granola-deploy-integration by jeremylongshore

---
name: granola-deploy-integration
description: |
  Deploy Granola integrations to Slack, Notion, HubSpot, and other apps.
  Use when connecting Granola to productivity tools,
  setting up native integrations, or configuring auto-sync.
  Trigger with phrases like "granola slack", "granola notion",
  "granola hubspot", "granola integration", "connect granola".
allowed-tools: Read, Write, Edit
version: 1.0.0
license: MIT
author: Jeremy Longshore <[email protected]>
---

# Granola Deploy Integration

## Overview
Configure and deploy native Granola integrations with Slack, Notion, HubSpot, and other productivity tools.

## Prerequisites
- Granola Pro or Business plan
- Admin access to target apps
- Integration requirements defined

## Native Integrations

### Slack Integration

#### Setup
```markdown
## Connect Slack

1. Granola Settings > Integrations > Slack
2. Click "Connect Slack"
3. Select workspace
4. Authorize permissions:
   - Post messages
   - Access channels
   - Read user info
5. Configure default channel
```

#### Configuration Options
| Setting | Options | Recommendation |
|---------|---------|----------------|
| Default channel | Any channel | #meeting-notes |
| Auto-post | On/Off | On for team meetings |
| Include summary | Yes/No | Yes |
| Include actions | Yes/No | Yes |
| Mention attendees | Yes/No | For important meetings |

#### Message Format
```
Meeting Notes: Sprint Planning
January 6, 2025 | 45 minutes | 5 attendees

Summary:
Discussed Q1 priorities. Agreed on feature freeze
date of Jan 15th. Will focus on bug fixes next sprint.

Action Items:
- @sarah: Schedule design review (due: Jan 8)
- @mike: Create deployment checklist (due: Jan 10)
- @team: Review OKRs by Friday

[View Full Notes in Granola]
```

### Notion Integration

#### Setup
```markdown
## Connect Notion

1. Granola Settings > Integrations > Notion
2. Click "Connect Notion"
3. Select workspace
4. Choose integration permissions:
   - Insert content
   - Read pages
   - Update pages
5. Select target database
```

#### Database Schema
```
Meeting Notes Database
├── Title (title)
├── Date (date)
├── Duration (number)
├── Attendees (multi-select)
├── Summary (rich text)
├── Action Items (relation → Tasks)
├── Tags (multi-select)
├── Status (select)
└── Granola Link (url)
```

#### Page Template
```markdown
# {{meeting_title}}

**Date:** {{date}}
**Duration:** {{duration}} minutes
**Attendees:** {{attendees}}

---

## Summary
{{summary}}

## Key Discussion Points
{{key_points}}

## Decisions Made
{{decisions}}

## Action Items
{{action_items}}

---
*Captured with Granola*
```

### HubSpot Integration

#### Setup
```markdown
## Connect HubSpot

1. Granola Settings > Integrations > HubSpot
2. Click "Connect HubSpot"
3. Authorize with HubSpot account
4. Select permissions:
   - Read/Write contacts
   - Read/Write notes
   - Read/Write deals
5. Configure contact matching
```

#### Contact Matching Rules
| Attendee Email | Action |
|----------------|--------|
| Exists in HubSpot | Attach note to contact |
| New email | Create contact (optional) |
| Internal domain | Skip CRM entry |

#### Note Format
```
Meeting with {{contact_name}}
Date: {{date}}
Duration: {{duration}}

Summary: {{summary}}

Next Steps:
{{action_items}}

---
Captured with Granola
```

## Zapier Integrations

### Popular Zapier Recipes

#### Granola → Google Docs
```yaml
Trigger: New Granola Note
Action: Create Google Doc

Configuration:
  Folder: Team Meeting Notes
  Title: "{{meeting_title}} - {{date}}"
  Content: |
    # {{meeting_title}}

    **Date:** {{date}}
    **Attendees:** {{attendees}}

    ## Summary
    {{summary}}

    ## Action Items
    {{action_items}}
```

#### Granola → Asana
```yaml
Trigger: New Granola Note
Filter: Contains action items
Action: Create Asana Task

Configuration:
  Project: Meeting Actions
  Name: "Action from {{meeting_title}}"
  Notes: "{{action_text}}\n\nFrom meeting: {{meeting_title}}"
  Assignee: Dynamic from parsed @mention
  Due Date: Parsed from note content
```

#### Granola → Airtable
```yaml
Trigger: New Granola Note
Action: Create Airtable Record

Configuration:
  Base: Meeting Archive
  Table: Notes
  Fields:
    Title: {{meeting_title}}
    Date: {{date}}
    Summary: {{summary}}
    Action Count: {{action_item_count}}
    Status: Active
    Link: {{granola_url}}
```

## Multi-Integration Workflows

### Complete Meeting Follow-up
```yaml
# Multi-step automation

1. Meeting ends in Granola
     ↓
2. Summary posted to Slack #team-channel
     ↓
3. Full notes created in Notion
     ↓
4. Action items created in Linear
     ↓
5. HubSpot contact updated (if external)
     ↓
6. Follow-up email drafted in Gmail
```

### Implementation
```yaml
Zapier Paths:
  Path A (Internal Meeting):
    → Slack notification
    → Notion page
    → Linear tasks

  Path B (Client Meeting):
    → Slack notification
    → Notion page
    → HubSpot note
    → Gmail draft

Filter:
  If attendees contain external domain → Path B
  Else → Path A
```

## Deployment Checklist

### Per-Integration
```markdown
## Integration Deployment

- [ ] Test with sample meeting first
- [ ] Verify data mapping correct
- [ ] Confirm permissions adequate
- [ ] Set up error notifications
- [ ] Document for team
- [ ] Monitor first week
```

### Full Suite
```markdown
## Complete Integration Rollout

Phase 1 (Week 1):
- [ ] Slack connected and tested
- [ ] Team notified of new workflow

Phase 2 (Week 2):
- [ ] Notion connected
- [ ] Database template finalized
- [ ] Historical import complete

Phase 3 (Week 3):
- [ ] CRM integration (if applicable)
- [ ] Task management connected
- [ ] Full automation verified
```

## Error Handling

| Integration | Common Error | Solution |
|-------------|--------------|----------|
| Slack | Channel not found | Verify channel exists |
| Notion | Database missing | Recreate target database |
| HubSpot | Contact mismatch | Update matching rules |
| Zapier | Rate limited | Add delays to Zap |

## Resources
- [Granola Integrations](https://granola.ai/integrations)
- [Zapier Granola App](https://zapier.com/apps/granola)
- [Integration FAQ](https://granola.ai/help/integrations)

## Next Steps
Proceed to `granola-webhooks-events` for event-driven automation.