room

### Sharing a Room

You are the Owner of rooms you create, and can share them with others. Rooms that are set to have Organization permissions are discoverable, but no one will be added to a chat room unless they join it or accept an invitation from you.

#### Sending Email Invites to a Room

To invite someone to a room:

1. Enter the chat room you want to share
2. Click on the "Share" button in the upper right side of the chat room
3. Add the email address(es) of who you want to invite, separated by commas
4. Click "Invite All" to send the invitations

#### Granting Permissions to Room Members

Room Owners have the option to change the permissions of other room members:

1. Enter the chat room you want to share
2. Click on the "Share" button in the upper right side of the chat room
3. Find the user whose permissions you want to change in the list of Room Members
4. Select the new role you want to assign from the dropdown menu to the right of their name (options: Participant, Owner)
5. **IMPORTANT:** If you make someone an owner of a room you will not be able to change them back to a Participant or delete them from the room members

#### Removing Room Members

Room Owners have the ability to remove room members:

1. Enter the chat room you want to share
2. Click on the "Share" button in the upper right side of the chat room
3. Find the user whose permissions you want to change in the list of Room Members
4. Click the red trash can icon to the right of their name (next to the drop-down menu) to remove them
5. **IMPORTANT:** Removing a room member will not ban them from re-joining the room, so if you want to limit the room to only members you have explicitly invited make sure the Room Access is also set to "Specific Individuals"

### Joining Chats

You can join any existing rooms that are open to your Organization

1. In the left-hand navigation, go to the section labeled "Chat" and click the + button
2. Select "Join Existing Room..." from the list
3. You'll see a list of all the rooms that are available for you to join
4. Click "Join" next to any rooms to want to join, and it will be added to your sidebar navigation

### Leave Chats

We don't currently have support for leaving a room once you've joined it, but you can ask the room's Owner to remove you.

To find the room Owner, enter the chat room and click "Share" to see the owner listed all the top of the room's members.

## Managing Direct Messages

Direct Messages are private chats between two or more individuals that are not discoverable across your organization

### Creating a New Direct Message

You can create an unlimited number of direct messages in Groupthink.

1. In the left-hand navigation, go to the section labeled "Chat" and click the + button
2. Select "New Direct Message..." from the list
3. Select the person you want to start messaging directly
4. Click "Create" and you'll be taken into your new room

### Changing Permissions of Direct Messages

Direct messages have sharing that works the same way as in other chat rooms.

**IMPORTANT:** If you change the permissions of a DM conversation to "Anyone in the organization" it will be discoverable and joinable by anyone, and they will also be able to see all your chat history. Use with care!

## Known Issues / Missing Features

Chat is a newly released feature of Groupthink, and we still have a lot more we want to build to make it awesome for you! Feel free to drop a note to support@groupthink.com anytime with your questions, ideas, or concerns using chat

You may notice the following limitations to Groupthink chat:

- No ability to remove yourself from a room
- No ability to search
- No ability for the AI to read files or view images
- No way to see a badge indicating the number of new messages in a room
- No way to see a badge indicating the number of overall new messages across all chats
- No indication of new chat messages on an Agenda or Document
- No support for Chat in the Groupthink mobile app


Using Chat


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.

Documents are also used to train your Groupthink Assistant and AI Coworkers.

## 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 an Organization in Groupthink


To delete your account, navigate to https://agendas.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


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.


Send Groupthink Notifications to Slack


Sometimes you may not want Groupthink to attend specific meetings. You can remove Groupthink from a meeting ahead of time,
or during the meeting, though the steps are slightly different.

### Remove Groupthink from a meeting 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 Groupthink from a meeting during the meeting from Groupthink

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 Groupthink from a meeting during the meeting from Zoom, Meet, or Teams

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.


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 in Groupthink


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.


Disconnect Your Calendar from Groupthink


To enhance your meeting preparation and ensure seamless integration of agendas into your scheduled events, Groupthink offers a feature to connect your calendar. This guide will walk you through the process of linking your Google or Outlook Calendar to Groupthink.

1.  Stay organized by integrating your Google or Outlook Calendar directly into Groupthink.
2.  Choose how Groupthink interacts with your events for maximum flexibility.
3.  Ensure that the right events get the right agendas, every time.

## Supported Calendars

Google Calendar Integration

- Groupthink supports integration with Google Calendars
- Ensure that you have access to the Google Calendar account you wish to connect

Outlook Calendar Integration

- Groupthink supports integration with Outlook Calendars
- Ensure that you have access to the Microsoft account you wish to connect

## Connecting Your 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

- Navigate to your user settings within Groupthink.
- Choose "Add Calendar Connection".
- Click on "Connect to Google Calendar" or "Connect to Outlook Calendar" to establish the link.

