Meeting preparation and template setup workflow with Granola. Use when preparing for important meetings, setting up note templates, or configuring meeting-specific capture settings. Trigger with phrases like "granola meeting prep", "granola template", "prepare granola meeting", "granola agenda", "granola setup meeting".
Installation
Details
Usage
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name: granola-core-workflow-a description: | Meeting preparation and template setup workflow with Granola. Use when preparing for important meetings, setting up note templates, or configuring meeting-specific capture settings. Trigger with phrases like "granola meeting prep", "granola template", "prepare granola meeting", "granola agenda", "granola setup meeting". allowed-tools: Read, Write, Edit version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io
Granola Core Workflow A: Meeting Preparation
Overview
Prepare for meetings with custom templates and pre-configured capture settings in Granola.
Prerequisites
- Granola installed and authenticated
- Calendar synced with upcoming meetings
- Understanding of meeting types you commonly run
Instructions
Step 1: Create Meeting Templates
1:1 Template
# 1:1 Meeting Template
## Check-in
- How are you doing?
- Any blockers?
## Updates
- [ ] Progress on current goals
- [ ] Upcoming priorities
## Discussion Topics
-
## Action Items
- [ ]
## Next Meeting Focus
-
Sprint Planning Template
# Sprint Planning Template
## Sprint Goals
-
## Velocity Review
- Last sprint: X points
- Capacity this sprint: Y points
## Backlog Items
| Story | Points | Assignee |
|-------|--------|----------|
| | | |
## Risks & Dependencies
-
## Action Items
- [ ]
Client Meeting Template
# Client Meeting Template
## Attendees
- Client:
- Internal:
## Agenda
1.
2.
3.
## Discussion Notes
## Decisions Made
-
## Action Items
| Item | Owner | Due Date |
|------|-------|----------|
| | | |
## Next Steps
-
Step 2: Configure in Granola
- Open Granola app
- Go to Settings > Templates
- Click "Create New Template"
- Paste your template content
- Name it (e.g., "1:1 Meeting")
- Set trigger conditions (optional):
- Calendar event title contains "1:1"
- Specific attendee domains
Step 3: Pre-Meeting Checklist
Before important meetings:
## Pre-Meeting Checklist
### 30 Minutes Before
- [ ] Review previous meeting notes
- [ ] Prepare agenda items
- [ ] Check Granola is running
- [ ] Test audio input
### 5 Minutes Before
- [ ] Open relevant documents
- [ ] Have action items from last meeting ready
- [ ] Open Granola notepad
- [ ] Add agenda to notes pane
Step 4: Set Up Smart Defaults
Configure Granola preferences for automatic behavior:
| Setting | Recommended Value | Purpose |
|---|---|---|
| Auto-start recording | On | Never miss a meeting |
| Default template | By meeting type | Consistent structure |
| Auto-share | Team members | Immediate collaboration |
| Summary style | Detailed | Comprehensive notes |
Output
- Custom templates for each meeting type
- Pre-meeting preparation workflow
- Consistent meeting structure
- Improved meeting outcomes
Template Best Practices
- Keep templates focused - One template per meeting type
- Include prompts - Guide note-taking during meeting
- Pre-fill context - Add relevant background
- Structure for AI - Use headers for better parsing
Error Handling
| Issue | Cause | Solution |
|---|---|---|
| Template not loading | Wrong trigger condition | Check template settings |
| Missing sections | Template incomplete | Review and add sections |
| Conflicting templates | Multiple matches | Make triggers more specific |
Resources
Next Steps
Proceed to granola-core-workflow-b for post-meeting processing workflows.
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