Daily Brief and meeting prep

Meeting prep is the per-person briefing Groupthink builds for an upcoming meeting, so you can walk in knowing who you are meeting with and what matters to them. For each attendee you have history with, Groupthink pulls together your past interactions, a quick tip for the conversation, and the context it has gathered, and presents it as a prep card.

Heads up: Prep in the Daily Brief and Daily Page emails needs an active trial or paid plan. Without one, the Daily Brief still arrives with your meeting titles and times, and the email shows Upgrade to see prep in place of the prep cards. Without a paid plan, the brief still names the people you are meeting for the first time. In the app you still see who is in each meeting, and the richer details are left out. On a meeting's agenda page, the prep carries a Limited prep tag.

Summary

• Groupthink prepares meeting prep automatically for your upcoming meetings. You do not have to request it per meeting.
• On a meeting's agenda page, prep is in the Meeting Prep section before the meeting starts, for every meeting today and for meetings in the next seven days with someone other than you on the invite.
• On Today, the Prep for today list shows a shorter version, and each meeting has Mark prepped and Dismiss, saved to your account.
• The Daily Brief email sends at 5pm on weekdays, in the timezone set on your Groupthink account, with prep for tomorrow's meetings and recaps of today's. The 5pm time cannot be changed.
• The optional Daily Page email sends your Today page each morning, at an hour you choose, every day including weekends.

Where You See It

Prep is not sent as a separate email before each meeting. It appears in these places:

• The Daily Brief email. Each evening, the Daily Brief gathers prep for the people you are meeting with the next day into one message. Every attendee except you, the Groupthink notetaker, and anyone you have muted gets a prep card. Someone you have no history with gets a card with little more than their name. If you turn on the optional morning Daily Page email, it carries prep for that same day's meetings at an hour you choose (see The Daily Page Email).
• In the app. A shorter version of the prep lives under Today in the left navigation, which opens your day view (the old /intelligence address redirects there). Expand a meeting there to see the quick tip, recent details, open threads and talking points for the people in it. A meeting's agenda page shows the fuller prep, with communication style and past meetings, before the meeting starts, already prepared. See Meeting Prep on the Agenda Page.

Meeting prep cards draw on the same attendee information as the Daily Brief email. On the agenda page the same prep is already there when you open it, up until the meeting starts.

What a Prep Card Includes

Depending on what Groupthink knows about a person, a prep card can show:

• Name, role, and company - Their name, plus job title and employer when they are on file from the attendee's own Groupthink profile. In the app, the card also shows the roles you gave the person, like client or friend
• When you last met - The most recent interaction Groupthink has on record with that person
• A quick tip - An AI-generated suggestion for the conversation. A tip more than two weeks old is left off the card, since it may be out of date. The person's own page still shows it, with when it was written. Someone you gave a personal role, like friend or family, gets no tip on their card. See Talking point
• Communication style - How that person tends to communicate, drawn from your shared history
• Past interactions - A summary of your previous meetings and conversations
• Your notes and recent details - Notes you have taken and recent personal details surfaced from past meetings
• Open threads - Things to follow up on with that person
• Facts from the web - For people you are meeting for the first time, where no shared history exists, Groupthink can show public facts from the web, each with a link to its source (paused for now, see Facts From the Web)

Cards fill in what is known and leave out what is not, so a long-standing contact shows more than a first-time introduction.

When someone is in more than one meeting on the same day, their full prep appears on the first of those meetings. On the later ones, their card shows their name, job title and when you last met, without the rest. On a meeting's agenda page, that meeting carries a Repeat context tag under Read this as.

When Prep Is Prepared

Groupthink prepares this automatically for your upcoming meetings, so it is ready when the Daily Brief sends and when you open the app. You do not have to request it per meeting.

Per-person prep cards need at least one attendee other than you. Meetings with no one but yourself, and the Groupthink notetaker, do not get prep cards, in the Daily Brief email or in the app.

Meeting Prep on the Agenda Page

Meeting prep gives you a quick briefing on the people in an upcoming meeting, so you can walk in informed. Groupthink prepares it ahead of time. Open the meeting's agenda page before it starts and the prep is already there. You do not have to ask for it.

Where to Find It

Prep appears in the Meeting Prep section on a meeting's agenda page, before the meeting starts. It covers:

• Every meeting on your calendar today
• Meetings in the next seven days that have someone other than you on the invite

Once recording starts, the meeting view takes over and the prep section goes away.

Your notes box, labeled 📝 Your private notes, comes first on the page. On a wide window Meeting Prep sits to the right of it. On a narrow window or a phone it sits below it.

When you open the page on a computer, the cursor is already in the notes box, so you can start typing. This does not happen on a touch screen, or when the link you followed points to a specific part of the page.

