Granola Core Workflow A: Meeting Preparation

Overview

Prepare for meetings with custom templates and pre-configured capture settings in Granola.

Prerequisites

• Granola installed and authenticated

• Calendar synced with upcoming meetings

• Understanding of meeting types you commonly run

Instructions

Step 1: Create Meeting Templates

1:1 Template

1:1 Meeting Template

Check-in

• How are you doing?
• Any blockers?

Updates

• Progress on current goals
• Upcoming priorities

Discussion Topics

Action Items

• [ ]

Next Meeting Focus

Sprint Planning Template

Sprint Planning Template

Sprint Goals

Velocity Review

• Last sprint: X points
• Capacity this sprint: Y points

Backlog Items

Risks & Dependencies

Action Items

• [ ]

Client Meeting Template

Client Meeting Template

Attendees

• Client:
• Internal:

Agenda

Discussion Notes

Decisions Made

Action Items

Next Steps

Step 2: Configure in Granola

• Open Granola app

• Go to Settings > Templates

• Click "Create New Template"

• Paste your template content

• Name it (e.g., "1:1 Meeting")

• Set trigger conditions (optional):

• Calendar event title contains "1:1"

• Specific attendee domains

Step 3: Pre-Meeting Checklist

Before important meetings:

Pre-Meeting Checklist

30 Minutes Before

• Review previous meeting notes
• Prepare agenda items
• Check Granola is running
• Test audio input

5 Minutes Before

• Open relevant documents
• Have action items from last meeting ready
• Open Granola notepad
• Add agenda to notes pane

Step 4: Set Up Smart Defaults

Configure Granola preferences for automatic behavior:

Setting Recommended Value Purpose

Auto-start recording On Never miss a meeting

Default template By meeting type Consistent structure

Auto-share Team members Immediate collaboration

Summary style Detailed Comprehensive notes

Output

• Custom templates for each meeting type

• Pre-meeting preparation workflow

• Consistent meeting structure

• Improved meeting outcomes

Template Best Practices

• Keep templates focused - One template per meeting type

• Include prompts - Guide note-taking during meeting

• Pre-fill context - Add relevant background

• Structure for AI - Use headers for better parsing

Error Handling

Issue Cause Solution

Template not loading Wrong trigger condition Check template settings

Missing sections Template incomplete Review and add sections

Conflicting templates Multiple matches Make triggers more specific

Resources

• Granola Templates Gallery

• Meeting Preparation Tips

Next Steps

Proceed to granola-core-workflow-b for post-meeting processing workflows.

Examples

Basic usage: Apply granola core workflow a to a standard project setup with default configuration options.

Advanced scenario: Customize granola core workflow a for production environments with multiple constraints and team-specific requirements.