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:

• Guests on your calendar invite are linked when the meeting starts. They appear as solid chips.
• Anyone who joined the call signed in to Groupthink, and who is already in your Relationships, shows up after they connect. They 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 too, the same as guests from the invite. An outlined chip is someone who is linked only because they were on the call.

Adding someone

Click + Add at the end of the row and start typing a name. If the contact already exists in your Relationships, click their name to link them. If nobody in your Relationships has exactly that name, the first option reads Create: followed by what you typed. Click it to create the contact and link them in one step.

In Note Settings, and in the full list on narrow screens, the box reads Add a person… and the option reads Create new contact: followed by the name.

A common use: a meeting was really about Maya but Maya wasn't there. Add Maya 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.

On a meeting that repeats

On a weekly meeting, or any meeting that repeats on your calendar, adding or removing someone also holds for the later meetings that haven't started yet. Take off a guest who is on the invite but never comes, and they stay off next week too, even though the invite still has them. Add someone who isn't on the invite, and they are linked to the later meetings as well. Meetings that already happened are left as they were.

After you add or remove someone, a message at the bottom of the page says so, for example Took Maya off this meeting and every time it repeats from now on. It has two buttons:

• Just this one keeps the change on this meeting only. The later meetings go back to how they were.
• Undo takes the change back on this meeting and the later ones.

On a meeting that doesn't repeat, adding or removing someone only changes that meeting, and no message appears.

Who can add or remove people

You can link and unlink people if you were in the meeting, or if you are a Host or Participant on its agenda.

If you can open the meeting but are neither, for example you have the link to it or you are a Viewer who was not in it, there is no picker and no X on the chips. The full list says You can read this meeting, but only people who were in it or are on its series can change it. Ask the meeting's host to add you. "Its series" means the agenda. See Managing Agenda Permissions.

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.

Related

• Relationships - where the linked profiles live
• Automatic Meeting Notes - what gets extracted and added to those profiles