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, and email and recorded 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 Hiro reads.
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 Hiro works from. When Hiro drafts a meeting brief or a check-in, it is reading your logged touchpoints. Thin logs mean thin briefs. This is the practical side of relationship management.
The goal is speed. A touchpoint you skip because logging felt slow is a touchpoint that never existed.
Some touchpoints log themselves. Know which is which so you only do the work that is actually yours.
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 Hiro exactly what to do next.
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.
Yes. Orbit has a built-in email inbox, so email you send and receive logs to the right contact timeline on every plan. There is no Gmail connection needed. You still log phone calls and in-person chats by hand, the quick way.
One clear sentence covering what was discussed and the next step. Skip vague lines like "talked about the project". Hiro reads the summary field for context, so specifics like "deciding by Friday" make briefs and follow-ups far better.
Yes, on Pro. 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. Hiro can then turn that transcript into a recap email and action items as cards you approve.
Hiro reads your timeline to do its job. It builds meeting briefs from it, plans check-ins from it, and decides who to follow up from it. The richer your touchpoint log, the better every Hiro suggestion gets.
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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