Granola Deploy Integration Skill

Granola Deploy Integration

Overview

Granola offers native integrations with Slack, Notion, HubSpot, Attio, and Affinity plus Zapier for 8,000+ additional apps. This skill covers setup, configuration, and testing for each platform. Business plan ($14/user/mo) required for all integrations.

Prerequisites

Granola Business or Enterprise plan
Admin access to target platforms (Slack workspace admin, Notion workspace, CRM portal)
Integration requirements documented per team

Instructions

Integration 1 — Slack

Setup:

Settings (avatar bottom-left) > Integrations > Slack > Connect
Authorize Granola in your Slack workspace
Configure default channels per Granola folder:

| Granola Folder | Slack Channel | Auto-Post | |---------------|--------------|-----------| | Sales Calls | #sales-notes | On | | Engineering | #eng-meetings | On | | All Hands | #general | On | | 1-on-1s | (none) | Off |

How it works:

After enhancing notes, click Share > Slack > select channel
With auto-post enabled on a folder, every note in that folder posts automatically
Slack messages include a concise summary + action items
Recipients can ask follow-up questions via the AI Chat button in Slack

Slack Huddles support: Granola captures Slack Huddle audio the same way as Zoom/Meet — via system audio. Just ensure Granola is running and the huddle is on a synced calendar (or manually start recording).

Integration 2 — Notion

Setup:

Settings > Integrations > Notion > Connect
Authorize Granola in your Notion workspace
Granola creates a dedicated database on first connection

How it works:

Click Share > Notion to send a note
Each note becomes a row in Granola's Notion database with:
- Title, Date, Participants, Content (full enhanced note)
You cannot choose a custom database — Granola creates its own
Sharing is one-at-a-time (not automatic)

Auto-sync workaround (via Zapier):

Trigger: Granola — Note Added to Folder ("All Meetings")
Action: Notion — Create Database Item
  Database: Your Custom Database
  Title: "{{title}}"
  Date: "{{calendar_event_datetime}}"
  Content: "{{note_content}}"

This bypasses the one-at-a-time limitation and lets you target any Notion database.

Integration 3 — HubSpot (Native CRM)

Setup:

Settings > Integrations > HubSpot > Connect
Authorize Granola in your HubSpot portal
Granola auto-matches notes to Contacts, Companies, or Deals

How it works:

After enhancing notes, click Share > HubSpot
Granola suggests the matching Contact/Company/Deal based on attendee emails
Review the match and confirm — the meeting summary appears on the CRM timeline
Sync is manual per note (you choose which notes go to HubSpot)

Limitations:

Does not auto-create new contacts (create in HubSpot first)
No automatic bulk sync (use Zapier for that)
Matching requires attendee emails to exist as HubSpot contacts

Zapier auto-sync workaround:

Trigger: Granola — Note Added to Folder ("Sales Calls")
Action: HubSpot — Find Contact (by attendee email)
Action: HubSpot — Create Contact (if not found)
Action: HubSpot — Create Engagement Note on Contact
  Body: "{{note_content}}"

Integration 4 — Attio (Native CRM)

Setup:

Settings > Integrations > Attio > Connect
Granola automatically matches notes to the right Person, Company, or Deal
Notes appear on Attio record timelines

Attio integration works similarly to HubSpot — manual sync per note, auto-matching by attendee email.

Integration 5 — Affinity (Native CRM)

Setup:

Settings > Integrations > Affinity > Connect
Authorize access
Notes sync to matched Affinity records

Integration 6 — Zapier (8,000+ Apps)

Setup:

Create a Zapier account at zapier.com
Search for "Granola" in the Zapier app directory
Connect your Granola account via OAuth

Available triggers: | Trigger | Description | |---------|-------------| | Note Added to Granola Folder | Auto-fires when any note is added to a specific folder | | Note Shared to Zapier | Fires when you manually share a note to Zapier |

Popular Zapier recipes: | Recipe | Trigger → Action | |--------|-----------------| | Notes to Google Drive | Note Added → Google Drive: Upload File | | Action items to Asana | Note Shared → Asana: Create Task | | Summary to email | Note Added → Gmail: Send Email | | Notes to Salesforce | Note Shared → Salesforce: Create Note | | Digest to Teams | Note Added → Microsoft Teams: Post Message |

Multi-Integration Workflow

Deploy a complete meeting follow-up chain:

Meeting ends → Granola enhances notes
  → Note added to "Client Meetings" folder
    ├→ Slack: Post summary to #client-updates
    ├→ Notion: Archive full notes in Client Database
    ├→ HubSpot: Log note on matched Deal/Contact
    ├→ Linear: Create tasks from action items
    └→ Gmail: Draft follow-up email to external attendees

Configure each step as a separate Zapier action in a single multi-step Zap, or use Zapier Paths for conditional routing (internal vs. external meetings).

Output

Native integrations connected and authorized
Auto-post rules configured per folder/channel
CRM sync tested with sample meeting data
Multi-integration workflows validated end-to-end

Error Handling

| Integration | Error | Fix | |-------------|-------|-----| | Slack | "Channel not found" | Channel may be renamed; verify name and invite Granola bot | | Notion | "Cannot share" | Reconnect Notion; Granola's database may have been deleted | | HubSpot | "No matching contact" | Create the contact in HubSpot first, then re-share | | Attio | "Record not found" | Verify attendee email matches an Attio Person record | | Zapier | "Trigger not firing" | Reconnect Granola in Zapier; check folder name matches exactly | | All | "Authorization expired" | Disconnect and reconnect the integration in Settings |

Resources

Next Steps

Proceed to granola-webhooks-events for event-driven automation patterns.

Agent Skills: Granola Deploy Integration

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