Zapier

Connect Granola to 8,000+ apps and automate what happens after a meeting

Setting up your Zapier integration

Turn conversations into Zapier actions in a few clicks, connect Granola to your existing workflows and set up your own custom automations to get things done.

1. Set up Zapier from Granola settings

You can find all our Integrations in your Granola Settings, via your avatar in the bottom left. Here you’ll see Zapier as an integration:

2. Search for Granola in Zapier

In Zapier, you’ll be prompted to set up a trigger event, where you can search for Granola to find our integration:

3. Choose your trigger event

Select which trigger you want to use:

• Note Added to Granola Folder: Automatically triggers when a note is added to a specific folder

• Note Shared to Zapier: Triggers when you manually share a note to Zapier from the note sidebar

4. Configure your integration

Set up your integration details:

• Name in Granola: Give your integration a name, e.g. ‘Send actions to Linear’

• Share with your workspace: Choose whether your team can use this same Zap in Granola

• Granola Folder: Select which folder should trigger the automation (for folder triggers)

5. Test your integration

Zapier will find up to 3 recent test meetings for you to verify everything works correctly. Click on one to view the details:

6. Add your action apps

Now add whatever other apps you want to connect after the Granola trigger. Popular examples include:

• Connecting with CRM systems (HubSpot, Salesforce, Attio) or ATS platforms (Greenhouse, BambooHR, Ashby)

• Sending messages via internal communications platforms (Slack, Microsoft Teams)

• Tracking actions (Asana, Trello, Monday, Linear)

• And thousands more from Zapier’s app directory

You're all set

Once your Zapier integration is set up, you’ll see your Zap available in your note sidebar. Clicking this will trigger your Zap:

Or in your Folder integration settings, if you chose that option:

Connect meeting insights with your workflows. Automatically create tasks from action items, update your CRM with customer feedback, notify teams about key decisions and more. All without copy-pasting or switching between tools. If you're looking for inspiration for what you can do with Zapier, check out the templates on our Zapier page!

Whether you’re in sales tracking opportunities, customer success documenting feedback, or product capturing feature requests, Granola + Zapier connects lets you set up custom triggers based on your meetings to create a workflow that works the way you do.

Need help?

If you need any help setting up workflows within Zapier, take a look at their Help Center. Alternatively if you’re seeing something you don’t expect within Granola, reach out to us at hey@granola.so.