Granola prod checklist

Granola Production Checklist

Overview

Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution.

Prerequisites

• Budget approved for Granola licenses
• Team size and meeting volume estimated
• IT/security review completed or in progress
• Admin access to Granola workspace

Instructions

Phase 1 — Plan & License

• Select plan: Business ($14/user/mo) or Enterprise ($35+/user/mo)
• Seat count: Purchase seats for all target users
• Billing: Annual billing for 10-15% savings, or monthly for flexibility
• Contract: Enterprise agreement signed (if applicable)
• SOC 2 report: Requested and reviewed (available on request from Granola)

Phase 2 — Security Configuration

• SSO enabled: Okta, Azure AD, or Google Workspace (Enterprise)
• SCIM provisioning: Auto-provision users from IdP groups (Enterprise)
• AI training opt-out: Enabled org-wide (Enterprise: enforced by default)
• Sharing defaults: Set to Private, external sharing disabled or admin-approved
• Data retention: Configured per data type (notes: 1-2yr, transcripts: 90d)
• DPA signed: Data Processing Agreement for GDPR compliance
• Session timeout: Configured for security policy (Enterprise)

Phase 3 — Integration Setup

Integration	Configuration	Verification
Google Calendar or Outlook	Settings > Calendar > Connect	Test meeting shows in Granola
Slack	Settings > Integrations > Slack	Post test note to channel
Notion	Settings > Integrations > Notion	Share test note creates DB entry
HubSpot/Attio/Affinity	Settings > Integrations > CRM	Match test note to CRM contact
Zapier (optional)	Connect Granola app in Zapier	Test Zap fires on note creation
MCP (optional)	Configure in AI tool settings	Test meeting query in Claude/Cursor

Phase 4 — Workspace Configuration

• Workspaces created: Per department/team (Engineering, Sales, Leadership, etc.)
• Folders created: Per meeting type within each workspace
• Templates configured: Default templates per folder/meeting type
• Sharing rules: Per-folder auto-post to Slack channels
• User roles assigned: Admin, Member, Viewer per workspace
• Custom recipes created: Team-specific Granola Chat recipes

Phase 5 — Pilot Program (2 Weeks)

1. Select 5-10 pilot users across different meeting types
2. Define success metrics:

Metric	Target	How to Measure
User activation	100% of pilot	All users capture at least one meeting
Meeting capture rate	>70%	Meetings captured / total meetings
Note quality rating	4+/5	Pilot user survey
Support tickets	<2 per user	Track via Slack/email
Time saved per meeting	>10 min	Before/after survey

1. Collect daily feedback for the first 3 days, then weekly
2. Fix issues immediately — common pilot issues:
   • Audio permission not granted (macOS Screen & System Audio)
   • Calendar not connected to the right account
   • Templates not matching meeting types
   • Users forgetting to type notes (Enhance is better with typed context)

Phase 6 — Go-Live

Launch day checklist:

• Welcome email sent with setup instructions and support contact
• Slack channel created: #granola-support
• Quick-start guide shared (link to granola-install-auth + granola-hello-world)
• Calendar consent notice template distributed
• User access enabled (SSO/SCIM auto-provision or manual invite)
• IT support team briefed on common troubleshooting steps

First week monitoring:

• Daily adoption check: % of users who captured a meeting
• Support ticket volume and resolution time
• Integration health: Slack/Notion/CRM syncs working
• User feedback collection via survey or Slack poll

Phase 7 — Post-Launch (Weeks 2-4)

• Address low-adoption users with 1:1 support
• Publish internal "tips & tricks" based on power user patterns
• Review and refine templates based on team feedback
• Set up recurring reporting (weekly adoption metrics to leadership)
• Schedule first quarterly access review

Output

• All security controls configured and verified
• Integrations connected, tested, and documented
• Pilot completed with metrics meeting targets
• Full team onboarded and actively capturing meetings
• Support processes established with documented escalation path

Error Handling

Issue	Cause	Fix
Low adoption (<50%)	Insufficient training	Run live demo, share video walkthrough
SSO login failure	SAML metadata mismatch	Verify ACS URL, Entity ID, and certificate with IdP
Calendar not syncing org-wide	OAuth app not approved	IT admin must approve Granola's OAuth in Google/Microsoft admin
Audio issues across team	macOS permission prompt dismissed	Send instructions to re-grant Screen & System Audio permission

Resources

• Setup Guide
• Enterprise API
• Security Standards
• Granola Updates

Next Steps

Proceed to granola-upgrade-migration for version upgrade and plan migration guidance.