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Uploading Meetings or Transcripts Manually

Add existing audio or video recordings, transcripts, or publicly hosted URLs to Harmony so you can generate transcripts, summaries, and AI insights for past conversations.

Open the upload dialog​

  1. In the sidebar, go to Meetings.
  2. Open the upload dialog from any of these places:
    • The Upload option in the Quick Launch panel on the Start tab.
    • The Add Conversation action in the toolbar.
    • The global command palette (Cmd/Ctrl+K) — pick the Upload tile.

The dialog opens with two top-level tabs: Transcript (selected by default) and Recording.

Choose your upload method​

Audio or video file​

  1. Select the Recording tab.
  2. Make sure the Upload sub-tab is selected (not URL).
  3. Drag and drop your file, or click the upload area to browse. The hint reads "Audio or video files (max 2 GB)".
  4. Once a file is selected, you'll see "Selected: [filename]".

Public URL​

  1. Select the Recording tab.
  2. Switch to the URL sub-tab.
  3. Paste a direct link to an audio or video file. The URL must be publicly accessible without a login.
  4. Harmony verifies the URL automatically. The Upload button stays disabled until the green-check confirmation appears.

Pasted transcript​

  1. Select the Transcript tab.
  2. Paste the conversation text into the large text area.

Fill in the meeting details​

All upload methods share the same form fields.

When filling in the meeting details during the upload process, you’ll be asked to provide several key pieces of information:

  • Team: You must specify which internal team this conversation should be associated with. If your Harmony account is already assigned to a team, this may be selected by default. This helps with organizing and searching for meetings within your organization.

  • Contact: Every conversation should be linked to an external participant, such as a customer, prospect, or client. You’ll need to select or enter the name of the main contact involved in the conversation. This is a required field to ensure conversations are properly attributed and tracked.

  • Owner: The owner is the Harmony user who will be responsible for the recording. By default, you are set as the owner, but you can assign any other Harmony user as needed. Ownership determines who manages the conversation and its follow-ups.

  • Medium: You need to indicate what type of conversation was uploaded. The available choices are Call, Video, or Chat. By default, “Chat” is selected if the medium is not specified. Choosing the correct medium helps with accurate processing and reporting.

  • Custom Fields: If your organization has set up custom fields for conversations (for example, tags, project codes, departments, etc.), you’ll see those here as additional options. Filling these in is optional, but doing so can help with filtering, analytics, and reporting later on.

All required fields (Team, Contact, Owner, and Medium) must be filled out before you can proceed with uploading. If you miss any, Harmony will prompt you to complete them before allowing the upload to continue.

If a required field is missing, clicking Upload shows "Please fill in all required fields."

Supported formats and size limit​

Harmony accepts standard audio and video formats — including MP3, WAV, MP4, WebM, OGG, FLAC, M4A, AAC, GSM, and more. Documents and images are rejected.

The maximum file size is 2 GB. Larger files show "The maximum file size is [X] MB."

Processing and results​

After upload, Harmony runs the processing pipeline (transcription, extraction, insights). Most uploads 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. Refresh the meeting in Harmony to check the latest state. The status badge moves through Queued / Transcribing / Processing → Completed.

Once processing finishes, open the meeting and use the Transcript tab to match speakers to contacts or workspace users — uploaded meetings lack calendar context, so this step helps insights and reports attribute turns correctly.

Troubleshooting​

Upload failed. Confirm the file is under 2 GB and uses a standard audio or video format. Documents, images, and other file types are rejected with "Please upload an audio or video file." For large files, try a lower-bitrate export or split the recording.

Stuck in "Processing". Large recordings take longer to analyse. If a recording has been processing for over 30 minutes, refresh the page; if it remains stuck, contact support with the conversation reference.

For the full upload reference (including Public API endpoints), see Uploading meetings manually.