granola-upgrade-migration

# Granola Upgrade & Migration ## Overview Guide for upgrading Granola versions and migrating between subscription plans. ## App Version Upgrades ### Check Current Version ```bash # macOS - Check installed version defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString # Or in Granola app: # Menu > About Granola ``` ### Auto-Update Settings ``` Granola > Preferences > General - Check for updates automatically: Enabled (recommended) - Download updates in background: Enabled - Notify before installing: Your preference ``` ### Manual Update Process ```bash # macOS via Homebrew brew update brew upgrade --cask granola # Or download directly open https://granola.ai/download # Verify update defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString ``` ### Update Troubleshooting ```markdown ## Common Update Issues Issue: Update fails to install Solution: 1. Quit Granola completely 2. Delete ~/Library/Caches/Granola 3. Redownload installer 4. Run installer as admin Issue: App crashes after update Solution: 1. Clear preferences (backup first) 2. Re-authenticate 3. Contact support if persists ``` ## Plan Migrations ### Upgrade Path ``` Free → Pro → Business → Enterprise Upgrade includes: - Immediate access to new features - No data loss - Prorated billing - Increased limits take effect immediately ``` ### Upgrading Plans #### Free to Pro ```markdown ## Upgrade Steps 1. Settings > Account > Subscription 2. Click "Upgrade to Pro" 3. Enter payment information 4. Confirm subscription 5. Immediate access to Pro features Benefits Gained: - Unlimited meetings - Longer recording duration - All integrations - Custom templates - Priority processing ``` #### Pro to Business ```markdown ## Upgrade Steps 1. Settings > Account > Subscription 2. Click "Upgrade to Business" 3. Set initial team size 4. Complete payment 5. Configure workspace settings Benefits Gained: - Team workspaces - Admin controls - SSO support - Audit logs - Priority support ``` #### Business to Enterprise ```markdown ## Enterprise Migration 1. Contact sales@granola.ai 2. Discuss requirements 3. Custom agreement 4. Dedicated onboarding 5. Migration support Enterprise Features: - Custom limits - Dedicated support - SLA guarantees - On-premise option - Custom integrations ``` ### Downgrade Considerations ```markdown ## Downgrading Plans Before downgrading: - [ ] Export data exceeding new limits - [ ] Document current integrations - [ ] Notify team members - [ ] Review feature dependencies Data Handling: - Notes preserved (read-only if over limit) - Integrations disconnected - Team access removed - Templates kept but locked Timeline: - Downgrade at next billing cycle - Access maintained until then - No prorated refunds typically ``` ## Data Migration ### Export All Data ```markdown ## Complete Data Export 1. Settings > Data > Export 2. Select "All Data" 3. Choose format: - Markdown (readable) - JSON (complete) - PDF (archival) 4. Wait for export generation 5. Download zip file 6. Verify contents ``` ### Import to New Account ```markdown ## Limitations - No direct import between accounts - Manual recreation of templates required - Integrations must be reconfigured Workaround: 1. Export as Markdown 2. Import to Notion/other tool 3. Reference in new account ``` ### Workspace Migration ```markdown ## Move Between Workspaces Scenario: Moving from personal to team workspace Steps: 1. Export notes from personal account 2. Join team workspace 3. Share/recreate important notes 4. Transfer integrations manually 5. Update calendar connections ``` ## Version Compatibility ### Breaking Changes Awareness ```markdown ## Before Major Updates Check: - Release notes at granola.ai/updates - Breaking changes section - Integration compatibility - Minimum system requirements Prepare: - Backup current data - Document custom settings - Note integration configs - Plan rollback if needed ``` ### Rollback Procedure ```markdown ## If Update Causes Issues macOS: 1. Download previous version from granola.ai/downloads/archive 2. Quit Granola 3. Move current app to trash 4. Install previous version 5. Report issue to support Note: Account data is cloud-synced, app version doesn't affect stored data ``` ## Enterprise Migration Checklist ### From Other Tools to Granola ```markdown ## Migration from Otter.ai/Fireflies/Other Phase 1: Data Export (Week 1) - [ ] Export all meeting notes - [ ] Export transcripts - [ ] Download audio (if needed) - [ ] Document integrations used Phase 2: Granola Setup (Week 1-2) - [ ] Configure Granola workspace - [ ] Set up integrations - [ ] Create templates - [ ] Train team Phase 3: Parallel Running (Week 2-4) - [ ] Run both tools - [ ] Compare quality - [ ] Identify gaps - [ ] Adjust configuration Phase 4: Cutover (Week 5) - [ ] Disable old tool - [ ] Full switch to Granola - [ ] Monitor closely - [ ] Support team actively ``` ## Resources - [Granola Updates](https://granola.ai/updates) - [Pricing & Plans](https://granola.ai/pricing) - [Migration Support](https://granola.ai/help/migration) ## Next Steps Proceed to `granola-ci-integration` for CI/CD workflow integration.