Relationships
A memory for the people in your life and work, built from your conversations.
On this page
- Summary
- Getting Started
- Where Contacts Come From
- Accessing Relationships
- The Relationships Table
- Search and Sort
- Editing Contact Names
- Editing a Contact from Their Page
- Humans and Agents
- An Assistant's Sessions
- Adding Contacts
- Add a Single Contact
- Import People from a File
- Log an Interaction
- Merging Duplicate Contacts
- Merging two contacts yourself
- Undo a merge
- Deleting a Person
- Finding Relationships That Need Attention
- Going Cold Filter
- Waiting On You Filter
- Lists
- Muting a Person
- Mute one person
- Mute several at once
- Find and unmute someone
- When Someone Has Died
- Personal Events Without Invites
- Reference
- Table Columns
- Who Your Calendar Adds
- On calendar dates
- Renaming an AI Agent Contact
- Suggested Names for Contacts Known Only by Email
- Getting a File to Import
- Import Columns
- Who an Import Brings In
- After an Import
- When Groupthink thinks two contacts are the same person
- When a Merge Needs Another Step
- What a Merge Does
- Undo Limits
- Where Waiting On You Gets Its Data
- What Muting Does
- X Posts on a Person's Page
- Repeating Personal Events
- Meeting Preparation
- Linked People on Meetings
- Data Quality
- Privacy and Control
- Frequently Asked Questions
- Getting Help
- Related
Groupthink Relationships keeps a memory of the people in your life and work, built out of your conversations. Instead of logging every contact and interaction by hand, you paste in notes or let Groupthink capture the call, and it pulls the people and the details out of what was said. You enrich it with your own notes and contacts from there.
Summary
- People come into Relationships from conversations you capture or paste in, from your connected calendar, from a file you import (a CSV, a contact card file or your LinkedIn connections), or one at a time with Add contact.
- The Relationships table shows, for each person, when you last met, when you were last in touch, when you meet next, and a Status based on the Frequency you set.
- Going Cold shows the people you have been quiet with for longer than is normal for them. Waiting on you shows the people whose last text to you, sent 3 to 30 days ago, has no reply.
- When one person is two contacts, merge them from either contact's page. Undo merge, on the contact you kept, works until either contact is edited.
- Mute takes someone off the Relationships list, Today, briefs and the Advisor. Muting never deletes anything.
- When someone has died, you can mark them as passed away from their page. Groupthink stops suggesting you reach out to them and keeps everything you have about them.
Getting Started
Where Contacts Come From
The fastest way to get someone into your record is to capture a conversation with them. Paste in notes from any source, including Granola, Otter, a raw transcript, or something you typed yourself, name the person in the contact field, and Groupthink creates the contact and starts their profile from that first note. You can also import people from a file, such as a spreadsheet, a contact card file or your LinkedIn connections, or add a contact by hand.
Connecting a calendar brings your meetings in and keeps the Last meeting, Next meeting, and Frequency columns current. It also adds the people you meet with as contacts: Groupthink imports your past meetings when you connect (see Your Past Meetings for how far back) and keeps adding people from new meetings after that. Some people on your calendar are skipped or held back; see Who Your Calendar Adds.
Once a relationship exists, Groupthink keeps it current on its own:
- Tracks when you last met and when you are meeting next
- Counts total interactions per relationship
- Adds public facts from the web for people you are meeting for the first time, each with a link to its source (trial or paid plans; paused for now)
For every source Groupthink learns from, and whether each one is on, see Where Groupthink's Memory Comes From.
Accessing Relationships
- Click Relationships in the sidebar
- View all your contacts in a sortable, searchable table
- See interaction frequency, status, and upcoming meetings at a glance
The Relationships Table
Each row shows when you last met the person, when you were last in touch, your next meeting, the Frequency you set and a Status based on it. See Table Columns for what each column counts.
Search and Sort
- Search bar at the top filters contacts by name or email
- Column headers are clickable to sort by any column
- The default sort lists the people you met most recently first. Anyone you are meeting today comes above them, even someone you have never met, and their Next meeting reads "Upcoming: Intro call · today".
