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Granola Production Checklist · jeremylongshore | DecimalAI

jeremylongshore/granola-prod-checklist

SkillScore65Maintained

Production readiness checklist for Granola team and enterprise deployment. Use when rolling out Granola to a team, planning enterprise deployment, or verifying all configuration is production-ready. Trigger: "granola production", "granola rollout", "granola deployment", "granola checklist", "granola go-live".

productivityby jeremylongshore

Links this skill to your agents and keeps it current with the author’s updates.

Automatic

Project Management packsaasgranoladeployment

1 · One-time — install the CLI (docs ↗)

pip install decimalai

2 · Get the skill — writes .claude/skills/jeremylongshore-granola-prod-checklist/SKILL.md

decimalai skills pull jeremylongshore-granola-prod-checklist --out .claude/skills/

No CLI? Get the same file — curl · raw file

curl -fsSL --create-dirs -o .claude/skills/jeremylongshore-granola-prod-checklist/SKILL.md https://app.decimal.ai/s/jeremylongshore-granola-prod-checklist/SKILL.md

Raw file: /s/jeremylongshore-granola-prod-checklist/SKILL.md ↗ · machine-readable summary at /s/jeremylongshore-granola-prod-checklist.json ↗

In productionGlobal

how this skill behaves on real traffic · last 30 days

No production data for this skill yet — usage numbers appear here once agents start running it.

Anonymized aggregate across every org using this skill — proof from real production use, not a demo.

Does this skill help? · Benchmark: with vs. withoutsign in to run this on your agents

23 test cases from the publisher’s eval.yaml · each run twice on gemini-3.6-flash — with the skill injected, then without · last run 5d ago

Yes — +39% lift · at higher cost+44% tokens0% turns65% of whole cases pass with skill (15/23)

Test case	Without → With	Effect	Δ tokens	Δ turns
case-01	✗→✓	▲ Improved	4%	0%
case-03	✗→✓	▲ Improved	28%	0%
case-04	✗→✓	▲ Improved	45%	0%
case-08	✗→✓	▲ Improved	66%	0%
case-12	✗→✓	▲ Improved	32%	0%

Showing 5 of 23 cases

SkillSafety

✓ 3 of 3 passed

Code scan15 of 15 checks clean

0 critical · 0 warning · 0 info — scanner v4 — 8/10/2026

live_secretremote_code_executionreverse_shelldata_exfiltrationssrf_metadataagent_snoopinganti_refusaldestructive_commandsobfuscated_unicodeunicode_homoglyphopaque_blobsuspicious_urltool_overreachtrigger_abuseprompt_injection_phrasing

IntentSafe

LLM judge · does the skill do what it claims

ContentClean

LLM judge · policy & harmful-content review

Source

Imported

jeremylongshore / claude-code-plugins-plus-skills

skills/.curated/granola-prod-checklist/SKILL.md

View on GitHub ↗

License MITImported 8/25/2026Version v1Bundled 1 file

Skill contents

references/

SKILL.md

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.)
] Folders created: Per meeting type within each workspace
] Templates configured: Default templates per folder/meeting type
] Sharing rules: Per-folder auto-post to Slack channels
] User roles assigned: Admin, Member, Viewer per workspace
] Custom recipes created: Team-specific Granola Chat recipes

Phase 5 — Pilot Program (2 Weeks)

Select 5-10 pilot users across different meeting types
Define success metrics:

| Metric | Target | How to Measure | |--------|--------|----------------| | User activation | 100% of pilot | All users capture at least one meeting | | Meeting capture rate | >70% | Meetings captured / total meetings | | Note quality rating | 4+/5 | Pilot user survey | | Support tickets | <2 per user | Track via Slack/email | | Time saved per meeting | >10 min | Before/after survey |

Collect daily feedback for the first 3 days, then weekly
Fix issues immediately — common pilot issues:

Audio permission not granted (macOS Screen & System Audio)
Calendar not connected to the right account
Templates not matching meeting types
Users forgetting to type notes (Enhance is better with typed context)

Phase 6 — Go-Live

Launch day checklist:

] Welcome email sent with setup instructions and support contact
] Slack channel created: #granola-support
] Quick-start guide shared (link to granola-install-auth + granola-hello-world)
] Calendar consent notice template distributed
] User access enabled (SSO/SCIM auto-provision or manual invite)
] IT support team briefed on common troubleshooting steps

First week monitoring:

] Daily adoption check: % of users who captured a meeting
] Support ticket volume and resolution time
] Integration health: Slack/Notion/CRM syncs working
] User feedback collection via survey or Slack poll

Phase 7 — Post-Launch (Weeks 2-4)

