Granola Production Checklist

Overview

Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution.

Prerequisites

• Budget approved for Granola licenses
• Team size and meeting volume estimated
• IT/security review completed or in progress
• Admin access to Granola workspace

Instructions

Phase 1 — Plan & License

• [ ] Select plan: Business ($14/user/mo) or Enterprise ($35+/user/mo)
• [ ] Seat count: Purchase seats for all target users
• [ ] Billing: Annual billing for 10-15% savings, or monthly for flexibility
• [ ] Contract: Enterprise agreement signed (if applicable)
• [ ] SOC 2 report: Requested and reviewed (available on request from Granola)

Phase 2 — Security Configuration

• [ ] SSO enabled: Okta, Azure AD, or Google Workspace (Enterprise)
• [ ] SCIM provisioning: Auto-provision users from IdP groups (Enterprise)
• [ ] AI training opt-out: Enabled org-wide (Enterprise: enforced by default)
• [ ] Sharing defaults: Set to Private, external sharing disabled or admin-approved
• [ ] Data retention: Configured per data type (notes: 1-2yr, transcripts: 90d)
• [ ] DPA signed: Data Processing Agreement for GDPR compliance
• [ ] Session timeout: Configured for security policy (Enterprise)

Phase 3 — Integration Setup

Phase 4 — Workspace Configuration

• [ ] Workspaces created: Per department/team (Engineering, Sales, Leadership, etc.)
• [ ] Folders created: Per meeting type within each workspace
• [ ] Templates configured: Default templates per folder/meeting type
• [ ] Sharing rules: Per-folder auto-post to Slack channels
• [ ] User roles assigned: Admin, Member, Viewer per workspace
• [ ] Custom recipes created: Team-specific Granola Chat recipes

Phase 5 — Pilot Program (2 Weeks)

1. Select 5-10 pilot users across different meeting types
2. Define success metrics:

1. Collect daily feedback for the first 3 days, then weekly
2. Fix issues immediately — common pilot issues:

• Audio permission not granted (macOS Screen & System Audio)
• Calendar not connected to the right account
• Templates not matching meeting types
• Users forgetting to type notes (Enhance is better with typed context)

Phase 6 — Go-Live

Launch day checklist:

• [ ] Welcome email sent with setup instructions and support contact
• [ ] Slack channel created: #granola-support
• [ ] Quick-start guide shared (link to granola-install-auth + granola-hello-world)
• [ ] Calendar consent notice template distributed
• [ ] User access enabled (SSO/SCIM auto-provision or manual invite)
• [ ] IT support team briefed on common troubleshooting steps

First week monitoring:

• [ ] Daily adoption check: % of users who captured a meeting
• [ ] Support ticket volume and resolution time
• [ ] Integration health: Slack/Notion/CRM syncs working
• [ ] User feedback collection via survey or Slack poll

Phase 7 — Post-Launch (Weeks 2-4)

• [ ] Address low-adoption users with 1:1 support
• [ ] Publish internal "tips & tricks" based on power user patterns
• [ ] Review and refine templates based on team feedback
• [ ] Set up recurring reporting (weekly adoption metrics to leadership)
• [ ] Schedule first quarterly access review

Output

• All security controls configured and verified
• Integrations connected, tested, and documented
• Pilot completed with metrics meeting targets
• Full team onboarded and actively capturing meetings
• Support processes established with documented escalation path

Error Handling

Resources

• Setup Guide
• Enterprise API
• Security Standards
• Granola Updates

Next Steps

Proceed to granola-upgrade-migration for version upgrade and plan migration guidance.