4 methods to automate Granola

Granola works in another way from the standard AI assembly assistants you see on most calls lately, those that invite a digital note-taking attendee. As a substitute, Granola data audio regionally in your machine, then pairs that transcript with an AI-generated abstract and the notes you kind throughout the assembly. By incorporating your personal notes into the AI-generated content material, it surfaces the factors you truly care about fairly than guessing at what’s most related.

As a result of each Granola be aware is saved as a plain textual content file, once you join the app with Zapier, you are free to auto-move that file wherever. Within the sections that comply with, I am going to present you the way to lengthen Granola’s capabilities with Zapier. Let’s get began.

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Maintain your assembly notes organized

Granola makes it simple to generate clear, dependable notes after each assembly. But when these notes keep in Granola, and you do not make a behavior of reviewing them, they’ll simply get misplaced. With Zapier, you may robotically route new notes into the instruments you already use, like Google Docs or Airtable.

I exploit an AI notetaker for all my conferences, and whereas it is nice to have a transcript ready afterward, it may be just a little annoying to log in and seek out the notes every time. I normally find yourself copying and pasting them right into a Google Doc simply to maintain the whole lot in a single place. Automating that step means the notes are already the place I anticipate them to be with out me having to do something.

Whether or not you favor a spreadsheet, a shared drive, a Google Doc, or a database, Zapier ensures your notes are robotically despatched there, so you may give attention to appearing on the outcomes of the decision as a substitute of copying textual content.

Immediately share notes along with your crew

One of many best methods to get worth from Granola is to verify your assembly notes are seen by the suitable individuals. With Zapier, you may robotically share Granola notes to instruments like Slack, Microsoft Groups, or electronic mail. This fashion, the crew is notified immediately fairly than having to look manually by Granola data or ready so that you can ship out a recap.

This makes it easy to maintain everybody aligned. A consumer name might be shared along with your account managers in Slack, or an inner sync might be routed to your crew’s electronic mail checklist so everyone has a file of what was mentioned—even when they weren’t in a position to attend in real-time. Whether or not it is a fast share to a bunch channel or a direct message to a teammate, Zapier helps guarantee nothing will get misplaced after the assembly ends.

You could possibly even layer in an AI step to refine what will get shared. As a substitute of sending the complete be aware, you may need AI spotlight solely subsequent steps or pull out particular consumer updates earlier than posting them. That manner, your crew receives simply the context they want fairly than the complete be aware.

Robotically flip notes into duties and follow-ups

Assembly notes are solely as precious because the actions that come out of them. Granola captures the whole lot that was stated, and Zapier can take the subsequent step by turning these insights into duties in your venture administration instruments. That manner, motion objects do not simply sit in a be aware in Granola. As a substitute, they robotically present up the place you and your crew already monitor your work and duties.

For instance, a consumer name may generate three follow-ups: sending a proposal, updating a timeline, and reserving the subsequent assembly. As a substitute of copying these into Asana or ClickUp your self, Zapier can robotically create the duties. This helps you shut the loop on conferences extra effectively.

Maintain your CRM updated

On the whole, the extra well timed information you are in a position so as to add to your CRM, the higher. An entire CRM file is just attainable when each name, demo, and follow-up chat is logged in actual time. By connecting Granola to Zapier, you may push contemporary notes straight into HubSpot, Salesforce, Zoho, Pipedrive, or Keap the second they’re captured. With this setup, your crew can depend on a single supply of reality fairly than chasing particulars throughout a number of programs.

As a result of these automations run within the background, you by no means have to wonder if the final discovery name made it onto the right contact file. Zapier may even search for the particular deal or contact first, so the be aware lands in precisely the suitable place. Gross sales reps see the most recent dialog historical past earlier than their subsequent name, and managers get extra dependable reporting with out chasing individuals for updates.

Wish to keep away from pasting a whole transcript into your CRM? Add an AI step to generate a abstract or extract the subsequent steps. That manner, the CRM stays tidy with simply the highlights, and you may hyperlink to the entire be aware in Granola for deeper reference everytime you want it.

Handle your Granola assembly notes on autopilot with Zapier

Granola already makes it simple to seize assembly notes, and pairing it with Zapier unlocks much more worth. With only a handful of automations, Zapier information every be aware the place you will truly search for it, it doesn’t matter what app you employ.

And that is simply the beginning of what you are able to do with Granola and Zapier. What’s going to you automate first?