granola-prod-checklist

name	granola-prod-checklist
description	Production readiness checklist for Granola team and enterprise deployment. Use when rolling out Granola to a team, planning enterprise deployment, or verifying all configuration is production-ready. Trigger: "granola production", "granola rollout", "granola deployment", "granola checklist", "granola go-live".
allowed-tools	Read, Write, Edit
version	1.13.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","granola","deployment","enterprise"]
compatibility	Designed for Claude Code, also compatible with Codex and OpenClaw

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

Integration	Configuration	Verification