Post-meeting note processing and sharing workflow with Granola. Use when reviewing meeting notes, sharing with team members, or processing action items after meetings. Trigger with phrases like "granola post meeting", "share granola notes", "granola follow up", "process meeting notes", "granola action items".
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Process, enhance, and share Granola meeting notes for maximum team productivity.
Immediately after meeting ends:
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
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)
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
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
## 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
| 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 |
Proceed to granola-common-errors for troubleshooting common issues.
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