Granola Production Checklist

Contents

• Overview

• Prerequisites

• Instructions

• Output

• Error Handling

• Examples

• Resources

Overview

Comprehensive checklist for deploying Granola in a production/enterprise environment covering security, integrations, training, and go-live procedures.

Prerequisites

• Appropriate Granola plan selected (Pro/Business/Enterprise)

• Sufficient seat licenses for team

• Admin access to Granola workspace

Instructions

Step 1: Account & Licensing

• Plan selected and billing verified

• Contract/Terms reviewed and signed

• Enterprise agreement in place (if applicable)

Step 2: Security Configuration

Configure SSO, 2FA, password policies, IP allowlisting, data residency, and audit logging.

Step 3: Integration Setup

Connect calendar (Google/Outlook), communication (Slack/Teams), documentation (Notion/Confluence), and optionally CRM and task management tools.

Step 4: Workspace & User Configuration

Set workspace branding, sharing permissions, data retention, templates, user roles, and permission groups.

Step 5: Run Pilot Program

Select 5-10 pilot users, define success metrics, run for 2 weeks, collect daily feedback, and address issues before full rollout.

Step 6: Go-Live

Execute launch day checklist: send welcome emails, enable access, monitor adoption, staff support channel. Track metrics daily for first week.

See detailed implementation for complete checklists, technical requirements, network configuration, training plans, and success metrics.

Output

• Security fully configured (SSO, 2FA, audit logging)

• Integrations connected and tested

• Pilot completed with feedback incorporated

• Team onboarded and recording meetings

Error Handling

Error Cause Solution

SSO login failure Misconfigured SAML/OIDC Verify SSO settings with identity provider

Calendar not syncing OAuth token expired Reconnect calendar integration

Low adoption Insufficient training Schedule additional training sessions

Recording not starting Missing permissions Verify microphone and calendar permissions

Examples

Quick Adoption Check (Week 1)

Metric Target Actual

User activation 80%

Meetings captured 70%

Support tickets <5% users

Resources

• Granola Admin Guide

• Enterprise Setup

• Status Page

Next Steps

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