granola-multi-env-setup

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 <[e-mail]>
tags	["saas","granola","deployment","scaling","enterprise"]
compatibility	Designed for Claude Code, also compatible with Codex and OpenClaw

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

1. Navigate to Organization Settings > Workspaces
2. 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):

1. Organization Settings > Security > SSO
2. Choose SAML 2.0 or OIDC
3. Configure in your IdP:
   • Entity ID: https://app.granola.ai/sso/{org-slug}