granola-reference-architecture

Enterprise meeting workflow architecture with Granola. Use when designing enterprise deployments, planning integrations, or architecting meeting management systems. Trigger with phrases like "granola architecture", "granola enterprise", "granola system design", "meeting system", "granola infrastructure". allowed-tools: Read, Write, Edit version: 1.0.0 license: MIT author: Jeremy Longshore <jeremy@intentsolutions.io>

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Provided by Plugin

granola-pack

Claude Code skill pack for Granola AI meeting notes (24 skills)

saas packs v1.0.0
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Installation

This skill is included in the granola-pack plugin:

/plugin install granola-pack@claude-code-plugins-plus

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Instructions

# Granola Reference Architecture ## Overview Enterprise reference architecture for meeting management using Granola as the core capture platform. ## Architecture Diagram ``` ┌─────────────────────────────────────────────────────────────────┐ │ MEETING ECOSYSTEM │ ├─────────────────────────────────────────────────────────────────┤ │ │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ Google │ │ Zoom │ │ Teams │ │ │ │ Calendar │ │ │ │ │ │ │ └──────┬──────┘ └──────┬──────┘ └──────┬──────┘ │ │ │ │ │ │ │ └─────────────────┬┴─────────────────┘ │ │ │ │ │ ┌──────▼──────┐ │ │ │ GRANOLA │ │ │ │ (Core) │ │ │ │ │ │ │ │ • Capture │ │ │ │ • Transcribe│ │ │ │ • Summarize │ │ │ └──────┬──────┘ │ │ │ │ │ ┌──────▼──────┐ │ │ │ ZAPIER │ │ │ │ (Middleware)│ │ │ └──────┬──────┘ │ │ │ │ │ ┌──────────┬───────────┼───────────┬──────────┐ │ │ │ │ │ │ │ │ │ ▼ ▼ ▼ ▼ ▼ │ │ ┌──────┐ ┌───────┐ ┌─────────┐ ┌────────┐ ┌──────────┐ │ │ │Slack │ │Notion │ │HubSpot │ │ Linear │ │Analytics │ │ │ │ │ │ │ │(CRM) │ │(Tasks) │ │ (BI) │ │ │ └──────┘ └───────┘ └─────────┘ └────────┘ └──────────┘ │ │ │ └─────────────────────────────────────────────────────────────────┘ ``` ## Component Responsibilities ### Tier 1: Meeting Platforms | Platform | Role | Integration | |----------|------|-------------| | Google Meet | Video conferencing | Calendar sync | | Zoom | Video conferencing | Calendar sync | | Microsoft Teams | Video conferencing | Outlook sync | ### Tier 2: Granola (Core) | Function | Description | |----------|-------------| | Audio Capture | Local device recording | | Transcription | Real-time speech-to-text | | Summarization | AI-generated meeting notes | | Template Engine | Structured note formats | ### Tier 3: Middleware (Zapier) | Function | Description | |----------|-------------| | Event Routing | Direct notes to appropriate systems | | Data Transform | Format notes for target systems | | Filtering | Route based on meeting type | | Orchestration | Multi-step workflows | ### Tier 4: Destination Systems | System | Purpose | Data Flow | |--------|---------|-----------| | Slack | Notifications | Summary + actions | | Notion | Documentation | Full notes | | HubSpot | CRM | Contact updates | | Linear | Tasks | Action items | | Analytics | Insights | Metrics | ## Data Flow Patterns ### Pattern 1: Standard Meeting ``` Meeting Ends ↓ Granola Processes (2 min) ↓ Zapier Trigger ↓ ┌────────────────────┐ │ Parallel Actions │ ├────────────────────┤ │ → Slack notify │ │ → Notion archive │ │ → Linear tasks │ └────────────────────┘ ``` ### Pattern 2: Client Meeting ``` Meeting Ends (external attendee detected) ↓ Granola Processes ↓ Zapier Trigger + Filter ↓ ┌────────────────────┐ │ CRM Path │ ├────────────────────┤ │ → HubSpot note │ │ → Contact update │ │ → Deal activity │ │ → Follow-up task │ └────────────────────┘ + ┌────────────────────┐ │ Standard Path │ ├────────────────────┤ │ → Notion archive │ │ → Slack notify │ └────────────────────┘ ``` ### Pattern 3: Executive Meeting ``` Meeting Ends (VP+ attendee) ↓ Granola Processes ↓ Special Handling: ↓ ┌────────────────────┐ │ High-Touch Path │ ├────────────────────┤ │ → Private Notion │ │ → EA notification │ │ → Action tracking │ │ → No public Slack │ └────────────────────┘ ``` ## Enterprise Deployment ### Multi-Workspace Architecture ``` Enterprise Granola Deployment ├── Corporate Workspace │ ├── Executive Team │ ├── Leadership │ └── Board Meetings ├── Engineering Workspace │ ├── Sprint Planning │ ├── Tech Reviews │ └── Team Syncs ├── Sales Workspace │ ├── Client Calls │ ├── Demos │ └── QBRs └── HR Workspace ├── Interviews ├── Reviews └── Training ``` ### Access Control Matrix | Workspace | Visibility | Sharing | SSO Group | |-----------|------------|---------|-----------| | Corporate | Private | Executive only | exec-team | | Engineering | Team | Engineering + PM | engineering | | Sales | Team + CRM | Sales + Success | sales | | HR | Confidential | HR only | hr-team | ### Integration Per Workspace ```yaml Corporate: - Notion (private database) - Slack (#exec-team private) - No CRM Engineering: - Notion (engineering wiki) - Slack (#dev-meetings) - Linear (auto-tasks) - GitHub (PR references) Sales: - Notion (sales playbook) - Slack (#sales-updates) - HubSpot (full sync) - Gong (call coaching) HR: - Notion (confidential) - Slack (HR DMs only) - Greenhouse (if recruiting) ``` ## Security Architecture ### Data Classification | Data Type | Classification | Handling | |-----------|---------------|----------| | Transcripts | Confidential | Encrypted, access-controlled | | Summaries | Internal | Team-shared | | Action Items | Internal | Public within org | | Attendee Names | PII | GDPR compliant | ### Encryption & Access ``` Data at Rest: AES-256 Data in Transit: TLS 1.3 Access Control: RBAC + SSO Audit: Full logging enabled Retention: Configurable per workspace ``` ## Scalability Considerations ### Volume Planning | Team Size | Meetings/Month | Storage/Year | Plan | |-----------|---------------|--------------|------| | 1-10 | 100-500 | 5-25 GB | Pro | | 10-50 | 500-2500 | 25-125 GB | Business | | 50-200 | 2500-10000 | 125-500 GB | Enterprise | | 200+ | 10000+ | 500+ GB | Enterprise+ | ### Performance Budgets | Metric | Target | Measurement | |--------|--------|-------------| | Note availability | < 3 min | Post-meeting | | Integration latency | < 1 min | Zapier to destination | | Search response | < 500 ms | Within Granola | | Export time | < 30 sec | For any meeting | ## Disaster Recovery ### Backup Strategy ```markdown Primary: Granola cloud storage Secondary: Nightly export to company storage Tertiary: Weekly archive to cold storage Recovery Points: - RPO: 24 hours (daily export) - RTO: 4 hours (restore from export) ``` ### Failover Procedures ```markdown If Granola unavailable: 1. Manual notes during meeting 2. Record with backup tool 3. Transcribe post-meeting 4. Manual upload when restored ``` ## Resources - [Granola Enterprise](https://granola.ai/enterprise) - [Security Whitepaper](https://granola.ai/security) - [Architecture Guide](https://granola.ai/help/architecture) ## Next Steps Proceed to `granola-multi-env-setup` for multi-environment configuration.

Skill file: plugins/saas-packs/granola-pack/skills/granola-reference-architecture/SKILL.md