jeremylongshore Granola Production Checklist
Overview
Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution.
Prerequisites
- Budget approved for Granola licenses
- Team size and meeting volume estimated
- IT/security review completed or in progress
- Admin access to Granola workspace
Instructions
Phase 1 — Plan & License
- Select plan: Business ($14/user/mo) or Enterprise ($35+/user/mo)
- Seat count: Purchase seats for all target users
- Billing: Annual billing for 10-15% savings, or monthly for flexibility
- Contract: Enterprise agreement signed (if applicable)
- SOC 2 report: Requested and reviewed (available on request from Granola)
Phase 2 — Security Configuration
- SSO enabled: Okta, Azure AD, or Google Workspace (Enterprise)
- SCIM provisioning: Auto-provision users from IdP groups (Enterprise)
- AI training opt-out: Enabled org-wide (Enterprise: enforced by default)
- Sharing defaults: Set to Private, external sharing disabled or admin-approved
- Data retention: Configured per data type (notes: 1-2yr, transcripts: 90d)
- DPA signed: Data Processing Agreement for GDPR compliance
- Session timeout: Configured for security policy (Enterprise)
Phase 3 — Integration Setup
| Integration | Configuration | Verification |
|---|---|---|
| Google Calendar or Outlook | Settings > Calendar > Connect | Test meeting shows in Granola |
| Slack | Settings > Integrations > Slack | Post test note to channel |
| Notion | Settings > Integrations > Notion | Share test note creates DB entry |
| HubSpot/Attio/Affinity | Settings > Integrations > CRM | Match test note to CRM contact |
| Zapier (optional) | Connect Granola app in Zapier | Test Zap fires on note creation |
| MCP (optional) | Configure in AI tool settings | Test meeting query in Claude/Cursor |
Phase 4 — Workspace Configuration
- Workspaces created: Per department/team (Engineering, Sales, Leadership, etc.)
- Folders created: Per meeting type within each workspace
- Templates configured: Default templates per folder/meeting type
- Sharing rules: Per-folder auto-post to Slack channels
- User roles assigned: Admin, Member, Viewer per workspace
- Custom recipes created: Team-specific Granola Chat recipes
Phase 5 — Pilot Program (2 Weeks)
- Select 5-10 pilot users across different meeting types
- Define success metrics:
| Metric | Target | How to Measure |
|---|---|---|
| User activation | 100% of pilot | All users capture at least one meeting |
| Meeting capture rate | >70% | Meetings captured / total meetings |
| Note quality rating | 4+/5 | Pilot user survey |
| Support tickets | <2 per user | Track via Slack/email |
| Time saved per meeting | >10 min | Before/after survey |
- Collect daily feedback for the first 3 days, then weekly
- Fix issues immediately — common pilot issues:
- Audio permission not granted (macOS Screen & System Audio)
- Calendar not connected to the right account
- Templates not matching meeting types
- Users forgetting to type notes (Enhance is better with typed context)
Phase 6 — Go-Live
Launch day checklist:
- Welcome email sent with setup instructions and support contact
- Slack channel created: #granola-support
- Quick-start guide shared (link to
granola-install-auth+granola-hello-world) - Calendar consent notice template distributed
- User access enabled (SSO/SCIM auto-provision or manual invite)
- IT support team briefed on common troubleshooting steps
First week monitoring:
- Daily adoption check: % of users who captured a meeting
- Support ticket volume and resolution time
- Integration health: Slack/Notion/CRM syncs working
- User feedback collection via survey or Slack poll
Phase 7 — Post-Launch (Weeks 2-4)
- Address low-adoption users with 1:1 support
- Publish internal "tips & tricks" based on power user patterns
- Review and refine templates based on team feedback
- Set up recurring reporting (weekly adoption metrics to leadership)
- Schedule first quarterly access review
Output
- All security controls configured and verified
- Integrations connected, tested, and documented
- Pilot completed with metrics meeting targets
- Full team onboarded and actively capturing meetings
- Support processes established with documented escalation path
Error Handling
| Issue | Cause | Fix |
|---|---|---|
| Low adoption (<50%) | Insufficient training | Run live demo, share video walkthrough |
| SSO login failure | SAML metadata mismatch | Verify ACS URL, Entity ID, and certificate with IdP |
| Calendar not syncing org-wide | OAuth app not approved | IT admin must approve Granola's OAuth in Google/Microsoft admin |
| Audio issues across team | macOS permission prompt dismissed | Send instructions to re-grant Screen & System Audio permission |
Resources
Next Steps
Proceed to granola-upgrade-migration for version upgrade and plan migration guidance.
Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/granola-prod-checklist/SKILL.md
Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/granola-pack/skills/granola-prod-checklist/SKILL.md