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):
- Open the meeting note in Granola
- Click Enhance Notes
- Select your template (or accept the auto-matched one)
- 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:
Edit directly in the Granola editor — changes are saved instantly.
Step 3 — Share to Integrations
Slack (native integration):
- Click Share > Slack
- Select the target channel (or use auto-post to a configured folder's default channel)
- Granola posts a concise summary with action items
- Recipients can click through to the full note or use AI Chat in Slack for questions
Notion (native integration):
- Click Share > Notion
- Notes are saved as rows in a dedicated Notion database (created on first connect)
- Each note becomes a database entry with title, date, participants, and content
- Currently one-at-a-time sharing (for auto-sync, use Zapier — see
granola-sdk-patterns)
HubSpot / Attio / Affinity (native CRM integration):
- Click Share > HubSpot (or Attio/Affinity)
- Granola auto-matches the note to the correct Contact, Company, or Deal based on attendee emails
- Review the match suggestion and confirm
- Meeting summary appears on the CRM record timeline
Note: Native HubSpot integration does not auto-create new contacts. Create the contact in HubSpot first, then sync the note. For automatic contact creation, use a Zapier workflow with a "Find or Create Contact" step.
Step 4 — Use Granola Chat for Follow-Up
After enhancement, use the chat panel for post-meeting tasks:
You: "Draft a follow-up email to the client summarizing what we agreed"
Granola: Subject: Follow-up: Q1 Planning Discussion
Hi Sarah,
Thank you for the productive discussion today. Here's a summary
of what we agreed:
1. Timeline: MVP delivery by April 15
2. Budget: Approved up to $50K for Phase 1
3. Next Steps: Your team will share the API spec by Friday
Please let me know if I've missed anything.
Best regards
Other useful Chat queries:
- "What did [person] say about [topic]?" — searches transcript
- "List all open questions from this meeting" — finds unresolved items
- "Compare this meeting's decisions with last week's" — cross-note analysis
- "Create Jira ticket descriptions for each action item" — formatted for paste
Step 5 — Manage People & Companies
After meetings, Granola automatically updates contact records:
- Open People in the sidebar — see all contacts from meetings
- Click a person to view their full meeting history with you
- Open Companies for organization-level aggregation
- Before a follow-up meeting, review the contact card to refresh context
This built-in CRM tracks:
- Meeting frequency per contact
- Last interaction date
- Full conversation history across all meetings
- Job titles and company info (auto-enriched)
Step 6 — Organize with Folders
Structure your notes using folders:
| Folder | Purpose | Sharing |
|---|
Sales Calls | Client-facing meetings | Auto-post to #sales Slack |
Engineering | Technical meetings | Share to Notion wiki |
Leadership | Exec meetings | Private, no auto-share |
Interviews | Hiring loops | Shared with hiring panel only |
Folders support auto-posting rules: any note added to a folder can automatically trigger Slack posts or Zapier workflows.
Output
- Enhanced notes with structured sections, decisions, and action items
- Notes shared to Slack, Notion, and/or CRM as needed
- Follow-up email drafted via Granola Chat
- People & Companies records updated with meeting context
Error Handling
| Error | Cause | Fix |
|---|
| Enhance produces poor output | Template too complex or meeting too short | Simplify template sections, ensure meeting > 5 min |
| Slack post missing | Channel not configured or bot not invited | Verify channel in Settings > Slack, invite Granola bot |
| HubSpot contact mismatch | Attendee email differs from CRM record | Update attendee email or CRM contact |
| Notion share fails | Authorization expired | Reconnect Notion in Settings > Integrations |
| Chat gives wrong answer | Ambiguous question | Be specific: "What did Sarah say about the timeline?" |
Resources
Next Steps
Proceed to granola-sdk-patterns for Zapier automation and multi-app workflows.
