granola-prod-checklist
Production readiness checklist for Granola deployment. Use when preparing for team rollout, enterprise deployment, or ensuring Granola is properly configured for production use. Trigger with phrases like "granola production", "granola rollout", "granola deployment", "granola checklist", "granola ...
Full skill instructions
Comprehensive checklist for deploying Granola in a production/enterprise environment.
## License Verification
- [ ] Appropriate plan selected (Pro/Business/Enterprise)
- [ ] Sufficient seat licenses for team
- [ ] Billing information verified
- [ ] Contract/Terms reviewed and signed
- [ ] Enterprise agreement in place (if applicable)
## Security Setup
- [ ] SSO configured (Business/Enterprise)
- [ ] 2FA enforced for all users
- [ ] Password policy defined
- [ ] IP allowlisting configured (if required)
- [ ] Data residency settings verified
- [ ] DPA signed (GDPR requirement)
- [ ] Audit logging enabled
## Required Integrations
- [ ] Calendar integration (Google/Outlook)
- [ ] Communication (Slack/Teams)
- [ ] Documentation (Notion/Confluence)
- [ ] CRM (HubSpot/Salesforce) if applicable
- [ ] Task management (Linear/Jira) if applicable
- [ ] Zapier workflows configured
## Onboarding Materials
- [ ] Welcome email template created
- [ ] Quick start guide customized
- [ ] Video tutorial linked
- [ ] FAQ document prepared
- [ ] Support escalation path defined
## Training Schedule
Week 1:
- [ ] Admin training (2 hours)
- [ ] Power user training (1 hour)
Week 2:
- [ ] General user training (30 min)
- [ ] Q&A sessions scheduled
Ongoing:
- [ ] Monthly tips newsletter
- [ ] Quarterly feature updates
## Pilot Phase (Recommended)
- [ ] Select 5-10 pilot users
- [ ] Define success metrics
- [ ] Set 2-week pilot duration
- [ ] Collect feedback daily
- [ ] Address issues before full rollout
- [ ] Document lessons learned
## Workspace Configuration
- [ ] Workspace name and branding set
- [ ] Default sharing permissions configured
- [ ] Data retention policy defined
- [ ] Auto-recording preferences set
- [ ] Template library created
- [ ] Default note format selected
## Admin Controls
- [ ] User roles defined
- [ ] Permission groups created
- [ ] External sharing policy set
- [ ] Integration permissions controlled
- [ ] Audit log retention configured
## Default User Settings
- [ ] Default calendar selected
- [ ] Notification preferences
- [ ] Summary style (brief/detailed)
- [ ] Language preferences
- [ ] Timezone settings
## Supported Systems
- [ ] macOS 12 (Monterey) or later
- [ ] Windows 10 (1903) or later
- [ ] 8 GB RAM minimum (16 GB recommended)
- [ ] 500 MB free disk space
- [ ] Stable internet (5 Mbps+)
## Firewall/Proxy Settings
Allow outbound HTTPS to:
- [ ] api.granola.ai
- [ ] app.granola.ai
- [ ] storage.granola.ai
- [ ] auth.granola.ai
Ports:
- [ ] 443 (HTTPS) - Required
- [ ] 80 (HTTP) - Redirect only
## Enterprise Deployment
- [ ] MSI/PKG package available
- [ ] Silent install tested
- [ ] Auto-update policy set
- [ ] Configuration profile created
- [ ] Deployment script verified
## Pre-Launch
- [ ] All users provisioned
- [ ] Welcome emails scheduled
- [ ] Support team briefed
- [ ] Status page monitored
- [ ] Rollback plan documented
## Launch
- [ ] Send welcome emails
- [ ] Enable user access
- [ ] Monitor adoption metrics
- [ ] Staff support channel
- [ ] Track first-meeting success
## First Week
- [ ] Daily adoption metrics review
- [ ] Quick wins shared internally
- [ ] Issues triaged within 4 hours
- [ ] User feedback collected
- [ ] Adjustments made as needed
| Metric | Target | Measurement |
|---|---|---|
| User activation | 80% in Week 1 | First meeting recorded |
| Daily active users | 60% | Weekly average |
| Meetings captured | 70% of eligible | Automatic detection |
| Integration usage | 50% | Using at least one |
| Metric | Target | Measurement |
|---|---|---|
| Note satisfaction | 4.0/5.0 | User rating |
| Transcription accuracy | 95% | Spot check |
| Support tickets | < 5% of users | Weekly |
| Uptime | 99.9% | Status page |
## Maintenance Tasks
Daily:
- [ ] Monitor status page
- [ ] Review support queue
Weekly:
- [ ] Adoption metrics review
- [ ] User feedback triage
Monthly:
- [ ] Feature update review
- [ ] Usage report generation
- [ ] Billing reconciliation
## Optimization
- [ ] Collect user feedback regularly
- [ ] Share best practices
- [ ] Update templates quarterly
- [ ] Review integration performance
- [ ] Plan feature adoption
Proceed to granola-upgrade-migration for version upgrade guidance.
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