granola-prod-checklist by jeremylongshore

---
name: granola-prod-checklist
description: |
  Production readiness checklist for Granola deployment.
  Use when preparing for team rollout, enterprise deployment,
  or ensuring Granola is properly configured for production use.
  Trigger with phrases like "granola production", "granola rollout",
  "granola deployment", "granola checklist", "granola enterprise setup".
allowed-tools: Read, Write, Edit
version: 1.0.0
license: MIT
author: Jeremy Longshore <[email protected]>
---

# Granola Production Checklist

## Overview
Comprehensive checklist for deploying Granola in a production/enterprise environment.

## Pre-Deployment Checklist

### Account & Licensing
```markdown
## License Verification
- [ ] Appropriate plan selected (Pro/Business/Enterprise)
- [ ] Sufficient seat licenses for team
- [ ] Billing information verified
- [ ] Contract/Terms reviewed and signed
- [ ] Enterprise agreement in place (if applicable)
```

### Security Configuration
```markdown
## Security Setup
- [ ] SSO configured (Business/Enterprise)
- [ ] 2FA enforced for all users
- [ ] Password policy defined
- [ ] IP allowlisting configured (if required)
- [ ] Data residency settings verified
- [ ] DPA signed (GDPR requirement)
- [ ] Audit logging enabled
```

### Integration Setup
```markdown
## Required Integrations
- [ ] Calendar integration (Google/Outlook)
- [ ] Communication (Slack/Teams)
- [ ] Documentation (Notion/Confluence)
- [ ] CRM (HubSpot/Salesforce) if applicable
- [ ] Task management (Linear/Jira) if applicable
- [ ] Zapier workflows configured
```

## Team Rollout Checklist

### User Onboarding
```markdown
## Onboarding Materials
- [ ] Welcome email template created
- [ ] Quick start guide customized
- [ ] Video tutorial linked
- [ ] FAQ document prepared
- [ ] Support escalation path defined
```

### Training Plan
```markdown
## Training Schedule
Week 1:
- [ ] Admin training (2 hours)
- [ ] Power user training (1 hour)

Week 2:
- [ ] General user training (30 min)
- [ ] Q&A sessions scheduled

Ongoing:
- [ ] Monthly tips newsletter
- [ ] Quarterly feature updates
```

### Pilot Program
```markdown
## Pilot Phase (Recommended)
- [ ] Select 5-10 pilot users
- [ ] Define success metrics
- [ ] Set 2-week pilot duration
- [ ] Collect feedback daily
- [ ] Address issues before full rollout
- [ ] Document lessons learned
```

## Configuration Checklist

### Workspace Settings
```markdown
## Workspace Configuration
- [ ] Workspace name and branding set
- [ ] Default sharing permissions configured
- [ ] Data retention policy defined
- [ ] Auto-recording preferences set
- [ ] Template library created
- [ ] Default note format selected
```

### Admin Settings
```markdown
## Admin Controls
- [ ] User roles defined
- [ ] Permission groups created
- [ ] External sharing policy set
- [ ] Integration permissions controlled
- [ ] Audit log retention configured
```

### User Defaults
```markdown
## Default User Settings
- [ ] Default calendar selected
- [ ] Notification preferences
- [ ] Summary style (brief/detailed)
- [ ] Language preferences
- [ ] Timezone settings
```

## Technical Requirements

### Desktop Requirements
```markdown
## Supported Systems
- [ ] macOS 12 (Monterey) or later
- [ ] Windows 10 (1903) or later
- [ ] 8 GB RAM minimum (16 GB recommended)
- [ ] 500 MB free disk space
- [ ] Stable internet (5 Mbps+)
```

### Network Configuration
```markdown
## Firewall/Proxy Settings
Allow outbound HTTPS to:
- [ ] api.granola.ai
- [ ] app.granola.ai
- [ ] storage.granola.ai
- [ ] auth.granola.ai

Ports:
- [ ] 443 (HTTPS) - Required
- [ ] 80 (HTTP) - Redirect only
```

### MDM/Deployment
```markdown
## Enterprise Deployment
- [ ] MSI/PKG package available
- [ ] Silent install tested
- [ ] Auto-update policy set
- [ ] Configuration profile created
- [ ] Deployment script verified
```

## Go-Live Checklist

### Day Before Launch
```markdown
## Pre-Launch
- [ ] All users provisioned
- [ ] Welcome emails scheduled
- [ ] Support team briefed
- [ ] Status page monitored
- [ ] Rollback plan documented
```

### Launch Day
```markdown
## Launch
- [ ] Send welcome emails
- [ ] Enable user access
- [ ] Monitor adoption metrics
- [ ] Staff support channel
- [ ] Track first-meeting success
```

### Week 1 Post-Launch
```markdown
## First Week
- [ ] Daily adoption metrics review
- [ ] Quick wins shared internally
- [ ] Issues triaged within 4 hours
- [ ] User feedback collected
- [ ] Adjustments made as needed
```

## Success Metrics

### Adoption KPIs
| Metric | Target | Measurement |
|--------|--------|-------------|
| User activation | 80% in Week 1 | First meeting recorded |
| Daily active users | 60% | Weekly average |
| Meetings captured | 70% of eligible | Automatic detection |
| Integration usage | 50% | Using at least one |

### Quality KPIs
| Metric | Target | Measurement |
|--------|--------|-------------|
| Note satisfaction | 4.0/5.0 | User rating |
| Transcription accuracy | 95% | Spot check |
| Support tickets | < 5% of users | Weekly |
| Uptime | 99.9% | Status page |

## Post-Deployment

### Ongoing Operations
```markdown
## Maintenance Tasks
Daily:
- [ ] Monitor status page
- [ ] Review support queue

Weekly:
- [ ] Adoption metrics review
- [ ] User feedback triage

Monthly:
- [ ] Feature update review
- [ ] Usage report generation
- [ ] Billing reconciliation
```

### Continuous Improvement
```markdown
## Optimization
- [ ] Collect user feedback regularly
- [ ] Share best practices
- [ ] Update templates quarterly
- [ ] Review integration performance
- [ ] Plan feature adoption
```

## Resources
- [Granola Admin Guide](https://granola.ai/admin)
- [Enterprise Setup](https://granola.ai/enterprise)
- [Status Page](https://status.granola.ai)

## Next Steps
Proceed to `granola-upgrade-migration` for version upgrade guidance.