Ready to get started with Harvestr?
Just follow these 5 steps and you’ll get your feedback loop up and running in no time.
Step 1. Integrate your favorite tools
Feedback integrations
To help you centralize all your product feedback in Harvestr, we have built deep integrations with many of your favorite tools:
Slack: collect feedback from teams and customers working in Slack
Salesforce, HubSpot: let sales people create and track feature requests on behalf of their customers without leaving their CRM
Zapier: integrate with thousands of other apps to harvest them all
Dev tools integration
Notion: link documentation to your Discoveries in Harvestr
Figma: attach design work to your Discoveries in Harvestr
Step 2. Organize your Feedback Hub
Customer feedback can quickly become a mess if it is not organized correctly.
That's why we wanted to help you with good organizational tools: Discoveries and Components.
What is a Discovery and when should I use it?
Discoveries are where you can aggregate feedback related to the same topic.
Discoveries can be customer problems, improvement opportunities, or feature ideas. They have:
a title (e.g. "Slack integration")
a description (e.g. "Our customers need a Slack integration to...")
tags (e.g. "Feature request", "Bug")
a state (e.g. "Not for now" or "Doing")
custom fields (goal, revenue, etc.)
To help you organize things even better, Discoveries are organized by Components.
What is a Component and when should I use it?
Components are categories that help you organize your Discoveries and your Harvestr workspace in general. Components can be Product Areas (think Onboarding, Payment, Settings, etc.), Jobs to be Done, Team Scopes, or whatever is relevant for your product organization.
At Harvestr for example, we chose to organize our Discoveries around our main product areas and Jobs to be Done. Hence the Components we have: Feedback, Integrations, Discovery, etc. Every time we get feedback related to one of those categories, it's assigned to the corresponding Discovery in the right Component.
To get even more organized, you can also add Sub-Components inside of your Components.
Best practice: start simple with 1 or 2 levels of Components and refine later if necessary.
Step 3. Import existing data
Import Feedback
Leverage feedback sources integrations to start importing feedback.
Import feedback in bulk using our CSV feedback import.
Import Customer data
Set up customer data synchronization from HubSpot, Salesforce, or Intercom.
Import Discoveries
Import Discoveries with our CSV discoveries import.
You can import Feedback, Customers, and Discoveries altogether with links between object with our dedicated multi-object import.
Step 4. Process incoming feedback
Now that you’re all set up, you can start harvesting and categorizing feedback from all the sources you've integrated with Harvestr.
Leverage AI to automate feedback categorization
Harvestr’s AI automatically categorizes new feedback by suggesting relevant Discoveries. You can review these suggestions and decide whether to accept, reject, or adjust them, individually or in bulk. This helps you stay on top of user needs at scale, without sorting through every message manually.
Categorize feedback yourself
You can also categorize feedback yourself whenever needed. When reading feedback in your inbox and spotting valuable information, you can:
Select specific verbatims and link them to your Discoveries
Click the "Link to" button to link the whole content to a Discovery
In both cases, a pop up will open showing all your Components and Discoveries. Simply search and click on a Discovery to link the selected feedback to it.
If the topic is new, create a new Discovery by clicking the + button next to the relevant Component.
Whether done by AI or manually, categorizing feedback in Harvestr will help you build a valuable and actionable user insight repository.
Step 5. Prioritize what needs to be built next
Prioritizing product work is one of the most critical and challenging tasks for product teams. Harvestr helps you go from raw feedback to informed product decisions by combining qualitative insights with prioritization criteria tailored to your strategy.
Here’s how to get started:
Define your prioritization criteria
Start by deciding which factors matter most for your team and create the related Discovery fields. Common criteria include:
Feedback volume: How much feedback did we get on this topic?
Customer segment: Is the request coming from target accounts?
Opportunity size: How much revenue is tied to this problem?
Effort or complexity: How hard is it to deliver?
Strategic fit: Does it align with our goals?
In Harvestr, you can create custom fields to track these criteria across all Discoveries.
You can also enrich Discoveries with synced customer attributes for ROI-driven decision-making.
Filter and sort Discoveries to quickly identify top priorities
Once your Discoveries are categorized and enriched with data, use Harvestr’s filtering and sorting options to surface the most relevant opportunities:
Filter by attributes like product area, customer segment, or feedback source
Sort by number of linked feedback items, aggregated revenue, or any custom field
Combine filters to focus on what matters now (e.g. “Enterprise customers” + “Billing”)
This gives you a dynamic view of priorities based on real-time data.
Best practice: use Views to save your most used combinations of filters and sorting options and quickly answer questions like : "What are the most requested features this month?" or "What topics did we get feedback on recently?"
You're all set!
You are now ready to use Harvestr at its full potential and get the most out of it.
If you want to know more and quickly become a power user, take a closer look at our Basic functionalities and Core Features.