Agent Skills: Granola Core Workflow B: Post-Meeting Processing & Sharing

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
4. Currently one-at-a-time sharing (for auto-sync, use Zapier — see granola-sdk-patterns)

HubSpot / Attio / Affinity (native CRM integration):

1. Click Share > HubSpot (or Attio/Affinity)
2. Granola auto-matches the note to the correct Contact, Company, or Deal based on attendee emails
3. Review the match suggestion and confirm
4. 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:

1. Open People in the sidebar — see all contacts from meetings
2. Click a person to view their full meeting history with you
3. Open Companies for organization-level aggregation
4. 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

• Sharing and Integrations
• Granola + HubSpot
• Notion Integration
• People and Companies

Next Steps

Proceed to granola-sdk-patterns for Zapier automation and multi-app workflows.