Agent skill · marketing growth · jeremylongshore
granola-prod-checklist
Production readiness checklist for Granola team and enterprise deployment.
Why this skill is useful
Provides a detailed, domain-specific checklist for deploying Granola, ensuring all configurations are production-ready and tailored to enterprise needs.
What it needs
Requires granola account access. About 4k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Granola Production Checklist Overview Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution. Prerequisites Budget approved for Granola licenses Team size and meeting volume estimated IT/security review completed or in progress Admin access to Granola workspace Instructions Phase 1 — Plan & License [ ] Select plan: Business ($14/user/mo) or Enterprise ($35+/user/mo) [ ] Seat count: Purchase seats for all target users [ ] Billing: Annual billing for 10-15% savings, or monthly for flexibility [ ] Contract: Enterprise agreement signed (if applicable) [ ] SOC 2 report: Requested and reviewed (available on request from Granola) Phase 2 — Security Configuration [ ] SSO enabled: Okta, Azure AD, or Google Workspace (Enterprise) [ ] SCIM provisioning: Auto-provision users from IdP groups (Enterprise) [ ] AI training opt-out: Enabled org-wide (Enterprise: enforced by default) [ ] Sharing defaults: Set to Private, external sharing disabled or admin-approved [ ] Data retention: Configured per data type (notes: 1-2yr, transcripts: 90d) [ ] DPA signed: Data Processing Agreement for GDPR compliance [ ] Session timeout: Configured for security policy (Enterprise) Phase 3 — Integration Setup Integration Configuration Verification ------------- -------------- -------------- Google Calendar or Outlook Settings > Calendar > Connect Test meeting shows in Granola Slack Settings > Integrations > Slack Post test note to channel Notion Settings > Integrations > Notion Share test note creates DB entry HubSpot/Attio/Affinity Settings > Integrations > CRM Match test note to CRM contact Zapier (optional) Connect Granola app in Zapier Test Zap fires on note creation MCP (optional) Configure in AI tool settings Test meeting query in Claude/Cursor Phase 4 — Workspace Configuration [ ] Workspaces created: Per department/team (Engineering, Sales, Leadership, etc.) [ ] Folde …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/granola-prod-checklist