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How to Set Up a Project

Projects organize your analysis around specific business goals, ensuring the right teams are measured against the right criteria.

A project acts as a dedicated workspace for an initiative—such as a product launch, a sales coaching program, or a quarterly business review. It brings together your team members, their relevant meetings, and the specific Insights you want to track.

Create a new project​

Setting up a project is the first step toward transforming your team's conversations into structured data.

  1. Click Insights in the navigation sidebar.
  2. Click the + icon in the top-right corner to open the creation modal.
  3. Enter a Name that reflects your goal (e.g., Q3 Competitive Analysis).
  4. Select the Language for insight generation.

Your team can conduct a call in Spanish or Polish, and Harmony can generate the analysis in English. This allows global organizations to compare performance across different regions using a single set of metrics.

  1. Select the Teams whose meetings should be analyzed by this project.
  2. Click Create.

Manage teams in a project​

Harmony only analyzes meetings from teams assigned to the project. You can update this list at any time as your organization grows.

  1. Open your project and click the Teams tab.
  2. Click the + icon to see a list of available teams.
  3. Select the teams you want to include

For a faster update, you can manage team access directly from the project header.

  1. Click the + icon next to the team icons in the project property bar (top-left).
  2. Add or remove teams from the dropdown list.

Why project structure matters​

By organizing your work into projects rather than a single global dashboard, you gain several strategic advantages:

  • Noise Reduction: Sales teams don't see support-specific insights, and vice-versa.
  • Focused Logic: You can apply different "Project Knowledge" to different initiatives to sharpen AI accuracy.
  • Automatic Filtering: Once a team is assigned, Harmony automatically identifies their relevant meetings based on your project criteria.

A project report will remain empty until at least one Insight is defined in the Configuration tab.