tools-only Granola Core Workflow B: Post-Meeting Processing
Overview
Process, enhance, and share Granola meeting notes for maximum team productivity.
Prerequisites
- Completed meeting with Granola capture
- Notes generated (typically 1-2 minutes after meeting)
- Team sharing preferences configured
Instructions
Step 1: Review AI-Generated Notes
Immediately after meeting ends:
- Open Granola
- Find meeting in recent list
- Review generated content:
- Summary accuracy
- Action items captured
- Key points highlighted
- Participant attribution
Step 2: Enhance Notes
Edit and improve AI output:
## Review Checklist
- [ ] Correct any transcription errors
- [ ] Add context AI might have missed
- [ ] Clarify ambiguous action items
- [ ] Add links to referenced documents
- [ ] Tag relevant team members
- [ ] Mark confidential sections
Step 3: Extract and Assign Action Items
Process action items for tracking:
## Action Item Processing
### From Meeting: Sprint Planning 2025-01-06
| Action | Owner | Due | Status |
|--------|-------|-----|--------|
| Update API documentation | @mike | Jan 8 | Pending |
| Review design mockups | @sarah | Jan 7 | Pending |
| Schedule client demo | @alex | Jan 10 | Pending |
### Export Format (for ticket systems):
- [ ] [HIGH] Update API documentation (@mike, due: 2025-01-08)
- [ ] [MED] Review design mockups (@sarah, due: 2025-01-07)
- [ ] [MED] Schedule client demo (@alex, due: 2025-01-10)
Step 4: Share with Stakeholders
Share via Granola
- Click "Share" button
- Select recipients or copy link
- Set permissions (view/edit)
- Send with optional message
Share via Integrations
Slack:
Channel: #team-meeting-notes
Format: Summary + Action Items
Notion:
Database: Meeting Archive
Page: Full notes with transcript
Email:
Recipients: Meeting attendees
Content: Summary + Action Items
Attachment: PDF export
Step 5: Archive and Categorize
Organize for future reference:
## Filing System
Folder Structure:
/meetings
/2025
/q1
/project-alpha
2025-01-06-sprint-planning.md
2025-01-08-client-sync.md
/team-1-1s
2025-01-06-sarah-1-1.md
Tags:
- #decision - Contains key decisions
- #action-items - Has pending tasks
- #client - External stakeholder present
- #confidential - Sensitive content
Post-Meeting Checklist
## Within 5 Minutes
- [ ] Review AI summary for accuracy
- [ ] Correct obvious transcription errors
- [ ] Confirm action items are captured
## Within 1 Hour
- [ ] Share notes with attendees
- [ ] Create tickets for action items
- [ ] Send follow-up email if needed
## Within 24 Hours
- [ ] Archive in project folder
- [ ] Update relevant documentation
- [ ] Schedule follow-up meetings if needed
Output
- Reviewed and enhanced meeting notes
- Action items extracted and assigned
- Notes shared with stakeholders
- Meeting properly archived
Sharing Best Practices
- Share promptly - Within 1 hour while fresh
- Highlight decisions - Make outcomes clear
- Assign owners - Every action needs an owner
- Set due dates - Create accountability
- Link to source - Reference full notes
Error Handling
| Issue | Cause | Solution |
|---|---|---|
| Notes not appearing | Still processing | Wait 2-5 minutes |
| Sharing failed | Permission issue | Check recipient access |
| Action items missing | Not stated clearly | Add manually |
| Wrong attendees | Calendar mismatch | Edit attendee list |
Resources
Next Steps
Proceed to granola-common-errors for troubleshooting common issues.