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granola-upgrade-migration

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".

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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

# 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 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):

brew update && brew upgrade --cask granola

Manual download: Download latest from 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:

# 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 FromLosingAction Before Downgrade
Business → BasicIntegrations disconnect, history limited to 14 daysExport all notes, save integration configs
Enterprise → BusinessSSO, SCIM, custom retention, analyticsReconfigure 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

FromToBilling ImpactData ImpactAction Required
BasicBusiness$14/user/mo starts immediatelyFull history restoredConnect integrations
BasicEnterpriseContact sales for pricingFull history restoredSSO/SCIM setup
BusinessEnterprisePrice difference, proratedNo data changeConfigure SSO/SCIM
EnterpriseBusinessPrice reduction, immediateRetain data, lose SSO/SCIMReconfigure auth
BusinessBasicFree, immediateHistory limited to 14 daysExport critical data
AnyAnnual billing10-15% savingsNo data changeConfirm 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

ErrorCauseFix
Update fails to installCorrupted download or cacheClear caches, reinstall: brew reinstall --cask granola
App crashes after updateStale preferencesDelete prefs: defaults delete ai.granola.app
Payment fails on upgradeExpired cardUpdate payment method in Settings > Billing
Features missing after upgradeCache not refreshedLog out and log back in to refresh entitlements
SSO stops working after downgradeEnterprise feature removedSwitch to Google/Microsoft social login

Resources

Next Steps

Proceed to granola-ci-integration for automated meeting-to-dev-tool workflows.

Repository
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