| name | granola-multi-env-setup |
| description | Configure Granola across multiple workspaces and teams with SSO/SCIM provisioning.
Use when setting up department-level workspaces, configuring user provisioning,
or managing enterprise-scale Granola deployments.
Trigger: "granola workspaces", "granola multi-team", "granola SSO",
"granola SCIM", "granola organization setup".
|
| allowed-tools | Read, Write, Edit |
| version | 1.13.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| tags | ["saas","granola","deployment","scaling","enterprise"] |
| compatibility | Designed for Claude Code |
Granola Multi-Environment Setup
Overview
Configure Granola for multi-workspace enterprise deployments with SSO-based user provisioning, per-workspace integration configuration, and compliance controls. Each workspace operates as an isolated unit with its own folders, integrations, sharing rules, and retention policies.
Prerequisites
- Granola Enterprise plan ($35+/user/month)
- Organization admin access in Granola
- Identity provider configured (Okta, Azure AD, or Google Workspace)
- Team structure and workspace plan documented
Instructions
Step 1 — Plan Workspace Structure
Map your organization to Granola workspaces:
| Workspace | Owner | Members | Purpose |
|---|
| Engineering | VP Engineering | All engineers | Sprint planning, architecture, standups |
| Sales | VP Sales | Sales team + SDRs | Discovery calls, demos, pipeline reviews |
| Product | Head of Product | PMs + designers | Customer feedback, design reviews, PRDs |
| Customer Success | CS Lead | CS managers | Onboarding calls, QBRs, escalations |
| HR | HR Director | HR team | Interviews, 1-on-1s, performance reviews |
| Executive | CEO | C-suite | Board meetings, strategy, M&A |
Step 2 — Create Workspaces
- Navigate to Organization Settings > Workspaces
- For each workspace:
- Name: Department name (e.g., "Engineering")
- Description: Purpose and scope
- Owner: Department lead (Workspace Admin role)
- Privacy: Private (members only) or Internal (org-visible)
- Default sharing: Private for new notes
Step 3 — Configure SSO and User Provisioning
SSO Setup (Okta example):
- Organization Settings > Security > SSO
- Choose SAML 2.0 or OIDC
- Configure in your IdP:
- Entity ID:
https://app.granola.ai/sso/{org-slug}
