## Connect Slack

1. Granola Settings > Integrations > Slack
2. Click "Connect Slack"
3. Select workspace
4. Authorize permissions:
   - Post messages
   - Access channels
   - Read user info
5. Configure default channel

Meeting Notes: Sprint Planning
January 6, 2025 | 45 minutes | 5 attendees

Summary:
Discussed Q1 priorities. Agreed on feature freeze
date of Jan 15th. Will focus on bug fixes next sprint.

Action Items:
- @sarah: Schedule design review (due: Jan 8)
- @mike: Create deployment checklist (due: Jan 10)
- @team: Review OKRs by Friday

[View Full Notes in Granola]

## Connect Notion

1. Granola Settings > Integrations > Notion
2. Click "Connect Notion"
3. Select workspace
4. Choose integration permissions:
   - Insert content
   - Read pages
   - Update pages
5. Select target database

Meeting Notes Database
├── Title (title)
├── Date (date)
├── Duration (number)
├── Attendees (multi-select)
├── Summary (rich text)
├── Action Items (relation → Tasks)
├── Tags (multi-select)
├── Status (select)
└── Granola Link (url)

# {{meeting_title}}

**Date:** {{date}}
**Duration:** {{duration}} minutes
**Attendees:** {{attendees}}

---

## Summary
{{summary}}

## Key Discussion Points
{{key_points}}

## Decisions Made
{{decisions}}

## Action Items
{{action_items}}

---
*Captured with Granola*

## Connect HubSpot

1. Granola Settings > Integrations > HubSpot
2. Click "Connect HubSpot"
3. Authorize with HubSpot account
4. Select permissions:
   - Read/Write contacts
   - Read/Write notes
   - Read/Write deals
5. Configure contact matching

Meeting with {{contact_name}}
Date: {{date}}
Duration: {{duration}}

Summary: {{summary}}

Next Steps:
{{action_items}}

---
Captured with Granola

Trigger: New Granola Note
Action: Create Google Doc

Configuration:
  Folder: Team Meeting Notes
  Title: "{{meeting_title}} - {{date}}"
  Content: |
    # {{meeting_title}}

    **Date:** {{date}}
    **Attendees:** {{attendees}}

    ## Summary
    {{summary}}

    ## Action Items
    {{action_items}}

Trigger: New Granola Note
Filter: Contains action items
Action: Create Asana Task

Configuration:
  Project: Meeting Actions
  Name: "Action from {{meeting_title}}"
  Notes: "{{action_text}}\n\nFrom meeting: {{meeting_title}}"
  Assignee: Dynamic from parsed @mention
  Due Date: Parsed from note content

Trigger: New Granola Note
Action: Create Airtable Record

Configuration:
  Base: Meeting Archive
  Table: Notes
  Fields:
    Title: {{meeting_title}}
    Date: {{date}}
    Summary: {{summary}}
    Action Count: {{action_item_count}}
    Status: Active
    Link: {{granola_url}}

# Multi-step automation

1. Meeting ends in Granola
     ↓
2. Summary posted to Slack #team-channel
     ↓
3. Full notes created in Notion
     ↓
4. Action items created in Linear
     ↓
5. HubSpot contact updated (if external)
     ↓
6. Follow-up email drafted in Gmail

Zapier Paths:
  Path A (Internal Meeting):
    → Slack notification
    → Notion page
    → Linear tasks

  Path B (Client Meeting):
    → Slack notification
    → Notion page
    → HubSpot note
    → Gmail draft

Filter:
  If attendees contain external domain → Path B
  Else → Path A

## Integration Deployment

- [ ] Test with sample meeting first
- [ ] Verify data mapping correct
- [ ] Confirm permissions adequate
- [ ] Set up error notifications
- [ ] Document for team
- [ ] Monitor first week

## Complete Integration Rollout

Phase 1 (Week 1):
- [ ] Slack connected and tested
- [ ] Team notified of new workflow

Phase 2 (Week 2):
- [ ] Notion connected
- [ ] Database template finalized
- [ ] Historical import complete

Phase 3 (Week 3):
- [ ] CRM integration (if applicable)
- [ ] Task management connected
- [ ] Full automation verified