- Pagination at the bottom lets you navigate through all contacts
Editing Contact Names
- Hover over the contact row and click the pencil (edit) icon next to the name
- Type the new name
- Click the check icon or press Enter, and the change saves automatically
AI agent contacts, such as Claude Code, are renamed from their own page instead. See Renaming an AI Agent Contact. For a contact known only by an email address, Groupthink may suggest a name; see Suggested Names for Contacts Known Only by Email.
Editing a Contact from Their Page
On a person's page, click the three-dot button at the end of the row of buttons that starts with Log. The menu opens with an Edit contact group:
- Edit name
- Add how you know them (or Edit how you know them)
- Add email and Add phone number
- Link a text thread, to put a text conversation on their record
- Set … as primary email and Set … as primary number, one for each address or number that isn't the main one yet
- Add birthday (or Edit birthday), Edit details and Edit roles
Each one opens the same box you'd find further down the page, and scrolls to it. Those boxes are still where they were, so you can use either. You only see the items that apply: an AI agent's page offers just its name and how you know it, and your own page has no Link a text thread.
Humans and Agents
The Relationships page splits your contacts into two tabs above the table:
- Humans, the default, lists the people in your life and work.
- Agents lists your AI agent contacts, such as Claude Code or Codex. Each assistant is one contact, however many sessions you have with it.
Each tab shows how many contacts it holds. The Agents tab keeps its place in the page address (/relationships?tab=agents), so a reload keeps you on it. The tabs are hidden while a list is open.
An assistant has no cadence to keep up, so its page has no cadence setting, no Overdue marker, no "What do you want this to be right now?" and no Last really caught up, and assistants never show up as due on Today, in the Going Cold filter or in Your weekly. The Advisor won't set a cadence on one either. Everything else on the page, such as the timeline and asking about it, works as it does for a person.
If you have not connected an assistant yet, the Agents tab shows a Connect an assistant button. It opens Settings at the place where you connect one; see MCP Server for the steps.
An Assistant's Sessions
On an assistant's page, the items from one working session sit together under a single heading. The heading shows the session's title, or Session when it has none, and the dates from the session's first item to its last. When the assistant gave a link back to the session, an Open session link next to the heading opens it in a new tab. Items that came from no particular session show on their own, as they always have. When a connected assistant files a capture or logs an interaction from a session, Groupthink saves the session's title and link, as the assistant gave them, with each item, so its page can group them.
Adding Contacts
Add a Single Contact
Click Add contact in the toolbar to manually create a relationship:
- Enter the contact name (required)
- Optionally add their email address
- Click Save
This is useful for adding people you want to track before you have a meeting with them.
Import People from a File
Click Import people in the toolbar on the Relationships page. If you have no contacts yet, click Import people from a file under the main button instead. The import opens right on that page.
A short video walkthrough of importing people from a file. The steps are also written out below.
- Choose where they are coming from. Pick A file for a CSV from a spreadsheet or another contacts tool, or a contact card file (.vcf). Pick LinkedIn connections to bring in the people you are connected to on LinkedIn. See Getting a File to Import.
- Click Choose file and pick the file. A file can be up to 4 MB and hold up to 50,000 people. A file of more than 5,000 people takes longer: the screen shows how far Groupthink has got while it reads the file.
- Check the columns. Groupthink guesses what each column holds and shows a few sample values from it. If a guess is wrong, pick the right one from the menu next to it. After you change a column, click Update the list below to see what your change does. You can't import until you do. See Import Columns for the full list of choices.
- Choose who to bring in. The people in the file are split into New people (ticked to start), Adds to people you already have (unticked to start), and Can't be imported, each with Tick all and Untick all. See Who an Import Brings In.
- Click Import (it shows how many people you ticked). When it finishes, you see what was added and what was not. See After an Import.
Click See your people to go back to your list, or Import another file. Before you import, Choose a different file starts over, and the close button at the top right leaves without importing anything.
Log an Interaction
Click Log interaction to put a conversation into a contact's record by hand:
- Select a contact
- Add anyone else who was there, an optional title, and the date
- Say how it happened, and paste any notes you have
- Click Save
Notes accept any format: raw notes, Granola exports, pasted transcripts, Slack threads, or any other text. A title on its own is enough when the title is the whole story. For something that ran longer than a day, like a visit or a trip, click + End date and set the last day. Full walkthrough: Log an Interaction.
