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Import Your Team

When you join a new company or start a new role, Groupthink can build relationship profiles for your team before your first meeting. Upload whatever org info you already have, a spreadsheet, a PDF, a Word doc, anything, and Groupthink extracts the people and creates relationship dossiers that fill in automatically as you have meetings.

Where to Find It

You can import people in two places:

  • Onboarding: After you connect your calendar, look for the Import your team step. You can skip it and come back later.
  • Anytime: Open the Relationships page and click Import people in the page header.

Both entry points open the same three-stage import flow.

Supported File Types

You do not need a specific format. Groupthink uses AI to extract names and titles from whatever you upload:

  • Spreadsheets (CSV, Excel)
  • PDFs (exported org charts, team rosters)
  • Word documents
  • Plain text files

A simple list of names and titles works as well as a structured org chart. If your file has only names, Groupthink still creates dossiers, and they fill in over time from meetings.

How the Import Works

The import takes you through three stages.

1. Upload

Drag and drop your file onto the upload area, or click to choose a file. Groupthink begins extracting people right away.

2. Review the Preview

Once extraction finishes you will see a preview list, one row per person, with name and title.

  • Edit a row: hover the row and click the pencil icon. Press Enter or click outside to save. Press Escape to cancel.
  • Remove a row: hover the row and click the X icon.
  • Start over: click Upload a different file to go back to the upload stage.

Take a minute here to clean up obvious errors (duplicates, weird title parses, non-people the AI picked up).

3. Create Dossiers

Click Create dossiers to confirm. Groupthink processes the list in the background and shows a live progress indicator. When it finishes, you will see a success message with the count of dossiers created. Click Done to close.

If the import fails, Groupthink shows an error message so you can try again with a different file.

What Happens After Import

Each imported person gets a skeleton relationship dossier on your Relationships page. The dossiers enrich automatically over time as you:

  • Have meetings with them
  • Get meeting recaps that mention them
  • Have conversations where personal details come up

You do not need to do anything else. The system fills the dossiers in for you.

Frequently Asked Questions

What if my file has incomplete information? That is fine. Groupthink extracts whatever is there. If the AI cannot find any people in your file, you will see an error message and can try a different file.

Can I import more than once? Yes. Re-importing will not create duplicates. Existing profiles are updated with any new information found in the new file.

Will Groupthink share my imported data? No. Imported people are private to your account, the same as any other relationship in Groupthink. See the Privacy Policy for details on how your data is handled.

Where do I see the people I imported? Open the Relationships page. Each imported person appears as a row in the contacts table, with the same columns and filters as people you have met.