| name | granola-core-workflow-a |
| description | Meeting preparation and template setup in Granola — templates, recipes, and pre-meeting workflows.
Use when configuring note templates for 1:1s, standups, discovery calls, or sprint planning,
creating custom recipes, or preparing agenda notes before important meetings.
Trigger: "granola template", "granola meeting prep", "granola recipe", "granola agenda".
|
| allowed-tools | Read, Write, Edit |
| version | 1.13.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| tags | ["saas","granola","workflow","templates"] |
| compatibility | Designed for Claude Code, also compatible with Codex and OpenClaw |
Granola Core Workflow A: Meeting Preparation & Templates
Overview
Configure Granola templates (which structure the enhanced output) and recipes (repeatable Chat prompts) for consistent, high-quality meeting notes. Granola ships with 29 built-in templates and supports custom templates per workspace.
Prerequisites
- Granola installed and authenticated
- Calendar synced with upcoming meetings
- At least one meeting captured (to understand the enhancement flow)
Instructions
Step 1 — Choose a Built-in Template
Click the Change template icon at the bottom of your notes before or during a meeting:
| Template | Best For | Sections Generated |
|---|
| 1-on-1 | Manager/report check-ins | Check-in, Updates, Discussion, Action Items |
| Stand-up | Daily sync | Progress, Blockers, Priorities |
| Discovery Call | Sales prospecting | Budget, Authority, Need, Timeline (BANT) |
| Sprint Planning | Agile ceremonies | Sprint Goals, Velocity, Backlog, Risks |
| Weekly Team | Status meetings | Updates, Decisions, Action Items |
| Interview Debrief | Hiring loops | Candidate Assessment, Strengths, Concerns |
| Project Kick-Off | New initiatives | Goals, Scope, Timeline, RACI |
| Pipeline Review | Sales forecast | Deal Status, Next Steps, Risks |
| Design Crit | Creative review | Feedback, Changes Requested, Approvals |
Templates tell the AI how to structure the enhanced output — a sales call produces different sections than a standup.
Step 2 — Create a Custom Template
- Open Granola Settings > Templates
- Click Create New Template
- Define the structure using section headers:
## Customer Feedback Session
### Context
[Brief on the customer and their product usage]
[Grouped by category: UX, Performance, Features, Support]
[Direct customer quotes with timestamps]
[Critical / High / Medium / Low for each issue]
[Owner, task, due date]
[What we promised the customer and by when]
