Comprehensive checklist for deploying Granola in a production/enterprise environment covering security, integrations, training, and go-live procedures.
Configure SSO, 2FA, password policies, IP allowlisting, data residency, and audit logging.
Connect calendar (Google/Outlook), communication (Slack/Teams), documentation (Notion/Confluence), and optionally CRM and task management tools.
Set workspace branding, sharing permissions, data retention, templates, user roles, and permission groups.
Select 5-10 pilot users, define success metrics, run for 2 weeks, collect daily feedback, and address issues before full rollout.
Execute launch day checklist: send welcome emails, enable access, monitor adoption, staff support channel. Track metrics daily for first week.
See detailed implementation for complete checklists, technical requirements, network configuration, training plans, and success metrics.
| Error | Cause | Solution |
|---|---|---|
| SSO login failure | Misconfigured SAML/OIDC | Verify SSO settings with identity provider |
| Calendar not syncing | OAuth token expired | Reconnect calendar integration |
| Low adoption | Insufficient training | Schedule additional training sessions |
| Recording not starting | Missing permissions | Verify microphone and calendar permissions |
| Metric | Target | Actual |
|---|---|---|
| User activation | 80% | ___ |
| Meetings captured | 70% | ___ |
| Support tickets | <5% users | ___ |
Proceed to granola-upgrade-migration for version upgrade guidance.
