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How Harmony Captures Conversations

Harmony records meetings, calls, and transcripts and turns them into searchable conversations with transcripts, summaries, action items, and insights.

Ways to bring a conversation into Harmony​

You can add conversations to Harmony in five main ways: send the Companion Bot to a remote meeting, send the bot from a calendar event, let auto-join handle it, record locally with the desktop app, or upload an existing recording or transcript.

Send Companion to a remote meeting​

To bring Harmony into an online meeting on Zoom, Google Meet, or Microsoft Teams:

  1. Copy the meeting link from your calendar invite or meeting platform.
  2. Open Harmony and click Quick Launch in the top-right of the dashboard.
  3. Choose Remote (sometimes labelled Companion joins).
  4. Paste the meeting link.
  5. Click Ask Companion to join.

Harmony joins as a visible participant. If the meeting platform shows a waiting room or lobby, admit the bot when it appears. The bot doesn't speak and doesn't interrupt — it just records and transcribes.

Send the bot from a calendar event​

If your Google Calendar is connected (see Personal Integrations) and an upcoming event includes a supported meeting link, you can send the Companion Bot directly from the event in Harmony's Calendar view. There is no native Microsoft Outlook calendar integration today.

Use auto-join​

Auto-join schedules the Companion Bot for qualifying meetings on your synced calendar without you doing anything per meeting. It is layered — every layer below has to be true for any given event:

  • A workspace admin has enabled auto-join for the organisation.
  • The bot-auto-join feature flag is on for your account.
  • Your calendar is connected and synced.
  • You have not opted out (or excluded the event by title) in User preferences → Experimental.
  • The event has a supported meeting link (Zoom, Google Meet, or Microsoft Teams) and is confirmed (not declined or all-day).

If any of these is false, no bot is scheduled — use the manual Remote flow instead. See Recording meetings automatically for the full layered model and personal controls.

Record with the desktop app​

Install the Harmony desktop app on macOS or Windows from heyharmony.com/download to record locally. Local recording can capture screen, system audio, microphone, and (optionally) a camera overlay. This is the right choice for in-person meetings, phone calls, or video platforms the Companion Bot doesn't natively support.

Upload a file or paste a transcript​

You can also upload an existing audio or video file (up to 2 GB), import from a public URL, or paste a transcript. See Uploading meetings for the full upload flow.

Auto-join is layered and not available in every workspace. If you don't see the experimental settings or your meetings aren't being picked up automatically, check with your admin or fall back to the manual Remote flow.

What Harmony captures​

Depending on the capture method, Harmony records audio, video or screen content, meeting metadata, attendees, and the transcript. After processing it produces a speaker-labelled transcript, an AI summary, extracted action items, and any insights configured for the relevant projects.

How Harmony appears in your meeting​

For bot recordings, Harmony joins as a visible participant. The display name is Harmony Bot by default; admins can customise the bot name from workspace settings. Participants must admit the bot from the waiting room or lobby when the meeting platform requires approval.

What you get after the meeting​

Processing usually finishes within a few minutes. For each captured conversation Harmony produces:

  • Recording — the captured audio, video, or screen content. Retention varies by plan and workspace policy.
  • Transcript — timestamped, speaker-labelled, and searchable. Read-only in the app.
  • Summary — short executive overview, main topics, decisions, and next steps.
  • Action items — automatically extracted, with assignee and due date when mentioned.
  • Insights — driven by your workspace's projects and insight definitions, e.g. sentiment, topics, objections, scorecards, goals, or custom business metrics.

Clean audio is the biggest factor in transcription quality. Use decent microphones, keep your connection stable, and minimise background noise.

You are responsible for following local recording laws and informing participants. Harmony records transparently — the bot appears in the participant list — and desktop recordings should be announced according to your company policy and local law. See Getting consent for more.