Integrating Granola With SparrowDesk

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

What You Need First

• Admin access in SparrowDesk. Admins and Account Owners can connect Granola, as can custom roles with access to the App Store.
• A SparrowDesk Starter, Professional or Enterprise plan. Granola isn't available on Free.
• A Granola Business or Enterprise plan.
• A Granola workspace API key. A Granola admin creates one in the Granola desktop app under Settings → Connectors → Workspace API keys. Personal API keys don't work.

How Granola Works in SparrowDesk

1. A meeting in one of your synced Granola folders ends, and Granola writes its summary.
2. SparrowDesk matches the meeting's attendees and calendar invitees to your contacts by email.
3. Each matched contact gets the summary as a note, created by Granola.

• Contacts are never created. An attendee who isn't already a contact gets no note.
• Everyone who's a contact gets the note, including teammates who exist as contacts.
• Notes go on contacts only, not on 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.

Connect Granola

1. Go to Settings → Apps → Granola, and click Connect.

2. Paste your Granola workspace API key.

3. Choose which meetings sync:
4. • Selected folders (the default): tick the folders to sync. Up to 100 folders, including their subfolders. Meetings that aren’t in any folder don’t sync with this option.
   • All folders: every folder the key can see, including folders created later, plus meetings that aren’t in any folder.
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.

What an Imported Note Contains

• Title: the Granola meeting title.
• Header: the meeting date and start time in UTC, the duration, and the attendees.
• Summary: Granola's summary, including its link to the meeting transcript.
• View in Granola: a link to the original note. Opening it needs access to that note in Granola.

Summaries over 10,000 characters are cut at a section break, with a link to the full note in Granola.

Imported notes are read-only. They can be copied or deleted, but not edited. If the summary is edited in Granola, every copy in SparrowDesk is updated, except copies of an agent deleted.

AI Copilot can use imported notes when it helps agents with that contact's conversations.

See Which Meetings Synced

The Synced meetings tab lists every imported meeting, newest first, with its title, a preview, the contacts it was added to, and when it was imported. Click a row to read the full summary.

Meetings that didn't match any contact aren't listed.

Change the Folders That Sync

On the Setup tab, click Add folders or Change folders to add folders, remove one, or switch between Selected folders and All folders.

• New meetings in an added folder sync from then on. Its past meetings aren't imported.
• Removing a folder stops syncing it. Notes already imported stay.

Reconnect or Disconnect Granola

If the connection breaks. If the key is revoked or a Granola admin turns off API access, syncing stops. Every Admin and Account Owner gets one email, and the Granola page shows Reconnect with the reason. Enter a new workspace API key to reconnect. Meetings from the gap aren't recovered.

To disconnect. Open the menu in the Granola page header, click Disconnect, and confirm. Notes already imported stay on your contacts.

FAQ

1. Why didn't a meeting create a note?
   No attendee matched a contact, the meeting was in a folder that doesn’t sync, the meeting isn’t in any folder and you chose Selected folders, the note is private in Granola.
2. Does Granola create new contacts?
   No. Notes only go on attendees who already exist as contacts.
3. Can I import past meetings?
   No. Only meetings summarised after you connect, or after you add a folder, sync.
4. Can agents edit an imported note?
   No. Imported notes are read-only. Agents can copy or delete them. A deleted note isn't re-created.
5. What happens to notes if I disconnect?
   They stay on your contacts.
6. Why doesn't my Granola API key work?
   Only workspace API keys work. A Granola admin creates one in the Granola desktop app under Settings → Connectors → Workspace API keys, on a Business or Enterprise plan.