Board · reads card
Whiteboard
Free canvas of notes.
A free surface where position carries meaning.
Wholesale
30-day terms keep coming up
Packaging cost per unit halves at 500
Product
Nobody asks about the grinder
Parked
Saturday? staffing
What it does
Behaviours, not fields. Choosing between two modules is choosing between these.
No imposed structure at all, which is right for thinking and wrong for anything queried later.
Clusters emerge during the session rather than being decided before it.
Position means whatever the room decided it means, and that is the feature.
How it works
- 1
Notes go up quickly with no structure imposed.
- 2
Clusters form during the session, and the clustering is the output.
- 3
Position means whatever the room decided it means, which is the feature.
- 4
A cluster that turns out to matter usually becomes a different module afterwards.
Best for
Moodboards, seating plans, layouts.
Not the right choice for
Anything needing a guaranteed order.
What a row holds
Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.
| Field | Type | Filled from |
|---|---|---|
| Noterequired | text | One thought on one note, as it was said in the room. |
| Cluster | text | Where it ended up. Emerges during the session rather than being decided before it. |
| Colour | text | A visual grouping, which sometimes means something and sometimes does not. |
What it does not do
A module chosen for something it cannot do costs more than one that was never offered.
- Nothing here is queryable later. It is a thinking surface, not a record.
- Clusters are labels rather than structure, so nothing counts or compares them.
- No real-time collaboration; one person captures.
- The value decays quickly. A whiteboard nobody transcribed within a week is a photograph.
Before it works
What you have to provide, if anything.
- Nothing.
- Transcribe the outcome into a real module the same day. That is the step people skip.
In practice
A team running a half-day planning session.
“Put everything up and we will group it after.”
What the agent built
A free surface with notes clustered into wholesale, product and parked.
What changed
The wholesale cluster turned out to be twice the size of anything else. That decided the quarter, and nobody had planned to discuss it.
Better with
These do a different job on the same data. An agent can have all of them.
You are gathering evidence over time and need to keep hunches visibly separate from things you actually know.
Several ideas are in play, they relate to each other in more than one direction, and a list would flatten that.
Meetings produce commitments and those commitments currently evaporate between the room and the inbox.
This module renders as a table rather than its own shape
A whiteboard rendered as a kanban gets lanes, and lanes are a structure it deliberately does not have — free positioning IS the module, and clusters that emerged during a session become columns that look decided. Every note survives and the grouping is preserved as a lane name; what is lost is that the arrangement was provisional. Drawing it properly needs a canvas with arbitrary coordinates, which a dataset view has no way to express.
Questions
What data does the Whiteboard page use?
It reads card records the agent has collected. Free canvas of notes. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a board the wrong choice?
Anything needing a guaranteed order. It is best for: moodboards, seating plans, layouts.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Productivity
- Oat milk12 cartons
- Filter papers4 boxes
- Cleaning cloths1 pack
- Till roll20
Shopping list
Things to buy.
- Fridge temperatures loggedYes
- Grinder calibratedYes
- Float countedYes
- Pastries outNo
Checklist
Steps to complete.
Habit tracker
Recurring streaks.
- Grow trade accountsActive trade customers
- Reduce late paymentAverage days to pay
- Launch the subscriptionLive subscribers
- Lift average orderAverage order value
Goals / OKRs
Objectives + key results.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free