How to log touchpoints in Orbit
A touchpoint is any interaction with a contact: a call, an email, a meeting, or a note. In Orbit you log them by hand from the contact timeline or let connected email and meetings log themselves. The trick is to quick-log a call in under 30 seconds and write one useful sentence in the summary field, because that is what your agents read.
What counts as a touchpoint?
A touchpoint is anything that moves a relationship: a phone call, a sent or received email, a meeting, a DM you want to remember, or a note to self. Each one lands on the contact timeline in order, so the record reads like a story you can scan top to bottom.
That timeline is the source of truth your agents work from. When Mia drafts a meeting brief or June plans a check-in, they are reading your logged touchpoints. Thin logs mean thin briefs. This is the practical side of relationship management.
How do I log a call in Orbit?
The goal is speed. A touchpoint you skip because logging felt slow is a touchpoint that never existed.
- 1Open the contact, or find them with quick search.
- 2Click Log, then choose the type: call, email, meeting, or note.
- 3Set the date if it was not just now. Default is now, which is usually right.
- 4Write one sentence in the summary field: what was discussed and the next step. That is the whole job.
- 5Save. The touchpoint lands on the timeline and updates the contact's last-touch date, which keeps your smart views honest.
Manual versus automatic logging
Some touchpoints log themselves. Know which is which so you only do the work that is actually yours.
- Automatic, on the upcoming Pro plan: email to and from a connected Gmail account auto-logs to the right contact.
- Automatic, free: meetings you record with Orbit's recorder get a transcript on the timeline, and on-device transcription means the audio never leaves your machine.
- Manual, always: phone calls, in-person chats, and DMs. These are the ones you quick-log in under 30 seconds.
- Either way, the summary field is yours to write. A good one sentence summary is the best gift you can give your future self and your agents.
Write summaries for the reader, not the record. "Talked about the proposal" tells nobody anything. "Wants the proposal trimmed to 2 pages, deciding by Friday" tells you and your agents exactly what to do next.
Keep exploring
Frequently asked questions
How do I log a call in Orbit?+
Open the contact, click Log, choose Call, set the date, and write one sentence in the summary field about what was discussed and the next step. Save. The whole thing takes under 30 seconds and updates the contact's last-touch date.
Does Orbit log emails automatically?+
On the upcoming Pro plan, yes. With Gmail connected, email to and from known contacts auto-logs to the right timeline. On the free plan you log emails by hand, the same quick way you log a call.
What should I write in the summary field?+
One clear sentence covering what was discussed and the next step. Skip vague lines like "talked about the project". Your agents read the summary field for context, so specifics like "deciding by Friday" make briefs and follow-ups far better.
Do recorded meetings log themselves?+
Yes. Orbit's meeting recorder creates a transcript that lands on the contact timeline, and transcription runs on-device so the audio never leaves your machine. Theo can then turn that transcript into a recap email and action items as cards you approve.
Why do logged touchpoints matter for AI agents?+
Agents read your timeline to do their jobs. Mia builds meeting briefs from it, June plans check-ins from it, and Tess decides who to follow up from it. The richer your touchpoint log, the better every agent suggestion gets.
Log it once, your agents use it forever
Quick-log a call in 30 seconds and watch your briefs and follow-ups get sharper. Free plan, no credit card.
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