granola-core-workflow-a

# Granola Core Workflow A: Meeting Preparation ## Overview Prepare for meetings with custom templates and pre-configured capture settings in Granola. ## Prerequisites - Granola installed and authenticated - Calendar synced with upcoming meetings - Understanding of meeting types you commonly run ## Instructions ### Step 1: Create Meeting Templates #### 1:1 Template ```markdown # 1:1 Meeting Template ## Check-in - How are you doing? - Any blockers? ## Updates - [ ] Progress on current goals - [ ] Upcoming priorities ## Discussion Topics - ## Action Items - [ ] ## Next Meeting Focus - ``` #### Sprint Planning Template ```markdown # Sprint Planning Template ## Sprint Goals - ## Velocity Review - Last sprint: X points - Capacity this sprint: Y points ## Backlog Items | Story | Points | Assignee | |-------|--------|----------| | | | | ## Risks & Dependencies - ## Action Items - [ ] ``` #### Client Meeting Template ```markdown # Client Meeting Template ## Attendees - Client: - Internal: ## Agenda 1. 2. 3. ## Discussion Notes ## Decisions Made - ## Action Items | Item | Owner | Due Date | |------|-------|----------| | | | | ## Next Steps - ``` ### Step 2: Configure in Granola 1. Open Granola app 2. Go to Settings > Templates 3. Click "Create New Template" 4. Paste your template content 5. Name it (e.g., "1:1 Meeting") 6. Set trigger conditions (optional): - Calendar event title contains "1:1" - Specific attendee domains ### Step 3: Pre-Meeting Checklist Before important meetings: ```markdown ## Pre-Meeting Checklist ### 30 Minutes Before - [ ] Review previous meeting notes - [ ] Prepare agenda items - [ ] Check Granola is running - [ ] Test audio input ### 5 Minutes Before - [ ] Open relevant documents - [ ] Have action items from last meeting ready - [ ] Open Granola notepad - [ ] Add agenda to notes pane ``` ### Step 4: Set Up Smart Defaults Configure Granola preferences for automatic behavior: | Setting | Recommended Value | Purpose | |---------|------------------|---------| | Auto-start recording | On | Never miss a meeting | | Default template | By meeting type | Consistent structure | | Auto-share | Team members | Immediate collaboration | | Summary style | Detailed | Comprehensive notes | ## Output - Custom templates for each meeting type - Pre-meeting preparation workflow - Consistent meeting structure - Improved meeting outcomes ## Template Best Practices 1. **Keep templates focused** - One template per meeting type 2. **Include prompts** - Guide note-taking during meeting 3. **Pre-fill context** - Add relevant background 4. **Structure for AI** - Use headers for better parsing ## Error Handling | Issue | Cause | Solution | |-------|-------|----------| | Template not loading | Wrong trigger condition | Check template settings | | Missing sections | Template incomplete | Review and add sections | | Conflicting templates | Multiple matches | Make triggers more specific | ## Resources - [Granola Templates Gallery](https://granola.ai/templates) - [Meeting Preparation Tips](https://granola.ai/blog/meeting-prep) ## Next Steps Proceed to `granola-core-workflow-b` for post-meeting processing workflows.