granola-multi-env-setup

Granola Multi-Environment Setup

Overview

Configure Granola for multi-workspace and multi-team enterprise deployments.

Prerequisites

• Granola Business or Enterprise plan
• Organization admin access
• Team structure defined
• SSO configured (recommended)

Workspace Architecture

Workspace Hierarchy

Organization (acme-corp)
├── Corporate Workspace
│   ├── Settings: Strictest privacy
│   ├── Access: Executive team only
│   └── Integrations: Private Notion
├── Engineering Workspace
│   ├── Settings: Team sharing
│   ├── Access: Engineering org
│   └── Integrations: Linear, GitHub
├── Sales Workspace
│   ├── Settings: CRM sync enabled
│   ├── Access: Sales + Success
│   └── Integrations: HubSpot, Gong
├── Customer Success Workspace
│   ├── Settings: CRM sync enabled
│   ├── Access: CS team
│   └── Integrations: HubSpot, Zendesk
└── HR Workspace
    ├── Settings: Confidential
    ├── Access: HR only
    └── Integrations: Greenhouse

Workspace Creation

Step 1: Plan Workspace Structure

## Workspace Planning Template

For each workspace, define:
- Name: [Workspace Name]
- Purpose: [Primary use case]
- Owner: [Admin name/email]
- Members: [Group or individuals]
- Access Level: [Public/Private/Confidential]
- Integrations: [List required]
- Templates: [Shared/Custom]
- Retention: [Days/Months/Forever]

Step 2: Create Workspaces

## Workspace Creation

1. Organization Settings > Workspaces
2. Click "Create Workspace"
3. Configure:
   - Name: Engineering
   - Slug: engineering
   - Description: Engineering team meetings
   - Owner: eng-lead@company.com
4. Save and proceed to settings

Step 3: Configure Per-Workspace Settings

# Engineering Workspace Settings
Workspace: Engineering

Privacy:
  default_sharing: team
  external_sharing: disabled
  transcript_access: members_only

Integrations:
  - Slack: #dev-meetings channel
  - Linear: Auto-create tasks
  - Notion: Engineering wiki database
  - GitHub: Link PRs in notes

Templates:
  - Sprint Planning
  - Code Review
  - Tech Design
  - 1:1 Engineering

Retention:
  notes: 1 year
  transcripts: 90 days
  audio: 7 days

Permissions:
  - Admins: Full access
  - Members: Create, edit own
  - Viewers: Read only (for PMs)

User Management

User Provisioning

## Provisioning Methods

Manual:
1. Settings > Members
2. Invite by email
3. Assign to workspace(s)
4. Set role

SSO/SCIM:
1. Configure SSO provider
2. Enable SCIM provisioning
3. Map groups to workspaces
4. Roles assigned by group

JIT (Just-in-Time):
1. Enable JIT provisioning
2. User signs in via SSO
3. Auto-added to default workspace
4. Upgrade as needed

Role Definitions

Role	Permissions	Use Case
Owner	Full admin + billing	Organization owner
Admin	Workspace management	Team leads
Member	Create + edit notes	Regular users
Viewer	Read only	Stakeholders
Guest	Single workspace	Contractors

Group Mappings

# SSO Group → Granola Workspace Mapping

SSO Groups:
  engineering-team:
    workspace: Engineering
    role: member

  engineering-leads:
    workspace: Engineering
    role: admin

  sales-team:
    workspace: Sales
    role: member

  all-employees:
    workspace: General
    role: member

Integration Per Environment

Environment-Specific Integrations

# Production Environment
Environment: Production

Workspaces:
  Sales:
    hubspot:
      portal_id: prod-12345  # port 12345 - example/test
      sync: bidirectional
      auto_create: true
    slack:
      workspace: acme-corp
      channel: #sales-meetings

  Engineering:
    linear:
      team_id: ENG
      auto_tasks: true
    github:
      org: acme-corp
      repo_linking: true

# Staging Environment (for testing)
Environment: Staging

Workspaces:
  Test-Sales:
    hubspot:
      portal_id: sandbox-67890  # 67890 = configured value
      sync: unidirectional
      auto_create: false

Integration Testing

## Pre-Production Testing

For each integration:
1. [ ] Test in staging workspace
2. [ ] Verify data flow
3. [ ] Check permissions
4. [ ] Validate error handling
5. [ ] Document configuration
6. [ ] Enable in production

Cross-Workspace Features

Shared Templates

## Organization Templates

Location: Organization Settings > Templates

Template Sharing:
- Organization-wide templates
- Workspace-specific templates
- Personal templates

Hierarchy:
Org Templates > Workspace Templates > Personal Templates

Administration:
- Org templates: Org admins only
- Workspace templates: Workspace admins
- Personal: Individual users

Cross-Workspace Search

## Search Configuration

Enable:
1. Settings > Search > Cross-workspace search
2. Select participating workspaces
3. Configure access levels

Visibility Rules:
- Only sees notes they have access to
- Respects workspace permissions
- Excludes confidential workspaces

Compliance Configuration

Per-Workspace Compliance

# HR Workspace - Strict Compliance
Workspace: HR

Compliance Settings:
  data_residency: us-west-2
  encryption: customer-managed-keys
  audit_logging: enabled
  retention:
    override: 30 days
    legal_hold: supported
  sharing:
    external: prohibited
    download: restricted
  access:
    mfa_required: true
    session_timeout: 4 hours

Audit Configuration

## Audit Log Settings

Events Logged:
- User sign-in/out
- Note created/edited/deleted
- Sharing changes
- Export requests
- Admin actions

Retention: 2 years
Export: Daily to SIEM
Format: JSON
Destination: Splunk/Datadog

Environment Promotion

Staging to Production

## Configuration Promotion

1. Test in Staging Workspace
   - Create test workspace
   - Configure integrations
   - Validate with sample data

2. Document Configuration
   - Export settings (JSON)
   - Screenshot integrations
   - Note manual steps

3. Promote to Production
   - Create production workspace
   - Apply documented settings
   - Re-authorize integrations
   - Verify connections

4. Validate
   - Test meeting capture
   - Verify integration flow
   - Confirm permissions
   - Monitor for 24 hours

Troubleshooting Multi-Env

Common Issues

Issue	Cause	Solution
User in wrong workspace	SSO mapping error	Check group assignments
Integration not syncing	Wrong environment config	Verify API keys
Notes not visible	Permission mismatch	Check role assignment
Cross-workspace search failing	Feature not enabled	Enable in org settings

Resources

• Granola Enterprise Admin
• SSO Configuration
• SCIM Provisioning

Next Steps

Proceed to granola-observability for monitoring and analytics.

Instructions

1. Assess the current state of the deployment configuration
2. Identify the specific requirements and constraints
3. Apply the recommended patterns from this skill
4. Validate the changes against expected behavior
5. Document the configuration for team reference

Output

• Configuration files or code changes applied to the project
• Validation report confirming correct implementation
• Summary of changes made and their rationale

Error Handling

Error	Cause	Resolution
Authentication failure	Invalid or expired credentials	Refresh tokens or re-authenticate with deployment
Configuration conflict	Incompatible settings detected	Review and resolve conflicting parameters
Resource not found	Referenced resource missing	Verify resource exists and permissions are correct

Examples

Basic usage: Apply granola multi env setup to a standard project setup with default configuration options.

Advanced scenario: Customize granola multi env setup for production environments with multiple constraints and team-specific requirements.