Relationships

What is Relationships?

Groupthink Relationships transforms your calendar into a relationship intelligence platform. Instead of organizing by meetings, organize by the people you meet with.

How it Works

Automatic Contact Discovery

Groupthink automatically:

  • Extracts all contacts from your connected calendar events
  • Tracks when you last met and when you're meeting next
  • Counts total interactions per relationship
  • Enriches profiles with meeting context

No manual data entry required - everything is extracted from your existing calendar.

Accessing Relationships

  1. Click "Relationships" in the sidebar
  2. View all your professional contacts in one place
  3. See upcoming and past interactions at a glance
  4. Click any contact to view meeting agendas and history

Using the Relationships Table

Table Columns

| Column | Description | | ----------------------- | ---------------------------------------- | | Name | Contact name (click to edit) | | Email | Contact email address | | Next Meeting | Date/time of your next scheduled meeting | | Last Meeting | Days since your last interaction | | Next Meeting (Days) | Days until your next meeting |

Search & Filter

  • Search bar - Find contacts by name or email
  • Sort columns - Click column headers to sort
  • Pagination - Navigate through all contacts

Editing Contact Names

  1. Hover over a contact name
  2. Click the edit icon
  3. Update the name
  4. Changes save automatically

Meeting Preparation Workflow

Use Relationships to prepare for upcoming meetings:

  1. Sort by "Next Meeting" - See who you're meeting with soonest
  2. Review interaction history - Check when you last connected
  3. View meeting context - Click through to see agenda and past notes
  4. Prepare talking points - Reference previous conversations

Tip: Check Relationships each morning to see your day's interactions.

Integration with Meeting Dossiers

Relationships powers Meeting Dossiers - personalized briefings sent 24 hours before meetings:

  • Professional background information
  • Past interaction summaries
  • AI-generated conversation tips
  • Meeting history

Data Quality

High-Quality Relationships

You'll see complete information for:

  • Registered Groupthink users
  • Professionals with public online profiles
  • People you've met with multiple times

Limited Data Scenarios

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.

Best Practices

For Executives

  • Review relationships weekly to see interaction patterns
  • Identify key relationships needing follow-up
  • Track stakeholder engagement

For Sales Teams

  • Monitor customer/prospect interaction frequency
  • Identify relationships going cold
  • Prepare for sales calls with interaction history

For Consultants

  • Track client relationship health
  • Ensure regular touchpoints with key stakeholders
  • Document conversation history per client

Relationships vs Traditional CRM

Traditional CRM:

  • Requires manual data entry
  • Often out-of-date
  • Separate from your calendar
  • Time-consuming to maintain

Groupthink Relationships:

  • Fully automatic from calendar
  • Always current
  • Integrated with meeting preparation
  • Zero manual work

Privacy & Control

Your relationship data:

  • Only visible to you (team-wide visibility coming soon)
  • Extracted from your connected calendar only
  • Not shared with meeting participants
  • You control what meetings are included via calendar settings

Frequently Asked Questions

How far back does Groupthink track relationships?

Currently tracks relationships from meetings since you connected your calendar. Historical backfilling is planned for future releases.

Can I manually add relationships?

Relationships are automatically extracted from calendar events. To add someone, schedule a meeting with them on your calendar.

What about group meetings?

Currently focuses on 1:1 meetings for relationship intelligence. Group meeting contacts may appear but won't show bidirectional relationship metrics.

How do I remove a relationship?

Relationships reflect your actual meeting history. To exclude someone, remove them from your calendar events.

Does this work with all calendar types?

Yes - works with both Google Calendar and Microsoft Outlook calendars connected to Groupthink.

Related Features

Getting Help

Questions about Relationships? Email support@groupthink.com