--- name: granola-upgrade-migration description: 'Upgrade Granola app versions and migrate between subscription plans. Use when upgrading the desktop app, changing from free to paid plans, downgrading with data preservation, or resolving update issues. Trigger: "upgrade granola", "granola update", "change granola plan", "granola new version", "granola downgrade". ' allowed-tools: Read, Write, Edit, Bash(brew:*), Bash(defaults:*), Bash(rm:*), Bash(open:*) version: 1.13.0 license: MIT author: Jeremy Longshore tags: - saas - granola - migration - upgrade compatibility: Designed for Claude Code, also compatible with Codex and OpenClaw --- # Granola Upgrade & Migration ## Overview Manage Granola desktop app updates and subscription plan changes. Granola auto-updates by default, but manual intervention may be needed for major versions or plan migrations that affect feature access. ## Prerequisites - Current Granola version info (Granola menu > About, or check via CLI) - Admin access for organization-level plan changes - Data backup awareness before downgrading ## Instructions ### Step 1 — Check Current Version ```bash # macOS — read version from app bundle defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString 2>/dev/null || echo "Check Granola > About Granola" ``` Check for available updates: Granola menu bar icon > Check for Updates, or visit [granola.ai/updates](https://www.granola.ai/updates) for the changelog. ### Step 2 — Update the Desktop App **Auto-update (recommended):** Granola checks for updates automatically and downloads in the background. Enable at: ``` Granola > Preferences > General > Check for updates automatically: On ``` **Manual update via Homebrew (macOS):** ```bash brew update && brew upgrade --cask granola ``` **Manual download:** Download latest from [granola.ai/download](https://www.granola.ai/download). Close Granola, install over the existing version. Settings and data are preserved. ### Step 3 — Handle Update Issues If Granola crashes or behaves incorrectly after updating: ```bash # Clear caches (preserves your data and authentication) rm -rf ~/Library/Caches/Granola # If that doesn't help, reset preferences (you'll need to re-authenticate) defaults delete ai.granola.app 2>/dev/null # Nuclear option — full reinstall brew uninstall --cask granola 2>/dev/null rm -rf ~/Library/Caches/Granola rm -rf ~/Library/Preferences/ai.granola.app.plist brew install --cask granola ``` Your meeting data is stored server-side and in the local cache (`~/Library/Application Support/Granola/cache-v3.json`). Reinstalling does not delete your notes. ### Step 4 — Upgrade Subscription Plan ``` Settings (avatar bottom-left) > Account > Subscription > Upgrade Upgrade paths: Basic (Free) → Business ($14/user/mo): Immediate, prorated Business → Enterprise ($35+/user/mo): Contact sales What changes on upgrade: Basic → Business: + Unlimited meetings (was 25 lifetime) + Unlimited history (was 14 days) + Slack, Notion, CRM integrations + Zapier automation + MCP (AI agent integration) + Team shared folders + Custom templates + Public API access Business → Enterprise: + SSO (Okta, Azure AD, Google Workspace) + SCIM auto-provisioning + Enforced AI training opt-out + Usage analytics dashboard + Full Enterprise API + Custom data retention policies + Dedicated account manager ``` ### Step 5 — Downgrade with Data Preservation Before downgrading, understand what you lose: | Downgrading From | Losing | Action Before Downgrade | |-----------------|--------|----------------------| | Business → Basic | Integrations disconnect, history limited to 14 days | Export all notes, save integration configs | | Enterprise → Business | SSO, SCIM, custom retention, analytics | Reconfigure authentication, manual user provisioning | **Pre-downgrade checklist:** 1. Notify team members of the change 2. Export critical notes (there is no bulk export — share important notes to Notion or copy individually) 3. Document active integration configurations 4. Save any custom templates and recipes 5. Verify API consumers are prepared for access loss **Important:** Downgrading does not delete your data. Notes remain accessible within the new plan's limits (e.g., Basic only shows last 14 days, but data is preserved if you re-upgrade). ### Step 6 — Manage Team Seats ``` Settings > Team > Manage Seats Add seats: - Invite by email or enable SSO auto-provisioning - New seats are prorated for the billing period Remove seats: - Deactivate user in Settings > Team - User loses access but their shared notes remain - Seat count reduces on next billing cycle Reassign seats: - Deactivate departing user - Invite replacement user - No additional charge (same seat count) ``` ## Plan Migration Matrix | From | To | Billing Impact | Data Impact | Action Required | |------|----|---------------|-------------|-----------------| | Basic | Business | $14/user/mo starts immediately | Full history restored | Connect integrations | | Basic | Enterprise | Contact sales for pricing | Full history restored | SSO/SCIM setup | | Business | Enterprise | Price difference, prorated | No data change | Configure SSO/SCIM | | Enterprise | Business | Price reduction, immediate | Retain data, lose SSO/SCIM | Reconfigure auth | | Business | Basic | Free, immediate | History limited to 14 days | Export critical data | | Any | Annual billing | 10-15% savings | No data change | Confirm in Billing | ## Output - Granola updated to latest version - Subscription plan changed with feature access verified - Team seats managed (added/removed/reassigned) - Data preserved through any plan change ## Error Handling | Error | Cause | Fix | |-------|-------|-----| | Update fails to install | Corrupted download or cache | Clear caches, reinstall: `brew reinstall --cask granola` | | App crashes after update | Stale preferences | Delete prefs: `defaults delete ai.granola.app` | | Payment fails on upgrade | Expired card | Update payment method in Settings > Billing | | Features missing after upgrade | Cache not refreshed | Log out and log back in to refresh entitlements | | SSO stops working after downgrade | Enterprise feature removed | Switch to Google/Microsoft social login | ## Resources - [Granola Updates & Changelog](https://www.granola.ai/updates) - [Pricing Plans](https://www.granola.ai/pricing) - [Pricing FAQ](https://www.granola.ai/docs/docs/FAQs/granola-plans-faq) - [Download](https://www.granola.ai/download) ## Next Steps Proceed to `granola-ci-integration` for automated meeting-to-dev-tool workflows.