granola-migration-deep-dive

Granola Migration Deep Dive

Contents

• Overview
• Prerequisites
• Instructions
• Output
• Error Handling
• Examples
• Resources

Overview

Comprehensive guide for migrating to Granola from Otter.ai, Fireflies, Fathom, Zoom, Google Meet, or Microsoft Teams.

Prerequisites

• Access to source tool with export capability
• Granola workspace configured
• Migration timeline agreed with stakeholders

Migration Sources

Tool	Export Format	Complexity
Otter.ai	TXT, SRT, PDF	Medium
Fireflies.ai	TXT, JSON, PDF	Medium
Fathom	Markdown, CSV	Low
Zoom/Meet/Teams	VTT, TXT	Low

Instructions

Step 1: Choose Migration Strategy

• Clean Start (<100 meetings): Start fresh, archive history externally
• Selective (100-1000): Migrate key meetings only (client calls, decisions)
• Full (Enterprise): Export everything, transform, import all

Step 2: Assess and Inventory

Document total meetings, date range, storage size, content types, and integration dependencies.

Step 3: Export from Source

Follow source-specific export procedures (bulk export for Pro/Enterprise plans).

Step 4: Convert and Import

Run conversion scripts to transform source formats to Granola-compatible Markdown. Archive in Notion/Drive.

Step 5: Parallel Run (2 weeks)

Record in Granola as primary while keeping source as backup. Compare quality daily.

Step 6: Cutover

Final export from source, disable source recording, cancel subscription, monitor closely for 3 days.

See detailed implementation for source-specific export procedures, conversion scripts, execution timeline, communication templates, and rollback plan.

Output

• Source data exported and backed up
• Historical meetings converted and archived
• Granola configured with integrations
• Team migrated and recording in Granola

Error Handling

Error	Cause	Solution
Missing transcripts	Export format limitation	Re-export in different format
Failed conversion	Unexpected source format	Update conversion script
Low adoption	Insufficient training	Add training sessions, share quick wins
Data gaps	Incomplete export	Run secondary export, verify counts

Examples

Quick Migration Assessment

- Total meetings to migrate: ___
- Date range: ___ to ___
- Strategy: Clean Start / Selective / Full
- Target cutover date: ___
- Parallel running: ___ weeks

Resources

• Granola Migration Guide
• Import Support
• Enterprise Migration Services

Next Steps

Proceed to granola-performance-tuning for optimization.