Meeting Insights, Goals, and Tags

Harmony’s AI is like your personal meeting assistant—always listening, always learning, and always working to give you the clearest picture of your conversations. With Harmony, you can dig deep into how your team communicates, keep track of important goals, and easily organize your meetings so you never lose sight of what really matters.

Discovering Insights about Your Meetings

After every meeting, Harmony works behind the scenes to prepare a comprehensive set of insights.

To access these, simply open up any meeting from your dashboard. Once inside, look for the Insights tab at the top of the meeting screen. Here, Harmony presents a collection of smart analytics and observations, all designed to help you better understand how the conversation went.

What Harmony Captures for You

Every single meeting is packed full of rich information, and Harmony ensures you don’t miss a thing.

Right from the start, your meeting is recorded - whether that’s audio or video. As the conversation unfolds, Harmony produces a detailed transcript that captures every word, timestamped and searchable, so you can easily jump to any moment.

What’s more, the transcript includes automatic speaker identification, letting you see exactly who said what and keep track of each participant’s share of the conversation.

And if you spot something in the transcript that could be improved or clarified, you’re free to make edits - these edits even help train Harmony to do better next time! When you’re ready, you can export the transcript as a handy PDF.

But Harmony gives you more than just words on a page. After the meeting wraps up, you’ll find a clear and concise AI-powered summary that lays out all the main topics discussed, decisions that were made, and any next steps you need to follow up on—great for giving teammates a quick briefing or reminding yourself of key points.

Harmony also combs through the discussion to identify action items. These are the concrete follow-ups and to-dos, like tasks or commitments, pulled right from the conversation. Whenever possible, Harmony notes exactly who’s responsible and even picks up on due dates if they’re mentioned, all while keeping the relevant context close at hand so nothing gets lost in translation.

Perhaps the best part is what Harmony calls “Insights.” These go above and beyond a traditional summary. Insights dig into things like how engaged everyone was (did people ask lots of questions? did everyone contribute?), the general mood or “vibe” of the conversation, and whether customers gave positive feedback. You’ll also see handy metrics such as word frequency, topic focus, segmentation by income or discount (if relevant), and more. With these insights, you can spot trends, highlight moments of success, and pinpoint areas for improvement.

Higher engagement scores are typically driven by frequent questions and balanced participation between all speakers.

Setting and Tracking Meeting Goals

Meetings are often about moving things forward—closing a deal, resolving an issue, or making progress toward a bigger objective. Harmony makes it simple to keep your goals front and center so you never lose sight of what you’re working toward.

To set a goal for a particular meeting, start by clicking into the meeting’s Goals tab up in the header.

Here, you’ll find the option to Add new goal. Next, give your goal a descriptive name and, if you wish, add a more detailed description to make its purpose crystal clear.

If your goal involves a specific value - such as a monetary amount, a score, or some other measurable outcome - you can add that too in the Goal Value field.
Sometimes, your meeting goals are part of a broader ongoing objective; in these cases, you have the option to link your new goal to an existing definition, helping you track progress over time and across multiple conversations.

Managing Action Items with Ease

Harmony is here to keep everyone on top of their tasks. As your meeting is transcribed, Harmony listens carefully for any mention of future actions, deadlines, or responsibilities. For example, if someone says, "I'll send over the proposal by Friday," Harmony automatically turns that into a task, captures the owner, and assigns the appropriate due date.

But Harmony understands things are always changing! If you need to edit an action item—perhaps you want to assign a different owner or adjust the deadline—you can jump into either the Overview or Action Items tab and make your changes without a hassle. Harmony learns from these adjustments, meaning task extraction gets smarter as you go.

To streamline your workflow further, Harmony can connect directly with tools like Linear or Notion. Once linked, Harmony will automatically push action items from your meetings right into your chosen project management app. That way, your team always knows what needs attention, and nothing falls through the cracks.

Organizing Meetings with Tags

We know that as meetings pile up, it gets tougher to find exactly what you’re looking for. That’s where tags come in! Tags help you keep your meetings organized and easy to search. Whether you’re tracking sales calls by category (like Discovery or Demo) or grouping important meetings under a “High Priority” label, tags give you the flexibility to arrange your workspace however you like.

To tag a meeting, head to the Properties tab while viewing the meeting. Scroll down until you see the Tags section. Here you can select tags from your existing list, or, if the perfect label doesn’t exist yet, simply click Add tag to create a new one on the spot. Over time, you’ll build a customized tagging system that works perfectly for your needs.

Tips and Troubleshooting

If you’re ever wondering why insights for a meeting aren’t appearing - sometimes it takes a few minutes after the meeting ends for processing to complete. Make sure your recording is clear and free from too much background noise; great audio quality helps Harmony’s analysis shine.

Every so often, the AI might not get an action item quite right. If you notice something’s off, just click on the item to edit it. Harmony pays attention to corrections and gradually improves its future accuracy based on your feedback.

Lastly, if you find yourself unable to add new goals - maybe the button is greyed out or missing altogether - check with your workspace admin to confirm you have the right permissions. Harmony requires users to have “Update” permissions for conversations to set or modify meeting goals, so a quick chat with your administrator should get you sorted.

With Harmony, you have a helpful partner by your side, empowering you to make every meeting count.