granola-sdk-patterns

Granola SDK Patterns

Overview

Granola does not have a traditional SDK. Integration is achieved through three channels: Zapier (8,000+ app connections), the Enterprise API (REST, workspace-level read access), and native integrations (Slack, Notion, HubSpot, Attio, Affinity). This skill covers automation patterns for all three.

Prerequisites

• Granola Business plan ($14/user/month) for Zapier + native CRM
• Enterprise plan ($35+/user/month) for API access
• Zapier account for automation workflows

Instructions

Step 1 — Understand Zapier Triggers

Granola provides two Zapier triggers:

Trigger	Fires When	Use Case
Note Added to Granola Folder	A note is placed in a specific folder	Auto-route by meeting type
Note Shared to Zapier	You manually share a note to Zapier	Selective sharing for important meetings

Webhook payload data available:

• title — meeting title from calendar
• creator_name / creator_email — note creator
• attendees[] — array of {name, email} objects
• calendar_event_title — original calendar event name
• calendar_event_datetime — meeting date/time
• note_content — the enhanced note content (Markdown)

Step 2 — Build Common Zap Patterns

Pattern 1: Meeting Notes to Notion (auto-archive)

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

Pattern 2: Action Items to Asana/Linear

Trigger: Note Shared to Zapier
Filter: note_content contains "Action Items"
Code Step (JavaScript):
  const lines = inputData.note_content.split('\n');
  const actions = lines
    .filter(l => l.match(/^- \[ \]/))
    .map(l => l.replace('- [ ] ', ''));
  output = actions.map(a => ({task: a}));
Action: Linear — Create Issue (for each action)
  Title: "{{task}}"
  Team: Engineering
  Label: "meeting-action"

Pattern 3: Sales Call Summary to Slack + HubSpot

Trigger: Note Added to Granola Folder ("Sales Calls")
Path A — Slack:
  Action: Post Message to #sales-updates
  Message: |
    *New Sales Call:* {{title}}
    *Attendees:* {{attendees}}

    {{note_content}}

    [View full notes in Granola]

Path B — HubSpot (via Zapier if not using native):
  Action: Find Contact by Email ({{attendees[0].email}})
  Action: Create Engagement Note
    Body: "{{note_content}}"

Pattern 4: Meeting Follow-Up Email

Trigger: Note Shared to Zapier
Action: ChatGPT — Generate Follow-Up Email
  Prompt: "Write a professional follow-up email based on: {{note_content}}"
Action: Gmail — Create Draft
  To: "{{attendees}}"
  Subject: "Follow-up: {{title}}"
  Body: "{{chatgpt_response}}"
Action: Slack — Notify
  Message: "Follow-up draft ready for: {{title}}"

Step 3 — Use the Enterprise API

Available on Enterprise plan. API keys generated at Settings > API Keys (up to 5 per workspace).

# List all accessible notes (paginated)
curl -s "https://api.granola.ai/v0/notes" \
  -H "Authorization: Bearer $GRANOLA_API_KEY" \
  -H "Content-Type: application/json" | jq '.notes[:3]'

# Get a specific note with transcript
curl -s "https://api.granola.ai/v0/notes/{note_id}" \
  -H "Authorization: Bearer $GRANOLA_API_KEY" | jq '{title, summary, action_items}'

API characteristics:

• Bearer token authentication
• Read-only access to publicly shared notes within your workspace
• Rate limited per workspace (429 response when exceeded)
• Pagination for list endpoints

Reverse-engineered endpoints (unofficial, for reference):

POST https://api.granola.ai/v2/get-documents    # List documents (paginated)
POST https://api.granola.ai/v1/get-document-transcript  # Get transcript
POST https://api.granola.ai/v1/get-workspaces    # List workspaces
POST https://api.granola.ai/v1/get-documents-batch  # Bulk fetch by IDs

Authentication uses WorkOS with refresh token rotation via POST https://api.workos.com/user_management/authenticate.

Step 4 — Multi-Step Automation Chains

Name: Complete Meeting Follow-Up Pipeline

Step 1 — Trigger:
  Granola: Note Added to Folder ("Client Meetings")

Step 2 — Filter:
  Only continue if attendees contain external email domains

Step 3 — Action:
  ChatGPT: Generate structured summary and follow-up email

Step 4 — Action:
  Gmail: Create draft follow-up email to external attendees

Step 5 — Action:
  Notion: Create page in Client Meeting Log database

Step 6 — Action:
  Linear: Create issues from action items with "client" label

Step 7 — Action:
  Slack: Post summary to #client-updates channel

Step 8 — Action:
  HubSpot: Log meeting note on matched Contact/Deal

Step 5 — Folder-Based Routing

Organize Granola folders to drive different Zap behaviors:

Folder	Zapier Trigger	Actions
Sales Calls	Auto	Slack #sales + HubSpot + follow-up email
Engineering	Auto	Linear tasks + Notion wiki
All Hands	Auto	Slack #general + Google Drive archive
Interviews	Manual share	Greenhouse scorecard + hiring panel Slack
1-on-1s	None	Private, no automation

Output

• Zapier workflows configured for automated note processing
• API access established for custom integrations
• Multi-step automation chains routing by meeting type
• Folder-based routing strategy implemented

Error Handling

Error	Cause	Fix
Zapier trigger not firing	Folder trigger misconfigured	Verify the exact folder name in Zapier matches Granola
Missing note content	Note still processing	Add a 2-minute delay step at the start of the Zap
API 429 Too Many Requests	Rate limit exceeded	Add delays between requests, implement backoff
API 401 Unauthorized	Invalid or expired API key	Regenerate key at Settings > API Keys
Attendee data empty	Calendar event has no attendee list	Add attendees to the calendar event

Resources

• Zapier Granola App
• Automate Granola (4 Ways)
• Granola Enterprise API
• Enterprise API Docs

Next Steps

Proceed to granola-common-errors for troubleshooting.