Meeting Prep Cards

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: 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.
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.

Where the Data Comes From

Prep cards pull from two sources:

1. Profile data - Job title and company from the Groupthink profile each attendee set up. Only attendees who use Groupthink have this.
2. Your meeting history - Past meetings and recaps from your Groupthink account, showing your personal interaction history with each attendee.

The combination gives you the attendee professional context alongside your private relationship history in one place. Groupthink does not pull this from third-party public profile sources.

Facts from the web, with their sources

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 an attendee you are meeting for the first time, the prep can also include a From the web section with public facts about them. Each fact shows a link to the page it came from, and a short line in italics explaining why that page supports it, so you can check it before you rely on it. A fact whose source was not confirmed is marked Unverified, and a fact with no source is labelled as unconfirmed. 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. 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.

Relationship to the Daily Brief Email

Meeting prep cards draw on the same attendee information as the Daily Brief email. The Daily Brief delivers it once at 5pm the evening before, in the timezone set on your Groupthink account, on weekdays. The optional morning Daily Page email can deliver the same day's prep at an hour you choose. On the agenda page the same prep is already there when you open it, up until the meeting starts.

Frequently Asked Questions

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.

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.

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.

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?

From the Groupthink profile each attendee set up (name, title, company) plus your private meeting history with them. It is not scraped from outside public profiles. For first-time contacts, separate facts from the web may appear under From the web, each linked to its source.

Getting Help

Questions about Meeting Prep? Email support@groupthink.com