Granola Deploy Integration
Overview
Granola offers native integrations with Slack, Notion, HubSpot, Attio, and Affinity plus Zapier for 8,000+ additional apps. This skill covers setup, configuration, and testing for each platform. Business plan ($14/user/mo) required for all integrations.
Prerequisites
- Granola Business or Enterprise plan
- Admin access to target platforms (Slack workspace admin, Notion workspace, CRM portal)
- Integration requirements documented per team
Instructions
Integration 1 — Slack
Setup:
- Settings (avatar bottom-left) > Integrations > Slack > Connect
- Authorize Granola in your Slack workspace
- Configure default channels per Granola folder:
| Granola Folder | Slack Channel | Auto-Post |
|---|
| Sales Calls | #sales-notes | On |
| Engineering | #eng-meetings | On |
| All Hands | #general | On |
| 1-on-1s | (none) | Off |
How it works:
- After enhancing notes, click Share > Slack > select channel
- With auto-post enabled on a folder, every note in that folder posts automatically
- Slack messages include a concise summary + action items
- Recipients can ask follow-up questions via the AI Chat button in Slack
Slack Huddles support:
Granola captures Slack Huddle audio the same way as Zoom/Meet — via system audio. Just ensure Granola is running and the huddle is on a synced calendar (or manually start recording).
Integration 2 — Notion
Setup:
- Settings > Integrations > Notion > Connect
- Authorize Granola in your Notion workspace
- Granola creates a dedicated database on first connection
How it works:
- Click Share > Notion to send a note
- Each note becomes a row in Granola's Notion database with:
- Title, Date, Participants, Content (full enhanced note)
- You cannot choose a custom database — Granola creates its own
- Sharing is one-at-a-time (not automatic)
Auto-sync workaround (via Zapier):
Trigger: Granola — Note Added to Folder ("All Meetings")
Action: Notion — Create Database Item
Database: Your Custom Database
Title: "{{title}}"
Date: "{{calendar_event_datetime}}"
Content: "{{note_content}}"
This bypasses the one-at-a-time limitation and lets you target any Notion database.
Integration 3 — HubSpot (Native CRM)
Setup:
- Settings > Integrations > HubSpot > Connect
- Authorize Granola in your HubSpot portal
- Granola auto-matches notes to Contacts, Companies, or Deals
How it works:
- After enhancing notes, click Share > HubSpot
- Granola suggests the matching Contact/Company/Deal based on attendee emails
- Review the match and confirm — the meeting summary appears on the CRM timeline
- Sync is manual per note (you choose which notes go to HubSpot)
Limitations:
- Does not auto-create new contacts (create in HubSpot first)
- No automatic bulk sync (use Zapier for that)
- Matching requires attendee emails to exist as HubSpot contacts
Zapier auto-sync workaround:
Trigger: Granola — Note Added to Folder ("Sales Calls")
Action: HubSpot — Find Contact (by attendee email)
Action: HubSpot — Create Contact (if not found)
Action: HubSpot — Create Engagement Note on Contact
Body: "{{note_content}}"
Integration 4 — Attio (Native CRM)
Setup:
- Settings > Integrations > Attio > Connect
- Granola automatically matches notes to the right Person, Company, or Deal
- Notes appear on Attio record timelines
Attio integration works similarly to HubSpot — manual sync per note, auto-matching by attendee email.
Integration 5 — Affinity (Native CRM)
Setup:
- Settings > Integrations > Affinity > Connect
- Authorize access
- Notes sync to matched Affinity records
Integration 6 — Zapier (8,000+ Apps)
Setup:
- Create a Zapier account at zapier.com
- Search for "Granola" in the Zapier app directory
- Connect your Granola account via OAuth
Available triggers:
| Trigger | Description |
|---|
| Note Added to Granola Folder | Auto-fires when any note is added to a specific folder |
| Note Shared to Zapier | Fires when you manually share a note to Zapier |
Popular Zapier recipes:
| Recipe | Trigger → Action |
|---|
| Notes to Google Drive | Note Added → Google Drive: Upload File |
| Action items to Asana | Note Shared → Asana: Create Task |
| Summary to email | Note Added → Gmail: Send Email |
| Notes to Salesforce | Note Shared → Salesforce: Create Note |
| Digest to Teams | Note Added → Microsoft Teams: Post Message |
Multi-Integration Workflow
Deploy a complete meeting follow-up chain:
Meeting ends → Granola enhances notes
→ Note added to "Client Meetings" folder
├→ Slack: Post summary to #client-updates
├→ Notion: Archive full notes in Client Database
├→ HubSpot: Log note on matched Deal/Contact
├→ Linear: Create tasks from action items
└→ Gmail: Draft follow-up email to external attendees
Configure each step as a separate Zapier action in a single multi-step Zap, or use Zapier Paths for conditional routing (internal vs. external meetings).
Output
- Native integrations connected and authorized
- Auto-post rules configured per folder/channel
- CRM sync tested with sample meeting data
- Multi-integration workflows validated end-to-end
Error Handling
| Integration | Error | Fix |
|---|
| Slack | "Channel not found" | Channel may be renamed; verify name and invite Granola bot |
| Notion | "Cannot share" | Reconnect Notion; Granola's database may have been deleted |
| HubSpot | "No matching contact" | Create the contact in HubSpot first, then re-share |
| Attio | "Record not found" | Verify attendee email matches an Attio Person record |
| Zapier | "Trigger not firing" | Reconnect Granola in Zapier; check folder name matches exactly |
| All | "Authorization expired" | Disconnect and reconnect the integration in Settings |
Resources
Next Steps
Proceed to granola-webhooks-events for event-driven automation patterns.