Merging Duplicate Contacts
Sometimes one person ends up as two contacts, for example one under a work email and one under a personal email. You can merge the two into one. Groupthink also spots likely pairs: it asks about one at the top of a contact's page, and the Possible duplicates chip above the Relationships table lists them all. See When Groupthink thinks two contacts are the same person.
Merging two contacts yourself
- Open either of the two contacts from the Relationships table.
- Click the three-dot button at the end of the row of buttons that starts with Log, then click Merge duplicates….
- A dialog opens, titled Merge another contact into and the name of the contact you opened. Type in the Search contacts by name or email box and click the other contact. The list shows up to 25 contacts at a time, so type a name or an email to narrow it.
- Under Which record to keep?, pick one of the two. The contact you opened is picked to start with.
- If the two contacts have different names, such as "Chad" and "Chad Skurdahl", pick one under Which name to keep?. Groupthink picks one to start with.
- Read the warning and the Preview, then click the Merge into button, which ends with the name the merged contact will have.
To choose a different second contact, click Pick a different contact. Cancel closes the dialog and changes nothing. For what moves to the contact you keep, see What a Merge Does. When the two are linked to different Groupthink accounts, see When a Merge Needs Another Step.
You can also merge two contacts from an AI assistant connected to Groupthink. See Merging two contacts that are the same person.
Undo a merge
After a merge, the page of the contact you kept shows a line for it, such as Kate was merged into this person 5 minutes ago., with an Undo merge button. Click it to split the two apart again. A message then says the merge was undone and that the other contact is back as a separate person, with a link to open them.
Undo works only from the contact you kept, and only until either contact is edited. Check the names in the dialog before you click, and undo soon if you merged the wrong pair. See Undo Limits.
Deleting a Person
If someone is in your Relationships by mistake, you can delete them. If they are really a second copy of someone, merge them instead.
- Open the person from the Relationships table.
- Click the three-dot button at the end of the row of buttons that starts with Log, then click Delete….
- A panel titled with Delete and their name, such as Delete Kate Morrow?, opens on the page. Read it, then click Delete. Cancel closes it.
Deleting a person hides them and everything filed under them: their open threads, logged interactions and what Groupthink knows about them. You can bring them back for 30 days. Their meetings and texts stay in your record.
The panel says the same, and also warns you about adding them again later. When they have meetings or texts, it gives the count.
Under that, it asks Is this a duplicate of someone? Merge instead. When Groupthink has likely duplicates for the person, each is listed with a Merge button that opens the merge dialog on that pair. Otherwise, Merge instead… opens the merge dialog so you can search for the other contact. See Merging two contacts yourself.
After you click Delete, you are back on the Relationships table, and a message reads Kate Morrow deleted. with an Undo button. Click Undo to bring them back.
Delete… is not in the menu on your own record.
To bring someone back later, go to Settings > Account > Recently deleted and click Restore on their row, which is labeled Person. Restore brings the person back with everything that was filed under them. See Recently deleted.
Finding Relationships That Need Attention
Going Cold Filter
Click Going Cold in the toolbar to filter your contacts down to relationships that are going quiet. It shows the people you have been quiet with for longer than is normal for them: past the cadence you set, or, if you set none, past the rhythm you usually keep with them. People set to None never appear. While the filter is on, the line under each name gives the best reason to reach out, such as an open thread or a birthday coming up. See Staying in Touch.
Click the button again to return to the full contact list.
Waiting On You Filter
Click Waiting on you in the toolbar to see the people whose last text to you hasn't had a reply. Someone is on it when their text is the last one in the conversation and they sent it between 3 and 30 days ago. The number on the button is how many people are waiting, and each row says how long, for example texted you 5 days ago. Hover it to see when their last text arrived. These are the same people as Reply owed on Today, without Today's limit of 10.
Click the button again to return to the full contact list. Going Cold, Muted and this filter turn each other off. For when the button appears and which texts count, see Where Waiting On You Gets Its Data.
Lists
A list is a set of people you keep up to date for one purpose, like the people who get a holiday card. Tick people and click Add to list, or pick a list from the List menu next to the search box to see who on it is missing a mailing address or hasn't had theirs confirmed in a year, fix addresses in the row, and download the list as a spreadsheet. See Lists.
Muting a Person
Some people end up in your contacts without being part of your life: someone who was on one big meeting invite, a vendor who wrote once, one of your own test addresses. You can mute them. See What Muting Does.
