Granola Core Workflow A: Meeting Preparation

Overview

Prepare for meetings with custom templates and pre-configured capture settings in Granola.

Prerequisites

• Granola installed and authenticated
• Calendar synced with upcoming meetings
• Understanding of meeting types you commonly run

Instructions

Step 1: Create Meeting Templates

1:1 Template

# 1:1 Meeting Template

## Check-in
- How are you doing?
- Any blockers?

## Updates
- [ ] Progress on current goals
- [ ] Upcoming priorities

## Discussion Topics
-

## Action Items
- [ ]

## Next Meeting Focus
-

Sprint Planning Template

# Sprint Planning Template

## Sprint Goals
-

## Velocity Review
- Last sprint: X points
- Capacity this sprint: Y points

## Backlog Items
| Story | Points | Assignee |
|-------|--------|----------|
|       |        |          |

## Risks & Dependencies
-

## Action Items
- [ ]

Client Meeting Template

# Client Meeting Template

## Attendees
- Client:
- Internal:

## Agenda
1.
2.
3.

## Discussion Notes


## Decisions Made
-

## Action Items
| Item | Owner | Due Date |
|------|-------|----------|
|      |       |          |

## Next Steps
-

Step 2: Configure in Granola

1. Open Granola app
2. Go to Settings > Templates
3. Click "Create New Template"
4. Paste your template content
5. Name it (e.g., "1:1 Meeting")
6. Set trigger conditions (optional):
   • Calendar event title contains "1:1"
   • Specific attendee domains

Step 3: Pre-Meeting Checklist

Before important meetings:

## Pre-Meeting Checklist

### 30 Minutes Before
- [ ] Review previous meeting notes
- [ ] Prepare agenda items
- [ ] Check Granola is running
- [ ] Test audio input

### 5 Minutes Before
- [ ] Open relevant documents
- [ ] Have action items from last meeting ready
- [ ] Open Granola notepad
- [ ] Add agenda to notes pane

Step 4: Set Up Smart Defaults

Configure Granola preferences for automatic behavior:

Output

• Custom templates for each meeting type
• Pre-meeting preparation workflow
• Consistent meeting structure
• Improved meeting outcomes

Template Best Practices

1. Keep templates focused - One template per meeting type
2. Include prompts - Guide note-taking during meeting
3. Pre-fill context - Add relevant background
4. Structure for AI - Use headers for better parsing

Error Handling

Resources

• Granola Templates Gallery
• Meeting Preparation Tips

Next Steps

Proceed to granola-core-workflow-b for post-meeting processing workflows.