To record a meeting, open a project, select Create > Record a meeting, and talk. When you select Finish recording, Handoff turns the conversation into a document in that project.
Available on the Pro and Scale plans. You need permission to edit Documents. Works on desktop and in the mobile app.
Record a meeting
Open the project and go to the Overview tab.
On desktop, select Create > Record a meeting. In the mobile app, select the + button in the bottom right, then select Record a meeting in the Create sheet.
If your browser or phone asks for microphone access, allow it.
Start your client call, site visit, or check-in. Recording begins automatically in a new blank document.
When you finish, select the check button (Finish recording). To discard the recording, select the close button (Cancel recording).
The screen shows Transcribing audio... while Handoff processes the recording. The finished document then opens.
If you start from outside a project, Handoff asks you to choose a project first.
What the meeting document contains
Each recording creates one document in the project. It includes:
Meeting Summary: two or three sentences.
Key Takeaways: a short list of the main points.
Next Steps: action items, or a note that none were identified.
Transcript: the full conversation, with turns labeled Speaker A, Speaker B, and so on.
If the summary step fails, the document holds the raw transcript instead. The audio stays with the document, and you can open it from the three-dot menu with View walkthrough audio.
You can record several meetings on one project. Each one creates its own document.
Turn a meeting into an estimate or another document
Open the meeting document and select Convert to. Choose Estimate, Change order, Daily log, Task list, Template, or one of the templates Scope of work, Material list, and Work order. Handy (Handoff's AI assistant) opens and builds the new document from the notes.
Fix a microphone problem
If recording doesn't start, microphone access is blocked. Turn it on for Handoff in your browser settings, or in your phone's settings for the Handoff app, then try again.