granola-core-workflow-b

name	granola-core-workflow-b
description	Post-meeting note processing, sharing, and follow-up workflows in Granola. Use when enhancing notes after meetings, sharing to Slack/Notion/CRM, drafting follow-up emails, or processing action items. Trigger: "granola post-meeting", "share granola notes", "granola follow-up", "granola enhance", "granola share".
allowed-tools	Read, Write, Edit
version	1.13.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","granola","workflow","sharing"]
compatibility	Designed for Claude Code

Granola Core Workflow B: Post-Meeting Processing & Sharing

Overview

After a meeting ends, Granola processes your audio and produces a transcript. This skill covers the post-meeting workflow: enhancing notes, sharing to integrations, using Granola Chat for follow-up, and managing the People & Companies CRM.

Prerequisites

• At least one meeting captured in Granola
• Integrations connected (Slack, Notion, HubSpot — optional but recommended)
• Templates configured (see granola-core-workflow-a)

Instructions

Step 1 — Enhance Notes

After the meeting ends (transcript processing takes 1-2 minutes):

1. Open the meeting note in Granola
2. Click Enhance Notes
3. Select your template (or accept the auto-matched one)
4. Granola merges your typed notes + full transcript into structured output

The Enhance step uses GPT-4o or Claude to:

• Organize content under template sections
• Extract action items with owners
• Identify key decisions
• Generate a concise summary
• Pull verbatim quotes (if your template includes that section)

Step 2 — Review and Edit

Before sharing, review the enhanced notes:

• Action items are correctly attributed to the right people
• Decisions are accurately captured
• No sensitive information in sections you plan to share externally
• Summary reflects the actual meeting outcome (not hallucinated)

Edit directly in the Granola editor — changes are saved instantly.

Step 3 — Share to Integrations

Slack (native integration):

1. Click Share > Slack
2. Select the target channel (or use auto-post to a configured folder's default channel)
3. Granola posts a concise summary with action items
4. Recipients can click through to the full note or use AI Chat in Slack for questions

Notion (native integration):

1. Click Share > Notion
2. Notes are saved as rows in a dedicated Notion database (created on first connect)
3. Each note becomes a database entry with title, date, participants, and content