## Selecting the Right Calendar

Choosing a 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.

## Customizing Groupthink's Interaction with Your Events

Setting Preferences

- Once connected, you can determine how Groupthink interacts with your calendar events.
- Choose if you want Groupthink to:
  - Automatically add agendas to events you host.
  - Attach agendas to events you attend.
  - Only attach agendas to events with a minimum of two attendees.

By setting these preferences, you ensure that Groupthink enhances your meetings without overwhelming your calendar with unnecessary agendas.


Connect Your Calendar to Groupthink


Groupthink can notify external systems when your meetings start, end, and have recap notes available. This lets you
easily send notes to your CRM, project management system, document system, or anywhere else you need them.

## Integrate Anywhere 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.

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.

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.


Send Meeting Notes Anywhere with Webhooks


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.

### 1\. 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.

### 2\. 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.

### 3\. 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.

### 4\. 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.

### 5\. 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.

### 6\. 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.

### 1\. 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.

### 2\. Automatic Transcription and Note-Taking

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.

For this feature 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.

#### BETA: The following features may not be available to all users.

### 3\. 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.

### 4\. Managing Automatic Agenda Creation

While the automatic agenda creation feature is incredibly handy, we understand that sometimes you might want more control:

- To manually manage this feature, navigate to the three-dot menu located at the top of the agenda.
- Select "Settings" from the dropdown.
- Here, you'll find a switch labeled "Autocreate Items". Toggle this switch to enable or disable the automatic creation of agenda items.


Automatic Meeting Notes


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 Teams, Meet, or 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.

## Automatic Calendar Integration

Link Your Calendar

- Connect your Google Calendar with Groupthink.
- Ensure that your Teams, Meet, or Zoom conferencing details are included in the calendar event.
- Groupthink will automatically detect the upcoming meeting and prepare to join.

Start Your Meeting

- As your meeting begins, Groupthink will automatically join the call.
- The Groupthink bot will document the conversation, creating real-time notes and slides visible to all participants.

## Manually Add 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.


Integrate Groupthink into Your Teams, Meet, or Zoom Calls


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 Google Calendar, agendas can be generated automatically based on your preferences.

Manual Agenda Creation

- Navigate to the agendas page within your Groupthink account.
- Click on "Create Agenda" to start crafting your custom agenda.

### Sharing Agendas

Automatic Sharing with Event Attendees

- If your agenda is attached to a calendar event, it will be shared automatically with all listed attendees.
- This sharing applies regardless of the attendee's acceptance status for the event.

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.

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.


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.


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.


Create GitHub Issues from an Agenda


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


Groupthink offers a streamlined process to initiate meetings, whether they're scheduled or impromptu. With seamless integration into your calendar events and the flexibility to start a meeting on-the-fly, Groupthink ensures that your discussions are always productive and well-documented.

- Benefit from automatic meeting starts linked to calendar events.
- Have the flexibility to start impromptu meetings when needed.
- Enjoy a seamless experience with Meet, Teams, or Zoom conferences.

## Automatic Meeting Start with Calendar Integration

**Link Your Calendar Event**

1.  Schedule your meeting using your preferred calendar application.
2.  Ensure that your Meet, Teams, or Zoom conferencing details are included in the calendar event.
3.  Groupthink will detect the upcoming meeting and get ready to join.

**Meeting Commencement**

1.  As the time for your scheduled meeting approaches, Groupthink will automatically join the conference a few minutes in advance.
2.  The Groupthink bot will be present to document the conversation, providing real-time notes and slides for all participants.

## Starting an Impromptu Meeting

**Initiate the Meeting**

1.  Navigate to the Groupthink dashboard.
2.  Click on "Start Impromptu Meeting".
3.  Provide the URL for your Meet, Teams, or Zoom conference in the designated field.

**Joining the Conference**

1.  Once the URL is provided, Groupthink will immediately join the conference.
2.  The Groupthink bot will start documenting the discussion, ensuring that every point is captured and made available to all participants in real-time.


Starting a Meeting


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.

## Automatic Calendar Integration

Link Your Calendar

- Connect your Google Calendar with Groupthink.
- Ensure that your Teams, Meet, or Zoom conferencing details are included in the calendar event.
- Groupthink will automatically detect the upcoming meeting and prepare to join.

Start Your Meeting

- As your meeting begins, Groupthink will automatically join the call.
- The Groupthink bot will document the conversation, creating real-time notes and slides visible to all participants.

## 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.


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