granola-deploy-integration

# Granola Deploy Integration ## Overview Configure and deploy native Granola integrations with Slack, Notion, HubSpot, and other productivity tools. ## Prerequisites - Granola Pro or Business plan - Admin access to target apps - Integration requirements defined ## Native Integrations ### Slack Integration #### Setup ```markdown ## Connect Slack 1. Granola Settings > Integrations > Slack 2. Click "Connect Slack" 3. Select workspace 4. Authorize permissions: - Post messages - Access channels - Read user info 5. Configure default channel ``` #### Configuration Options | Setting | Options | Recommendation | |---------|---------|----------------| | Default channel | Any channel | #meeting-notes | | Auto-post | On/Off | On for team meetings | | Include summary | Yes/No | Yes | | Include actions | Yes/No | Yes | | Mention attendees | Yes/No | For important meetings | #### Message Format ``` Meeting Notes: Sprint Planning January 6, 2025 | 45 minutes | 5 attendees Summary: Discussed Q1 priorities. Agreed on feature freeze date of Jan 15th. Will focus on bug fixes next sprint. Action Items: - @sarah: Schedule design review (due: Jan 8) - @mike: Create deployment checklist (due: Jan 10) - @team: Review OKRs by Friday [View Full Notes in Granola] ``` ### Notion Integration #### Setup ```markdown ## Connect Notion 1. Granola Settings > Integrations > Notion 2. Click "Connect Notion" 3. Select workspace 4. Choose integration permissions: - Insert content - Read pages - Update pages 5. Select target database ``` #### Database Schema ``` Meeting Notes Database ├── Title (title) ├── Date (date) ├── Duration (number) ├── Attendees (multi-select) ├── Summary (rich text) ├── Action Items (relation → Tasks) ├── Tags (multi-select) ├── Status (select) └── Granola Link (url) ``` #### Page Template ```markdown # {{meeting_title}} **Date:** {{date}} **Duration:** {{duration}} minutes **Attendees:** {{attendees}} --- ## Summary {{summary}} ## Key Discussion Points {{key_points}} ## Decisions Made {{decisions}} ## Action Items {{action_items}} --- *Captured with Granola* ``` ### HubSpot Integration #### Setup ```markdown ## Connect HubSpot 1. Granola Settings > Integrations > HubSpot 2. Click "Connect HubSpot" 3. Authorize with HubSpot account 4. Select permissions: - Read/Write contacts - Read/Write notes - Read/Write deals 5. Configure contact matching ``` #### Contact Matching Rules | Attendee Email | Action | |----------------|--------| | Exists in HubSpot | Attach note to contact | | New email | Create contact (optional) | | Internal domain | Skip CRM entry | #### Note Format ``` Meeting with {{contact_name}} Date: {{date}} Duration: {{duration}} Summary: {{summary}} Next Steps: {{action_items}} --- Captured with Granola ``` ## Zapier Integrations ### Popular Zapier Recipes #### Granola → Google Docs ```yaml Trigger: New Granola Note Action: Create Google Doc Configuration: Folder: Team Meeting Notes Title: "{{meeting_title}} - {{date}}" Content: | # {{meeting_title}} **Date:** {{date}} **Attendees:** {{attendees}} ## Summary {{summary}} ## Action Items {{action_items}} ``` #### Granola → Asana ```yaml Trigger: New Granola Note Filter: Contains action items Action: Create Asana Task Configuration: Project: Meeting Actions Name: "Action from {{meeting_title}}" Notes: "{{action_text}}\n\nFrom meeting: {{meeting_title}}" Assignee: Dynamic from parsed @mention Due Date: Parsed from note content ``` #### Granola → Airtable ```yaml Trigger: New Granola Note Action: Create Airtable Record Configuration: Base: Meeting Archive Table: Notes Fields: Title: {{meeting_title}} Date: {{date}} Summary: {{summary}} Action Count: {{action_item_count}} Status: Active Link: {{granola_url}} ``` ## Multi-Integration Workflows ### Complete Meeting Follow-up ```yaml # Multi-step automation 1. Meeting ends in Granola ↓ 2. Summary posted to Slack #team-channel ↓ 3. Full notes created in Notion ↓ 4. Action items created in Linear ↓ 5. HubSpot contact updated (if external) ↓ 6. Follow-up email drafted in Gmail ``` ### Implementation ```yaml Zapier Paths: Path A (Internal Meeting): → Slack notification → Notion page → Linear tasks Path B (Client Meeting): → Slack notification → Notion page → HubSpot note → Gmail draft Filter: If attendees contain external domain → Path B Else → Path A ``` ## Deployment Checklist ### Per-Integration ```markdown ## Integration Deployment - [ ] Test with sample meeting first - [ ] Verify data mapping correct - [ ] Confirm permissions adequate - [ ] Set up error notifications - [ ] Document for team - [ ] Monitor first week ``` ### Full Suite ```markdown ## Complete Integration Rollout Phase 1 (Week 1): - [ ] Slack connected and tested - [ ] Team notified of new workflow Phase 2 (Week 2): - [ ] Notion connected - [ ] Database template finalized - [ ] Historical import complete Phase 3 (Week 3): - [ ] CRM integration (if applicable) - [ ] Task management connected - [ ] Full automation verified ``` ## Error Handling | Integration | Common Error | Solution | |-------------|--------------|----------| | Slack | Channel not found | Verify channel exists | | Notion | Database missing | Recreate target database | | HubSpot | Contact mismatch | Update matching rules | | Zapier | Rate limited | Add delays to Zap | ## Resources - [Granola Integrations](https://granola.ai/integrations) - [Zapier Granola App](https://zapier.com/apps/granola) - [Integration FAQ](https://granola.ai/help/integrations) ## Next Steps Proceed to `granola-webhooks-events` for event-driven automation.