Granola Reference Architecture

Contents

• Overview
• Prerequisites
• Instructions
• Output
• Error Handling
• Examples
• Resources

Overview

Enterprise reference architecture for meeting management using Granola as the core capture platform with Zapier middleware routing to Slack, Notion, CRM, and task management.

Prerequisites

• Granola Business or Enterprise plan
• Zapier account for middleware automation
• Destination systems configured (Slack, Notion, CRM, Linear)

Instructions

Step 1: Set Up Core Pipeline

Meeting Platforms (Google/Zoom/Teams) -> Granola (capture/transcribe/summarize) -> Zapier (route/transform) -> Destinations (Slack, Notion, CRM, Linear)

Step 2: Configure Data Flow Patterns

• Standard: Parallel notify (Slack) + archive (Notion) + create tasks (Linear)
• Client Meeting: Add CRM path (HubSpot note, contact update, follow-up)
• Executive: Private Notion, EA notification, no public Slack

Step 3: Design Multi-Workspace Structure

Separate workspaces per department with appropriate access controls and per-workspace integrations.

Step 4: Implement Security

Data classification (Confidential/Internal/PII), encryption (AES-256/TLS 1.3), RBAC + SSO, audit logging.

Step 5: Plan for Scale and DR

Size workspace by team (Pro/Business/Enterprise), set performance budgets, configure nightly exports for disaster recovery.

See detailed implementation for full architecture diagram, data flow patterns, workspace configurations, access control matrices, and disaster recovery procedures.

Output

• Meeting ecosystem architecture documented
• Zapier routing configured per meeting type
• Multi-workspace structure deployed
• Security and DR measures in place

Error Handling

Examples

Performance Targets

Resources

• Granola Enterprise
• Security Whitepaper
• Architecture Guide

Next Steps

Proceed to granola-multi-env-setup for multi-environment configuration.