Post-meeting note processing and sharing workflow with Granola. Use when reviewing meeting notes, sharing with team members, or processing action items after meetings. Trigger with phrases like "granola post meeting", "share granola notes", "granola follow up", "process meeting notes", "granola action items".
After a meeting ends, Granola processes your audio and produces a transcript. This skill covers the post-meeting workflow: enhancing notes, sharing to integrations, using Granola Chat for follow-up, and managing the People & Companies CRM.
granola-core-workflow-a)After the meeting ends (transcript processing takes 1-2 minutes):
The Enhance step uses GPT-4o or Claude to:
Before sharing, review the enhanced notes:
Edit directly in the Granola editor — changes are saved instantly.
Slack (native integration):
Notion (native integration):
granola-sdk-patterns)HubSpot / Attio / Affinity (native CRM integration):
Note: Native HubSpot integration does not auto-create new contacts. Create the contact in HubSpot first, then sync the note. For automatic contact creation, use a Zapier workflow with a "Find or Create Contact" step.
After enhancement, use the chat panel for post-meeting tasks:
You: "Draft a follow-up email to the client summarizing what we agreed"
Granola: Subject: Follow-up: Q1 Planning Discussion
Hi Sarah,
Thank you for the productive discussion today. Here's a summary
of what we agreed:
1. Timeline: MVP delivery by April 15
2. Budget: Approved up to $50K for Phase 1
3. Next Steps: Your team will share the API spec by Friday
Please let me know if I've missed anything.
Best regards
Other useful Chat queries:
After meetings, Granola automatically updates contact records:
This built-in CRM tracks:
Structure your notes using folders:
| Folder | Purpose | Sharing |
|--------|---------|---------|
| Sales Calls | Client-facing meetings | Auto-post to #sales Slack |
| Engineering | Technical meetings | Share to Notion wiki |
| Leadership | Exec meetings | Private, no auto-share |
| Interviews | Hiring loops | Shared with hiring panel only |
Folders support auto-posting rules: any note added to a folder can automatically trigger Slack posts or Zapier workflows.
| Error | Cause | Fix | |-------|-------|-----| | Enhance produces poor output | Template too complex or meeting too short | Simplify template sections, ensure meeting > 5 min | | Slack post missing | Channel not configured or bot not invited | Verify channel in Settings > Slack, invite Granola bot | | HubSpot contact mismatch | Attendee email differs from CRM record | Update attendee email or CRM contact | | Notion share fails | Authorization expired | Reconnect Notion in Settings > Integrations | | Chat gives wrong answer | Ambiguous question | Be specific: "What did Sarah say about the timeline?" |
For a fictional follow-up workflow, record meeting=opaque-31; actions=4; owner_mapping=staged; destination=allowlisted; idempotency=once; rollback=workflow-r6. The example never exposes a meeting title, attendee, or action text.
Proceed to granola-sdk-patterns for Zapier automation and multi-app workflows.
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Google Workspace CLI for Gmail, Calendar, Drive, Contacts, Sheets, and Docs.
Manage Apple Notes via the `memo` CLI on macOS (create, view, edit, delete, search, move, and export notes). Use when a user asks OpenClaw to add a note, list notes, search notes, or manage note folders.
Work with Obsidian vaults (plain Markdown notes) and automate via obsidian-cli.
Use when you need to control Slack from OpenClaw via the slack tool, including reacting to messages or pinning/unpinning items in Slack channels or DMs.
Manage Apple Reminders via remindctl CLI (list, add, edit, complete, delete). Supports lists, date filters, and JSON/plain output.
Manage Trello boards, lists, and cards via the Trello REST API.
Category:productivity