Granola Data Handling

Contents

• Overview
• Prerequisites
• Instructions
• Output
• Error Handling
• Examples
• Resources

Overview

Manage data export, retention policies, and GDPR/CCPA compliance for Granola meeting data.

Prerequisites

• Granola admin access
• Understanding of data regulations (GDPR, CCPA)
• Export destination prepared

Data Classification

Data Type	Sensitivity	Retention	Export Format
Meeting Notes	Medium	Configurable	Markdown, JSON
Transcripts	High	Configurable	Text, JSON
Audio	High	Short-term	WAV, MP3
Attendee Info	PII	With notes	JSON

Instructions

Step 1: Configure Data Export

• Single meeting: Open > ... menu > Export (Markdown/PDF/JSON)
• Bulk export: Settings > Data > Export > Select date range > JSON format

Step 2: Set Retention Policies

Configure per data type: notes (1-2 years), transcripts (90 days), audio (delete after processing). Apply workspace-specific overrides for HR/Sales/Engineering.

Step 3: Implement GDPR Compliance

• Enable self-service data export (Right of Access)
• Document SAR handling process (30-day response deadline)
• Implement deletion workflow for Right to Be Forgotten
• Sign DPA with Granola, update privacy policy

Step 4: Add Meeting Recording Notice

Include consent notice in meeting invites for CCPA/GDPR compliance.

Step 5: Set Up Archival

Monthly export of notes > 6 months old to cloud storage (GCS/S3), verify integrity, delete from Granola.

See detailed implementation for export format examples, retention policy templates, GDPR/CCPA procedures, security controls, and archival strategy.

Output

• Export procedures documented and tested
• Retention policies configured per workspace
• GDPR/CCPA compliance implemented
• Archival workflow automated

Error Handling

Error	Cause	Solution
Export incomplete	Large dataset	Use bulk export with date range filters
Deletion not propagated	Backup retention	Allow 30 days for backup purge
SAR deadline missed	No process owner	Assign dedicated compliance contact
Consent not captured	Missing notice	Add recording notice to calendar templates

Examples

Recommended Retention by Type

Data Type	Recommendation	Reason
Notes	1-2 years	Reference value
Transcripts	90 days	Storage efficiency
Audio	Delete after processing	Privacy, storage

Resources

• Granola Privacy Policy
• Granola Security
• GDPR Documentation

Next Steps

Proceed to granola-enterprise-rbac for role-based access control.