Automate the PolicyCenter account→submission→quote→bind→issue→endorse→renew pipeline including the failure paths — underwriting issues blocking bind, quotes expiring before bind, referrals stuck pending approval, and mid-term endorsements that trigger unexpected premium audit recalculation. Use when building outbound integrations against PolicyCenter Cloud API (CRM-driven submission, broker-portal binding, automated renewal jobs). Trigger with "policycenter automation", "submission to bind", "policy renewal", "policy endorsement", "underwriting issue".

Build event-driven automations with Granola's Zapier webhook triggers. Use when creating real-time notification systems, processing meeting events, or building custom integrations that react to Granola note creation. Trigger: "granola webhooks", "granola events", "granola triggers", "granola real-time", "granola event-driven".

Security and privacy configuration for Granola meeting data. Use when reviewing data handling practices, configuring encryption, ensuring SOC 2/GDPR compliance, or securing meeting recordings. Trigger: "granola security", "granola privacy", "granola encryption", "granola SOC 2", "granola GDPR", "secure granola".

Zapier automation patterns and Enterprise API integration for Granola. Use when building automated workflows, connecting Granola to 8,000+ apps via Zapier, or querying the Enterprise API for notes and transcripts. Trigger: "granola zapier", "granola automation", "granola API", "granola SDK".

Enterprise reference architecture for meeting management with Granola. Use when designing org-wide meeting workflows, planning integration topology, or architecting meeting-to-action pipelines across departments. Trigger: "granola architecture", "granola enterprise design", "granola system design", "meeting system architecture".

Understand Granola plan limits, usage quotas, and API rate limiting. Use when hitting meeting limits, choosing between plans, or managing Enterprise API rate limits. Trigger: "granola limits", "granola quota", "granola plan", "granola usage", "granola restrictions".

Production readiness checklist for Granola team and enterprise deployment. Use when rolling out Granola to a team, planning enterprise deployment, or verifying all configuration is production-ready. Trigger: "granola production", "granola rollout", "granola deployment", "granola checklist", "granola go-live".

Optimize Granola transcription accuracy, note quality, and processing speed. Use when improving transcription quality, reducing processing time, optimizing templates for better AI output, or tuning audio setup. Trigger: "granola performance", "granola accuracy", "granola quality", "improve granola", "granola transcription better".

Configure enterprise role-based access control for Granola workspaces. Use when defining user roles, setting sharing permissions, configuring SSO group mappings, or implementing least-privilege access for meeting data. Trigger: "granola roles", "granola permissions", "granola access control", "granola RBAC", "granola admin roles".

Create diagnostic bundles for Granola support requests. Use when preparing support tickets, collecting system/audio/network info, or diagnosing complex issues that require Granola support team assistance. Trigger: "granola debug", "granola diagnostics", "granola support bundle", "granola logs", "granola system info".

Manage Granola data export, retention policies, GDPR/CCPA compliance, and archival workflows. Handle Subject Access Requests and Right to Erasure. Trigger: "granola export", "granola data", "granola GDPR", "granola retention", "granola delete data", "granola compliance".

Optimize Granola costs — plan selection, ROI calculation, seat management, and billing strategies for individuals and teams. Trigger: "granola cost", "granola pricing", "granola plan selection", "save money granola", "granola ROI", "granola subscription".

Post-meeting note processing, sharing, and follow-up workflows in Granola. Use when enhancing notes after meetings, sharing to Slack/Notion/CRM, drafting follow-up emails, or processing action items. Trigger: "granola post-meeting", "share granola notes", "granola follow-up", "granola enhance", "granola share".

Meeting preparation and template setup in Granola — templates, recipes, and pre-meeting workflows. Use when configuring note templates for 1:1s, standups, discovery calls, or sprint planning, creating custom recipes, or preparing agenda notes before important meetings. Trigger: "granola template", "granola meeting prep", "granola recipe", "granola agenda".

Troubleshoot common Granola errors — audio capture failures, transcription issues, calendar sync problems, and integration errors. Platform-specific fixes for macOS and Windows. Trigger: "granola error", "granola not working", "granola not recording", "fix granola", "granola troubleshoot".

Build automated pipelines from Granola meeting notes to GitHub Issues, Linear tasks, Slack notifications, and documentation updates using Zapier and GitHub Actions. Trigger: "granola CI", "granola automation pipeline", "granola to github", "granola to linear", "meeting notes automation".

Handle Gamma webhooks and events for real-time updates. Use when implementing webhook receivers, processing events, or building real-time Gamma integrations. Trigger with phrases like "gamma webhooks", "gamma events", "gamma notifications", "gamma real-time", "gamma callbacks".

Upgrade Gamma SDK versions and migrate between API versions. Use when upgrading SDK packages, handling deprecations, or migrating to new API versions. Trigger with phrases like "gamma upgrade", "gamma migration", "gamma new version", "gamma deprecated", "gamma SDK update".

Implement security best practices for Gamma integration. Use when securing API keys, implementing access controls, or auditing Gamma security configuration. Trigger with phrases like "gamma security", "gamma API key security", "gamma secure", "gamma credentials", "gamma access control".

Reusable patterns for the Gamma REST API (no SDK exists). Use when building typed wrappers, generation helpers, template factories, or error handling for Gamma. Trigger: "gamma patterns", "gamma client wrapper", "gamma best practices", "gamma API helper", "gamma code structure".