Mute one person
- Open the person, from their row on the Relationships list or from a meeting.
- Click the three-dot button at the end of the row of buttons that starts with Log, then click Mute.
A message at the top reads Muted. They won't show up or be updated. with an Undo button, and the person leaves the list. If you opened them from the list, the panel closes.
Mute several at once
- Tick the box at the start of each row you want to mute. The box at the top of the column ticks every row on the page.
- Click Mute in the toolbar. The number on the button is how many rows are ticked.
The same message appears, with the count, and Undo puts everyone back.
Find and unmute someone
Once anyone is muted, a Muted button appears in the toolbar next to Going Cold, with the number of muted people on it. Click it to see only the muted people, each with an Unmute button on their row. Click Unmute to put the person back on every surface. Unmuting doesn't bring back the email or texts that were skipped while they were muted. Click Muted again to return to the full list; the button goes away once nobody is muted.
When Someone Has Died
You can mark a person as passed away from their page.
- Open the person.
- Click the three-dot button at the end of the row of buttons that starts with Log, then click Mark as passed away….
- Pick the date, or leave it as today if you don't know the day, and click Save.
Their page then reads Passed away and the date under their name. Groupthink stops suggesting you get in touch with them: no cadence or status, no check-ins, birthday or gift reminders, and no reply-owed or going-cold prompts. The Schedule, Draft and Plan buttons go away from their page. Their history, your notes and their place on the Relationships list stay as they are, and you can still log something about them.
Marked the wrong person, or the wrong date? Click Undo next to Passed away on their page. To change the date, undo it and mark them again.
Personal Events Without Invites
Not every meeting comes with a calendar invite. If you block time on your own calendar for "Dinner with Alex" or "Pilates with Maya" without inviting anyone, there are no attendees for Groupthink to detect, but the title says exactly who you're seeing.
When Groupthink spots a name in the title of an event with no attendees, it asks whether that event is with someone you know. Confirm the suggestion and:
- The event links to that person's profile
- It appears as their Next meeting in the relationships table
- Their relationship page shows it as your next planned time together
If the suggestion is wrong, dismiss it. Groupthink won't ask about that name on that event again.
Today and meeting prep don't ask about someone you have muted. See What Muting Does.
On an event that repeats, like "Pilates with Maya" every Tuesday, you answer once. See Repeating Personal Events.
Nothing links without your confirmation, and if you later delete the event from your calendar, the next-meeting information clears automatically.
Reference
Table Columns
| Column | Description |
|---|---|
| Name | Contact name and profile photo (hover the row and click the pencil icon to edit) |
| Next meeting | Your next scheduled meeting (links to the agenda) |
| Last meeting (days) | Days since you last met, in person or virtually. Recorded meetings, calls, in-person logs and calendar meetings you confirmed happened count. Texts and emails don't. A contact with no meeting or contact on record shows On calendar and a date instead: the last meeting with them that was on your calendar and is over. See On calendar dates. |
| Last contact (days) | Days since your last text, email, Slack message or GitHub exchange, or an interaction you logged as Other (physical mail, for example). Meetings don't count here. |
| Most recent | What the last interaction was and when, such as "Sep 8 · Text" or the title of the meeting. Hover it for the fuller line when the row cuts it short. |
| Next meeting (days) | Days until your next scheduled meeting |
| Frequency | How often you want to be in touch with this person |
| Status | Current relationship status, based on the Frequency you set |
The contact email is not shown as its own column, but it powers the search box so you can still find contacts by email address.
Status and the Going Cold filter count your most recent touch of either kind. A text keeps someone off the Going Cold list even though it doesn't reset Last meeting (days).
Who Your Calendar Adds
Groupthink skips meeting rooms, automated no-reply addresses and large events such as all-hands and webinars. Someone who is only an optional guest on an invite (the people the organizer CC'd) is not added either: Groupthink offers them as a suggested new person, with the meeting they were invited to, and you add the ones you want. Anyone you added from an optional invite before this stays in your contacts; use Mute to hide them.
It also holds back the people on an invite you have not answered, or have declined, when nobody else on it is a coworker or a contact. They are added once you accept the invite. See Unanswered invites from people you do not know.
A person it recognizes in the title of an event with no attendees becomes a contact once you confirm the suggestion (see Personal Events Without Invites).
