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Granola+68 Strong positive

Guides

How do we get more value from Granola?

  1. Granola Rollout Playbook

    Put every user in one governed workspace, make notice the default, and decide where notes go before customer calls are captured.

    IncludesRollout steps and settings checklist

    1. Before rolloutSet sharing, training, and notices
    2. During meetingsDisclose capture and type key lines
    3. After meetingsCheck notes, then route them
    • AI Adoption
    • Governance

  2. Granola Consent & Transparency Checklist

    Turn on the meeting-chat notice and the video watermark, agree on one disclosure sentence, and enforce both on Enterprise.

    IncludesNotice options by meeting app and plan

    • Privacy & Consent

  3. Granola Data, Retention & Training Checklist

    Know what happens to audio, transcripts, and notes, and set the training opt-out and a transcript deletion period before sensitive meetings.

    IncludesData handling and retention checklist

    • Security
    • Governance

  4. Getting Granola Notes Into Your Systems

    Pick one destination per meeting type, and check what each integration, MCP connection, and API key can read before you connect it.

    IncludesIntegration, MCP, and API access map

    • Meeting Follow-up
    • Governance

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