Granola SDK Patterns

Overview

Build powerful automations using Granola's Zapier integration to connect with 8,000+ apps.

Prerequisites

• Granola Pro or Business plan
• Zapier account (Free tier works for basic automations)
• Target integration apps configured

Available Triggers

Granola Zapier Triggers

Common Integration Patterns

Pattern 1: Notes to Notion

Trigger: New Granola Note
Action: Create Notion Page

Configuration:
  Notion Database: Meeting Notes
  Title: {{meeting_title}}
  Date: {{meeting_date}}
  Content: {{note_content}}
  Participants: {{attendees}}

Pattern 2: Action Items to Linear

Trigger: New Granola Note
Filter: Contains "Action Item" or "TODO"
Action: Create Linear Issue

Configuration:
  Team: Engineering
  Title: "Meeting Action: {{action_text}}"
  Description: "From meeting: {{meeting_title}}"
  Assignee: {{extracted_assignee}}

Pattern 3: Summary to Slack

Trigger: New Granola Note
Action: Post to Slack Channel

Configuration:
  Channel: #team-updates
  Message: |
    :notepad_spiral: Meeting Notes: {{meeting_title}}

    **Summary:** {{summary}}

    **Action Items:**
    {{action_items}}

    Full notes: {{granola_link}}

Pattern 4: CRM Update (HubSpot)

Trigger: New Granola Note
Filter: Meeting contains client name
Action: Update HubSpot Contact

Configuration:
  Contact: {{client_email}}
  Note: "Meeting on {{date}}: {{summary}}"
  Last Contact: {{meeting_date}}

Multi-Step Workflow Example

Name: Complete Meeting Follow-up

Step 1 - Trigger:
  App: Granola
  Event: New Note Created

Step 2 - Action:
  App: OpenAI
  Event: Generate Follow-up Email
  Prompt: "Write a follow-up email for: {{summary}}"

Step 3 - Action:
  App: Gmail
  Event: Create Draft
  To: {{attendees}}
  Subject: "Follow-up: {{meeting_title}}"
  Body: {{openai_response}}

Step 4 - Action:
  App: Notion
  Event: Create Page
  Content: {{full_notes}}

Step 5 - Action:
  App: Slack
  Event: Send Message
  Message: "Follow-up draft ready for {{meeting_title}}"

Output

• Zapier workflow configured
• Notes automatically synced to target apps
• Action items converted to tickets
• Follow-up communications automated

Error Handling

Best Practices

1. Add delays - Wait 2 min after meeting for processing
2. Use filters - Only trigger for relevant meetings
3. Test first - Use Zapier's test feature
4. Monitor usage - Check Zapier task limits

Resources

• Granola Zapier App
• Zapier Multi-Step Zaps
• Granola Integration Docs

Next Steps

Proceed to granola-core-workflow-a for meeting preparation workflows.

Instructions

1. Assess the current state of the API configuration
2. Identify the specific requirements and constraints
3. Apply the recommended patterns from this skill
4. Validate the changes against expected behavior
5. Document the configuration for team reference

Examples

Basic usage: Apply granola sdk patterns to a standard project setup with default configuration options.

Advanced scenario: Customize granola sdk patterns for production environments with multiple constraints and team-specific requirements.