Meeting Insights, Goals, and Tags

Use Harmony’s AI to analyze conversation quality, track strategic outcomes, and categorize your meetings.

Meeting Insights

Viewing Insights

1. Open any meeting
2. Go to Insights tab
3. Explore metrics and analysis

What's Captured

For every meeting you get a recording (audio or video, retention varies by plan), a transcript, an AI summary, action items, and insights.

The transcript is full, timestamped, and searchable. Harmony identifies who spoke when and shows how much each speaker talked—the share of speaking time per person. You can edit the transcript (edits help improve future accuracy), search it, and export it as PDF.

The summary gives you a short executive overview, the main topics, decisions made, and next steps.

Action items are pulled from the conversation automatically: what to do, who’s responsible and by when (when mentioned), plus the relevant context.

Insights go beyond the summary. They include engagement, the overall vibe of the conversation, a summary with key points, how often key words were used, discount impact, income segmentation, and whether the customer gave positive feedback.

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

Track meeting goals

Goals represent long-term commitments or specific outcomes, such as a deal value or a resolved support issue.

1. Navigate to the Goals tab in the meeting header.
2. Click Add new goal.
3. Enter a Goal Name and an optional Description.
4. Assign a Goal Value if there is a monetary amount or a specific score associated with the outcome.
5. If this goal relates to a broader objective, check Link to existing goal definition.

Manage action items

Harmony extracts tasks automatically from the transcript, identifying the owner and the deadline when mentioned.

• Automatic Extraction: Phrases like "I'll send the proposal by Friday" are turned into tasks.
• Editing: You can modify the owner or due date in the Overview or Action Items tab.
• Syncing: Connect Harmony to Linear or Notion to automatically push action items to your project management tools.

Organize with tags

Tags allow you to filter meetings by category, such as Discovery, Demo, or High Priority.

1. Go to the Properties tab of a meeting.
2. Scroll to the Tags section at the bottom.
3. Select an existing tag or click Add tag to create a new one.

Troubleshooting

Insights are missing
Processing requires a few minutes after the meeting ends. Ensure the recording has clear audio; poor quality can prevent AI analysis.

Action items are incorrect
If the AI misidentifies a task, click the item to edit it. Harmony learns from your corrections to improve future extraction.

Cannot add goals
Ensure your Role has "Update" permissions for conversations. If the button is greyed out, contact your workspace admin.