Put every Granola user in one company workspace, with sharing, training, and notice defaults set, before anyone captures a customer call. Then agree on how people tell participants, choose where notes go, and set how long transcripts stay. Granola's documentation and its users' public accounts support this order.
When you need this
- Several people already use Granola in personal or free workspaces, and the company wants one governed workspace.
- Customer, candidate, or partner calls are about to be transcribed for the first time.
- Security or legal has asked what happens to meeting audio, transcripts, and notes.
Evaluation criteria
Setup: one company workspace
Is every Granola user in one company workspace, on one plan?
Look forUse one workspace with domain auto-join set deliberately. Granola bills each active seat, and one workspace cannot mix plans. Business costs US$14 per user per month billed monthly. Enterprise starts at US$35 per user per month, billed monthly or on an annual contract. SSO and SCIM require Enterprise and at least 50 seats.
Rollout: templates for the meetings you hold most
Which meeting types get templates and recipes first?
Look forCreate templates for the two or three meeting types people attend most. Add one recipe per type. Zachary Proser reports that eight templates cover about 95% of the calendar.
Governance: notice and consent
How will every participant know a meeting is transcribed?
Look forTurn on the meeting-chat message and watermark. Enterprise admins can enforce both. Write one disclosure sentence for the start of the meeting. ProxyLoom, Jeremy Caplan, and Christian Pean each tell participants when no bot appears.
Governance: data defaults
Which training, sharing, and retention settings apply to customer meetings?
Look forSet training opt-out per user on Business. Enterprise opts out the workspace by default. Set link sharing to Only my company or Private. Choose a transcript deletion period. Decide whether to allow data export, which Enterprise disables by default.
Review practice: check before forwarding
Who checks a note before it reaches a customer or a CRM?
Look forCheck commitments and owners against the transcript. Granola shows speaker names only for Meet, Zoom, and Teams on desktop. One reviewer calls attribution on four-person calls a coin flip. Proser sends people edited notes and keeps the transcript back.
Cost control: pay for the gates you need
Which features require Business or Enterprise for this team?
Look forBasic shows 30 days of notes and connects only to Slack. Business adds full history, integrations, the API, briefs, and follow-up emails. Enterprise adds SSO, workspace policies, audit and legal-hold APIs, and HIPAA. Remove departing people because every active member is billed.
Questions to ask vendors
- Does our Enterprise commitment reach 50 seats, the minimum for SSO and SCIM?
- Can we enforce the meeting-chat message and watermark for every member, on every meeting app we use?
- What transcript retention policy will Granola configure for our workspace, and does it delete existing transcripts at once?
- Which sub-processors handle our audio and transcripts, and where are they listed?
Red flags
- People transcribing customer calls from personal workspaces the company cannot see or govern.
- Default link sharing left at Anyone with the link on Business accounts.
- No agreed disclosure sentence, on the assumption that no bot means no notice is needed.
- New spaces created with Allow Granola API access on, without deciding which workspace API keys may read them.
- Transcript auto-deletion turned on before people have checked their notes, since deleted transcripts cannot regenerate notes.
Products in this piece
Sources
- Official documentation
- 13
- Public source
- 4
- Granola pricing
- Granola Help Center: Subscriptions and billing
- Granola Help Center: Workspaces
- Granola Help Center: Set up SSO and SCIM
- Granola Help Center: Customize notes with templates
- Granola Help Center: Let People Know You're Using Granola
- Granola Help Center: Turn on transparency features for your team (Admin Guide)
- Granola Help Center: Models & training
- Granola Help Center: Sharing controls
- Granola Help Center: Transcript auto-deletion
- Granola Help Center: Exporting historical notes
- Granola Help Center: Speaker tags
- Granola Help Center: Granola API
- Zachary Proser: Granola review, 12 months in (May 13, 2026)
- Jeremy Caplan, Wonder Tools: Meet Granola AI (Apr 4, 2026)
- Christian Pean, Techy Surgeon: How I Automate Meeting Notes & Action Items with Granola (Aug 6, 2025)
- Asad M., Product Hunt review of Granola (Sep 2, 2026)