On calendar dates
A contact added from your calendar often has meetings on your calendar but nothing recorded and nothing you confirmed happened. Instead of a blank, the Last meeting (days) cell shows On calendar and the date of the last meeting with that person that was on your calendar and is over, for example On calendar Aug 12. Hover it to see the meeting's title, when it has one. Their page shows the same thing in its header as On your calendar Aug 12.
This is a fact about your calendar, not a meeting. It does not change the day count, how the column sorts, Status, or the Going Cold filter. Once you record a meeting with the person, log an interaction, or text or email them, the real dates take over and the On calendar date goes away. Upcoming meetings, cancelled events and a meeting still in progress don't count.
Renaming an AI Agent Contact
AI agent contacts (Claude Code, Codex, ChatGPT) have no pencil in the list, because their names come from a fixed list rather than being typed. If a capture misheard an agent's name, for example "Cloud Code" instead of Claude Code:
- Open the contact and click its name at the top of the page
- Choose the right agent from Pick the agent
- Click Save
If you already have a contact for that agent, Groupthink combines the two into one contact. Everything captured on the misheard contact moves to the one you picked. The Groupthink note-taker contact cannot be renamed, and neither can the Claude and Dots contacts that appear when you hand them a task.
Suggested Names for Contacts Known Only by Email
Some contacts have no name, only an email address, such as catherine@cosipa.gov. When you open one of these contacts, Groupthink may show a suggested name near the top of their page.
- A person: the suggestion reads like Catherine (SIPA)?. The part in brackets is the organization, read from the email domain. It is left out for personal email providers such as Gmail. Under the name, Groupthink says where the guess came from: the name on a calendar invite, how they sign their email or texts (for example "Best, Catherine Ruiz" at the bottom of an email from them), or their email address. A signature only counts when it matches their address, so your own signature on mail you sent them is never suggested as their name. A guess can also come from a note you wrote about them, such as a quick log that says you met Catherine Ruiz at the SIPA board. A name in a note counts only when it fits their address, and the line under the name then says it came from your notes on them. Click Save to make it the contact's name, or Not right to turn it down.
- A shared address: for an address like staff@ or board@, or one whose email is signed by several different people, you see Looks like a group address and no name to save. You and the people already in your contacts are not counted among those people. When an address is called a group because several people sign its mail, the page names who signs it, up to five of them in alphabetical order, so you can see why. The Advisor does not count a group address as one of your people, so it stays out of how many people you have and who you need to catch up with. If it is really one person's address, click Not a group. Groupthink then counts them as a person again, and if a calendar invite gives them a name, it suggests that name for you to Save. If no invite names them, type a name yourself as described in Editing Contact Names.
Nothing changes until you click Save. A suggestion you turn down is not offered again for that address.
Getting a File to Import
To make a contact card file (.vcf) on a Mac, select people in the Contacts app, then choose File, Export, Export vCard.
For LinkedIn connections, the screen shows the steps for getting the file from LinkedIn: ask for a copy of your data that includes Connections, then choose the .zip file LinkedIn sends you as it is, or Connections.csv from inside it. The screen also has a link to LinkedIn's data export page and says LinkedIn's email takes about 10 minutes. Import Your LinkedIn Connections has the details.
Import Columns
Each column can be set to full name, first name, last name, email, phone number, birthday, mailing address, how to address them, partner, anniversary, company, job title, LinkedIn link, Connected on LinkedIn, Note about them, or Don't import to leave the column out. For what the two LinkedIn choices do, see What Comes In.
Groupthink picks one column for company and one for job title. In an Outlook export, where Title holds Mr. or Dr. and Job Title holds the job, it picks Job Title. If a file's only such column is Title and it holds Mr. or Dr., set it to Don't import.
A column headed Notes, Note, Comments or Comment is set to Note about them. Each filled-in cell becomes its own note on that person's page, titled From a file and dated the day you imported. A note doesn't change when you last met or were in touch with the person. If you import the same file again, a note the person already has from it isn't added a second time, and one you deleted doesn't come back.
Who an Import Brings In
- New people start ticked. A row with an email address but no name is a new person too, shown by their email address, with a line under it saying so. They keep showing as their email until you give them a name. Someone with the same name as a person you already have is marked Possible duplicate, links to that person, and starts unticked. Tick them if they are a different person.
