Zapier integration patterns and automation workflows for Granola. Use when building automated workflows, connecting Granola to other apps, or creating custom integrations via Zapier. Trigger with phrases like "granola zapier", "granola automation", "granola integration patterns", "granola SDK", "granola API".
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name: granola-sdk-patterns description: | Zapier integration patterns and automation workflows for Granola. Use when building automated workflows, connecting Granola to other apps, or creating custom integrations via Zapier. Trigger with phrases like "granola zapier", "granola automation", "granola integration patterns", "granola SDK", "granola API". allowed-tools: Read, Write, Edit, Bash(curl:*) version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io
Granola SDK Patterns
Overview
Build powerful automations using Granola's Zapier integration to connect with 8,000+ apps.
Prerequisites
- Granola Pro or Business plan
- Zapier account (Free tier works for basic automations)
- Target integration apps configured
Available Triggers
Granola Zapier Triggers
| Trigger | Description | Use Case |
|---|---|---|
| New Note Created | Fires when meeting ends | Sync to docs |
| Note Updated | Fires on note edits | Update CRM |
| Action Item Added | Fires for new todos | Create tickets |
Common Integration Patterns
Pattern 1: Notes to Notion
Trigger: New Granola Note
Action: Create Notion Page
Configuration:
Notion Database: Meeting Notes
Title: {{meeting_title}}
Date: {{meeting_date}}
Content: {{note_content}}
Participants: {{attendees}}
Pattern 2: Action Items to Linear
Trigger: New Granola Note
Filter: Contains "Action Item" or "TODO"
Action: Create Linear Issue
Configuration:
Team: Engineering
Title: "Meeting Action: {{action_text}}"
Description: "From meeting: {{meeting_title}}"
Assignee: {{extracted_assignee}}
Pattern 3: Summary to Slack
Trigger: New Granola Note
Action: Post to Slack Channel
Configuration:
Channel: #team-updates
Message: |
:notepad_spiral: Meeting Notes: {{meeting_title}}
**Summary:** {{summary}}
**Action Items:**
{{action_items}}
Full notes: {{granola_link}}
Pattern 4: CRM Update (HubSpot)
Trigger: New Granola Note
Filter: Meeting contains client name
Action: Update HubSpot Contact
Configuration:
Contact: {{client_email}}
Note: "Meeting on {{date}}: {{summary}}"
Last Contact: {{meeting_date}}
Multi-Step Workflow Example
Name: Complete Meeting Follow-up
Step 1 - Trigger:
App: Granola
Event: New Note Created
Step 2 - Action:
App: OpenAI
Event: Generate Follow-up Email
Prompt: "Write a follow-up email for: {{summary}}"
Step 3 - Action:
App: Gmail
Event: Create Draft
To: {{attendees}}
Subject: "Follow-up: {{meeting_title}}"
Body: {{openai_response}}
Step 4 - Action:
App: Notion
Event: Create Page
Content: {{full_notes}}
Step 5 - Action:
App: Slack
Event: Send Message
Message: "Follow-up draft ready for {{meeting_title}}"
Output
- Zapier workflow configured
- Notes automatically synced to target apps
- Action items converted to tickets
- Follow-up communications automated
Error Handling
| Error | Cause | Solution |
|---|---|---|
| Trigger Not Firing | Zapier connection expired | Reconnect Granola in Zapier |
| Missing Data | Note still processing | Add 2-min delay step |
| Rate Limited | Too many requests | Reduce Zap frequency |
| Format Errors | Data structure mismatch | Use Zapier Formatter |
Best Practices
- Add delays - Wait 2 min after meeting for processing
- Use filters - Only trigger for relevant meetings
- Test first - Use Zapier's test feature
- Monitor usage - Check Zapier task limits
Resources
Next Steps
Proceed to granola-core-workflow-a for meeting preparation workflows.
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