sales-skills/sales-granola

Granola Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What's your goal?

   • A) Set up Granola for my team (onboarding, templates, sharing)
   • B) Integrate Granola with CRM or other tools (HubSpot, Zapier, API)
   • C) Troubleshoot an issue (blank notes, recording failures, privacy settings)
   • D) Evaluate Granola vs alternatives (Jamie, Fathom, Krisp, Tactiq)

2. Which plan are you on?

   • A) Basic (Free) — limited history, no integrations
   • B) Business ($14/user/mo) — unlimited history, integrations, Personal API
   • C) Enterprise ($35/user/mo) — SSO, Enterprise API, admin controls
   • D) Not sure / evaluating

3. What meeting platform(s)?

   • A) Zoom
   • B) Google Meet
   • C) Microsoft Teams
   • D) Webex / Slack huddles
   • E) In-person (iOS app)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Comparing note-taker platforms broadly (Granola vs Fathom vs Otter vs ...) | /sales-note-taker {user's question} | | Reviewing a specific call for coaching or scoring | /sales-call-review {user's question} | | Building a coaching program | /sales-coaching {user's question} | | General CRM integration patterns (Zapier, webhooks, iPaaS) | /sales-integration {user's question} | | HubSpot platform config (not Granola-specific) | /sales-hubspot {user's question} |

When routing to another skill, provide the exact command.

Step 3 — Granola platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, API, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

Setup priorities by team size:

• Solo / 1-5 people → Free plan is fine for evaluation; upgrade to Business when you need CRM sync or unlimited history
• 5-50 people → Business plan; set up HubSpot integration, create shared folders per team, standardize templates
• 50+ people → Enterprise; SSO is gated at 50+ users, get admin controls for API key creation and sharing policies

Template strategy: Create templates for your top 3-5 meeting types (discovery, demo, 1:1, QBR, internal). Granola enhances notes based on the template structure — better templates = better AI output.

Privacy checklist before rollout: Disable model training opt-in (Settings → Privacy), review sharing defaults (notes are accessible via link by default), communicate to participants that audio is being captured locally.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Notes are shareable by default. Every note gets a link that anyone can access. Review sharing settings before rolling out to a team — confidential meeting content may be exposed.
• AI model training is opt-in by default. Your meeting content is used for training unless you manually disable it in Settings → Privacy. Enterprise plan defaults to off.
• No audio playback. Granola doesn't record audio/video — it captures and discards after transcription. You cannot go back and listen to verify a transcript.
• No speaker identification. Transcripts don't label who said what (macOS shows microphone vs speaker; iOS shows diarization labels like "Speaker A"). Multi-person calls are harder to parse.
• Silent recording failures. If the OS audio pipeline breaks, Granola may produce blank notes with no error message. Check that Granola has audio permissions and restart before important calls.
• No Android, no web version. Mac + Windows + iOS only. Android users and browser-only teams are out.
• HubSpot sync is manual per note. One-click push, not automatic. You must click to send each note to the CRM contact record.
• No native Salesforce. Use Zapier to bridge — "Note Added to Granola Folder" or "Note Shared to Zapier" triggers.

Related skills

• /sales-note-taker — Compare note-taker platforms, plan API integrations, build transcript pipelines
• /sales-call-review — Review a specific call for coaching
• /sales-coaching — Build coaching programs
• /sales-integration — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
• /sales-hubspot — HubSpot platform help
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: Setting up Granola for a sales team

User says: "I manage a 12-person sales team on HubSpot. How should I set up Granola?" Skill does: Recommends Business plan ($14/user/mo), walks through HubSpot integration setup, suggests creating shared folders per team and templates for discovery/demo/QBR, flags the privacy defaults to fix before rollout.

Example 2: Automating note export via Zapier

User says: "I want Granola meeting notes to automatically appear in a Slack channel and update Salesforce" Skill does: Explains the two Zapier triggers (Note Added to Folder, Note Shared to Zapier), recommends the folder-based trigger for automation, walks through mapping note fields to Salesforce custom object via Zapier, and Slack channel posting.

Example 3: Troubleshooting blank notes

User says: "Granola keeps giving me empty notes after meetings" Skill does: Checks OS audio permissions, verifies Granola is capturing system audio (not just microphone), suggests restarting the app before meetings, flags that some virtual audio devices conflict with Granola's capture method.

Troubleshooting

Notes are blank after a meeting

Symptom: Meeting ends but Granola shows no transcript or empty enhanced notes Cause: OS audio pipeline interrupted — virtual audio devices (VoiceMeeter, BlackHole), headphone switches mid-call, or missing audio permissions Solution: Check System Settings → Privacy → Microphone (macOS) or Sound settings (Windows). Restart Granola before the meeting. Avoid switching audio devices during a call. Test with a short call first.

HubSpot contact not found when pushing notes

Symptom: "No matching contact" error when trying to sync a note to HubSpot Cause: Granola matches by meeting participant email — if the contact email in HubSpot doesn't match the calendar invite email, it won't find a match Solution: Ensure the calendar invite includes the contact's email that matches their HubSpot record. If using Google Workspace, check that the meeting was created with the correct attendee emails.

Transcript has garbled text in non-English sections

Symptom: Parts of the transcript are gibberish or obviously wrong when speakers switch languages Cause: Custom vocabulary doesn't work with multi-language transcripts; Granola's ASR struggles with mid-conversation language switches Solution: Set the primary language before the meeting. For bilingual meetings, expect lower accuracy on the secondary language. Consider Jamy.ai (100+ languages with real-time translation) for truly multilingual teams.