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DocumentationLinked People

Linked People

The Linked People row shows which contacts are connected to a meeting. When a meeting is linked to someone, anything Groupthink extracts from that meeting gets added to their profile. So the next time you talk to them, you can see what came up the last time.

Where to find it

The Linked People row appears in three places:

  • At the top of the agenda page during and after a meeting
  • At the top of the recap page
  • Inside Note Settings under the gear icon

On narrow screens the row collapses to a small people icon. Tap it to see the full list.

How chips appear

Two kinds of links happen automatically:

  • Anyone you invited via calendar shows up as soon as the meeting is created.
  • Anyone who joined the call shows up after they connect.

Both kinds appear as outlined chips. You can also add anyone else through the picker, even if they weren't on the call. Those appear as solid chips, so you can tell at a glance which were added on purpose versus picked up automatically.

Adding someone

Click the picker and start typing a name. If the contact already exists in your Relationships, click their name to link them. If no match comes up, you'll see a "Create new contact" option. Click it to create the contact and link them in one step.

A common use: a meeting was really about Sarah but Sarah wasn't there. Add Sarah to the row and her profile gets updated from the meeting too.

Removing someone

Click the X on a chip to remove that person. The next time the meeting's notes get processed, that person's profile won't get touched.

This is useful when an attendee was on the call but the meeting wasn't really about them. Removing them is a routing decision, not a guest-list change. Their attendance record stays intact.

If you change your mind, just add them back through the picker.

Linking is just for your records

The people you link don't see the meeting and they don't see what you've written about them. Linking is a private record that updates each person's profile in your Relationships.

If you want to give someone access to a meeting, use the Share button instead.

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