Your First Meeting with Harmony

The fastest way to record your first live meeting is to send the Companion Bot to a Zoom, Google Meet, or Microsoft Teams call.

Invite Companion to a meeting

1. Open your meeting in Zoom, Google Meet, or Microsoft Teams.
2. Copy the meeting link from your video conferencing app.
3. In Harmony, open Quick Launch — either click the floating Record button (bottom of the sidebar) and choose Remote, or open the command palette with Cmd/Ctrl+K and pick Remote.
4. Paste the meeting link and click Ask Companion to join.
5. Switch back to your meeting platform and click Admit when the Harmony Bot participant appears in the waiting room.

The bot is dispatched through Harmony's meeting-bot provider integration (Recall.ai or MeetingBaas, depending on workspace configuration). The default participant name shown to other attendees is Harmony Bot, and the name is configurable per workspace.

Confirm the meeting is active, the link is a supported Zoom, Google Meet, or Microsoft Teams URL, and the host admitted the bot from the waiting room.

Auto-join (when fully enabled)

If your workspace has enabled auto-join and your calendar is connected, Harmony can schedule the Companion Bot for qualifying calendar events automatically. Auto-join is gated by several layers (deployment feature flag, backend env, workspace toggle, your personal preference, calendar connection, supported meeting URL, scheduling window). For the full layered model, see Recording automatically.

Start a meeting from your meeting platform

Harmony does not natively start a Zoom, Google Meet, or Microsoft Teams call on your behalf. The supported flow is:

1. Start the meeting in your meeting platform of choice.
2. Copy the meeting link.
3. Follow the Invite Companion to a meeting steps above.

There are also two related in-product surfaces that may appear in your workspace:

• Harmony Calls — an alpha 1:1 video feature backed by an external LiveKit / Harmony Meetings stack. Off by default and does not produce a recording or transcript in the standard Harmony backend.
• Harmony Meetings (Quick Launch tile) — a feature-flag-gated tile that opens an external demo meeting URL at m.heyharmony.com.

Neither replaces the Companion Bot path for recording an external meeting.

Review your meeting data

After your meeting ends, Harmony processes the recording. Most meetings finish in a few minutes; recordings of an hour or more can take 10–15 minutes. The conversation page updates live in the app — Harmony does not send an email or OS notification when processing finishes. You'll find the finished meeting under Meetings in the left sidebar.

The conversation detail view has these tabs:

• Overview — AI summary, key points, and extracted Action Items.
• Transcript — full speaker-labelled transcript.
• Properties — metadata, participants, custom fields, Tags.
• Data Lake — the AI-generated Insights for the meeting, grouped by the projects the meeting belongs to.
• Performance and Goals — visible when those products are enabled.

For details on what Insights show up and how to configure them, see What are insights.

Share the meeting

To share a meeting:

1. Open the meeting.
2. Click the ⋯ overflow menu next to the conversation title.
3. Select Share.

You can either Generate Link for Sharing (a secure URL — recipients still need a Harmony account and the right permissions) or Share PDF (a server-generated insights report; does not include the full transcript). See Sharing meetings for the full flow.

Troubleshooting

Harmony didn't join the call. Confirm you admitted the bot from the waiting room. Check that the link is a supported Zoom, Google Meet, or Microsoft Teams URL, and that the meeting is active.

Transcription is inaccurate. Audio quality is the biggest factor. Use a dedicated microphone, reduce background noise, and avoid speakers talking over one another. See Transcription quality.