Overview
Record your team meetings. The Huddle Agent extracts the insights. Requests flow to the right boards.
The Huddles section captures what happens in your team meetings and turns conversation into structured, actionable output. Instead of information disappearing the moment someone stops talking, it becomes documented knowledge and tracked work.
The Huddles List
When you open Huddles from the sidebar, you see all recorded huddles for your organization.
Each huddle shows:
Title
Date of the huddle (e.g., "Thursday, January 15, 2026")
Labels
Tags for organizing huddles (e.g., "Employee")
Added by
Who recorded the huddle
Status
Processing state (Completed, Processing, etc.)
Filter and search to find specific huddles. Use the Recent tab for your latest recordings or All to see everything.
What's Inside a Huddle
Click any huddle to see what the Huddle Agent extracted from your conversation.
Summary
A narrative overview of the huddle. The Huddle Agent captures the main topics discussed, the overall tone, and key takeaways. This gives anyone reviewing the huddle a quick sense of what happened without listening to the full recording.
Wins
What went well. Successes worth noting. The Huddle Agent listens for moments when your team celebrates progress, completed work, or positive outcomes.
Examples:
Completed gravel and drainage system prep for the new back patio
Received mulch and plant deliveries on time
Client signed off on the design proposal
What's Working
Processes and approaches that are clicking. This captures what your team wants to keep doing, not just one-time successes but patterns worth reinforcing.
Examples:
Communication with the back office is working well
Organizing tools in the truck every night is helping keep things orderly
The new material staging process is saving time
Wants
Requests, needs, and things the team is asking for. This is where the real action happens.
Examples:
Sand to be delivered today to complete the patio installation
Trucks need to be fueled
Need a replacement trimmer head for unit 7
Wants become board cards. After a huddle is processed, the requests captured in Wants automatically route to the appropriate LeanBoards. A materials request goes to Ops. An equipment issue goes to Shop. A customer opportunity goes to Customer. If something doesn't fit a specific board, it lands on Action Items as a catch-all.
This is the connection between your morning meeting and tracked work. Say it in the huddle, and it becomes visible to the people who can act on it.
Managing Huddles
Click the three-dot menu on any huddle (in the list view) or Options (in the detail view) to access management actions.
Labels
Add labels to organize your huddles. Common approaches:
By team or crew (Crew A, Crew B, Leadership)
By type (Daily Huddle, Safety Meeting, Client Meeting)
By location or division
Labels help you filter and find huddles later, especially as your library grows.
Access
Control who can see a huddle. By default, huddles are visible to your organization based on your company's permission settings. Use Update Access to adjust visibility for sensitive content.
Delete
Remove a huddle you no longer need. This is permanent.
Recording Huddles
Huddles are recorded on the mobile app. Open the app, tap Record Huddle, run your meeting, and tap stop when you're done.
A few things to know:
Share one phone. Everyone in the meeting shares the recording device. Place it in the center where it can pick up all voices, or pass it around.
Identify yourself. The Huddle Agent doesn't detect individual voices, so say your name when you speak: "This is Marcus. The Johnson site went really well yesterday." This helps the Huddle Agent attribute wins, requests, and action items to the right people.
Works offline. No signal? The recording saves locally and uploads when you reconnect.
For detailed guidance on running effective huddles, see the Morning Huddle Workflow.
Running Effective Huddles
The best huddles follow a simple structure. We call it Wins, Working, Wants, Safety.
Wins
What went well yesterday or recently
Working
What processes are clicking
Wants
What the team needs
Safety
Any safety topics, reminders, or observations
Safety matters. While the Huddle Agent doesn't extract Safety as a separate output section, building safety into every huddle creates a culture where it's always top of mind. Take a moment to cover it, even when there's nothing specific to report.
Be specific. "We need mulch at the Johnson site" is better than "we need stuff." Specific requests become actionable cards.
Name names. "Marcus, can you handle the equipment check?" is more useful than "someone should check the equipment."
Keep it focused. 10-15 minutes is the sweet spot. Long meetings produce noisier summaries.
Huddles Beyond the Morning
The morning crew huddle is the most common use case, but the same workflow works for any meeting where you want to capture what was said:
Office meetings and weekly syncs
Leadership meetings and planning sessions
One-on-ones and coaching conversations
Client meetings (with permission)
Training sessions
Quick voice notes throughout the day
Any meeting where information would otherwise disappear is a candidate for a huddle.
Related Pages
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