Granola Core Workflow A: Meeting Preparation

Overview

Prepare for meetings with custom templates and pre-configured capture settings in Granola.

Prerequisites

• Granola installed and authenticated
• Calendar synced with upcoming meetings
• Understanding of meeting types you commonly run

Instructions

Step 1: Create Meeting Templates

1:1 Template

# 1:1 Meeting Template

## Check-in
- How are you doing?
- Any blockers?

## Updates
- [ ] Progress on current goals
- [ ] Upcoming priorities

## Discussion Topics
-

## Action Items
- [ ]

## Next Meeting Focus
-

Sprint Planning Template

# Sprint Planning Template

## Sprint Goals
-

## Velocity Review
- Last sprint: X points
- Capacity this sprint: Y points

## Backlog Items
| Story | Points | Assignee |
|-------|--------|----------|
|       |        |          |

## Risks & Dependencies
-

## Action Items
- [ ]

Client Meeting Template

# Client Meeting Template

## Attendees
- Client:
- Internal:

## Agenda
1.
2.
3.

## Discussion Notes


## Decisions Made
-

## Action Items
| Item | Owner | Due Date |
|------|-------|----------|
|      |       |          |

## Next Steps
-

Step 2: Configure in Granola

1. Open Granola app
2. Go to Settings > Templates
3. Click "Create New Template"
4. Paste your template content
5. Name it (e.g., "1:1 Meeting")
6. Set trigger conditions (optional):
   • Calendar event title contains "1:1"
   • Specific attendee domains

Step 3: Pre-Meeting Checklist

Before important meetings:

## Pre-Meeting Checklist

### 30 Minutes Before
- [ ] Review previous meeting notes
- [ ] Prepare agenda items
- [ ] Check Granola is running
- [ ] Test audio input

### 5 Minutes Before
- [ ] Open relevant documents
- [ ] Have action items from last meeting ready
- [ ] Open Granola notepad
- [ ] Add agenda to notes pane

Step 4: Set Up Smart Defaults

Configure Granola preferences for automatic behavior:

Setting	Recommended Value	Purpose
Auto-start recording	On	Never miss a meeting
Default template	By meeting type	Consistent structure
Auto-share	Team members	Immediate collaboration
Summary style	Detailed	Comprehensive notes

Output

• Custom templates for each meeting type
• Pre-meeting preparation workflow
• Consistent meeting structure
• Improved meeting outcomes

Template Best Practices

1. Keep templates focused - One template per meeting type
2. Include prompts - Guide note-taking during meeting
3. Pre-fill context - Add relevant background
4. Structure for AI - Use headers for better parsing

Error Handling

Issue	Cause	Solution
Template not loading	Wrong trigger condition	Check template settings
Missing sections	Template incomplete	Review and add sections
Conflicting templates	Multiple matches	Make triggers more specific

Resources

• Granola Templates Gallery
• Meeting Preparation Tips

Next Steps

Proceed to granola-core-workflow-b for post-meeting processing workflows.