Jeremylongshore Claude Code Plugins Plus Skills Granola Reference Architecture

Granola Reference Architecture

Overview

Enterprise reference architecture for deploying Granola as the meeting intelligence platform across an organization. Covers the core capture pipeline, Zapier middleware routing, multi-workspace topology, security layers, and integration patterns for Slack, Notion, CRM, and task management.

Prerequisites

• Granola Enterprise plan ($35+/user/month)
• Zapier Professional or higher (for multi-step Zaps and Paths)
• Destination systems provisioned (Slack, Notion, CRM, Linear/Jira)
• IT architecture review completed

Instructions

Step 1 — Core Pipeline Architecture

┌─────────────────────────────────────────────────────────┐
│                    MEETING PLATFORMS                      │
│  Zoom  |  Google Meet  |  Microsoft Teams  |  Slack Huddle│
└──────────────────────┬──────────────────────────────────┘
                       │ System audio capture (no bot)
                       ▼
┌─────────────────────────────────────────────────────────┐
│                    GRANOLA PLATFORM                       │
│                                                          │
│  ┌──────────┐  ┌──────────────┐  ┌─────────────────┐   │
│  │ Audio    │→ │ Transcription │→ │ AI Enhancement  │   │
│  │ Capture  │  │ (GPT-4o/     │  │ (Notes + Trans- │   │
│  │ (local)  │  │  Claude)     │  │  cript merge)   │   │
│  └──────────┘  └──────────────┘  └────────┬────────┘   │
│                                            │             │
│  ┌────────────────┐  ┌──────────────────┐  │            │
│  │ People &       │  │ Folders          │  │            │
│  │ Companies      │  │ (routing rules)  │←─┘            │
│  │ (built-in CRM) │  └────────┬─────────┘              │
│  └────────────────┘           │                         │
└───────────────────────────────┼─────────────────────────┘
                                │
            ┌───────────────────┼───────────────────┐
            │           ZAPIER MIDDLEWARE            │
            │                                       │
            │  ┌─────────┐  ┌─────────┐  ┌──────┐ │
            │  │ Filter  │→ │ Route   │→ │ Act  │ │
            │  │ (type/  │  │ (paths  │  │      │ │
            │  │ attendee)│  │ /rules) │  │      │ │
            │  └─────────┘  └─────────┘  └──────┘ │
            └──────┬──────────┬──────────┬─────────┘
                   │          │          │
        ┌──────────┴──┐ ┌────┴────┐ ┌───┴────────┐
        │ COMMUNICATE │ │ ARCHIVE │ │ ACT        │
        │ Slack       │ │ Notion  │ │ Linear/Jira│
        │ Email       │ │ Drive   │ │ Asana      │
        │ Teams       │ │ GCS/S3  │ │ HubSpot    │
        └─────────────┘ └─────────┘ └────────────┘

Step 2 — Folder-Based Routing Topology

Design folder structure to drive automated routing:

Step 3 — Multi-Workspace Topology

Organization (Enterprise)
├── Engineering Workspace
│   ├── Folders: Sprint, Architecture, Standup, Retro
│   ├── Integrations: Linear, Notion, Slack #engineering
│   └── Retention: 2 years notes, 90 days transcripts
│
├── Sales Workspace
│   ├── Folders: Discovery, Demo, Pipeline Review
│   ├── Integrations: HubSpot, Slack #sales, Gmail
│   └── Retention: 1 year notes, 90 days transcripts
│
├── Product Workspace
│   ├── Folders: Customer Feedback, Design Review, PRD
│   ├── Integrations: Notion, Linear, Slack #product
│   └── Retention: 2 years notes, 90 days transcripts
│
├── HR Workspace (Confidential)
│   ├── Folders: Interviews, 1-on-1s, Performance
│   ├── Integrations: Greenhouse (via Zapier)
│   ├── Retention: 30 days notes, 7 days transcripts
│   └── Restrictions: No external sharing, MFA required
│
└── Executive Workspace (Confidential)
    ├── Folders: Board, Strategy, M&A
    ├── Integrations: Private Notion only
    ├── Retention: Custom (legal hold capable)
    └── Restrictions: IP allowlist, 4-hour session timeout

Step 4 — Security Architecture

Authentication Layer:
  SSO (Okta/Azure AD) → SCIM provisioning → JIT workspace assignment

Data Protection:
  In Transit: TLS 1.3 (all API calls)
  At Rest: AES-256 (server-side storage)
  Local: FileVault/BitLocker (cache-v3.json encryption)

Access Control:
  Org Owner → Workspace Admin → Team Lead → Member → Viewer → Guest
  ↓
  SSO groups mapped to Granola roles per workspace

Data Classification:
  Confidential: HR, Legal, Board (restricted sharing, short retention)
  Internal: Engineering, Product (team sharing, standard retention)
  External-Facing: Sales, Customer Success (CRM sync allowed)

Compliance:
  SOC 2 Type 2: Certified (July 2025)
  GDPR: DPA available, data export/deletion supported
  AI Training: Opt-out enforced org-wide (Enterprise default)

Step 5 — Integration Data Flow Patterns

Pattern A: Standard Meeting (Parallel)

Note enhanced → Folder trigger fires
  ├─→ Slack notification (immediate)
  ├─→ Notion archive (immediate)
  └─→ Linear tasks (per action item)

Pattern B: Sales Meeting (Sequential)

Note enhanced → "Sales / Discovery" folder
  │
  ├─→ HubSpot: Find Contact by attendee email
  │     ├─→ Found: Log meeting note on Contact
  │     └─→ Not found: Create Contact, then log note
  │
  ├─→ ChatGPT: Generate BANT analysis + follow-up email
  │     └─→ Gmail: Create draft to external attendees
  │
  └─→ Slack: Post summary to #sales with deal context

Pattern C: Executive Meeting (Restricted)

Note enhanced → "Board" folder (no auto-trigger)
  │
  └─→ Manual share to private Notion database only
       └─→ Link expires in 7 days

Step 6 — Disaster Recovery & Data Export

Backup Strategy:
  Primary: Granola cloud storage (server-side, encrypted)
  Secondary: Local cache (cache-v3.json on each user's device)
  Tertiary: Nightly export to cloud storage (via Zapier + GCS/S3)

Recovery Procedures:
  1. User device loss: Re-authenticate, data syncs from server
  2. Integration outage: Zapier retries automatically; monitor Zap history
  3. Granola service outage: Manual notes during outage; capture resumes on recovery
  4. Data export request: Enterprise API bulk export or per-user Settings > Data > Export

Output

• Complete meeting ecosystem architecture documented
• Folder-based routing configured per department
• Multi-workspace topology deployed with appropriate isolation
• Security and compliance controls mapped to org requirements
• Disaster recovery plan established

Error Handling

Resources

• Granola Enterprise
• Integrations Overview
• Enterprise API
• Security Standards

Next Steps

Proceed to granola-multi-env-setup for workspace creation and configuration.

Converted and distributed by TomeVault — claim your Tome and manage your conversions.