tools-only Granola Production Checklist
Overview
Comprehensive checklist for deploying Granola in a production/enterprise environment.
Pre-Deployment Checklist
Account & Licensing
## License Verification
- [ ] Appropriate plan selected (Pro/Business/Enterprise)
- [ ] Sufficient seat licenses for team
- [ ] Billing information verified
- [ ] Contract/Terms reviewed and signed
- [ ] Enterprise agreement in place (if applicable)
Security Configuration
## Security Setup
- [ ] SSO configured (Business/Enterprise)
- [ ] 2FA enforced for all users
- [ ] Password policy defined
- [ ] IP allowlisting configured (if required)
- [ ] Data residency settings verified
- [ ] DPA signed (GDPR requirement)
- [ ] Audit logging enabled
Integration Setup
## Required Integrations
- [ ] Calendar integration (Google/Outlook)
- [ ] Communication (Slack/Teams)
- [ ] Documentation (Notion/Confluence)
- [ ] CRM (HubSpot/Salesforce) if applicable
- [ ] Task management (Linear/Jira) if applicable
- [ ] Zapier workflows configured
Team Rollout Checklist
User Onboarding
## Onboarding Materials
- [ ] Welcome email template created
- [ ] Quick start guide customized
- [ ] Video tutorial linked
- [ ] FAQ document prepared
- [ ] Support escalation path defined
Training Plan
## Training Schedule
Week 1:
- [ ] Admin training (2 hours)
- [ ] Power user training (1 hour)
Week 2:
- [ ] General user training (30 min)
- [ ] Q&A sessions scheduled
Ongoing:
- [ ] Monthly tips newsletter
- [ ] Quarterly feature updates
Pilot Program
## Pilot Phase (Recommended)
- [ ] Select 5-10 pilot users
- [ ] Define success metrics
- [ ] Set 2-week pilot duration
- [ ] Collect feedback daily
- [ ] Address issues before full rollout
- [ ] Document lessons learned
Configuration Checklist
Workspace Settings
## Workspace Configuration
- [ ] Workspace name and branding set
- [ ] Default sharing permissions configured
- [ ] Data retention policy defined
- [ ] Auto-recording preferences set
- [ ] Template library created
- [ ] Default note format selected
Admin Settings
## Admin Controls
- [ ] User roles defined
- [ ] Permission groups created
- [ ] External sharing policy set
- [ ] Integration permissions controlled
- [ ] Audit log retention configured
User Defaults
## Default User Settings
- [ ] Default calendar selected
- [ ] Notification preferences
- [ ] Summary style (brief/detailed)
- [ ] Language preferences
- [ ] Timezone settings
Technical Requirements
Desktop Requirements
## Supported Systems
- [ ] macOS 12 (Monterey) or later
- [ ] Windows 10 (1903) or later
- [ ] 8 GB RAM minimum (16 GB recommended)
- [ ] 500 MB free disk space
- [ ] Stable internet (5 Mbps+)
Network Configuration
## Firewall/Proxy Settings
Allow outbound HTTPS to:
- [ ] api.granola.ai
- [ ] app.granola.ai
- [ ] storage.granola.ai
- [ ] auth.granola.ai
Ports:
- [ ] 443 (HTTPS) - Required
- [ ] 80 (HTTP) - Redirect only
MDM/Deployment
## Enterprise Deployment
- [ ] MSI/PKG package available
- [ ] Silent install tested
- [ ] Auto-update policy set
- [ ] Configuration profile created
- [ ] Deployment script verified
Go-Live Checklist
Day Before Launch
## Pre-Launch
- [ ] All users provisioned
- [ ] Welcome emails scheduled
- [ ] Support team briefed
- [ ] Status page monitored
- [ ] Rollback plan documented
Launch Day
## Launch
- [ ] Send welcome emails
- [ ] Enable user access
- [ ] Monitor adoption metrics
- [ ] Staff support channel
- [ ] Track first-meeting success
Week 1 Post-Launch
## First Week
- [ ] Daily adoption metrics review
- [ ] Quick wins shared internally
- [ ] Issues triaged within 4 hours
- [ ] User feedback collected
- [ ] Adjustments made as needed
Success Metrics
Adoption KPIs
| Metric | Target | Measurement |
|---|---|---|
| User activation | 80% in Week 1 | First meeting recorded |
| Daily active users | 60% | Weekly average |
| Meetings captured | 70% of eligible | Automatic detection |
| Integration usage | 50% | Using at least one |
Quality KPIs
| Metric | Target | Measurement |
|---|---|---|
| Note satisfaction | 4.0/5.0 | User rating |
| Transcription accuracy | 95% | Spot check |
| Support tickets | < 5% of users | Weekly |
| Uptime | 99.9% | Status page |
Post-Deployment
Ongoing Operations
## Maintenance Tasks
Daily:
- [ ] Monitor status page
- [ ] Review support queue
Weekly:
- [ ] Adoption metrics review
- [ ] User feedback triage
Monthly:
- [ ] Feature update review
- [ ] Usage report generation
- [ ] Billing reconciliation
Continuous Improvement
## Optimization
- [ ] Collect user feedback regularly
- [ ] Share best practices
- [ ] Update templates quarterly
- [ ] Review integration performance
- [ ] Plan feature adoption
Resources
Next Steps
Proceed to granola-upgrade-migration for version upgrade guidance.