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 enterprise setup".
Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution.
Prerequisites
Budget approved for Granola licenses
Team size and meeting volume estimated
IT/security review completed or in progress
Admin access to Granola workspace
Instructions
Phase 1 — Plan & License
Select plan: Business ($14/user/mo) or Enterprise ($35+/user/mo)
Seat count: Purchase seats for all target users
Billing: Annual billing for 10-15% savings, or monthly for flexibility
Contract: Enterprise agreement signed (if applicable)
SOC 2 report: Requested and reviewed (available on request from Granola)
Phase 2 — Security Configuration
SSO enabled: Okta, Azure AD, or Google Workspace (Enterprise)
SCIM provisioning: Auto-provision users from IdP groups (Enterprise)
AI training opt-out: Enabled org-wide (Enterprise: enforced by default)
Sharing defaults: Set to Private, external sharing disabled or admin-approved
Data retention: Configured per data type (notes: 1-2yr, transcripts: 90d)
DPA signed: Data Processing Agreement for GDPR compliance
Session timeout: Configured for security policy (Enterprise)
Phase 3 — Integration Setup
Integration
Configuration
Verification
Google Calendar or Outlook
Settings > Calendar > Connect
Test meeting shows in Granola
Slack
Settings > Integrations > Slack
Post test note to channel
Notion
Settings > Integrations > Notion
Share test note creates DB entry
HubSpot/Attio/Affinity
Settings > Integrations > CRM
Match test note to CRM contact
Zapier (optional)
Connect Granola app in Zapier
Test Zap fires on note creation
MCP (optional)
Configure in AI tool settings
Test meeting query in Claude/Cursor
Phase 4 — Workspace Configuration
Workspaces created: Per department/team (Engineering, Sales, Leadership, etc.)
Folders created: Per meeting type within each workspace
Templates configured: Default templates per folder/meeting type
Sharing rules: Per-folder auto-post to Slack channels
User roles assigned: Admin, Member, Viewer per workspace