The Prep Strip

The section starts folded into one line, so your notes stay the main thing on the page. The line reads Meeting Prep, then the short version, for example "Last met 3 days ago · 2 open threads · 1 suggestion". When there are no open threads, that part reads "Nothing open between you".

• Open threads appear as chips under the line. Click a chip to add that thread to the end of your notes as a new bullet. Clicking the same chip again does not add it twice.
• Click the line to open the full prep. Click it again to fold it up. The chips stay put either way.

When there is nothing to brief you on, the line says why instead:

• Nothing to prep: no one else is on the invite.
• First meeting, followed by nothing logged yet: you have never spoken to anyone on the invite, so nothing is logged. This includes people Groupthink saved as contacts from the calendar invite before you met them.
• Nothing logged yet: they are saved contacts, but nothing has been captured about them yet.

What the Full Prep Shows

The full prep reads top to bottom, from why the meeting exists to what you might say. Sections only appear when Groupthink has something to put in them.

1. Why this meeting: the projects and past meetings this one connects to. Past meetings are listed under Past meetings, with links to those meetings when Groupthink has them. Terms from the meeting, such as acronyms, can appear as chips here. Hover one to see what it means.
2. What's open between you: the open threads with the people in the meeting and its projects, or "Nothing outstanding is logged. You're going in clean."
3. Read this as: short tags such as Overdue catch-up when you are behind on your cadence with someone in the meeting, or First meeting when someone in it is a person you have never spoken to. Hover a tag for what it means; First meeting names the people.
4. Who's in the room: one block per attendee, with their name, job title and company, a chip for each role they hold with you today (main role first), any From the web facts, and under In your Groupthink record when you last met, their communication style, how many open threads you have with them, and Your notes, followed by an Open their relationship page link. Click a name to open the person's page too. Someone who is not a saved contact is marked Not a saved contact yet, with nothing logged. A saved contact with nothing captured reads Saved as a contact, but nothing logged yet.
5. A line with how many people are on the invite, which calendar the meeting came from, and a Join link.
6. Suggested, not observed: a quick tip for the conversation with each person. It comes last on purpose: it is a suggestion, not something Groupthink saw.

The Last met line counts back from now when Groupthink knows the time you met, as with a calendar meeting: "Last met 5 hours ago", "Last met 3 days ago", "Last met a month ago". When you logged the interaction with a date but no time, it reads "Last met today", "Last met yesterday", or "Last met 3 days ago" within the week, and a date such as "Last met Aug 3" further back. The line is left out when Groupthink has no meeting date on record for that person.

Prep on Today

A shorter version of the prep in the email lives in the app under Today in the left navigation, which opens your day view. You do not have to wait for the evening email to see what is coming up. You can also use the ‹ › arrows at the top of the page to look ahead at tomorrow, or back at a day that already happened.

There is no longer a separate Daily Brief entry in the sidebar, and the old /intelligence address now sends you to Today. Bookmarks still work; they just land here. For a full tour of the page, see Today.

Marking Prep as Done

Each meeting in the Prep for today list on Today has two buttons for when you are finished with it:

• Mark prepped crosses out the meeting's title, folds the card up, and adds a green Prepped tag. The button then reads Prepped. Click it again to mark the meeting as not prepped.
• Dismiss hides the meeting's card from today's list.

A block only you are on, that you made, is a task rather than a meeting, so it has a Clear button in place of these two. See Task blocks.

Both are saved to your Groupthink account, not just to the browser you clicked them in. Mark a meeting prepped on your laptop and it still shows as prepped when you open Groupthink on another computer, in the desktop app, or after you sign out and back in. A card you dismiss stays hidden everywhere too.

The Daily Brief Email

Watch: what the Daily Brief email shows and where to turn it on or off, in 35 seconds.

The Daily Brief is a single email Groupthink sends in the evening so you can prep for tomorrow and review today in one place. It pulls together prep for the people you are meeting with tomorrow and short recaps of the meetings Groupthink helped you capture today. Instead of separate emails landing throughout the day, everything arrives in one predictable touchpoint.

What is in the Daily Brief

A Daily Brief can contain two sections, depending on what is on your calendar and what Groupthink captured that day.

Tomorrow's Interactions. For each meeting on tomorrow's calendar that has someone to prep for, you get the meeting's title, its start time and length, and a prep card per attendee, with the details listed in What a Prep Card Includes. When you are meeting someone for the first time, a bold line under the time names them. This is the same prep you see on each meeting's agenda. When the meeting already has an agenda page in Groupthink, a Prepare Notes button under it opens that page with the cursor in your notes box. All-day events and blocks of six hours or more are left out of this section.

Today's Interaction Recaps. A short summary of each meeting Groupthink helped you capture today, with a link to open the full recap. This section appears whether or not you have a paid plan.

