Granola Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What's your goal?

   • A) Set up Granola for my team (onboarding, templates, sharing)
   • B) Integrate Granola with CRM or other tools (HubSpot, Zapier, API)
   • C) Troubleshoot an issue (blank notes, recording failures, privacy settings)
   • D) Evaluate Granola vs alternatives (Jamie, Fathom, Krisp, Tactiq)

2. Which plan are you on?

   • A) Basic (Free) — limited history, no integrations
   • B) Business ($14/user/mo) — unlimited history, integrations, Personal API
   • C) Enterprise ($35/user/mo) — SSO, Enterprise API, admin controls
   • D) Not sure / evaluating