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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​

To get started with a new project, simply head over to the Insights section using the navigation sidebar. Once you’re there, look for the + icon in the top-right corner—clicking this will bring up the creation window.

Now, it’s time to set things up: choose a name for your project that captures what you’re aiming to achieve. For example, you might call it Q3 Competitive Analysis if you’re tracking competitor insights that quarter.

You’ll also be asked to pick a language for insight generation. No worries if your team is spread across countries or speaks different languages—Harmony makes it easy to keep everyone on the same page.

Next, decide which teams you want to include in this project. Pick the ones whose meetings should be analyzed so Harmony can focus on what matters most to your initiative.

Once you’re happy with your choices, just hit Create. That’s it—your dedicated project space is ready to go!

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

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.

To manage teams, open your project and click the Teams tab. Click the + icon to see available teams and select the ones you want to include.

For a quicker update, click the + icon next to the team icons in the project property bar at the top-left. You can add or remove teams directly from the dropdown.

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.