- Adds to people you already have lists rows that share an email address, phone number or LinkedIn profile link with someone you have. Each row says which one matched and links to that person, lists what it would add, and shows where the file says something different from what you have. Each difference says that yours is kept and what the file says, with a Use the file's value tick under it that starts unticked. Tick it and the line changes to say the file's value replaces yours. These rows all start unticked. Tick the ones that are the same person. A row that is the same person as an earlier row in the file says so too.
- Can't be imported lists rows with no name, email or phone number, and rows with only a phone number and no name. Each says why, for example No name. Add one to the file, or leave it out. They can't be ticked. A row with only a phone number that matches someone you already have is not left out: it adds to that person.
Under a row, a Left out line names any value Groupthink could not read, such as an email address that isn't one or a birthday that could be read two ways. Each group shows 50 rows at a time, with a button to show more.
After an Import
When the import finishes, you see how many new people were added, how many people you already had got new details, how many details were filled in (a company, job title, mailing address, how to address them, partner or anniversary that the person didn't have yet), how many details were replaced with the file's value because you ticked Use the file's value, and how many notes were added from the file.
- Imported lists each person, linked to their page and marked as new or added to someone you have. A detail you chose to replace shows what it is now and what it was.
- Rows that were not imported are listed above that, each with its reason. When some of them can be sent again, such as a person who could not be saved or a row the import stopped before, a Try again button under the list sends them again; it says how many. A row left out for having no name is not offered, because it would be left out again.
After a LinkedIn import that added or updated anyone, See everyone from LinkedIn opens your list with the From LinkedIn filter on. See Find Everyone from LinkedIn.
On a person's page, a detail filled in from a contact card file says it came from your address book, and one from a CSV or LinkedIn file says it came from a CSV. See Details that came from an import.
When Groupthink thinks two contacts are the same person
When Groupthink finds a contact that looks like a second copy of the person you have open, a box at the top of their page asks Is this the same person as and the other contact's name, with their email in brackets when they have one. On your own contact it asks Is this you? instead. A line under the question says why the two look alike: they share an email address or a phone number, they have the same name (and both have an email address at the same company), or one is known only by an email address that looks like the other's name.
- Merge… opens the merge dialog, with the other contact already picked and one of the two already chosen under Which record to keep?. You can change that choice. Nothing is merged until you click the merge button in the dialog.
- Not the same closes the question for that pair, and it isn't asked again.
The box asks about one match at a time. When you answer it, the next match, if there is one, takes its place.
The Relationships page shows every pair Groupthink is unsure about in one place. Click the Possible duplicates chip above the table, which shows how many pairs are waiting, to open the list. Each row asks whether the two are the same person and has the same Merge… and Not the same buttons. Pairs that include your own contact come first.
When a Merge Needs Another Step
The merge list only shows contacts of the same kind as the one you opened, so a person and an AI agent can't be merged.
If both contacts are linked to a Groupthink account someone has signed in to, and not the same account, clicking Merge into doesn't merge them yet. The dialog says they may be two different people and names which one keeps its account link. With Kate Morrow as the contact you are keeping, it reads: Kate Morrow and Kate are linked to two different Groupthink accounts, so they may be two different people. If you merge them, Kate Morrow keeps its account link and Kate's is dropped. Click Merge anyway to merge them.
If you got here from Should this be someone else? under something you typed in the capture box, the dialog is titled Who should and the new contact's name be? instead. The contact you pick is the one kept, unless you change it under Which record to keep?
What a Merge Does
Before you confirm, the dialog names the contact you are not keeping and says what happens to it. With Kate as the contact you are not keeping and Kate Morrow as the one you are, it reads: This soft-deletes Kate. Their emails, details, open threads, and history move to Kate Morrow.
The contact you keep:
- Keeps its page, with the name you chose. If only one of the two has a real name, that name is kept without asking: an email address or a phone number is never kept over a person's name. So merging "Chad Skurdahl" into a contact named "cskurdahl@hotmail.com" leaves one contact named Chad Skurdahl.
- Keeps its main email address and main phone number. The other contact's email addresses and phone numbers are added as extra ones. An email address both contacts had is listed once.
- Gets the other contact's history. Conversations and notes, meetings, facts, open threads, action items, drafts, roles and project memberships all move over. A meeting both contacts were linked to is linked once.
