Log an Interaction

Add a coffee, call, or visit to someone's record by hand.

On this page

Some conversations never reach Groupthink on their own. A coffee, a phone call, a weekend a friend spends at your house. Log interaction is the way to put one into the record yourself, and it updates the same Last meeting, Last contact and Status columns everything else keys off.

These steps cover the web app at app.groupthink.com and the Groupthink desktop app, which show the same screens.

Log one

  1. Click Relationships in the left sidebar.
  2. Click the Log interaction icon next to the person's name. You can also open the person first and click Log at the top of their page.
  3. Fill in what you have. Every field except the person and the date is optional.
  4. Click Save.

If you would rather type one sentence and skip the form, use the capture box in the sidebar instead.

The fields

Field What it is
Also with… Other people who were there. Everyone you add gets the same interaction on their record.
Title (optional) A short label, like "Q2 check-in". You can save with only a title and no notes, when the title is the whole story.
Date The day it happened. Defaults to today.
Through The last day, for something that ran longer than a day. See below.
How did it happen? (optional) In person, Phone, Text, Email, or Other.
Interaction notes (optional) Any format: raw notes, a Granola export, a pasted transcript, a Slack thread. Groupthink reads it and pulls out what it can.

Something that lasted several days

A friend staying at your house Thursday through Saturday, or a trip you took together, is one interaction that covers several days.

  1. Set Date to the first day.
  2. Click + End date underneath it.
  3. A Through field appears. Set it to the last day.

The timeline and Past Interactions then label it by its days: "Sep 10 – 12".

A few details:

  • Through can't be earlier than Date, and a single interaction can cover at most 90 days.
  • Click the ✕ next to Through to go back to a single day.
  • Everyone on Also with… gets the same span.
  • You can log a visit while it is still going. Enter the day it ends, and Groupthink counts you as in contact through today, then through the end day once it arrives.
  • Forgot the end day when you logged it? You can add it afterwards. See Change the dates or how it happened.

Change the dates or how it happened

You can fix an interaction after you save it: move its date, add or change a Through day, or change How did it happen?

  1. Open the person and find the interaction on their timeline.
  2. Click the pencil icon (Edit date or channel) next to its date.
  3. Change the date, the Through day, or the channel. Click the ✕ next to Through to make it a single day again.
  4. Click Save.

The same pencil appears on the interaction's card in Recaps. The person's recency recalculates from the new dates, so the Last meeting and Last contact columns can take a few seconds to catch up.

What changes after you save

  • The person's recency moves to the day it happened, or to the last day of a span.
  • In person and Phone count as a live conversation, so they move the Last meeting column. Text, Email and Other count as contact without a meeting, so they move Last contact and leave Last meeting where it was. Either one counts as staying in touch.
  • The Status chip recalculates against the cadence you set. The Going Cold filter does too, and for someone with no cadence set it uses the rhythm Groupthink sees in your contact with them, once there are at least three days of contact to go on. See Staying in Touch.
  • The interaction appears on the person's timeline, and in Past Interactions.
  • If you logged it from the person's page, the Last interaction block on that page shows what you entered right away. What Groupthink pulls out of your notes follows a few seconds later in the What changed section. See Last interaction.

Logging something that hasn't happened yet

If you set Date to a day in the future, Groupthink treats it as a plan rather than something that happened. It counts toward when you are next seeing the person, and it leaves Last meeting alone. This is useful when you have plans that were never a calendar invite.

Frequently Asked Questions

Do I have to write notes?

No. A title on its own is enough, and so is a date with nothing else.

Can I log the same thing for several people at once?

Yes. Add them under Also with… and each person gets the interaction, including the span if you set one.

Can I change the dates after saving?

Yes. Click the pencil icon next to the interaction's date on the person's timeline. See Change the dates or how it happened.

Getting Help

Email support@groupthink.com with the person and the day you're asking about.