Relationships

Your Personal CRM

Groupthink Relationships is a personal CRM that builds itself from your conversations. Instead of manually logging contacts and interactions, Groupthink extracts relationship data from your calendar and meetings automatically, then lets you enrich it with your own notes and contacts.

Getting Started

Automatic Contact Discovery

When you connect your calendar, Groupthink automatically:

• Extracts contacts from your calendar events
• Tracks when you last met and when you are meeting next
• Counts total interactions per relationship
• Enriches profiles with professional background information

No manual data entry required to get started.

Accessing Relationships

1. Click Relationships in the sidebar
2. View all your contacts in a sortable, searchable table
3. See interaction frequency, status, and upcoming meetings at a glance

The Relationships Table

Table Columns

Column	Description
Name	Contact name and profile photo (click to edit)
Email	Contact email address
Frequency	How often you meet with this person
Status	Current relationship status
Next Meeting	Your next scheduled meeting (links to the agenda)
Last Meeting (Days)	Days since your last interaction

Search and Sort

• Search bar at the top filters contacts by name or email
• Column headers are clickable to sort by any column
• Pagination at the bottom lets you navigate through all contacts

Editing Contact Names

1. Click on a contact name in the table
2. Update the name in the inline editor
3. Changes save automatically

Adding and Importing Contacts

Add a Single Contact

Click Add Contact in the toolbar to manually create a relationship:

1. Enter the contact name (required)
2. Optionally add their email address
3. 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 top right to bulk-import contacts:

1. Drag and drop a file or click to browse
2. Supports CSV, Excel, and other common formats
3. Groupthink automatically creates relationship profiles for each person

This is ideal for importing your org chart, a client list, or contacts from another CRM.

Paste Meeting Notes

Click Paste Meeting Notes to attach conversation context to a contact:

1. Select a contact from the dropdown
2. Add an optional title and date
3. Paste your notes into the text area
4. Click Save Notes

Accepts any format: raw notes, Granola exports, pasted transcripts, Slack threads, or any other text. This is useful for enriching relationships with context from conversations that happened outside of Groupthink.

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. This shows contacts where interaction frequency has dropped off, helping you identify relationships that may need a follow-up before they go stale.

Click the button again to return to the full contact list.

Meeting Preparation

Use Relationships to prepare for upcoming meetings:

1. Sort by Next Meeting to see who you are meeting with soonest
2. Review interaction history using the Last Meeting and Frequency columns
3. Click the meeting link in the Next Meeting column to go directly to the agenda
4. Check the Daily Overview page for a relationship-aware view of your day

Connected Features

Relationships powers several other Groupthink features:

• Meeting Dossiers - Personalized briefings sent 24 hours before meetings with professional background, past interactions, and conversation tips for each attendee
• Meeting Prep Cards - In-app attendee cards shown on the agenda page before meetings start, with LinkedIn links, conversation tips, and past meeting recaps
• MCP Server - Query your relationship data from Claude Desktop using natural language (e.g., "What is my history with john@acme.com?")
• Daily Overview - A relationship-aware daily view that helps you review prep, follow up with recent contacts, and act on relationships going quiet

Data Quality

Rich Profiles

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

Limited Data

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 is extracted from your connected calendar only
• 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 to create individual contacts, or use Import People to bulk-import from a CSV or Excel file.

Can I add notes from meetings that happened outside Groupthink?

Yes. Click Paste Meeting Notes to attach notes from any source: raw notes, transcripts, Granola exports, Slack threads, or any other text.

How far back does Groupthink track relationships?

Groupthink tracks relationships from meetings since you connected your calendar.

What about group meetings?

Group meeting contacts appear in your relationships table. Relationship metrics are most accurate for 1:1 meetings.

How do I find relationships that need follow-up?

Click the Going Cold filter to see contacts where interaction frequency has dropped off.

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