When the Daily Brief Sends

The Daily Brief sends once per day at 5pm in the timezone set on your Groupthink account (the same one in your availability settings), on weekdays only (Monday through Friday). It is not sent on weekends.

You will receive it on a given weekday as long as you have at least one of the following:

• A meeting with attendees on tomorrow's calendar
• A meeting Groupthink recorded today

If you have neither, no brief is sent that day. You also need to have signed in to Groupthink at least once.

The email's subject line reads Your Daily Overview for followed by tomorrow's date, for example "Your Daily Overview for Tuesday, September 29".

The 5pm time is fixed. If you would rather get an email in the morning at a time you pick, turn on the Daily Page email described below.

Turning the Daily Brief On or Off

Email delivery is controlled from your notification settings:

1. Open User Settings > Notifications
2. Find the Daily Overview row in the Notify when... table. It has the same name as the email's subject line, and it controls the 5pm Daily Brief email.
3. Toggle the Email channel off to stop receiving it (or on to resume)

The 5pm send time cannot be changed. For a morning email at a time you choose, use the Daily Page row instead (see The Daily Page Email).

The Daily Page Email: Your Day, in the Morning

The Daily Page is a separate, optional email. It is your Today page sent to your inbox each morning: today's meetings with prep for the people in them, meetings you still need to capture notes for, what you owe people, open threads, who is worth reconnecting with (each with its best reason to reach out on a line of its own, when Groupthink has one), and dates coming up. Its subject line reads Your day: followed by today's date.

It is off until you turn it on, and you choose when it arrives.

Turning it on and choosing a time

1. Open User Settings > Notifications
2. Find the Daily Page row in the Notify when... table
3. Turn on its Email switch
4. A time picker appears under the row. Pick the hour you want, from 12:00 AM to 11:00 PM. It starts at 6:00 AM.

The picker shows Saved once your choice is stored. It only appears while the email is on, because the time does nothing if the email is off.

On iPhone, the same switch and the same time are in the Settings tab under Notifications. See Settings on iPhone.

When it sends

• Once a day, at the start of the hour you picked, in the timezone set on your Groupthink account (the same one in your availability settings). It stays at that hour when the clocks change for daylight saving.
• Every day, weekends included. There is no weekday-only option.
• If there is nothing on your day (no meetings, nothing you owe, no notes to capture, nobody to reconnect with), it is not sent.

Changing the time only changes the email. The Today page in the app is always there, whatever time you pick.

You can have both emails on: the Daily Page in the morning for today, and the Daily Brief at 5pm to prep for tomorrow.

Reference

Facts From the Web

Note: Facts from the web are paused for now, so prep cards and the Daily Brief don't include them at the moment. Everything else in your prep works as usual. The rest of this section describes how they work when they are on.

For someone you are meeting for the first time, where Groupthink has no shared history to draw on, a prep card can include a From the web section with public facts about that person. Each fact shows where it came from:

• A link to the source. Click it to open the page the fact came from and check it yourself.
• Why it is there. In the app, on Today and on a meeting's agenda page, a short line in italics under the fact explains why the source supports it.

Groupthink checks each fact against the page it came from before showing it. On a meeting's agenda page, a fact whose source was not confirmed to back it up is marked with an Unverified tag, and a fact with no source at all is labelled as unconfirmed. Treat those as leads to check, not as facts.

In the Daily Brief and Daily Page emails, each fact appears under 🌐 From the web with its source link. The short explanation is only in the app.

Web facts appear only for first-time contacts (once you have history with someone, the card uses that instead) and only on an active trial or paid plan, like the rest of the richer prep.

Text From the Calendar Invite

In the app, the Prep for today list on Today also shows the calendar invite's own text: the agenda, pre-read, dial-in notes, or steps the organizer typed into the event. Expand a meeting's row and it appears first, under the label From the invite, above the per-person prep.

This works for any meeting whose invite has text, including one with only you on it, such as a focus block with a checklist in it.

• Long text is cut to a few lines. Click Show more to read the rest and Show less to fold it again.
• Line breaks are kept, so numbered steps stay readable.
• Links in the text are clickable.
• The joining details that Google Meet, Microsoft Teams, or Zoom add to an invite are left out, because they are not prep and Groupthink already has the meeting link. If an invite looks shorter in Groupthink than in your calendar, this is why.
• Very long invite text is cut off with … at the end.

The invite text is only in the app. The Daily Brief email does not include it.

Where the Information Comes From

Prep draws on two sources:

• The attendee's own Groupthink profile - An attendee's name comes from the calendar invite or your contact record, or from their Groupthink account when neither has one. Their job title and company come from the profile that attendee set up in Groupthink, so only attendees who use Groupthink have them. Groupthink does not scrape this from outside public profile sources, so attendees who do not use Groupthink will show less profile detail.
• Your meeting history - Past meetings, recaps, notes, and the relationship context Groupthink has built from your shared history power the quick tip, communication style, past interactions, and open threads.