] Address low-adoption users with 1:1 support
] Publish internal "tips & tricks" based on power user patterns
] Review and refine templates based on team feedback
] Set up recurring reporting (weekly adoption metrics to leadership)
] Schedule first quarterly access review

Output

All security controls configured and verified
Integrations connected, tested, and documented
Pilot completed with metrics meeting targets
Full team onboarded and actively capturing meetings
Support processes established with documented escalation path

Error Handling

| Issue | Cause | Fix | |-------|-------|-----| | Low adoption (<50%) | Insufficient training | Run live demo, share video walkthrough | | SSO login failure | SAML metadata mismatch | Verify ACS URL, Entity ID, and certificate with IdP | | Calendar not syncing org-wide | OAuth app not approved | IT admin must approve Granola's OAuth in Google/Microsoft admin | | Audio issues across team | macOS permission prompt dismissed | Send instructions to re-grant Screen & System Audio permission |

Resources

Next Steps

Proceed to granola-upgrade-migration for version upgrade and plan migration guidance.

Want to see if jeremylongshore/granola-prod-checklist would activate on your phrasing? Try it before you install — no LLM call, no signup.

Latest benchmark · publisher runVerified

8/30/2026, 11:21 UTC · 23 cases

Lift

+39%

65% vs 26%

Agent turns

1.0 vs 1.0

Tokens

+44%

3,923.91 vs 2,716.96

fail → pass · 9pass → pass · 6fail → fail · 8

Per-case results (23)

Case	Status	Duration (ms)			Turns			Tokens			Tool calls
Case	Status	Without	With	Δ	Without	With	Δ	Without	With	Δ	Without	With	Δ
case-01 We are preparing to deploy Granola across our organization next month. Can you provide a comprehensive pre-launch deployment roadmap that covers security hardening, workspace setup, integration verification, and launch day execution? Please structure it phase by phase.	fail→pass	29,662	22,563	-24%	1	1	0%	4,743	4,939	+4%	0	0	—
case-02 Our team wants to run a two-week pilot for Granola before launching company-wide. Help me design a pilot evaluation framework that outlines participant selection criteria, target success metrics, daily/weekly feedback schedules, and common user issues to monitor.	fail→fail	25,765	21,045	-18%	1	1	0%	3,547	5,373	+51%	0	0	—
case-03 I'm responsible for the IT and security configuration for our Granola rollout. Could you list the required security settings, data retention policies, and integration verification steps needed to ensure full compliance and system health prior to go-live?	fail→pass	20,481	22,510	+10%	1	1	0%	3,174	4,069	+28%	0	0	—
case-04 We are negotiating seat licensing for our 50-person organization on Granola. Should we choose monthly or annual billing, and what plan tiers and pricing apply if we want SAML SSO and SCIM provisioning?	fail→pass	18,060	14,713	-19%	1	1	0%	2,012	2,927	+45%	0	0	—
case-05 Our enterprise security team is reviewing Granola before we allow employee onboarding. What specific compliance documents should we request from Granola, and what default sharing posture should be enforced?	pass→pass	20,417	9,456	-54%	1	1	0%	2,304	2,821	+22%	0	0	—
case-06 Our IT team is connecting Slack and Google Calendar/Outlook to Granola. What exact steps and verification checks should we perform in the Granola settings to confirm these two connections are working?	fail→fail	20,927	9,928	-53%	1	1	0%	2,632	3,076	+17%	0	0	—
case-07 We want to verify our optional Zapier automation and Model Context Protocol (MCP) tool integrations for Granola before launch. How do we configure and verify both integrations?	pass→pass	22,089	25,250	+14%	1	1	0%	3,097	4,735	+53%	0	0	—
case-08 We are setting up the organizational folder hierarchy and permissions in Granola across Engineering, Sales, and Leadership. What user role levels are supported, and how should folders and templates be structured?	fail→pass	20,919	17,296	-17%	1	1	0%	2,556	4,243	+66%	0	0	—
case-09 We are drafting our launch day communication package for introducing Granola to 200 staff members. What essential artifacts, support channels, and onboarding links must be included in the announcement?	fail→fail	23,118	19,446	-16%	1	1	0%	2,816	3,849	+37%	0	0	—
case-10 Our project manager needs a daily and weekly monitoring plan for the first week after launching Granola company-wide. What metrics and operational health checks should be tracked during week one?	fail→fail	23,566	23,580	+0%	1	1	0%	2,999	5,362	+79%	0	0	—
case-11 Two weeks after rollout, our Granola active adoption rate is sitting at 40%. What triggers this threshold classification and what immediate remediation action should we take?	pass→pass	15,410	16,768	+9%	1	1	0%	2,394	2,960	+24%	0	0	—
case-12 Several enterprise users report an inability to log into Granola via SAML SSO, receiving authentication errors. What root cause should IT investigate and what parameters must be validated?	fail→pass	18,319	14,050	-23%	1	1	0%	2,748	3,623	+32%	0	0	—
case-13 None of our employees can sync their Google or Microsoft calendars with Granola, even though individual users tried connecting. What is the root cause and who must resolve it?	pass→pass	9,082	6,773	-25%	1	1	0%	1,558	2,342	+50%	0	0	—
case-14 Multiple Mac users across our team report that Granola is failing to record or capture meeting audio. What exact OS setting caused this and how is it resolved?	fail→pass	16,284	10,296	-37%	1	1	0%	1,865	3,036	+63%	0	0	—
case-15 We are entering weeks 2 through 4 after our Granola rollout. What long-term governance, reporting, and access review activities should be scheduled?	fail→fail	18,651	26,353	+41%	1	1	0%	2,598	4,688	+80%	0	0	—
case-16 How can team leaders streamline meeting workflow automation inside department folders in Granola?	fail→pass	14,354	18,245	+27%	1	1	0%	2,295	4,365	+90%	0	0	—
case-17 Our legal department requires that no corporate meeting transcripts or notes be used for AI model training. How is this configured in Granola for Enterprise customers versus standard plans?	pass→pass	13,472	9,163	-32%	1	1	0%	2,083	2,914	+40%	0	0	—
case-18 Our corporate security policy requires automatic user logout after inactivity. How is session timeout handled during Granola deployment?	fail→pass	11,700	7,026	-40%	1	1	0%	1,900	2,496	+31%	0	0	—
case-19 During our pilot, users noticed that Granola's Enhance feature produces variable quality meeting notes depending on user behavior. What best practice helps Granola AI generate significantly better summary notes?	pass→pass	15,361	7,166	-53%	1	1	0%	1,355	2,438	+80%	0	0	—
case-20 Before starting Phase 1 of our Granola implementation, what prerequisites must our project lead confirm to ensure project readiness?	fail→pass	14,189	7,852	-45%	1	1	0%	2,068	1,768	-15%	0	0	—
case-21 We are currently on a Granola Business plan and want to migrate 150 users to an Enterprise plan while preserving existing folders, custom recipes, and user meeting histories. Can you give me a detailed plan migration and schema update script?	fail→fail	23,334	40,692	+74%	1	1	0%	4,431	7,201	+63%	0	0	—
case-22 We want to build a custom internal microservice that calls Granola's Enterprise REST API endpoints to fetch meeting transcripts, parse speaker turns, and write them into our custom PostgreSQL database. Can you provide the Python SDK code and API endpoint specifications?	fail→fail	29,436	23,919	-19%	1	1	0%	4,044	6,626	+64%	0	0	—
case-23 Our IT helpdesk received a crash log from Granola on macOS Sonoma where the CoreAudio tap daemon crashed with signal SIGSEGV in libgranola_audio.dylib. How do we patch this binary or debug the C++ memory fault?	fail→fail	19,999	21,530	+8%	1	1	0%	3,271	4,399	+34%	0	0	—

