--- name: granola-install-auth description: 'Install and configure Granola AI meeting notes with calendar and audio permissions. Use when setting up Granola for the first time, connecting Google/Outlook calendars, granting macOS Screen Recording permission, or configuring Windows audio capture. Trigger: "install granola", "setup granola", "granola calendar", "granola permissions". ' allowed-tools: Read, Write, Edit, Bash(brew:*), Bash(open:*), Bash(pgrep:*), Bash(defaults:*), Bash(ls:*) version: 1.13.0 license: MIT author: Jeremy Longshore tags: - saas - granola - granola-install compatibility: Designed for Claude Code, also compatible with Codex and OpenClaw --- # Granola Install & Auth ## Overview Install Granola, the AI notepad that captures meeting audio directly from your device (no bot joins the call), transcribes with GPT-4o/Claude, and produces structured notes with action items. Supports Zoom, Google Meet, Teams, Slack Huddles, and WebEx. ## Prerequisites - macOS 12+ or Windows 10+ (iOS/Android for mobile) - Google Calendar or Microsoft Outlook account - Active internet connection for initial auth ## Instructions ### Step 1 — Download and Install ```bash # macOS via Homebrew brew install --cask granola # Or download directly open "https://www.granola.ai/download" ``` Windows: download the installer from `granola.ai/download` and run the `.exe`. ### Step 2 — Create Account and Authenticate 1. Launch Granola 2. Click **Sign up** — authenticate with Google or Microsoft 3. Granola uses WorkOS for SSO; enterprise users may see their IdP login (Okta, Azure AD) ### Step 3 — Grant System Permissions **macOS (critical — both required):** ``` System Settings > Privacy & Security > Microphone → Enable Granola System Settings > Privacy & Security > Screen & System Audio Recording → Enable Granola ``` The Screen Recording permission is required because macOS bundles system audio capture under that category — Granola does **not** record your screen. **Windows:** Microphone permissions are granted automatically. Confirm at: ``` Settings > Privacy & Security > Microphone → Granola enabled ``` ### Step 4 — Connect Calendar 1. Granola Settings (avatar bottom-left) > **Calendar** 2. Connect Google Calendar or Microsoft Outlook 3. Select which calendars to sync (personal, work, shared) 4. Granola detects meetings from synced calendars with video/conference links ### Step 5 — Verify Audio Capture ```bash # macOS — confirm Granola is running pgrep -l Granola # Check installed version defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString 2>/dev/null || echo "Check Granola > About" ``` Join or start any meeting (Zoom, Meet, Teams). Granola shows a floating notepad when it detects a calendar event with a conferencing link. Verify the live transcription indicator appears. ### Step 6 — Configure Preferences | Setting | Location | Recommended | |---------|----------|-------------| | Auto-start with calendar | Preferences > General | On | | Default template | Preferences > Templates | Match your meeting type | | AI model | Uses GPT-4o/Claude | No configuration needed | | Auto-update | Preferences > General | On | ## Output - Granola installed and running on login - Calendar connected with meeting auto-detection - System audio + microphone permissions granted - Live transcription verified on a test call ## Error Handling | Error | Cause | Fix | |-------|-------|-----| | No audio captured | Missing Screen & System Audio permission (macOS) | System Settings > Privacy & Security > Screen & System Audio Recording > enable Granola, then restart | | Calendar not syncing | OAuth token expired or wrong account | Disconnect calendar in Settings, re-authenticate | | App won't launch | macOS Gatekeeper block | Right-click Granola.app > Open, or `xattr -cr /Applications/Granola.app` | | Meeting not detected | Event has no video link | Add a Zoom/Meet/Teams link to the calendar event | | Bluetooth audio drops | BT device causes transcription stops | Switch to built-in mic or wired headset | ## Granola Architecture (How It Works) ``` Your Device Audio ──→ Granola Desktop App ──→ Granola Cloud (transcription) │ │ Local notepad GPT-4o / Claude (your typed notes) (enhance + summarize) │ │ └────── Merged Output ───┘ │ Structured meeting notes with action items ``` - Audio is transcribed server-side; Granola does **not** store raw audio after processing - Your typed notes are merged with the transcript for context-aware summaries - No bot joins your meeting — capture happens via system audio ## Resources - [Download Granola](https://www.granola.ai/download) - [Setup Guide](https://docs.granola.ai/help-center/getting-started/setting-up-granola-for-the-first-time) - [Transcription Troubleshooting](https://docs.granola.ai/help-center/troubleshooting/transcription-issues) - [Security Standards](https://docs.granola.ai/help-center/consent-security-privacy/our-security-standards) ## Next Steps After installation, proceed to `granola-hello-world` for your first meeting capture.