Granola

Meeting notes application.

Official source ↗ · Source checked 2026-10-25

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Models, versions and aliases in cases

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Granola · 6granola · 2

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Tasks covered in this library

8 tag-associated cases; tool roles have not all been reviewed. This is not the product’s full capability range.

Sales, Marketing & Support · 3Work & Operations · 4Research & Knowledge · 1

Latest case update：2026-11-01

Workflows, prerequisites & evidence

Sales, Marketing & Support

GTM Loop Closer: follow-through until the loop closes

Follows through on GTM actions after leads and meetings until the loop closes (per marketplace page).

Read the case’s method and prerequisites

Import / Add to Grok from the official marketplace page, then chat. Author feature claims are from the page, not a site verification. Software integrations listed on the page are mapped into tools[] per t652u (Salesforce, Gmail, Google Calendar, Slack, Granola, Notion, Google Sheets); you still authorize connectors inside Grok Bot. Full rules are not public; we have not tested this ourselves.

Grok Bot; page public_integrations.names mapped into tools[]: Salesforce, Gmail, Google Calendar, Slack, Granola, Notion, Google Sheets

Associated by case tags. Verify costs, permissions and actual results in the case.

Work & Operations

Meeting Recap Deck: turn meetings into shareable decks

Turns meeting content into a shareable recap deck (per marketplace page).

Read the case’s method and prerequisites

Import / Add to Grok from the official marketplace page, then chat. Author feature claims are from the page, not a site verification. Software integrations listed on the page are mapped into tools[] per t652u (Figma, Google Slides, Notion, Slack, Linear, Gmail, Google Calendar, Granola, Gong); you still authorize connectors inside Grok Bot. Full rules are not public; we have not tested this ourselves.

Grok Bot; page public_integrations.names mapped into tools[]: Figma, Google Slides, Notion, Slack, Linear, Gmail, Google Calendar, Granola, Gong

Associated by case tags. Verify costs, permissions and actual results in the case.

Work & Operations

Recruiting Coordinator: interviews, follow-ups, scheduling

Coordinates recruiting logistics—interviews, candidate follow-ups, and related scheduling (per marketplace page).

Read the case’s method and prerequisites

Import / Add to Grok from the official marketplace page, then chat. Author feature claims are from the page, not a site verification. Software integrations listed on the page are mapped into tools[] per t652u (Slack, Notion, Linear, Figma, Gmail, Google Calendar, Granola, Google Sheets, Ashby); you still authorize connectors inside Grok Bot. Full rules are not public; we have not tested this ourselves.

Grok Bot; page public_integrations.names mapped into tools[]: Slack, Notion, Linear, Figma, Gmail, Google Calendar, Granola, Google Sheets, Ashby

Associated by case tags. Verify costs, permissions and actual results in the case.

Sales, Marketing & Support

Sell Bot: outreach to activation across the journey

Works your whole customer journey: outreach in your voice, booked calls with prep and follow-ups, proposals and contracts, then activation.

Read the case’s method and prerequisites

Import / Add to Grok from the official marketplace page, then chat. Author feature claims are from the page, not a site verification. Software integrations listed on the page are mapped into tools[] per t652u (Gmail, Google Calendar, Granola, Google Sheets, Slack, X); you still authorize connectors inside Grok Bot. Full rules are not public; we have not tested this ourselves.

Grok Bot; page public_integrations.names mapped into tools[]: Gmail, Google Calendar, Granola, Google Sheets, Slack, X

Associated by case tags. Verify costs, permissions and actual results in the case.

Work & Operations

Product Support Inbox Assistant: draft support replies

Help find and draft answers to product questions. Never sends emails without you.

Read the case’s method and prerequisites

Import the bot from the official Grok Bot marketplace page, then chat. Author feature claims are from the marketplace page, not a site verification. The official page states: never sends emails without you. Full prompts are not public; we have not tested this ourselves.

Grok Bot; page shows integration examples: Slack, Gmail, Granola

Associated by case tags. Verify costs, permissions and actual results in the case.

Work & Operations

Haggle Bot: SaaS spend inventory and vendor counters

Inventory SaaS spend from Ramp and bills, find evidence-backed savings, and draft vendor counters for your review.

Read the case’s method and prerequisites

Import the bot from the official Grok Bot marketplace page, then chat. Author feature claims are from the marketplace page, not a site verification. The official page states: never spends, signs, or sends without you. Full prompts are not public; we have not tested this ourselves.

Grok Bot; page shows integration examples: Ramp, Google Sheets, Gmail, Slack, Notion, Google Drive, Granola

Associated by case tags. Verify costs, permissions and actual results in the case.

Sales, Marketing & Support

Forecast Notes Updater: Pipeline Hygiene Bot for Deal Reviews

Read open deals for this quarter and next → match against calls, emails, and internal messages → flag slipping/silent/blind patterns and draft owner-reviewed notes

Read the case’s method and prerequisites

Prerequisites: Salesforce read access (opportunity fields, close-date history), Gong/Granola call and meeting-note access, Gmail read access (filtered by account domain), and Slack internal channel read permissions. Runtime is grok-bot. Recommended schedule: weekday evenings and two hours before weekly pipeline review. Source does not specify API versions or connector configuration; verify OAuth scopes for each system before production use.

salesforce · granola · gong · slack · gmail

Associated by case tags. Verify costs, permissions and actual results in the case.

Research & Knowledge

Expert Call Prep Question List Template

Read historical interview notes → filter knowns and separate lookup-able from expert-only questions → output a prioritized list of experience-based questions

Read the case’s method and prerequisites

Prerequisites: access to grok-bot; historical call notes stored in your own workspace (suggested: Granola, Notion, or Google Drive). Input format: paste the BOT.md role protocol into the conversation, then provide the call topic and historical notes. Cost: unknown, depends on grok-bot runtime pricing. Boundary: this template never contacts the expert, never schedules, and never shares prior notes outside the operator's workspace. Questions requiring public research need access to the relevant sources; inaccessible material remains unresolved rather than being presented as checked.

grok-bot · granola · notion · google-drive

Associated by case tags. Verify costs, permissions and actual results in the case.