Granola

Save Granola meeting summaries on your customer contacts

Install

About this App

Granola writes AI summaries of your meetings. Connect it to SparrowDesk and each summary from the folders you choose is saved as a note on every attendee who is already a contact. Agents see what a customer said on a call next to that customer’s conversations, without anyone copying it across.

With Granola connected, your team can:

  • Save each new meeting summary as a note on every attendee who matches a contact by email
  • Choose which Granola folders sync, or sync all of them
  • Open the original note in Granola with one click on View in Granola
  • See every imported meeting, and the contacts it was added to, on the Synced meetings tab
  • Let AI Copilot use meeting notes when it helps with that contact’s conversations

Good to know:

  • Contacts are never created. An attendee who isn’t already a contact gets no note. Everyone who is a contact gets one, including teammates who exist as contacts.
  • Notes go on contacts only. They aren’t added to companies.
  • Only new meetings sync. Meetings summarised before you connected, or before a folder was added, aren’t imported.
  • Private Granola notes never sync. A workspace key can only see notes in shared spaces with Allow Granola API access turned on.
  • Imported notes are read-only. Agents can copy or delete them, but not edit them. A deleted note isn’t re-created.
  • Long summaries are cut. Summaries over 10,000 characters are cut at a section break, with a link to the full note in Granola.
  • Disconnecting keeps your notes. Notes already imported stay on your contacts.

How to enable this integration?

You’ll need admin access in SparrowDesk (Admins, Account Owners, or custom roles with access to the App Store) on a Starter, Professional or Enterprise plan. Granola isn’t available on Free. On the Granola side, you’ll need a Business or Enterprise plan and a workspace API key, which a Granola admin creates in the Granola desktop app under Settings → Connectors → Workspace API keys. Personal API keys don’t work.

  1. In SparrowDesk, go to Settings → Apps → Granola and click Connect
  2. Paste your Granola workspace API key
  3. Choose which meetings sync: Selected folders (up to 100 folders, including their subfolders) or All folders
  4. Click Connect

The Setup tab shows the connection, the folders that sync, and Waiting for the next meeting until the first summary arrives. If the connection fails, a message explains why, for example that the key is invalid or is a personal key.

Key features and benefits

Call context next to the conversation. When a meeting in a synced folder ends and Granola writes its summary, SparrowDesk matches the attendees and calendar invitees to your contacts by email and adds the summary as a note, created by Granola.

Everything an agent needs in the note. Each note has the meeting title, the date and start time in UTC, the duration and the attendees, Granola’s summary with its link to the transcript, and a View in Granola link to the original note.

Edits in Granola carry over. If a summary is edited in Granola, every copy in SparrowDesk is updated, except copies an agent deleted.

AI Copilot knows what was said. AI Copilot can use imported notes when it helps agents with that contact’s conversations.

You choose what syncs. Add, remove or change folders from the Setup tab at any time. New meetings in an added folder sync from then on, and removing a folder stops syncing it while keeping notes already imported.

You hear about it if syncing stops. If the key is revoked or a Granola admin turns off API access, every Admin and Account Owner gets one email and the Granola page shows Reconnect with the reason. Meetings from the gap aren’t recovered.

Get started

Follow the step-by-step guide to connect Granola.

Open Granola setup guide