Granola SDK Patterns

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

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

Best Practices

1. Add delays - Wait 2 min after meeting for processing
2. Use filters - Only trigger for relevant meetings
3. Test first - Use Zapier's test feature
4. 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.