Granola

What a member can do

• Ask questions across meeting notes and get answers drawn from them.
• List meetings and read a meeting's notes and attachments.
• Read full meeting transcripts and browse meeting folders, on paid plans.
• It reads notes in the active workspace only, and has no tools to create or edit notes.

Each task names the Granola tools it may call. granola on a task means every tool the Granola server offers; a name such as granola.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Granola connection acts as the Granola account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Granola for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Granola waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Granola tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

On the free Basic plan it reaches only the person's own notes from the last 30 days. Transcripts and folders need a paid plan.

Connect it

Granola is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Granola and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Granola's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Granola shows as connected.
5. Name the tools on the task, granola for all of them or each by name.
6. Check it. Run a task that reads something from Granola. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Granola account.

A first task to try

With Granola connected, give a member a task that uses it. For example:

After each customer meeting, read the meeting notes and list the action items, with who owns each one.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Granola tools it may use and its instructions. Nothing is created until you approve it.