Meeting Dossiers
A meeting dossier is the per-person prep 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, a dossier pulls together your past interactions, a quick tip for the conversation, and the context Groupthink has gathered, and presents it as a prep card.
Heads up: The richer parts of a dossier (quick tip, communication style, past interactions, your notes, and open threads) require an active trial or paid plan. Without one, you still see each attendee's name, role, and company, but the rest is replaced by an upgrade prompt.
Where You See Dossiers
Dossiers are not sent as a separate email before each meeting. They appear in two 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. Each attendee with history gets a dossier card. The Daily Brief sends once per day at 5pm in your local timezone, on weekdays only.
- In the app. The same prep lives under Daily Brief in the left navigation, which opens your intelligence view. You can also generate prep on demand on a meeting's agenda page before it starts. See Meeting Prep Cards for the agenda view.
What a Dossier Includes
Depending on what Groupthink knows about a person, a dossier 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
- 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
- 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
- Grounded web facts - For people you are meeting for the first time, where no shared history exists, the dossier can surface fact-checked details from the web when available
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 Dossiers Are Prepared
Groupthink prepares dossiers automatically for your upcoming meetings, so they are ready when the Daily Brief sends and when you open the app. You do not have to request them per meeting.
A meeting produces a dossier only when it has at least one attendee other than you. Meetings with no one but yourself, and the Groupthink notetaker, do not generate a dossier.
Where the Information Comes From
Dossiers draw on two sources:
- The attendee's own Groupthink profile - Name, role, and company come from the profile that attendee set up in Groupthink. 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.
For a first-time contact with no shared history, there is little for these sources to draw on. In that case the dossier may surface grounded facts from the web instead, when that information is available.
Frequently Asked Questions
I used to get a dossier email before each meeting. Did something break?
No. Those separate 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 dossier show an upgrade prompt instead of prep?
The richer parts of a dossier are part of a paid plan. If your trial has ended and you do not have an active subscription, you still see each attendee's name, role, and company, but the quick tip, communication style, past interactions, your notes, and open threads are replaced by an upgrade prompt.
Why is there no dossier for one of my meetings?
A meeting needs at least one attendee other than you to produce a dossier. Meetings with only yourself, and the Groupthink notetaker, do not generate one. A person you have never met before may also show very little until you have shared history.
Where does the attendee information come from?
From the Groupthink profile each attendee set up (name, role, company) plus your private meeting history with them. It is not scraped from outside public profiles. For first-time contacts, the dossier may add grounded facts from the web when available.
Getting Help
Questions about meeting dossiers? Email support@groupthink.com.