Agent-Skills.md

Agent Skills: Granola Production Checklist

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UncategorizedID: jeremylongshore/claude-code-plugins-plus-skills/granola-prod-checklist

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jeremylongshore/claude-code-plugins-plus-skills
jeremylongshoreLicense: NOASSERTION
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plugins/saas-packs/granola-pack/skills/granola-prod-checklist/SKILL.md

Skill Metadata

Name
granola-prod-checklist
Description
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Granola Production Checklist

Overview

Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution.

Prerequisites

  • Budget approved for Granola licenses
  • Team size and meeting volume estimated
  • IT/security review completed or in progress
  • Admin access to Granola workspace

Instructions

Phase 1 — Plan & License

  • [ ] Select plan: Business ($14/user/mo) or Enterprise ($35+/user/mo)
  • [ ] Seat count: Purchase seats for all target users
  • [ ] Billing: Annual billing for 10-15% savings, or monthly for flexibility
  • [ ] Contract: Enterprise agreement signed (if applicable)
  • [ ] SOC 2 report: Requested and reviewed (available on request from Granola)

Phase 2 — Security Configuration

  • [ ] SSO enabled: Okta, Azure AD, or Google Workspace (Enterprise)
  • [ ] SCIM provisioning: Auto-provision users from IdP groups (Enterprise)
  • [ ] AI training opt-out: Enabled org-wide (Enterprise: enforced by default)
  • [ ] Sharing defaults: Set to Private, external sharing disabled or admin-approved
  • [ ] Data retention: Configured per data type (notes: 1-2yr, transcripts: 90d)
  • [ ] DPA signed: Data Processing Agreement for GDPR compliance
  • [ ] Session timeout: Configured for security policy (Enterprise)

Phase 3 — Integration Setup

| Integration | Configuration | Verification | |-------------|--------------|--------------| | Google Calendar or Outlook | Settings > Calendar > Connect | Test meeting shows in Granola | | Slack | Settings > Integrations > Slack | Post test note to channel | | Notion | Settings > Integrations > Notion | Share test note creates DB entry | | HubSpot/Attio/Affinity | Settings > Integrations > CRM | Match test note to CRM contact | | Zapier (optional) | Connect Granola app in Zapier | Test Zap fires on note creation | | MCP (optional) | Configure in AI tool settings | Test meeting query in Claude/Cursor |

Phase 4 — Workspace Configuration

  • [ ] Workspaces created: Per department/team (Engineering, Sales, Leadership, etc.)
  • [ ] Folders created: Per meeting type within each workspace
  • [ ] Templates configured: Default templates per folder/meeting type
  • [ ] Sharing rules: Per-folder auto-post to Slack channels
  • [ ] User roles assigned: Admin, Member, Viewer per workspace
  • [ ] Custom recipes created: Team-specific Granola Chat recipes

Phase 5 — Pilot Program (2 Weeks)

  1. Select 5-10 pilot users across different meeting types
  2. Define success metrics:

| Metric | Target | How to Measure | |--------|--------|----------------| | User activation | 100% of pilot | All users capture at least one meeting | | Meeting capture rate | >70% | Meetings captured / total meetings | | Note quality rating | 4+/5 | Pilot user survey | | Support tickets | <2 per user | Track via Slack/email | | Time saved per meeting | >10 min | Before/after survey |

  1. Collect daily feedback for the first 3 days, then weekly
  2. Fix issues immediately — common pilot issues:
    • Audio permission not granted (macOS Screen & System Audio)
    • Calendar not connected to the right account
    • Templates not matching meeting types
    • Users forgetting to type notes (Enhance is better with typed context)

Phase 6 — Go-Live

Launch day checklist:

  • [ ] Welcome email sent with setup instructions and support contact
  • [ ] Slack channel created: #granola-support
  • [ ] Quick-start guide shared (link to granola-install-auth + granola-hello-world)
  • [ ] Calendar consent notice template distributed
  • [ ] User access enabled (SSO/SCIM auto-provision or manual invite)
  • [ ] IT support team briefed on common troubleshooting steps

First week monitoring:

  • [ ] Daily adoption check: % of users who captured a meeting
  • [ ] Support ticket volume and resolution time
  • [ ] Integration health: Slack/Notion/CRM syncs working
  • [ ] User feedback collection via survey or Slack poll

Phase 7 — Post-Launch (Weeks 2-4)

  • [ ] Address low-adoption users with 1:1 support
  • [ ] Publish internal "tips & tricks" based on power user patterns
  • [ ] Review and refine templates based on team feedback
  • [ ] Set up recurring reporting (weekly adoption metrics to leadership)
  • [ ] Schedule first quarterly access review

Output

  • All security controls configured and verified
  • Integrations connected, tested, and documented
  • Pilot completed with metrics meeting targets
  • Full team onboarded and actively capturing meetings
  • Support processes established with documented escalation path

Error Handling

| Issue | Cause | Fix | |-------|-------|-----| | Low adoption (<50%) | Insufficient training | Run live demo, share video walkthrough | | SSO login failure | SAML metadata mismatch | Verify ACS URL, Entity ID, and certificate with IdP | | Calendar not syncing org-wide | OAuth app not approved | IT admin must approve Granola's OAuth in Google/Microsoft admin | | Audio issues across team | macOS permission prompt dismissed | Send instructions to re-grant Screen & System Audio permission |

Resources

Next Steps

Proceed to granola-upgrade-migration for version upgrade and plan migration guidance.