Granola Core Workflow B: Post-Meeting Processing & Sharing

Overview

After a meeting ends, Granola processes your audio and produces a transcript. This skill covers the post-meeting workflow: enhancing notes, sharing to integrations, using Granola Chat for follow-up, and managing the People & Companies CRM.

Prerequisites

• At least one meeting captured in Granola
• Integrations connected (Slack, Notion, HubSpot — optional but recommended)
• Templates configured (see granola-core-workflow-a)

Instructions

Step 1 — Enhance Notes

After the meeting ends (transcript processing takes 1-2 minutes):

1. Open the meeting note in Granola
2. Click Enhance Notes
3. Select your template (or accept the auto-matched one)
4. Granola merges your typed notes + full transcript into structured output

The Enhance step uses GPT-4o or Claude to:

• Organize content under template sections
• Extract action items with owners
• Identify key decisions
• Generate a concise summary
• Pull verbatim quotes (if your template includes that section)

Step 2 — Review and Edit

Before sharing, review the enhanced notes:

• [ ] Action items are correctly attributed to the right people
• [ ] Decisions are accurately captured
• [ ] No sensitive information in sections you plan to share externally
• [ ] Summary reflects the actual meeting outcome (not hallucinated)

Edit directly in the Granola editor — changes are saved instantly.

Step 3 — Share to Integrations

Slack (native integration):

1. Click Share > Slack
2. Select the target channel (or use auto-post to a configured folder's default channel)
3. Granola posts a concise summary with action items
4. Recipients can click through to the full note or use AI Chat in Slack for questions

Notion (native integration):

1. Click Share > Notion
2. Notes are saved as rows in a dedicated Notion database (created on first connect)
3. Each note becomes a database entry with title, date, participants, and content
4. Currently one-at-a-time sharing (for auto-sync, use Zapier — see granola-sdk-patterns)

HubSpot / Attio / Affinity (native CRM integration):

1. Click Share > HubSpot (or Attio/Affinity)
2. Granola auto-matches the note to the correct Contact, Company, or Deal based on attendee emails
3. Review the match suggestion and confirm
4. Meeting summary appears on the CRM record timeline

> Note: Native HubSpot integration does not auto-create new contacts. Create the contact in HubSpot first, then sync the note. For automatic contact creation, use a Zapier workflow with a "Find or Create Contact" step.

Step 4 — Use Granola Chat for Follow-Up

After enhancement, use the chat panel for post-meeting tasks:

You: "Draft a follow-up email to the client summarizing what we agreed"

Granola: Subject: Follow-up: Q1 Planning Discussion

Hi Sarah,

Thank you for the productive discussion today. Here's a summary
of what we agreed:

1. Timeline: MVP delivery by April 15
2. Budget: Approved up to $50K for Phase 1
3. Next Steps: Your team will share the API spec by Friday

Please let me know if I've missed anything.

Best regards

Other useful Chat queries:

• "What did [person] say about [topic]?" — searches transcript
• "List all open questions from this meeting" — finds unresolved items
• "Compare this meeting's decisions with last week's" — cross-note analysis
• "Create Jira ticket descriptions for each action item" — formatted for paste

Step 5 — Manage People & Companies

After meetings, Granola automatically updates contact records:

1. Open People in the sidebar — see all contacts from meetings
2. Click a person to view their full meeting history with you
3. Open Companies for organization-level aggregation
4. Before a follow-up meeting, review the contact card to refresh context

This built-in CRM tracks:

• Meeting frequency per contact
• Last interaction date
• Full conversation history across all meetings
• Job titles and company info (auto-enriched)

Step 6 — Organize with Folders

Structure your notes using folders:

Folders support auto-posting rules: any note added to a folder can automatically trigger Slack posts or Zapier workflows.

Output

• Enhanced notes with structured sections, decisions, and action items
• Notes shared to Slack, Notion, and/or CRM as needed
• Follow-up email drafted via Granola Chat
• People & Companies records updated with meeting context

Error Handling

Resources

• Sharing and Integrations
• Granola + HubSpot
• Notion Integration
• People and Companies

Next Steps

Proceed to granola-sdk-patterns for Zapier automation and multi-app workflows.