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From granola-pack
Provides enterprise reference architecture for Granola meeting platform, including capture pipelines, Zapier routing, multi-workspace topology, and integrations with Slack, Notion, CRM, Linear/Jira.
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/granola-pack:granola-reference-architectureThis skill is limited to the following tools:
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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.
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.
┌─────────────────────────────────────────────────────────┐
│ 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 │
└─────────────┘ └─────────┘ └────────────┘
Design folder structure to drive automated routing:
| Folder | Trigger Type | Destinations | Permissions |
|---|---|---|---|
Sales / Discovery | Auto | Slack #sales + HubSpot Deal + Follow-up Email | Sales team |
Sales / Demo | Auto | Slack #sales + HubSpot Contact | Sales team |
Engineering / Sprint | Auto | Slack #eng + Linear tasks + Notion wiki | Engineering |
Engineering / Architecture | Auto | Slack #eng-arch + Notion ADR database | Senior engineers |
Product / Customer Feedback | Auto | Slack #product + Notion feedback DB | Product team |
Leadership / All-Hands | Auto | Slack #general + Google Drive archive | All |
Leadership / Board | Manual only | Private Notion, no Slack | Executives only |
HR / Interviews | Manual share | Greenhouse scorecard | Hiring managers |
HR / 1-on-1s | None | Private, no automation | Individual |
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
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)
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
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
| Error | Cause | Fix |
|---|---|---|
| Notes routing to wrong destination | Filter logic error in Zapier Paths | Review path conditions, test with sample data |
| Cross-workspace access denied | Permission boundaries working correctly | Elevate user role or add to target workspace |
| Integration sync delay > 5 min | Zapier queue or destination rate limit | Add delay step, check destination API limits |
| Missing CRM updates for new contacts | Native integration doesn't auto-create | Add Zapier "Find or Create" step |
| Audit log gaps | Logging not enabled on workspace | Enable in Workspace Settings > Security |
Proceed to granola-multi-env-setup for workspace creation and configuration.
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