- Keeps its own answer where the two disagree. That covers its main role, its Frequency, and standing details such as a mailing address or an anniversary. Where the contact you keep has nothing set, the other contact's value is used.
- Takes over anything waiting for your answer. A suggestion from the Advisor waiting for your YES, a suggested role on the person's page, or a guessed name moves to the contact you keep, and you can still confirm it there. If both contacts had the same Advisor suggestion waiting, you are asked once.
- Takes the other contact's Groupthink account link if it is not linked to an account someone has signed in to and the other contact is.
- Shows the most recent last meeting and last contact of the two, and the sooner of the two next meetings.
The other contact no longer appears in your Relationships table. If that is the contact you had open, Groupthink takes you to the one you kept.
Undo Limits
Undoing a merge puts both people back as they were before the merge: the history, emails and phone numbers that moved go back to the other contact. Anything added to the kept contact after the merge stays on the kept contact.
- Only from the contact you kept. The button is on that contact's page and nowhere else.
- Only until something changes. If either contact, or anything the merge moved, has been edited since, Undo stops and a message lists what changed. The merge stays as it is.
- Not for older merges. Merges made before Undo merge was added don't show the button.
- Once. After you undo a merge, its line goes away.
Where Waiting On You Gets Its Data
The filter reads the texting statistics the Groupthink app on your Mac sends, so the button appears only once your Mac has sent them. A text only counts when the number or Apple ID it came from is saved on the person: texts not linked to anyone won't show here. Muted people are never on it.
What Muting Does
A muted person keeps their record, so a later invite or email from the same address does not create a second contact, but they are off the Relationships list, Today, check-ins, briefs, suggestions and the Advisor, and nothing automatic is added to their record while they are muted: calendar sync, email, texts and recaps skip them. What you log by hand on a muted person still saves.
Muting never deletes anything, and you cannot mute your own record. Groupthink never mutes anyone for you: a person is muted only when you mute them.
A muted person's own page shows a quiet Muted line under their name with Unmute beside it, and the three-dot menu offers Unmute in place of Mute.
X Posts on a Person's Page
If someone you know posts on X, you can add their handle to their page in Groupthink. Their recent public posts then show on their page, next to everything else you know about them.
Open any person's page. Recent posts is the last section in the main column. The section appears once the person has something on their page, such as a logged interaction or a goal. For someone with nothing on file yet, the page opens with a line like "Nothing on file for Ines yet." Click Show all sections below it to see Recent posts anyway.
Add someone's X handle
- In Recent posts, click Add X handle.
- Type their handle, such as @inesvargas. You can leave out the @ and Groupthink adds it.
- Click Save.
The section now says Tracking @inesvargas on X.
Change or remove the handle
- In Recent posts, click Edit next to Tracking @handle on X.
- To change it, type the new handle. To remove it, clear the box.
- Click Save.
Changing the handle removes the previous account's posts from the page, and the new account's posts appear after the next check. Removing the handle removes the posts.
Click Cancel to close the box without changing anything. Once the handle is removed, the section shows Add X handle again and stops showing their posts.
When X Posts Show Up
Groupthink checks for new posts twice a day, at 07:00 and 19:00 UTC. Right after you add a handle, the section says "No posts yet. This handle will be checked at the next scheduled poll." The posts appear after the next check. If a check finds no posts, the section says when it last looked, like "Checked 3 hours ago. No recent posts found."
Each check covers up to 25 of your X handles. If more than 25 of your people have a handle, Groupthink takes turns, so every handle is checked, just not every time. Until a handle's turn comes, its section says "No posts yet" with how many accounts you track and that this one is checked in turn and can take a few days. To have each one checked more often, remove handles you no longer need.
Each post shows the handle, how long ago it was posted, and the text. Hold the pointer over the time to see the exact date. Click View on X to open the post on X.
Repeating Personal Events
On an event that repeats, like "Pilates with Maya" every Tuesday, you answer once. Confirming links Maya to every later Tuesday that hasn't happened yet, and dismissing stops the question on those weeks too. Weeks that already happened are left as they were.
When your answer covers later weeks, a message at the bottom of the page says so on the web: "Linked to Maya every time this event repeats from now on" after you confirm, or "Won't ask about Maya on this repeating event again" after you dismiss. It stays for about ten seconds and has two buttons:
- Undo takes the answer back on this week and the later ones, and the question comes back.
