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.
Prerequisites
At least one meeting captured in Granola
Integrations connected (Slack, Notion, HubSpot — optional but recommended)
Templates configured (see granola-core-workflow-a)
Instructions
Step 1 — Enhance Notes
After the meeting ends (transcript processing takes 1-2 minutes):
Open the meeting note in Granola
Click Enhance Notes
Select your template (or accept the auto-matched one)
Granola merges your typed notes + full transcript into structured output
The Enhance step uses GPT-4o or Claude to:
Organize content under template sections
Extract action items with owners
Identify key decisions
Generate a concise summary
Pull verbatim quotes (if your template includes that section)
Step 2 — Review and Edit
Before sharing, review the enhanced notes:
Action items are correctly attributed to the right people
Decisions are accurately captured
No sensitive information in sections you plan to share externally
Summary reflects the actual meeting outcome (not hallucinated)
Edit directly in the Granola editor — changes are saved instantly.
Step 3 — Share to Integrations
Slack (native integration):
Click Share > Slack
Select the target channel (or use auto-post to a configured folder's default channel)
Granola posts a concise summary with action items
Recipients can click through to the full note or use AI Chat in Slack for questions
Notion (native integration):
Click Share > Notion
Notes are saved as rows in a dedicated Notion database (created on first connect)
Each note becomes a database entry with title, date, participants, and content
Currently one-at-a-time sharing (for auto-sync, use Zapier — see granola-sdk-patterns)
Granola auto-matches the note to the correct Contact, Company, or Deal based on attendee emails
Review the match suggestion and confirm
Meeting summary appears on the CRM record timeline
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.
Step 4 — Use Granola Chat for Follow-Up
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:
"What did [person] say about [topic]?" — searches transcript
"List all open questions from this meeting" — finds unresolved items
"Compare this meeting's decisions with last week's" — cross-note analysis
"Create Jira ticket descriptions for each action item" — formatted for paste
Step 5 — Manage People & Companies
After meetings, Granola automatically updates contact records:
Open People in the sidebar — see all contacts from meetings
Click a person to view their full meeting history with you
Open Companies for organization-level aggregation
Before a follow-up meeting, review the contact card to refresh context
This built-in CRM tracks:
Meeting frequency per contact
Last interaction date
Full conversation history across all meetings
Job titles and company info (auto-enriched)
Step 6 — Organize with Folders
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.
Output
Enhanced notes with structured sections, decisions, and action items
Notes shared to Slack, Notion, and/or CRM as needed
Follow-up email drafted via Granola Chat
People & Companies records updated with meeting context
Error Handling
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?"
