Imported from jeremylongshore/tons-of-skills-marketplace (plugins/saas-packs/granola-pack/skills/granola-sdk-patterns/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill granola-sdk-patterns. Copyright stays with the author (MIT).

Granola SDK Patterns

Overview

Granola does not have a traditional SDK. Integration is achieved through three channels: Zapier (8,000+ app connections), the Enterprise API (REST, workspace-level read access), and native integrations (Slack, Notion, HubSpot, Attio, Affinity). This skill covers automation patterns for all three.

Prerequisites

• Granola Business plan ($14/user/month) for Zapier + native CRM
• Enterprise plan ($35+/user/month) for API access
• Zapier account for automation workflows

Instructions

Step 1 — Understand Zapier Triggers

Granola provides two Zapier triggers:

Webhook payload data available:

• title — meeting title from calendar
• creator_name / creator_email — note creator
• attendees[] — array of {name, email} objects
• calendar_event_title — original calendar event name
• calendar_event_datetime — meeting date/time
• note_content — the enhanced note content (Markdown)

Step 2 — Build Common Zap Patterns

Pattern 1: Meeting Notes to Notion (auto-archive)

Trigger: Note Added to Granola Folder ("All Meetings")
Action: Notion — Create Database Item
  Database: Meeting Archive
  Title: "{{title}}"
  Date: "{{calendar_event_datetime}}"
  Content: "{{note_content}}"
  Attendees: "{{attendees}}"

Pattern 2: Action Items to Asana/Linear

Trigger: Note Shared to Zapier
Filter: note_content contains "Action Items"
Code Step (JavaScript):
  const lines = inputData.note_content.split('\n');
  const actions = lines
    .filter(l => l.match(/^- \[ \]/))
    .map(l => l.replace('- [ ] ', ''));
  output = actions.map(a => ({task: a}));
Action: Linear — Create Issue (for each action)
  Title: "{{task}}"
  Team: Engineering
  Label: "meeting-action"

Pattern 3: Sales Call Summary to Slack + HubSpot

Trigger: Note Added to Granola Folder ("Sales Calls")
Path A — Slack:
  Action: Post Message to #sales-updates
  Message: |
    *New Sales Call:* {{title}}
    *Attendees:* {{attendees}}

    {{note_content}}

    [View full notes in Granola]

Path B — HubSpot (via Zapier if not using native):
  Action: Find Contact by Email ({{attendees[0].email}})
  Action: Create Engagement Note
    Body: "{{note_content}}"

Pattern 4: Meeting Follow-Up Email

Trigger: Note Shared to Zapier
Action: ChatGPT — Generate Follow-Up Email
  Prompt: "Write a professional follow-up email based on: {{note_content}}"
Action: Gmail — Create Draft
  To: "{{attendees}}"
  Subject: "Follow-up: {{title}}"
  Body: "{{chatgpt_response}}"
Action: Slack — Notify
  Message: "Follow-up draft ready for: {{title}}"

Step 3 — Use the Enterprise API

Available on Enterprise plan. API keys generated at Settings > API Keys (up to 5 per workspace).

# List all accessible notes (paginated)
curl -s "https://api.granola.ai/v0/notes" \
  -H "Authorization: Bearer $GRANOLA_API_KEY" \
  -H "Content-Type: application/json" | jq '.notes[:3]'

# Get a specific note with transcript
curl -s "https://api.granola.ai/v0/notes/{note_id}" \
  -H "Authorization: Bearer $GRANOLA_API_KEY" | jq '{title, summary, action_items}'

API characteristics:

• Bearer token authentication
• Read-only access to publicly shared notes within your workspace
• Rate limited per workspace (429 response when exceeded)
• Pagination for list endpoints

Reverse-engineered endpoints (unofficial, for reference):

POST https://api.granola.ai/v2/get-documents    # List documents (paginated)
POST https://api.granola.ai/v1/get-document-transcript  # Get transcript
POST https://api.granola.ai/v1/get-workspaces    # List workspaces
POST https://api.granola.ai/v1/get-documents-batch  # Bulk fetch by IDs

Authentication uses WorkOS with refresh token rotation via POST https://api.workos.com/user_management/authenticate.

Step 4 — Multi-Step Automation Chains

Name: Complete Meeting Follow-Up Pipeline

Step 1 — Trigger:
  Granola: Note Added to Folder ("Client Meetings")

Step 2 — Filter:
  Only continue if attendees contain external email domains

Step 3 — Action:
  ChatGPT: Generate structured summary and follow-up email

Step 4 — Action:
  Gmail: Create draft follow-up email to external attendees

Step 5 — Action:
  Notion: Create page in Client Meeting Log database

Step 6 — Action:
  Linear: Create issues from action items with "client" label

Step 7 — Action:
  Slack: Post summary to #client-updates channel

Step 8 — Action:
  HubSpot: Log meeting note on matched Contact/Deal

Step 5 — Folder-Based Routing

Organize Granola folders to drive different Zap behaviors:

Output

• Zapier workflows configured for automated note processing
• API access established for custom integrations
• Multi-step automation chains routing by meeting type
• Folder-based routing strategy implemented

Error Handling

Examples

sdk=v3; env=sandbox; fixture=meeting-basic-v2; malformed=blocked; retention=none; telemetry=aggregate-only; rollback=client-r4 documents a typed client test without transmitting a real note.

Resources

• Zapier Granola App
• Automate Granola (4 Ways)
• Granola Enterprise API
• Enterprise API Docs

Next Steps

Proceed to granola-common-errors for troubleshooting.