revops
Design and optimize systems connecting marketing, sales, and customer success into a unified revenue engine.
granola-deploy-integration
Deploy Granola native integrations \u2014 Slack, Notion, HubSpot, Attio,\
Full skill instructions
Granola offers native integrations with Slack, Notion, HubSpot, Attio, and Affinity plus Zapier for 8,000+ additional apps. This skill covers setup, configuration, and testing for each platform. Business plan ($14/user/mo) required for all integrations.
Setup:
| Granola Folder | Slack Channel | Auto-Post |
|---|---|---|
| Sales Calls | #sales-notes | On |
| Engineering | #eng-meetings | On |
| All Hands | #general | On |
| 1-on-1s | (none) | Off |
How it works:
Slack Huddles support: Granola captures Slack Huddle audio the same way as Zoom/Meet — via system audio. Just ensure Granola is running and the huddle is on a synced calendar (or manually start recording).
Setup:
How it works:
Auto-sync workaround (via Zapier):
Trigger: Granola — Note Added to Folder ("All Meetings")
Action: Notion — Create Database Item
Database: Your Custom Database
Title: "{{title}}"
Date: "{{calendar_event_datetime}}"
Content: "{{note_content}}"
This bypasses the one-at-a-time limitation and lets you target any Notion database.
Setup:
How it works:
Limitations:
Zapier auto-sync workaround:
Trigger: Granola — Note Added to Folder ("Sales Calls")
Action: HubSpot — Find Contact (by attendee email)
Action: HubSpot — Create Contact (if not found)
Action: HubSpot — Create Engagement Note on Contact
Body: "{{note_content}}"
Setup:
Attio integration works similarly to HubSpot — manual sync per note, auto-matching by attendee email.
Setup:
Setup:
Available triggers:
| Trigger | Description |
|---|---|
| Note Added to Granola Folder | Auto-fires when any note is added to a specific folder |
| Note Shared to Zapier | Fires when you manually share a note to Zapier |
Popular Zapier recipes:
| Recipe | Trigger → Action |
|---|---|
| Notes to Google Drive | Note Added → Google Drive: Upload File |
| Action items to Asana | Note Shared → Asana: Create Task |
| Summary to email | Note Added → Gmail: Send Email |
| Notes to Salesforce | Note Shared → Salesforce: Create Note |
| Digest to Teams | Note Added → Microsoft Teams: Post Message |
Deploy a complete meeting follow-up chain:
Meeting ends → Granola enhances notes
→ Note added to "Client Meetings" folder
├→ Slack: Post summary to #client-updates
├→ Notion: Archive full notes in Client Database
├→ HubSpot: Log note on matched Deal/Contact
├→ Linear: Create tasks from action items
└→ Gmail: Draft follow-up email to external attendees
Configure each step as a separate Zapier action in a single multi-step Zap, or use Zapier Paths for conditional routing (internal vs. external meetings).
| Integration | Error | Fix |
|---|---|---|
| Slack | "Channel not found" | Channel may be renamed; verify name and invite Granola bot |
| Notion | "Cannot share" | Reconnect Notion; Granola's database may have been deleted |
| HubSpot | "No matching contact" | Create the contact in HubSpot first, then re-share |
| Attio | "Record not found" | Verify attendee email matches an Attio Person record |
| Zapier | "Trigger not firing" | Reconnect Granola in Zapier; check folder name matches exactly |
| All | "Authorization expired" | Disconnect and reconnect the integration in Settings |
Proceed to granola-webhooks-events for event-driven automation patterns.
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