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granola-core-workflow-a

Meeting preparation and template setup workflow with Granola. Use when preparing for important meetings, setting up note templates, or configuring meeting-specific capture settings. Trigger with phrases like "granola meeting prep", "granola template", "prepare granola meeting", "granola agenda", "granola setup meeting".

personAuthor: jakexiaohubgithub
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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

Next Steps

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