granola-ci-integration by jeremylongshore

---
name: granola-ci-integration
description: |
  Configure Granola CI/CD integration with automated workflows.
  Use when setting up automated meeting note processing,
  integrating with development pipelines, or building Zapier automations.
  Trigger with phrases like "granola CI", "granola automation pipeline",
  "granola workflow", "automated granola", "granola DevOps".
allowed-tools: Read, Write, Edit, Bash(gh:*), Bash(curl:*)
version: 1.0.0
license: MIT
author: Jeremy Longshore <[email protected]>
---

# Granola CI Integration

## Overview
Build automated workflows that process Granola meeting notes as part of your development pipeline.

## Prerequisites
- Granola Pro or Business plan
- Zapier account
- GitHub repository (for Actions)
- Development workflow understanding

## Architecture

### Meeting-to-Action Pipeline
```
Meeting Ends
     ↓
Granola Processes Notes
     ↓
Zapier Webhook Triggered
     ↓
Processing Pipeline
     ├── Create Issues/Tasks
     ├── Update Documentation
     ├── Notify Team
     └── Update CRM
```

## Zapier Webhook Setup

### Step 1: Create Webhook Endpoint
```yaml
# Create a Zapier Zap
Trigger: Granola - New Note Created
Filter: Meeting title contains "sprint" OR "planning"
```

### Step 2: Parse Meeting Content
```javascript
// Zapier Code Step - Parse Action Items
const noteContent = inputData.note_content;

// Extract action items
const actionPattern = /- \[ \] (.+?)(?:\(@(\w+)\))?/g;
const actions = [];
let match;

while ((match = actionPattern.exec(noteContent)) !== null) {
  actions.push({
    task: match[1].trim(),
    assignee: match[2] || 'unassigned'
  });
}

return { actions: JSON.stringify(actions) };
```

### Step 3: Create GitHub Issues
```yaml
Action: GitHub - Create Issue
Repository: your-org/your-repo
Title: "Meeting Action: {{task}}"
Body: |
  From meeting: {{meeting_title}}
  Date: {{meeting_date}}

  Task: {{task}}
  Assignee: {{assignee}}

  ---
  Auto-created by Granola integration
Labels: ["from-meeting", "action-item"]
Assignee: {{assignee}}
```

## GitHub Actions Integration

### Workflow: Process Meeting Notes
```yaml
# .github/workflows/process-meeting-notes.yml
name: Process Meeting Notes

on:
  repository_dispatch:
    types: [granola-meeting-completed]

jobs:
  process-notes:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v4

      - name: Parse Meeting Notes
        id: parse
        run: |
          echo "Processing meeting: ${{ github.event.client_payload.title }}"
          echo "Date: ${{ github.event.client_payload.date }}"

      - name: Update Meeting Log
        run: |
          # Append to meetings log
          echo "| ${{ github.event.client_payload.date }} | ${{ github.event.client_payload.title }} | [Link](${{ github.event.client_payload.url }}) |" >> docs/meetings.md

      - name: Create Issue for Action Items
        uses: actions/github-script@v7
        with:
          script: |
            const actions = JSON.parse('${{ github.event.client_payload.action_items }}');

            for (const action of actions) {
              await github.rest.issues.create({
                owner: context.repo.owner,
                repo: context.repo.repo,
                title: `Meeting Action: ${action.task}`,
                body: `From: ${{ github.event.client_payload.title }}\n\n${action.task}`,
                labels: ['meeting-action']
              });
            }

      - name: Commit Changes
        run: |
          git config user.name "Granola Bot"
          git config user.email "[email protected]"
          git add docs/meetings.md
          git commit -m "docs: add meeting notes from ${{ github.event.client_payload.date }}"
          git push
```

### Trigger Workflow from Zapier
```yaml
# Zapier Webhook Action
Method: POST
URL: https://api.github.com/repos/your-org/your-repo/dispatches
Headers:
  Authorization: Bearer {{github_token}}
  Accept: application/vnd.github.v3+json
Body:
  {
    "event_type": "granola-meeting-completed",
    "client_payload": {
      "title": "{{meeting_title}}",
      "date": "{{meeting_date}}",
      "url": "{{granola_link}}",
      "summary": "{{summary}}",
      "action_items": {{action_items_json}}
    }
  }
```

## Linear Integration Pipeline

### Auto-Create Tasks from Meetings
```yaml
# Zapier Multi-Step Workflow
Step 1 - Trigger:
  App: Granola
  Event: New Note Created

Step 2 - Filter:
  Condition: Summary contains "TODO" or "action item"

Step 3 - Parse:
  App: Code by Zapier
  Script: Extract action items with assignees

Step 4 - Loop:
  For each action item:
    App: Linear
    Action: Create Issue
    Team: Engineering
    Title: {{action.task}}
    Description: |
      From meeting: {{meeting_title}}
      Date: {{meeting_date}}

      Context: {{surrounding_text}}
    Assignee: {{action.assignee}}
    State: Todo
```

## Slack Bot Integration

### Meeting Summary Bot
```yaml
# Automated Slack Post
Trigger: New Granola Note

Slack Message:
  Channel: #dev-meetings
  Blocks:
    - type: header
      text: "Meeting Notes: {{meeting_title}}"
    - type: section
      text: "{{summary}}"
    - type: divider
    - type: section
      text: "*Action Items:*\n{{action_items}}"
    - type: actions
      elements:
        - type: button
          text: "View Full Notes"
          url: "{{granola_link}}"
        - type: button
          text: "Create Tasks"
          action_id: "create_tasks"
```

## Testing & Validation

### Test Webhook Endpoint
```bash
# Test Zapier webhook with sample data
curl -X POST https://hooks.zapier.com/hooks/catch/YOUR_HOOK_ID \
  -H "Content-Type: application/json" \
  -d '{
    "meeting_title": "Test Sprint Planning",
    "meeting_date": "2025-01-06",
    "summary": "Discussed Q1 priorities",
    "action_items": [
      {"task": "Review PRs", "assignee": "mike"},
      {"task": "Update docs", "assignee": "sarah"}
    ]
  }'
```

### Validate Integration
```markdown
## Integration Test Checklist
- [ ] Schedule test meeting
- [ ] Complete meeting with sample action items
- [ ] Verify Zapier trigger fires
- [ ] Check GitHub issues created
- [ ] Confirm Slack notification sent
- [ ] Validate Linear tasks appear
```

## Error Handling

### Retry Configuration
```yaml
# Zapier Error Handling
On Error:
  Retry: 3 times
  Delay: 5 minutes between retries
  Fallback: Send error to Slack #ops-alerts
```

### Common Errors
| Error | Cause | Solution |
|-------|-------|----------|
| Webhook timeout | Large payload | Add processing delay |
| Auth expired | Token invalid | Refresh OAuth tokens |
| Rate limited | Too many requests | Add delays between actions |
| Parse failed | Note format changed | Update parsing logic |

## Resources
- [Zapier Webhooks](https://zapier.com/help/create/code-webhooks)
- [GitHub Actions Events](https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows)

## Next Steps
Proceed to `granola-deploy-integration` for native app integrations.