granola-sdk-patterns

# Granola SDK Patterns ## Overview Build powerful automations using Granola's Zapier integration to connect with 8,000+ apps. ## Prerequisites - Granola Pro or Business plan - Zapier account (Free tier works for basic automations) - Target integration apps configured ## Available Triggers ### Granola Zapier Triggers | Trigger | Description | Use Case | |---------|-------------|----------| | New Note Created | Fires when meeting ends | Sync to docs | | Note Updated | Fires on note edits | Update CRM | | Action Item Added | Fires for new todos | Create tickets | ## Common Integration Patterns ### Pattern 1: Notes to Notion ```yaml Trigger: New Granola Note Action: Create Notion Page Configuration: Notion Database: Meeting Notes Title: {{meeting_title}} Date: {{meeting_date}} Content: {{note_content}} Participants: {{attendees}} ``` ### Pattern 2: Action Items to Linear ```yaml Trigger: New Granola Note Filter: Contains "Action Item" or "TODO" Action: Create Linear Issue Configuration: Team: Engineering Title: "Meeting Action: {{action_text}}" Description: "From meeting: {{meeting_title}}" Assignee: {{extracted_assignee}} ``` ### Pattern 3: Summary to Slack ```yaml Trigger: New Granola Note Action: Post to Slack Channel Configuration: Channel: #team-updates Message: | :notepad_spiral: Meeting Notes: {{meeting_title}} **Summary:** {{summary}} **Action Items:** {{action_items}} Full notes: {{granola_link}} ``` ### Pattern 4: CRM Update (HubSpot) ```yaml Trigger: New Granola Note Filter: Meeting contains client name Action: Update HubSpot Contact Configuration: Contact: {{client_email}} Note: "Meeting on {{date}}: {{summary}}" Last Contact: {{meeting_date}} ``` ## Multi-Step Workflow Example ```yaml Name: Complete Meeting Follow-up Step 1 - Trigger: App: Granola Event: New Note Created Step 2 - Action: App: OpenAI Event: Generate Follow-up Email Prompt: "Write a follow-up email for: {{summary}}" Step 3 - Action: App: Gmail Event: Create Draft To: {{attendees}} Subject: "Follow-up: {{meeting_title}}" Body: {{openai_response}} Step 4 - Action: App: Notion Event: Create Page Content: {{full_notes}} Step 5 - Action: App: Slack Event: Send Message Message: "Follow-up draft ready for {{meeting_title}}" ``` ## Output - Zapier workflow configured - Notes automatically synced to target apps - Action items converted to tickets - Follow-up communications automated ## Error Handling | Error | Cause | Solution | |-------|-------|----------| | Trigger Not Firing | Zapier connection expired | Reconnect Granola in Zapier | | Missing Data | Note still processing | Add 2-min delay step | | Rate Limited | Too many requests | Reduce Zap frequency | | Format Errors | Data structure mismatch | Use Zapier Formatter | ## Best Practices 1. **Add delays** - Wait 2 min after meeting for processing 2. **Use filters** - Only trigger for relevant meetings 3. **Test first** - Use Zapier's test feature 4. **Monitor usage** - Check Zapier task limits ## Resources - [Granola Zapier App](https://zapier.com/apps/granola) - [Zapier Multi-Step Zaps](https://zapier.com/help/create/multi-step-zaps) - [Granola Integration Docs](https://granola.ai/integrations) ## Next Steps Proceed to `granola-core-workflow-a` for meeting preparation workflows.