granola-ci-integration

# Granola CI Integration ## Overview Build automated workflows that process Granola meeting notes as part of your development pipeline. ## Prerequisites - Granola Pro or Business plan - Zapier account - GitHub repository (for Actions) - Development workflow understanding ## Architecture ### Meeting-to-Action Pipeline ``` Meeting Ends ↓ Granola Processes Notes ↓ Zapier Webhook Triggered ↓ Processing Pipeline ├── Create Issues/Tasks ├── Update Documentation ├── Notify Team └── Update CRM ``` ## Zapier Webhook Setup ### Step 1: Create Webhook Endpoint ```yaml # Create a Zapier Zap Trigger: Granola - New Note Created Filter: Meeting title contains "sprint" OR "planning" ``` ### Step 2: Parse Meeting Content ```javascript // Zapier Code Step - Parse Action Items const noteContent = inputData.note_content; // Extract action items const actionPattern = /- \[ \] (.+?)(?:\(@(\w+)\))?/g; const actions = []; let match; while ((match = actionPattern.exec(noteContent)) !== null) { actions.push({ task: match[1].trim(), assignee: match[2] || 'unassigned' }); } return { actions: JSON.stringify(actions) }; ``` ### Step 3: Create GitHub Issues ```yaml Action: GitHub - Create Issue Repository: your-org/your-repo Title: "Meeting Action: {{task}}" Body: | From meeting: {{meeting_title}} Date: {{meeting_date}} Task: {{task}} Assignee: {{assignee}} --- Auto-created by Granola integration Labels: ["from-meeting", "action-item"] Assignee: {{assignee}} ``` ## GitHub Actions Integration ### Workflow: Process Meeting Notes ```yaml # .github/workflows/process-meeting-notes.yml name: Process Meeting Notes on: repository_dispatch: types: [granola-meeting-completed] jobs: process-notes: runs-on: ubuntu-latest steps: - uses: actions/checkout@v4 - name: Parse Meeting Notes id: parse run: | echo "Processing meeting: ${{ github.event.client_payload.title }}" echo "Date: ${{ github.event.client_payload.date }}" - name: Update Meeting Log run: | # Append to meetings log echo "| ${{ github.event.client_payload.date }} | ${{ github.event.client_payload.title }} | [Link](${{ github.event.client_payload.url }}) |" >> docs/meetings.md - name: Create Issue for Action Items uses: actions/github-script@v7 with: script: | const actions = JSON.parse('${{ github.event.client_payload.action_items }}'); for (const action of actions) { await github.rest.issues.create({ owner: context.repo.owner, repo: context.repo.repo, title: `Meeting Action: ${action.task}`, body: `From: ${{ github.event.client_payload.title }}\n\n${action.task}`, labels: ['meeting-action'] }); } - name: Commit Changes run: | git config user.name "Granola Bot" git config user.email "bot@granola.ai" git add docs/meetings.md git commit -m "docs: add meeting notes from ${{ github.event.client_payload.date }}" git push ``` ### Trigger Workflow from Zapier ```yaml # Zapier Webhook Action Method: POST URL: https://api.github.com/repos/your-org/your-repo/dispatches Headers: Authorization: Bearer {{github_token}} Accept: application/vnd.github.v3+json Body: { "event_type": "granola-meeting-completed", "client_payload": { "title": "{{meeting_title}}", "date": "{{meeting_date}}", "url": "{{granola_link}}", "summary": "{{summary}}", "action_items": {{action_items_json}} } } ``` ## Linear Integration Pipeline ### Auto-Create Tasks from Meetings ```yaml # Zapier Multi-Step Workflow Step 1 - Trigger: App: Granola Event: New Note Created Step 2 - Filter: Condition: Summary contains "TODO" or "action item" Step 3 - Parse: App: Code by Zapier Script: Extract action items with assignees Step 4 - Loop: For each action item: App: Linear Action: Create Issue Team: Engineering Title: {{action.task}} Description: | From meeting: {{meeting_title}} Date: {{meeting_date}} Context: {{surrounding_text}} Assignee: {{action.assignee}} State: Todo ``` ## Slack Bot Integration ### Meeting Summary Bot ```yaml # Automated Slack Post Trigger: New Granola Note Slack Message: Channel: #dev-meetings Blocks: - type: header text: "Meeting Notes: {{meeting_title}}" - type: section text: "{{summary}}" - type: divider - type: section text: "*Action Items:*\n{{action_items}}" - type: actions elements: - type: button text: "View Full Notes" url: "{{granola_link}}" - type: button text: "Create Tasks" action_id: "create_tasks" ``` ## Testing & Validation ### Test Webhook Endpoint ```bash # Test Zapier webhook with sample data curl -X POST https://hooks.zapier.com/hooks/catch/YOUR_HOOK_ID \ -H "Content-Type: application/json" \ -d '{ "meeting_title": "Test Sprint Planning", "meeting_date": "2025-01-06", "summary": "Discussed Q1 priorities", "action_items": [ {"task": "Review PRs", "assignee": "mike"}, {"task": "Update docs", "assignee": "sarah"} ] }' ``` ### Validate Integration ```markdown ## Integration Test Checklist - [ ] Schedule test meeting - [ ] Complete meeting with sample action items - [ ] Verify Zapier trigger fires - [ ] Check GitHub issues created - [ ] Confirm Slack notification sent - [ ] Validate Linear tasks appear ``` ## Error Handling ### Retry Configuration ```yaml # Zapier Error Handling On Error: Retry: 3 times Delay: 5 minutes between retries Fallback: Send error to Slack #ops-alerts ``` ### Common Errors | Error | Cause | Solution | |-------|-------|----------| | Webhook timeout | Large payload | Add processing delay | | Auth expired | Token invalid | Refresh OAuth tokens | | Rate limited | Too many requests | Add delays between actions | | Parse failed | Note format changed | Update parsing logic | ## Resources - [Zapier Webhooks](https://zapier.com/help/create/code-webhooks) - [GitHub Actions Events](https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows) ## Next Steps Proceed to `granola-deploy-integration` for native app integrations.