granola-prod-checklist
Granola Production Checklist
Contents
Overview
Comprehensive checklist for deploying Granola in a production/enterprise environment covering security, integrations, training, and go-live procedures.
Prerequisites
- Appropriate Granola plan selected (Pro/Business/Enterprise)
- Sufficient seat licenses for team
- Admin access to Granola workspace
Instructions
Step 1: Account & Licensing
- Plan selected and billing verified
- Contract/Terms reviewed and signed
- Enterprise agreement in place (if applicable)
Step 2: Security Configuration
Configure SSO, 2FA, password policies, IP allowlisting, data residency, and audit logging.
Step 3: Integration Setup
Connect calendar (Google/Outlook), communication (Slack/Teams), documentation (Notion/Confluence), and optionally CRM and task management tools.
Step 4: Workspace & User Configuration
Set workspace branding, sharing permissions, data retention, templates, user roles, and permission groups.
Step 5: Run Pilot Program
Select 5-10 pilot users, define success metrics, run for 2 weeks, collect daily feedback, and address issues before full rollout.
Step 6: Go-Live
Execute launch day checklist: send welcome emails, enable access, monitor adoption, staff support channel. Track metrics daily for first week.
See detailed implementation for complete checklists, technical requirements, network configuration, training plans, and success metrics.
Output
- Security fully configured (SSO, 2FA, audit logging)
- Integrations connected and tested
- Pilot completed with feedback incorporated
- Team onboarded and recording meetings
Error Handling
| Error | Cause | Solution |
|---|---|---|
| SSO login failure | Misconfigured SAML/OIDC | Verify SSO settings with identity provider |
| Calendar not syncing | OAuth token expired | Reconnect calendar integration |
| Low adoption | Insufficient training | Schedule additional training sessions |
| Recording not starting | Missing permissions | Verify microphone and calendar permissions |
Examples
Quick Adoption Check (Week 1)
| Metric | Target | Actual |
|---|---|---|
| User activation | 80% | ___ |
| Meetings captured | 70% | ___ |
| Support tickets | <5% users | ___ |
Resources
Next Steps
Proceed to granola-upgrade-migration for version upgrade guidance.