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Sharing Meetings

Share a meeting with teammates as a secure link or as a downloadable PDF report. You can also send a meeting to Companion to ask follow-up questions about it.

Open the Share panel​

  1. Open the meeting you want to share.
  2. Click the overflow menu (the ⋯ dropdown next to the conversation title).
  3. Select Share.

A share dialog opens with the heading Share "[conversation title]" and the description "Choose how you'd like to share this conversation insight report".

The Share panel offers two actions: Share PDF and Generate Link for Sharing.

Share as a PDF​

Use Share PDF to download a server-generated report you can email or archive.

  1. In the Share panel, click Share PDF.
  2. Harmony shows a loading state ("Generating PDF…") while the file is built.
  3. The PDF downloads automatically to your computer when ready.

The PDF includes:

  • The conversation title, date, participants, and medium.
  • The AI-generated insights from any insight projects that apply to the conversation (summary, action items, key points, and other configured insights).
  • A QR code that links back to the conversation in Harmony.

The PDF is named "Conversation Insights Report" by default. It does not include the full transcript text — for the raw transcript, share the link or pull GET /v1/conversations/{id}/transcript from the Public API.

Use Generate Link for Sharing to send a secure URL to teammates who already have Harmony access.

  1. In the Share panel, click Generate Link for Sharing.
  2. Harmony generates a unique URL for this conversation.
  3. The URL appears in a Shareable Link field — click Copy to copy it (the button changes to Copied to confirm).
  4. Paste the link into Slack, email, or any other channel.

Recipients must be signed into Harmony and must have permission to view the conversation. Anyone without a Harmony account or with insufficient permissions will be redirected to sign in and may still be blocked. See Roles and Permissions for the read-scope rules.

Click Done (or the close ✕) to dismiss the Share panel.

Discuss the meeting with Companion​

You can also send a meeting to Companion for follow-up questions:

To discuss a meeting further with Companion, you have a couple of direct options within the Harmony interface. If you click the Companion icon in the conversation header, Harmony will immediately open a new Companion chat thread. This thread comes already loaded with the context of your current meeting and includes a suggestion to "Summarize this meeting…" to help you quickly get started with follow-up questions or requests for analysis. Alternatively, you can access similar functionality by clicking the overflow menu (represented by the ⋯ icon) next to the meeting title. From there, choose Discuss with Companion to start an open-ended conversation thread, also attaching the meeting as context. In both cases, all the details of the meeting are shared discreetly and securely within your workspace, allowing you and your team to ask questions, review insights, or collaborate on follow-ups based on the meeting content.

What gets shared?​

When you choose to share a meeting, the specific information made available to others depends on the sharing method you select. If you create a shareable link, the recipient (as long as they have appropriate access) will see the full conversation page for that meeting. This includes anything associated with the conversation, such as the original recording (if it exists), the complete transcript, insights produced by Harmony, any extracted action items, all properties and metadata, and the various tabs present in the conversation view. However, recipients will only be able to view information permitted by their individual roles and permissions in Harmony.

If you instead download and share a PDF report, the recipient will receive a file containing the meeting’s metadata (such as title, date, and participants), the communication medium (for example, whether it was a Zoom call or Teams meeting), and all relevant AI-generated insights configured for your workspace, like summaries and action items. This PDF also includes a QR code that links directly back to the conversation inside Harmony for easy reference. Note that the PDF is intended as an insights report and does not contain the full transcript text; for the raw transcript, you will need to use the share link or access the transcript via the Public API.

If you wish to export information programmatically, Harmony provides a Public API. You can retrieve the main conversation details through a GET /v1/conversations/{id} request, obtain the entire transcript through GET /v1/conversations/{id}/transcript, and fetch the set of insights generated by Harmony for the meeting with GET /v1/conversations/{id}/insights.

Permissions and access​

It's important to understand that sharing a meeting does not grant anyone new permissions or increase their access in Harmony. Anyone with the shared link or file must already have the required read scope for the conversation. Harmony enforces role-based access, so whether a recipient can view a meeting depends on the permissions associated with their user role. These access levels include "own," where users can only see conversations they personally created; "team," in which users can access meetings belonging to any of their assigned teams; and "all," which gives access to every conversation in the workspace. If a user tries to access a shared meeting and cannot view it, it's likely because their role restricts access, and an administrator would need to update their permissions in Harmony’s settings to enable broader visibility.

If someone clicks a shared link and gets a sign-in prompt or a "no access" page, their role's read scope is most likely too narrow for that conversation. An admin can adjust the role under Settings → Roles (Roles and Permissions).

Deleting a conversation revokes any shareable link to it.

Once a PDF has been downloaded, Harmony cannot revoke access to that file. Use the link option when you need to be able to revoke or update access later.

Troubleshooting​

Recipient sees a sign-in prompt or "Access Denied": The recipient is either not signed into Harmony or their role doesn't grant the required read scope. Ask your admin to check the role assigned to that user under Settings → Roles and Settings → Users.

PDF doesn't have everything I expected: The PDF is the insights report, not the transcript. If you need the raw transcript, use the share link or the Public API.

Share panel doesn't open: The conversation may still be processing. Wait until the status badge in the header reads Completed before sharing.