Meeting Insights, Goals, and Tags

After every meeting, Harmony works behind the scenes to produce AI-generated insights, extract action items, and let you log goals and add tags. This page covers the per-meeting surfaces; for how Insights are configured at the workspace level, see the Insights documentation.

Where insights appear on a meeting

Open any meeting from your dashboard. The conversation detail view has these tabs in the header:

• Overview — AI summary, key points, and the extracted Action Items grouped by assignee.
• Transcript — the full speaker-labelled transcript (see Meeting Transcription).
• Properties — metadata, participants, custom fields, and Tags.
• Data Lake — the AI-generated Insights for the meeting, grouped by the projects the meeting belongs to.
• Performance — performance metrics if the Performance product is enabled.
• Goals — goals logged against this meeting.

The AI insights for the meeting live under the Data Lake tab — not under an "Insights" tab. The badge next to Data Lake shows how many insights have been generated.

What insights you see

Which insights appear depends on the Insight Definitions configured in the projects the meeting belongs to. There is no fixed list of insights every meeting receives — definitions are configured per project (for example: Summary, Action Items, Buyer Engagement, Scale Rating, SPIN Distribution).

For the full catalogue of definition types and how projects, definitions, and criteria fit together, see What are insights and Setting up a project.

If no insights appear for a meeting, the most common causes are:

• The meeting hasn't finished processing (status badge still Transcribing or Processing).
• The meeting isn't in any project's team scope.
• No insight definitions have been added to the relevant project yet.

You can re-run insights from the conversation action menu (⋯) — see Reprocess insights.

Action items

Harmony reads the transcript and extracts action items during processing. Each action item has a type — Todo, Email, or Calendar — plus content, an assignee (when identifiable from the transcript, otherwise Unassigned), and a confidence score.

Action items appear in two places:

• Overview tab — extracted action drafts grouped by assignee. If nothing was extracted you will see "Action items not generated yet."
• Data Lake tab — if your project has an Action Items insight definition, an AI-generated list of action items appears there as an insight result.

Turn a todo into a task

Click an action item of type Todo to open the Add Task dialog. You can send the task to:

• Harmony — adds it to your in-product Tasks list.
• A connected task integration — for example Todoist, Google Tasks, or Linear (these are connected per user under Settings → Personal → Integrations).

Note: a generic "Notion" push for action items is not a built-in destination today.

Compose a follow-up email

Clicking an Email action item currently shows "Email action items are coming soon!". The email composer (when fully available) will draft an email from the conversation context and create a draft in a connected Gmail (or compatible) integration.

Create a calendar event

Clicking a Calendar action item currently shows "Calendar action items are coming soon!". When fully available, the event composer will create the event in a connected calendar (Google Calendar today).

Create or update a CRM record

When a CRM integration is connected at the org level (HubSpot, Salesforce, Pipedrive, …), the action item composer also lets you create or update Contact, Account, Deal, or Task records in the CRM directly from a meeting.

If you don't see CRM options, ask your admin to connect the integration under workspace Settings → Integrations.

Goals

Use Goals to track meeting-level outcomes — closing a deal, resolving an issue, or progress toward a recurring objective.

To log a goal:

1. Open the meeting.
2. Click the Goals tab in the header (or open the ⋯ action menu and choose Log Goal).
3. Click Add new goal.
4. Give the goal a descriptive name and optional description.
5. If the goal has a measurable value (revenue amount, score, etc.), add it in the Goal Value field.
6. Optionally link the goal to a Goal Definition so progress is tracked across multiple meetings.

You need conversation update permissions on the meeting to log goals. If the Add new goal button is greyed out or missing, ask your workspace admin to check your role's conversations:update:* scope.

Integration actions on goals

When a goal is achieved, Harmony can trigger an integration action — for example update a deal stage in HubSpot, or post a webhook to an external URL. Integration actions support Update Record, Change Stage, Create Activity, and Webhook, and field mappings can pull values from the Goal, Goal Definition, Conversation, Contact, Account, a Static Value, or a Template ({{goal.name}}).

Configure integration actions on a Goal Definition under Settings → Goals.

Tags

Tags are a lightweight way to organise and filter meetings.

To tag a meeting:

1. Open the meeting and go to the Properties tab.
2. In the Tags section, click Add tag.
3. Select an existing tag or type to create a new one.

Tags are visible to everyone in your organisation who can see the conversation. Use them to filter the Meetings list under Browse — for example by Discovery, Demo, or High Priority — see Finding and searching meetings.

Tips and troubleshooting

No insights appearing yet: processing usually takes a few minutes; long recordings can take 10–15 minutes. Make sure the audio is clear — poor audio quality affects insight quality.

An action item is wrong: click it to edit the content or change the assignee. Edits stay on the conversation but do not retrain the extraction model.

Can't add a goal: check your role's conversations:update:* scope with your admin.

Need to re-run insights after changing definitions or project criteria: use the Reprocess flow from the conversation ⋯ action menu, or run a project-level rerun from the Revisions tab — see Reports and exports.