Granola Client Workspace Setup (Onboarding)

Granola Client Workspace Setup (Onboarding)

1. 01

   Create the client's Granola workspace and assign seats on the Business plan at $14 per user per month.

   Business seats include unlimited meeting notes and history, which matters for agencies whose delivery leads sit in 15 or more client calls a week. Reserve Enterprise at $35 per user per month for clients who need SSO or org-wide auto-deletion periods.

2. 02

   Connect the client's calendar accounts so Granola can sync meetings and generate pre-meeting briefs.

   Calendar sync is what feeds the pre-meeting brief, so test with two real recurring calls before the client sees anything. Confirm audio permissions on each delivery lead's machine, since Granola captures audio from the computer rather than joining as a bot.

3. 03

   Build note templates for each recurring meeting type the agency runs for this client.

   Separate templates for kickoff, weekly status, and quarterly review keep action items scannable. Granola structures notes and action items automatically, but the template decides which sections appear.

4. 04

   Turn on the integrations the client already pays for: HubSpot, Notion, Attio, Affinity, or Zapier.

   Advanced integrations sit behind the Business plan. Push meeting notes and action items into the client's CRM so account managers stop re-keying call summaries after every retainer check-in.

5. 05

   Enable MCP integration and API access if the client wants meeting data inside their own apps.

   Both are Business plan features. Use API access when the client's ops team needs to pull transcripts into a data warehouse or a custom reporting layer.

6. 06

   Set sharing and retention controls, then walk the client team through AI chat recall.

   Admin controls for sharing and API access, plus org-wide auto-deletion periods, live on the Enterprise plan. Show the team how AI chat searches past meetings so they can retrieve a commitment made three weeks ago without scrubbing a transcript.

7. 07

   Run a 30-minute training on note review and action item triage, then hand off the workspace.

   Cover how to edit generated notes before they reach the client and where action items land after each call. Note that client-facing surfaces display Granola branding, so position the tool as agency infrastructure rather than a white-label deliverable.