- Just this one keeps your answer for this week only. Later weeks ask again.
After the message is gone there is no Undo, so use it while it is showing. An event that doesn't repeat shows no message.
This works even on messy real-world titles. Events synced from other tools often pick up extra decoration: a leading emoji, a location in parentheses, a "- CONFIRMED" tag, or "w/" instead of "with". A title like "🧘 Pilates w/ Maya (Downtown Studio) - CONFIRMED" still resolves to Maya.
Meeting Preparation
Use Relationships to prepare for upcoming meetings:
- Sort by Next meeting to see who you are meeting with soonest
- Review interaction history using the Last meeting, Last contact and Most recent columns
- Click the meeting link in the Next meeting column to go directly to the agenda
- Check the Daily Brief for a relationship-aware view of your day
Linked People on Meetings
Every meeting you record has a Linked People row that shows which contacts are connected to it. Anything Groupthink extracts from the meeting updates the linked profiles, so the next time you talk to one of them, the latest context is there.
Calendar invitees and people who joined the call link automatically. You can also add anyone who came up in the conversation but wasn't there, or remove anyone whose profile shouldn't get updated from this meeting.
See Linked People for the full rundown.
Data Quality
You will see the most complete information for:
- Registered Groupthink users
- Professionals with public online profiles
- People you have met with multiple times
- Contacts you have enriched with pasted meeting notes
Some contacts may show minimal information:
- New contacts without public profiles
- Generic email addresses (info@, support@, etc.)
- Recently changed job information
Even basic contact information helps you prepare for meetings. You can always enrich a profile by pasting meeting notes or editing the name.
Privacy and Control
- Relationship data is only visible to you
- Data comes only from the sources you connect or hand to Groupthink yourself. The full list is in Where Groupthink's Memory Comes From
- Not shared with meeting participants
- You control which meetings are included via calendar settings
Frequently Asked Questions
Can I manually add contacts?
Yes. Click Add contact in the toolbar, enter a name and, if you have it, an email address, and click Save.
The same person is in my contacts twice. How do I fix it?
If Groupthink has spotted the pair, the top of either contact's page asks whether the two are the same person. Click Merge… there. Otherwise, open one of the two contacts, click the three-dot button, and click Merge duplicates…. See Merging Duplicate Contacts.
If you merge the wrong two, open the contact you kept and click Undo merge. That works only until either contact is edited. See Undo a merge.
Can I add notes from meetings that happened outside Groupthink?
Yes. Click Log interaction to attach notes from any source: raw notes, transcripts, Granola exports, Slack threads, or any other text. See Log an Interaction.
How far back does Groupthink track relationships?
Groupthink imports your past meetings when you connect a calendar: the last 12 months on the Free plan, and up to 3 years during your trial or on Pro. From then on it keeps up as new meetings happen. See Your Past Meetings.
What about group meetings?
Group meeting contacts appear in your relationships table. Relationship metrics are most accurate for 1:1 meetings.
What about personal events where I didn't invite the other person?
If an event on your calendar names someone in the title but has no attendees, like "Date night with Ines", Groupthink suggests linking it to that person. Once you confirm, the event counts as your next meeting with them. See Personal Events Without Invites above.
How do I find relationships that need follow-up?
Click the Going Cold filter to see the people you have been quiet with for longer than is normal for them.
Does this work with all calendar types?
Yes. Works with both Google Calendar and Microsoft Outlook calendars connected to Groupthink.
Getting Help
Questions about Relationships? Email support@groupthink.com
Related
Relationships powers several other Groupthink features:
- The Daily Brief Email - Personalized briefings gathered into the evening Daily Brief the day before your meetings, with professional background, past interactions, and conversation tips for each attendee
- Meeting Prep on the Agenda Page - In-app attendee cards shown on the agenda page before meetings start, with LinkedIn links, conversation tips, and the names and dates of your recent meetings with each person
- MCP Server - Query your relationship data from Claude Desktop using natural language (e.g., "What is my history with john@acme.com?")
- Projects - A person's page shows the projects they are on as chips under their name. Click a chip to open the project, or click + project to add them to another of your projects
- Goals - Write down what you are working toward and who can help
- Daily Brief - A relationship-aware daily view that helps you review prep, follow up with recent contacts, and act on relationships going quiet