Granola Core Workflow B: Post-Meeting Processing

Overview

Process, enhance, and share Granola meeting notes for maximum team productivity.

Prerequisites

• Completed meeting with Granola capture

• Notes generated (typically 1-2 minutes after meeting)

• Team sharing preferences configured

Instructions

Step 1: Review AI-Generated Notes

Immediately after meeting ends:

• Open Granola

• Find meeting in recent list

• Review generated content:

• Summary accuracy

• Action items captured

• Key points highlighted

• Participant attribution

Step 2: Enhance Notes

Edit and improve AI output:

Review Checklist

• Correct any transcription errors
• Add context AI might have missed
• Clarify ambiguous action items
• Add links to referenced documents
• Tag relevant team members
• Mark confidential sections

Step 3: Extract and Assign Action Items

Process action items for tracking:

Action Item Processing

From Meeting: Sprint Planning 2025-01-06

Export Format (for ticket systems):

• [HIGH] Update API documentation (@mike, due: 2025-01-08)
• [MED] Review design mockups (@sarah, due: 2025-01-07)
• [MED] Schedule client demo (@alex, due: 2025-01-10)

Step 4: Share with Stakeholders

Share via Granola

• Click "Share" button

• Select recipients or copy link

• Set permissions (view/edit)

• Send with optional message

Share via Integrations

Slack: Channel: #team-meeting-notes Format: Summary + Action Items

Notion: Database: Meeting Archive Page: Full notes with transcript

Email: Recipients: Meeting attendees Content: Summary + Action Items Attachment: PDF export

Step 5: Archive and Categorize

Organize for future reference:

Filing System

Folder Structure: /meetings /2025 # 2025 year /q1 /project-alpha 2025-01-06-sprint-planning.md 2025-01-08-client-sync.md /team-1-1s 2025-01-06-sarah-1-1.md

Tags:

• #decision - Contains key decisions
• #action-items - Has pending tasks
• #client - External stakeholder present
• #confidential - Sensitive content

Post-Meeting Checklist

Within 5 Minutes

• Review AI summary for accuracy
• Correct obvious transcription errors
• Confirm action items are captured

Within 1 Hour

• Share notes with attendees
• Create tickets for action items
• Send follow-up email if needed

Within 24 Hours

• Archive in project folder
• Update relevant documentation
• Schedule follow-up meetings if needed

Output

• Reviewed and enhanced meeting notes

• Action items extracted and assigned

• Notes shared with stakeholders

• Meeting properly archived

Sharing Best Practices

• Share promptly - Within 1 hour while fresh

• Highlight decisions - Make outcomes clear

• Assign owners - Every action needs an owner

• Set due dates - Create accountability

• Link to source - Reference full notes

Error Handling

Issue Cause Solution

Notes not appearing Still processing Wait 2-5 minutes

Sharing failed Permission issue Check recipient access

Action items missing Not stated clearly Add manually

Wrong attendees Calendar mismatch Edit attendee list

Resources

• Granola Sharing Options

• Follow-up Best Practices

Next Steps

Proceed to granola-common-errors for troubleshooting common issues.

Examples

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

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