Meeting Prep in Your Daily Brief

How the per-person prep in your Daily Brief is built.

On this page

Meeting prep is the per-person briefing 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, Groupthink pulls together your past interactions, a quick tip for the conversation, and the context it has gathered, and presents it as a prep card.

Heads up: Prep in the Daily Brief and Daily Page emails needs an active trial or paid plan. Without one, the email shows Upgrade to see prep in place of the prep cards. In the app you still see who is in each meeting, and the richer details are left out. On a meeting's agenda page, the prep carries a Limited prep tag.

Where You See It

Prep is not sent as a separate email before each meeting. It appears 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. Every attendee except you and the Groupthink notetaker gets a prep card. Someone you have no history with gets a card with little more than their name. The Daily Brief sends once per day at 5pm in the timezone set on your Groupthink account, on weekdays only. If you turn on the optional morning Daily Page email, it carries prep for that same day's meetings at an hour you choose (see The Daily Page Email).
  • In the app. A shorter version of the prep lives under Today in the left navigation, which opens your day view (the old /intelligence address redirects there). Expand a meeting there to see the quick tip, recent details, and open threads for the people in it. A meeting's agenda page shows the fuller prep, with communication style and past meetings, before the meeting starts, already prepared. See Meeting Prep Cards for the agenda view.

What a Prep Card Includes

Depending on what Groupthink knows about a person, a prep 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. A tip more than two weeks old is left off the card, since it may be out of date. The person's own page still shows it, with when it was written. See Talking point
  • 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
  • Facts from the web - For people you are meeting for the first time, where no shared history exists, Groupthink can show public facts from the web, each with a link to its source (paused for now, see Facts From the Web)

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 Prep Is Prepared

Groupthink prepares this automatically for your upcoming meetings, so it is ready when the Daily Brief sends and when you open the app. You do not have to request it per meeting.

Per-person prep cards need at least one attendee other than you. Meetings with no one but yourself, and the Groupthink notetaker, do not get prep cards, in the Daily Brief email or in the app.

Marking Prep as Done

Each meeting in the Prep for today list on Today has two buttons for when you are finished with it:

  • Mark prepped crosses out the meeting's title, folds the card up, and adds a green Prepped tag. The button then reads Prepped. Click it again to mark the meeting as not prepped.
  • Dismiss hides the meeting's card from today's list.

A block only you are on, that you made, is a task rather than a meeting, so it has a Clear button in place of these two. See Task blocks.

Both are saved to your Groupthink account, not just to the browser you clicked them in. Mark a meeting prepped on your laptop and it still shows as prepped when you open Groupthink on another computer, in the desktop app, or after you sign out and back in. A card you dismiss stays hidden everywhere too.

Facts From the Web

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 someone you are meeting for the first time, where Groupthink has no shared history to draw on, a prep card can include a From the web section with public facts about that person. Each fact shows where it came from:

  • A link to the source. Click it to open the page the fact came from and check it yourself.
  • Why it is there. In the app, a short line in italics under the fact explains why the source supports it.

On a meeting's agenda page, a fact whose source was not confirmed to back it up is marked with an Unverified tag, and a fact with no source at all is labelled as unconfirmed. Treat those as leads to check, not as facts.

In the Daily Brief and Daily Page emails, each fact appears under 🌐 From the web with its source link. The short explanation is only in the app.

Web facts are part of a paid plan, like the rest of the richer prep.

Text From the Calendar Invite

In the app, the Prep for today list on Today also shows the calendar invite's own text: the agenda, pre-read, dial-in notes, or steps the organizer typed into the event. Expand a meeting's row and it appears first, under the label From the invite, above the per-person prep.

This works for any meeting whose invite has text, including one with only you on it, such as a focus block with a checklist in it.

  • Long text is cut to a few lines. Click Show more to read the rest and Show less to fold it again.
  • Line breaks are kept, so numbered steps stay readable.
  • Links in the text are clickable.
  • The joining details that Google Meet, Microsoft Teams, or Zoom add to an invite are left out, because they are not prep and Groupthink already has the meeting link. If an invite looks shorter in Groupthink than in your calendar, this is why.
  • Very long invite text is cut off with … at the end.

The invite text is only in the app. The Daily Brief email does not include it.

Where the Information Comes From

Prep draws 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 Groupthink may show facts from the web instead, each with a link to its source, when that information is available (see Facts From the Web).

Frequently Asked Questions

I used to get a prep 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 prep show an upgrade prompt instead?

Prep is part of a paid plan. If your trial has ended and you do not have an active subscription, the Daily Brief and Daily Page emails show an Upgrade to see prep button instead of prep cards. In the app you still see who is in each meeting, without the richer details. On a meeting's agenda page, the prep is marked Limited prep.

Why is there no prep for one of my meetings?

Per-person prep needs at least one attendee other than you. Meetings with only yourself, and the Groupthink notetaker, do not get prep cards. In the app, though, a meeting like that still shows its calendar invite's text under From the invite when the invite has any (see Text From the Calendar Invite). A person you have never met before may also show very little until you have shared history.

I marked a meeting prepped on one computer. Will it show on another?

Yes. Mark prepped and Dismiss are saved to your account, so the meeting shows the same way wherever you open Groupthink on the web or in the desktop app.

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, Groupthink may add facts from the web when available, each linked to its source.

Getting Help

Questions about meeting prep? Email support@groupthink.com.