| name | granola-upgrade-migration |
| description | Upgrade Granola versions and migrate between plans.
Use when upgrading app versions, changing subscription plans,
or migrating data between Granola accounts.
Trigger with phrases like "upgrade granola", "granola migration",
"granola new version", "change granola plan", "granola update".
|
| allowed-tools | Read, Write, Edit, Bash(brew:*), Bash(curl:*) |
| version | 1.0.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
Granola Upgrade & Migration
Overview
Guide for upgrading Granola versions and migrating between subscription plans.
App Version Upgrades
Check Current Version
defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString
Auto-Update Settings
Granola > Preferences > General
- Check for updates automatically: Enabled (recommended)
- Download updates in background: Enabled
- Notify before installing: Your preference
Manual Update Process
brew update
brew upgrade --cask granola
open https://granola.ai/download
defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString
Update Troubleshooting
## Common Update Issues
Issue: Update fails to install
Solution:
1. Quit Granola completely
2. Delete ~/Library/Caches/Granola
3. Redownload installer
4. Run installer as admin
Issue: App crashes after update
Solution:
1. Clear preferences (backup first)
2. Re-authenticate
3. Contact support if persists
Plan Migrations
Upgrade Path
Free → Pro → Business → Enterprise
Upgrade includes:
- Immediate access to new features
- No data loss
- Prorated billing
- Increased limits take effect immediately
Upgrading Plans
Free to Pro
## Upgrade Steps
1. Settings > Account > Subscription
2. Click "Upgrade to Pro"
3. Enter payment information
4. Confirm subscription
5. Immediate access to Pro features
Benefits Gained:
- Unlimited meetings
- Longer recording duration
- All integrations
- Custom templates
- Priority processing
Pro to Business
## Upgrade Steps
1. Settings > Account > Subscription
2. Click "Upgrade to Business"
3. Set initial team size
4. Complete payment
5. Configure workspace settings
Benefits Gained:
- Team workspaces
- Admin controls
- SSO support
- Audit logs
- Priority support
Business to Enterprise
## Enterprise Migration
1. Contact sales@granola.ai
2. Discuss requirements
3. Custom agreement
4. Dedicated onboarding
5. Migration support
Enterprise Features:
- Custom limits
- Dedicated support
- SLA guarantees
- On-premise option
- Custom integrations
Downgrade Considerations
## Downgrading Plans
Before downgrading:
- [ ] Export data exceeding new limits
- [ ] Document current integrations
- [ ] Notify team members
- [ ] Review feature dependencies
Data Handling:
- Notes preserved (read-only if over limit)
- Integrations disconnected
- Team access removed
- Templates kept but locked
Timeline:
- Downgrade at next billing cycle
- Access maintained until then
- No prorated refunds typically
Data Migration
Export All Data
## Complete Data Export
1. Settings > Data > Export
2. Select "All Data"
3. Choose format:
- Markdown (readable)
- JSON (complete)
- PDF (archival)
4. Wait for export generation
5. Download zip file
6. Verify contents
Import to New Account
## Limitations
- No direct import between accounts
- Manual recreation of templates required
- Integrations must be reconfigured
Workaround:
1. Export as Markdown
2. Import to Notion/other tool
3. Reference in new account
Workspace Migration
## Move Between Workspaces
Scenario: Moving from personal to team workspace
Steps:
1. Export notes from personal account
2. Join team workspace
3. Share/recreate important notes
4. Transfer integrations manually
5. Update calendar connections
Version Compatibility
Breaking Changes Awareness
## Before Major Updates
Check:
- Release notes at granola.ai/updates
- Breaking changes section
- Integration compatibility
- Minimum system requirements
Prepare:
- Backup current data
- Document custom settings
- Note integration configs
- Plan rollback if needed
Rollback Procedure
## If Update Causes Issues
macOS:
1. Download previous version from granola.ai/downloads/archive
2. Quit Granola
3. Move current app to trash
4. Install previous version
5. Report issue to support
Note: Account data is cloud-synced,
app version doesn't affect stored data
Enterprise Migration Checklist
From Other Tools to Granola
## Migration from Otter.ai/Fireflies/Other
Phase 1: Data Export (Week 1)
- [ ] Export all meeting notes
- [ ] Export transcripts
- [ ] Download audio (if needed)
- [ ] Document integrations used
Phase 2: Granola Setup (Week 1-2)
- [ ] Configure Granola workspace
- [ ] Set up integrations
- [ ] Create templates
- [ ] Train team
Phase 3: Parallel Running (Week 2-4)
- [ ] Run both tools
- [ ] Compare quality
- [ ] Identify gaps
- [ ] Adjust configuration
Phase 4: Cutover (Week 5)
- [ ] Disable old tool
- [ ] Full switch to Granola
- [ ] Monitor closely
- [ ] Support team actively
Resources
Next Steps
Proceed to granola-ci-integration for CI/CD workflow integration.
