--- name: granola-deploy-integration description: "Deploy Granola native integrations \u2014 Slack, Notion, HubSpot, Attio,\ \ Affinity, and Zapier.\nStep-by-step setup for each platform with configuration,\ \ testing, and automation chains.\nTrigger: \"granola slack\", \"granola notion\"\ , \"granola hubspot\",\n\"granola attio\", \"connect granola\", \"granola integration\"\ .\n" allowed-tools: Read, Write, Edit version: 1.13.0 license: MIT author: Jeremy Longshore tags: - saas - granola - integrations - deployment compatibility: Designed for Claude Code, also compatible with Codex and OpenClaw --- # Granola Deploy Integration ## Overview 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. ## Prerequisites - Granola Business or Enterprise plan - Admin access to target platforms (Slack workspace admin, Notion workspace, CRM portal) - Integration requirements documented per team ## Instructions ### Integration 1 — Slack **Setup:** 1. Settings (avatar bottom-left) > Integrations > **Slack** > Connect 2. Authorize Granola in your Slack workspace 3. Configure default channels per Granola folder: | 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:** - After enhancing notes, click **Share** > **Slack** > select channel - With auto-post enabled on a folder, every note in that folder posts automatically - Slack messages include a concise summary + action items - Recipients can ask follow-up questions via the **AI Chat** button in Slack **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). ### Integration 2 — Notion **Setup:** 1. Settings > Integrations > **Notion** > Connect 2. Authorize Granola in your Notion workspace 3. Granola creates a dedicated database on first connection **How it works:** - Click **Share** > **Notion** to send a note - Each note becomes a row in Granola's Notion database with: - Title, Date, Participants, Content (full enhanced note) - You **cannot** choose a custom database — Granola creates its own - Sharing is one-at-a-time (not automatic) **Auto-sync workaround (via Zapier):** ```yaml 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. ### Integration 3 — HubSpot (Native CRM) **Setup:** 1. Settings > Integrations > **HubSpot** > Connect 2. Authorize Granola in your HubSpot portal 3. Granola auto-matches notes to Contacts, Companies, or Deals **How it works:** - After enhancing notes, click **Share** > **HubSpot** - Granola suggests the matching Contact/Company/Deal based on attendee emails - Review the match and confirm — the meeting summary appears on the CRM timeline - Sync is **manual per note** (you choose which notes go to HubSpot) **Limitations:** - Does **not** auto-create new contacts (create in HubSpot first) - No automatic bulk sync (use Zapier for that) - Matching requires attendee emails to exist as HubSpot contacts **Zapier auto-sync workaround:** ```yaml 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}}" ``` ### Integration 4 — Attio (Native CRM) **Setup:** 1. Settings > Integrations > **Attio** > Connect 2. Granola automatically matches notes to the right Person, Company, or Deal 3. Notes appear on Attio record timelines Attio integration works similarly to HubSpot — manual sync per note, auto-matching by attendee email. ### Integration 5 — Affinity (Native CRM) **Setup:** 1. Settings > Integrations > **Affinity** > Connect 2. Authorize access 3. Notes sync to matched Affinity records ### Integration 6 — Zapier (8,000+ Apps) **Setup:** 1. Create a Zapier account at zapier.com 2. Search for "Granola" in the Zapier app directory 3. Connect your Granola account via OAuth **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 | ### Multi-Integration Workflow 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). ## Output - Native integrations connected and authorized - Auto-post rules configured per folder/channel - CRM sync tested with sample meeting data - Multi-integration workflows validated end-to-end ## Error Handling | 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 | ## Resources - [Integrations Overview](https://docs.granola.ai/help-center/sharing/integrations/integrations-with-granola) - [HubSpot Integration Blog](https://www.granola.ai/blog/granola-hubspot-integration-crm-updates) - [Notion Setup](https://docs.granola.ai/help-center/sharing/notion) - [Slack Huddles Guide](https://www.granola.ai/blog/how-to-use-granola-slack-huddles) - [Attio Integration](https://attio.com/apps/granola) - [Zapier Granola App](https://zapier.com/apps/granola/integrations) ## Next Steps Proceed to `granola-webhooks-events` for event-driven automation patterns.