granola-deploy-integration

Granola Deploy Integration

Overview

Granola offers native integrations with Slack, Notion, HubSpot, Attio, and Affinity plus Zapier for 8,000+ additional apps. This skill covers setup, configuration, and testing for each platform. Business plan ($14/user/mo) required for all integrations.

Prerequisites

• Granola Business or Enterprise plan
• Admin access to target platforms (Slack workspace admin, Notion workspace, CRM portal)
• Integration requirements documented per team

Instructions

Integration 1 — Slack

Setup:

1. Settings (avatar bottom-left) > Integrations > Slack > Connect
2. Authorize Granola in your Slack workspace
3. Configure default channels per Granola folder:

Granola Folder	Slack Channel	Auto-Post
Sales Calls	#sales-notes	On
Engineering	#eng-meetings	On
All Hands	#general	On
1-on-1s	(none)	Off

How it works:

• After enhancing notes, click Share > Slack > select channel
• With auto-post enabled on a folder, every note in that folder posts automatically
• Slack messages include a concise summary + action items
• Recipients can ask follow-up questions via the AI Chat button in Slack

Slack Huddles support: Granola captures Slack Huddle audio the same way as Zoom/Meet — via system audio. Just ensure Granola is running and the huddle is on a synced calendar (or manually start recording).

Integration 2 — Notion

Setup:

1. Settings > Integrations > Notion > Connect
2. Authorize Granola in your Notion workspace
3. Granola creates a dedicated database on first connection

How it works:

• Click Share > Notion to send a note
• Each note becomes a row in Granola's Notion database with:
  • Title, Date, Participants, Content (full enhanced note)
• You cannot choose a custom database — Granola creates its own
• Sharing is one-at-a-time (not automatic)

Auto-sync workaround (via Zapier):

Trigger: Granola — Note Added to Folder ("All Meetings")
Action: Notion — Create Database Item
  Database: Your Custom Database
  Title: "{{title}}"
  Date: "{{calendar_event_datetime}}"
  Content: "{{note_content}}"

This bypasses the one-at-a-time limitation and lets you target any Notion database.

Integration 3 — HubSpot (Native CRM)

Setup:

1. Settings > Integrations > HubSpot > Connect
2. Authorize Granola in your HubSpot portal
3. Granola auto-matches notes to Contacts, Companies, or Deals

How it works:

• After enhancing notes, click Share > HubSpot
• Granola suggests the matching Contact/Company/Deal based on attendee emails
• Review the match and confirm — the meeting summary appears on the CRM timeline
• Sync is manual per note (you choose which notes go to HubSpot)

Limitations:

• Does not auto-create new contacts (create in HubSpot first)
• No automatic bulk sync (use Zapier for that)
• Matching requires attendee emails to exist as HubSpot contacts

Zapier auto-sync workaround:

Trigger: Granola — Note Added to Folder ("Sales Calls")
Action: HubSpot — Find Contact (by attendee email)
Action: HubSpot — Create Contact (if not found)
Action: HubSpot — Create Engagement Note on Contact
  Body: "{{note_content}}"

Integration 4 — Attio (Native CRM)

Setup:

1. Settings > Integrations > Attio > Connect
2. Granola automatically matches notes to the right Person, Company, or Deal
3. Notes appear on Attio record timelines

Attio integration works similarly to HubSpot — manual sync per note, auto-matching by attendee email.

Integration 5 — Affinity (Native CRM)

Setup:

1. Settings > Integrations > Affinity > Connect
2. Authorize access
3. Notes sync to matched Affinity records

Integration 6 — Zapier (8,000+ Apps)

Setup:

1. Create a Zapier account at zapier.com
2. Search for "Granola" in the Zapier app directory
3. Connect your Granola account via OAuth

Available triggers:

Trigger	Description
Note Added to Granola Folder	Auto-fires when any note is added to a specific folder
Note Shared to Zapier	Fires when you manually share a note to Zapier

Popular Zapier recipes:

Recipe	Trigger → Action
Notes to Google Drive	Note Added → Google Drive: Upload File
Action items to Asana	Note Shared → Asana: Create Task
Summary to email	Note Added → Gmail: Send Email
Notes to Salesforce	Note Shared → Salesforce: Create Note
Digest to Teams	Note Added → Microsoft Teams: Post Message

Multi-Integration Workflow

Deploy a complete meeting follow-up chain:

Meeting ends → Granola enhances notes
  → Note added to "Client Meetings" folder
    ├→ Slack: Post summary to #client-updates
    ├→ Notion: Archive full notes in Client Database
    ├→ HubSpot: Log note on matched Deal/Contact
    ├→ Linear: Create tasks from action items
    └→ Gmail: Draft follow-up email to external attendees

Configure each step as a separate Zapier action in a single multi-step Zap, or use Zapier Paths for conditional routing (internal vs. external meetings).

Output

• Native integrations connected and authorized
• Auto-post rules configured per folder/channel
• CRM sync tested with sample meeting data
• Multi-integration workflows validated end-to-end

Error Handling

Integration	Error	Fix
Slack	"Channel not found"	Channel may be renamed; verify name and invite Granola bot
Notion	"Cannot share"	Reconnect Notion; Granola's database may have been deleted
HubSpot	"No matching contact"	Create the contact in HubSpot first, then re-share
Attio	"Record not found"	Verify attendee email matches an Attio Person record
Zapier	"Trigger not firing"	Reconnect Granola in Zapier; check folder name matches exactly
All	"Authorization expired"	Disconnect and reconnect the integration in Settings

Resources

• Integrations Overview
• HubSpot Integration Blog
• Notion Setup
• Slack Huddles Guide
• Attio Integration
• Zapier Granola App

Next Steps

Proceed to granola-webhooks-events for event-driven automation patterns.