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Turn Granola meeting notes into a recap email and a follow-up meeting with the same participants.

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Connectors

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Before you start

Connect Granola, Gmail, and Google Calendar in your chat. Replace Acme with your customer’s name. Other attendees’ availability depends on calendar permissions; an unavailable calendar does not mean someone is free.

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Try this prompt

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What to expect

If you haven’t connected Granola, Gmail, or Google Calendar yet, Agent will prompt you to connect them directly in the chat.
1

Review the meeting recap

Agent summarizes key decisions and next steps, including owners and deadlines when the notes mention them. Missing details should remain open questions, not invented commitments.
2

Check the email and recipients

Review the draft addressed to participants from the matching calendar event. Correct any missing details and remove anyone who should not receive the recap.
3

Choose a follow-up time

Agent suggests a few slots next week for a meeting of the same duration. It checks attendees’ availability where permissions allow and identifies calendars it could not verify. Choose a slot and confirm the time zone.
4

Approve the agenda and sending

Review the agenda based on the next steps and unresolved questions. Approve the email, recipients, and event details before Agent sends the recap or creates the event with invitations.
5

Confirm the follow-up is scheduled

Ask for the event link and confirmation that the email was sent. Creating an invitation does not mean the attendees have accepted it.

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Troubleshooting

Give the meeting title and date, and confirm that the notes are in your connected Granola account. Check the matching calendar event’s guest list. Ask Agent to flag ambiguous meetings or addresses rather than guessing.
Calendar permissions may prevent access, especially for external guests. Ask for slots based on your availability and confirm them with attendees before sending invitations. Specify your time zone and working hours to narrow the suggestions.
Check which action succeeded and review any permission error. Reconnect the affected integration if prompted. Before retrying, check Gmail’s Sent folder and your calendar to avoid duplicate emails or events.

Prepare for a customer call

Gather customer context before your next meeting.

Catch up while away

Turn missed conversations and meetings into a briefing.