Granola SDK Patterns

Overview

Build powerful automations using Granola's Zapier integration to connect with 8,000+ apps.

Prerequisites

• Granola Pro or Business plan

• Zapier account (Free tier works for basic automations)

• Target integration apps configured

Available Triggers

Granola Zapier Triggers

Trigger Description Use Case

New Note Created Fires when meeting ends Sync to docs

Note Updated Fires on note edits Update CRM

Action Item Added Fires for new todos Create tickets

Common Integration Patterns

Pattern 1: Notes to Notion

Trigger: New Granola Note Action: Create Notion Page

Configuration: Notion Database: Meeting Notes Title: {{meeting_title}} Date: {{meeting_date}} Content: {{note_content}} Participants: {{attendees}}

Pattern 2: Action Items to Linear

Trigger: New Granola Note Filter: Contains "Action Item" or "TODO" Action: Create Linear Issue

Configuration: Team: Engineering Title: "Meeting Action: {{action_text}}" Description: "From meeting: {{meeting_title}}" Assignee: {{extracted_assignee}}

Pattern 3: Summary to Slack

Trigger: New Granola Note Action: Post to Slack Channel

Configuration: Channel: #team-updates Message: | :notepad_spiral: Meeting Notes: {{meeting_title}}

**Summary:** {{summary}}

**Action Items:**
{{action_items}}

Full notes: {{granola_link}}

Pattern 4: CRM Update (HubSpot)

Trigger: New Granola Note Filter: Meeting contains client name Action: Update HubSpot Contact

Configuration: Contact: {{client_email}} Note: "Meeting on {{date}}: {{summary}}" Last Contact: {{meeting_date}}

Multi-Step Workflow Example

Name: Complete Meeting Follow-up

Step 1 - Trigger: App: Granola Event: New Note Created

Step 2 - Action: App: OpenAI Event: Generate Follow-up Email Prompt: "Write a follow-up email for: {{summary}}"

Step 3 - Action: App: Gmail Event: Create Draft To: {{attendees}} Subject: "Follow-up: {{meeting_title}}" Body: {{openai_response}}

Step 4 - Action: App: Notion Event: Create Page Content: {{full_notes}}

Step 5 - Action: App: Slack Event: Send Message Message: "Follow-up draft ready for {{meeting_title}}"

Output

• Zapier workflow configured

• Notes automatically synced to target apps

• Action items converted to tickets

• Follow-up communications automated

Error Handling

Error Cause Solution

Trigger Not Firing Zapier connection expired Reconnect Granola in Zapier

Missing Data Note still processing Add 2-min delay step

Rate Limited Too many requests Reduce Zap frequency

Format Errors Data structure mismatch Use Zapier Formatter

Best Practices

• Add delays - Wait 2 min after meeting for processing

• Use filters - Only trigger for relevant meetings

• Test first - Use Zapier's test feature

• Monitor usage - Check Zapier task limits

Resources

• Granola Zapier App

• Zapier Multi-Step Zaps

• Granola Integration Docs

Next Steps

Proceed to granola-core-workflow-a for meeting preparation workflows.

Instructions

• Assess the current state of the API configuration

• Identify the specific requirements and constraints

• Apply the recommended patterns from this skill

• Validate the changes against expected behavior

• Document the configuration for team reference

Examples

Basic usage: Apply granola sdk patterns to a standard project setup with default configuration options.

Advanced scenario: Customize granola sdk patterns for production environments with multiple constraints and team-specific requirements.