Granola + Zapier: How it works

Granola connects with Zapier to automate meeting note workflows and AI-powered documentation. Teams use this integration to process meeting transcripts, extract action items, and sync notes with project management tools, turning conversations into organized, actionable information.

Explore Granola integrations on Zapier: https://zapier.com/apps/granola/integrations

When to use Granola with Zapier

Meeting documentation: Automatically capture and organize meeting notes from Granola into your project management or documentation tools.

Action item tracking: Extract action items and tasks from meeting notes and create corresponding tasks in your task management system.

Knowledge management: Sync meeting insights and decisions to wikis, databases, or team collaboration platforms.

Popular Granola + Zapier use cases

Create tasks from action items: When Granola identifies action items in meeting notes, automatically create tasks in Asana, Trello, or ClickUp.

Sync notes to Notion: Automatically add Granola meeting notes to your Notion workspace for centralized knowledge management.

Update CRM from sales calls: Extract key information from sales meeting transcripts and update opportunity records in Salesforce or HubSpot.

Send meeting summaries to Slack: Post AI-generated meeting summaries to relevant Slack channels so team members stay informed.

Log meetings in Google Sheets: Automatically record meeting dates, participants, and key takeaways in a Google Sheet for tracking.

Share meeting insights across departments: Automatically post AI-generated meeting summaries and action items to relevant team channels in Slack and update project boards in Asana.

Getting started

1. Connect your Granola account to Zapier.

2. Choose a Granola trigger such as "New Meeting" or "Meeting Updated."

3. Select an action in another app to send your meeting data, like creating documents or tasks.

4. Map the relevant fields (meeting title, notes, action items, participants) between apps.

5. Test your Zap and activate it.

Triggers and actions

Triggers: Granola offers triggers for new meetings and updated meeting notes.

Actions: Granola provides actions for creating or updating meeting notes programmatically.

FAQs

Can Granola extract action items automatically? Yes, Granola uses AI to identify and extract action items from meeting transcripts.

Does Granola integrate with video conferencing tools? Granola works alongside tools like Zoom, Google Meet, and Microsoft Teams to capture meeting notes.

Can I customize which meetings trigger Zaps? Yes, you can add filters in Zapier to trigger only for specific meeting types, participants, or keywords.

How are meeting notes formatted? Granola provides structured meeting notes including summaries, action items, decisions, and key discussion points.