In sales, every meeting counts. Whether it’s a discovery call, a product demo, or a negotiation, missing key details can mean missing the deal. The challenge is that sales conversations move fast…and taking notes while actively listening is almost impossible to do well.
Granola solves this by acting as your AI sales assistant. It automatically transcribes your calls, captures follow-ups, and organizes notes so nothing slips through the cracks. Instead of scrambling to write while your prospect is talking, you can focus on building the relationship. After the call, you walk away with:
Clean transcripts you can reference at any time.
Action items and next steps pulled straight from the conversation.
Searchable notes that make it easy to recall past discussions.
CRM updates through integrations, so your pipeline stays fresh.
Step 1: Install and Set Up
Download and install: macOS users can drag the app into Applications, Windows users can run the .exe installer, and iOS users can grab it directly from the App Store.
Sign in: Use your Google account for single sign-on.
Allow permissions: Granola will request calendar and audio access so it can schedule and capture your meetings.
Step 2 (Optional): Connect Your Calendar
Granola integrates directly with Google Calendar. Once connected, your upcoming meetings appear in the app. Click a meeting to create a note and start transcription. This makes it easy to prep in advance and capture notes automatically during the call.
Step 3: Capture and Organize Notes
Notes can be created from calendar events or on the fly for ad-hoc meetings. You can:
Transcribe meetings in real time.
Organize notes into folders for projects or clients.
Share notes with teammates so everyone stays aligned.
Step 4: Ask Granola for Insights
The “Ask Granola” feature lets you chat directly with your meeting notes. You can:
Recall specific details from past meetings.
Pull out key decisions or follow-up tasks.
Spot patterns across multiple meetings.
Instead of digging through documents, you just ask questions and get answers instantly.
Step 5: Enrich Your Workflow
Granola goes beyond simple note-taking:
Pre-meeting prep: Jot down questions or talking points in advance.
Post-meeting actions: Turn notes into follow-up tasks.
Workflow automation: Use Zapier integrations to automatically update your CRM, create to-dos, or notify your team about next steps.
Security and Privacy
Granola prioritizes privacy with strong security measures and gives you the option to opt out of data being used for training. You stay in control of how your notes are stored and shared.
Another point that is important to callout: others on the call will not see that Granola is recording. This can be an advantage if you want to capture notes without distraction, but it also comes with responsibility.
Many countries and U.S. states have laws that require you to notify participants when a conversation is being recorded. Even if it is not legally required, it is often best practice and good courtesy to let people know you are using an AI note taker. That way you build trust while still benefiting from automated note-taking.
How Granola Can Help You?
Granola saves you from the stress of multitasking in meetings. Instead of typing frantically or worrying about what you missed, you walk away with a clean transcript, structured notes, and even suggested follow-ups. Over time, it becomes more than a note taker — it is an AI teammate that helps you prepare, remember, and act on what matters.
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