Granola Core Workflow B: Post-Meeting Processing

Overview

Process, enhance, and share Granola meeting notes for maximum team productivity.

Prerequisites

• Completed meeting with Granola capture
• Notes generated (typically 1-2 minutes after meeting)
• Team sharing preferences configured

Instructions

Step 1: Review AI-Generated Notes

Immediately after meeting ends:

1. Open Granola
2. Find meeting in recent list
3. Review generated content:
   • Summary accuracy
   • Action items captured
   • Key points highlighted
   • Participant attribution

Step 2: Enhance Notes

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

Step 3: Extract and Assign Action Items

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)

Step 4: Share with Stakeholders

Share via Granola

1. Click "Share" button
2. Select recipients or copy link
3. Set permissions (view/edit)
4. Send with optional message

Share via Integrations

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

Step 5: Archive and Categorize

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

Post-Meeting Checklist

## 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

Output

• Reviewed and enhanced meeting notes
• Action items extracted and assigned
• Notes shared with stakeholders
• Meeting properly archived

Sharing Best Practices

1. Share promptly - Within 1 hour while fresh
2. Highlight decisions - Make outcomes clear
3. Assign owners - Every action needs an owner
4. Set due dates - Create accountability
5. Link to source - Reference full notes

Error Handling

Resources

• Granola Sharing Options
• Follow-up Best Practices

Next Steps

Proceed to granola-common-errors for troubleshooting common issues.