Agent skill · marketing growth · jeremylongshore
granola-multi-env-setup
Configure Granola across multiple workspaces and teams with SSO/SCIM
Why this skill is useful
Provides detailed procedures for configuring SSO and SCIM provisioning in Granola, which are not widely documented.
What it needs
Requires granola account access. About 5k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Granola Multi-Environment Setup Overview Configure Granola for multi-workspace enterprise deployments with SSO-based user provisioning, per-workspace integration configuration, and compliance controls. Each workspace operates as an isolated unit with its own folders, integrations, sharing rules, and retention policies. Prerequisites Granola Enterprise plan ($35+/user/month) Organization admin access in Granola Identity provider configured (Okta, Azure AD, or Google Workspace) Team structure and workspace plan documented Instructions Step 1 — Plan Workspace Structure Map your organization to Granola workspaces: Workspace Owner Members Purpose ----------- ------- --------- --------- Engineering VP Engineering All engineers Sprint planning, architecture, standups Sales VP Sales Sales team + SDRs Discovery calls, demos, pipeline reviews Product Head of Product PMs + designers Customer feedback, design reviews, PRDs Customer Success CS Lead CS managers Onboarding calls, QBRs, escalations HR HR Director HR team Interviews, 1-on-1s, performance reviews Executive CEO C-suite Board meetings, strategy, M&A Step 2 — Create Workspaces 1. Navigate to Organization Settings > Workspaces 2. For each workspace: Name: Department name (e.g., "Engineering") Description: Purpose and scope Owner: Department lead (Workspace Admin role) Privacy: Private (members only) or Internal (org-visible) Default sharing: Private for new notes Step 3 — Configure SSO and User Provisioning SSO Setup (Okta example): 1. Organization Settings > Security > SSO 2. Choose SAML 2.0 or OIDC 3. Configure in your IdP: Entity ID: https://app.granola.ai/sso/{org-slug} ACS URL: https://app.granola.ai/sso/callback Name ID: Email address 4. Test with a pilot user before enforcing org-wide SCIM Provisioning: 1. Organization Settings > Security > SCIM 2. Generate SCIM token 3. Configure in your IdP: SCIM endpoint: https://api.granola.ai/scim/v2/{org-id} Bearer token: Generated in step 2 4. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/granola-multi-env-setup