The combination gives you the attendee professional context alongside your private relationship history in one place.

For a first-time contact with no shared history, there is little for these sources to draw on. In that case Groupthink may show facts from the web instead, each with a link to its source, when that information is available. Facts from the web are paused for now (see Facts From the Web).

When Prep Looks Different

• No trial or paid plan: you still see the prep, with a Limited prep tag under Read this as. Some of the richer details are left out. Hover the tag for the reason.
• Calendar-sync copies: if the meeting was mirrored from another calendar, for example by a scheduling tool, prep still shows. A note under it says some attendee details may be missing, with a Connect the source calendar link. Only when Groupthink cannot identify anyone on the event do you see This looks like a calendar-sync copy and a Connect calendar button instead of prep.
• Meetings further out: a meeting more than a week away may show an older layout. If you have past meetings or shared notes with someone on the invite, you see a short summary (for example, two past meetings) and a Generate prep brief button. Click it to build attendee cards. Each card lists Recent meetings with that person, and under a meeting's name a quieter line gives the recap's title, unless it repeats the name. A card built earlier may not have the line until its prep is rebuilt. This button needs an active trial or paid plan; without one you see an upgrade prompt instead.
• Only you on the invite: you are always left out of your own prep, and so is the Groupthink notetaker. A meeting with only you on it shows Nothing to prep.

Frequently Asked Questions

I used to get a separate prep email before each meeting. Did something break? No. Those per-meeting emails were consolidated into the Daily Brief. Your prep now arrives in one evening email the day before, instead of separately ahead of each meeting.

Why does my brief say to upgrade instead of showing prep? Per-person prep is part of a paid plan. If your trial has ended and you do not have an active subscription, the Daily Brief still lists your meetings, and the Daily Brief and Daily Page emails show an Upgrade to see prep button in place of the prep cards. Today's recaps are not affected. In the app you still see who is in each meeting, without the richer details. On a meeting's agenda page, the prep is marked Limited prep.

What does the Limited prep tag mean? Your trial has ended and you do not have a paid plan, so some of the richer prep details are left out. You still see who is in the meeting.

Do I have to generate prep for each meeting? No. Groupthink prepares it ahead of time for today's meetings and for the next week's meetings with other people on them. Open the agenda page and it is there. The Generate prep brief button only appears on meetings further out, where prep has not been prepared yet.

Can I still see prep in the app? Yes. Prep cards are available on each meeting's agenda before it starts. See Meeting Prep on the Agenda Page.

Why is there no prep for one of my meetings? Per-person prep needs at least one attendee other than you. Meetings with only yourself, and the Groupthink notetaker, do not get prep cards. In the app, though, a meeting like that still shows its calendar invite's text under From the invite when the invite has any (see Text From the Calendar Invite). A person you have never met before may also show very little until you have shared history.

Why does my meeting say "Nothing to prep" or "Nothing logged yet"? Nothing to prep means no one but you is on the invite. First meeting means you have never spoken to anyone on the invite, even if Groupthink already saved them as contacts from the calendar invite. Nothing logged yet means they are saved contacts but nothing has been captured about them. Prep fills in as you meet people and log your conversations.

The section mentions a calendar-sync copy. What does that mean? The meeting was mirrored from another calendar, for example by a scheduling tool. Connect the original source calendar in Today > Calendar & booking so Groupthink sees the full attendee list.

Can I mark a meeting as prepped? Yes, from the Prep for today list on Today. Each meeting there has a Mark prepped button and a Dismiss button. All-day events do not have them. Both buttons are saved to your account, so a meeting you mark prepped on one computer shows as prepped on any other computer or in the desktop app. See Marking Prep as Done.

Where does the attendee information come from? Names come from the calendar invite or your contact record, and job title and company from the Groupthink profile each attendee set up, plus your private meeting history with them. It is not scraped from outside public profiles. For first-time contacts, Groupthink may add facts from the web under From the web when available, each linked to its source. Those are paused for now.

Where do the facts from the web come from? From public web pages Groupthink found about a first-time contact. Every fact shows a link to its source, so you can open it and check. Web facts are paused for now. See Facts From the Web.

Can I change what time the Daily Brief arrives? Not the 5pm Daily Brief. What you can do is turn on the Daily Page email, which you can schedule for any hour of the day. See The Daily Page Email.

I did not get a brief today. Why not? The most common reasons: it was a weekend, you had no meetings with attendees tomorrow and nothing recorded today, or email delivery is turned off in your notification settings.

Getting Help

Questions about the Daily Brief or meeting prep? Email support@groupthink.com.

Related

• Today
• Manage Notification Settings
• Relationship Intelligence
• Roles
• Settings on iPhone