These cases were also screened by the skill’s intent / safety pass.See the Trust review ↗Reproduce this benchmark in Colab ↗

How this skill was measured

DecimalAI ran this skill against gemini-3.6-flash twice over the same eval suite — once with the skill loaded and once without — and compared the two runs case by case. 23 cases were attempted. The headline lift of +39 percentage points is the difference between those two pass rates over the 23 comparable cases.

Model measured: gemini-3.6-flash
Graded by: gemini-3.6-flash
Grading method: judged
Verification: verified
Pass rate without the skill: 26.1%
Pass rate with the skill: 65.2%
Cases attempted: 23
Cases counted toward lift: 23
Cases that regressed: 0
Skill version measured: v1
Run completed: 8/30/2026, 11:21 UTC

Measured example — same prompt, with vs. without the skill · from the benchmark run · case case-01

Prompt

We are preparing to deploy Granola across our organization next month. Can you provide a comprehensive pre-launch deployment roadmap that covers security hardening, workspace setup, integration verification, and launch day execution? Please structure it phase by phase.

Without the skill loaded, the model failed this case. With it loaded, the same prompt on the same model passed. This is one improved case from the latest verified run; every case, including any that regressed, is in the table above.

Show both answers

SkillScore blends 4 signals1 of 4 complete

BenchmarkPass rate WITH skill on a verified run65

Live evalNeeds ≥20 evaluated traces in 30 days

AI ratingNeeds ≥10 rated traces

AdoptionNeeds ≥10 serves across ≥2 orgs in 30 days

Efficiency · separate axis (at equal correctness)+0% turns+42% tokens

Shown for transparency; not credited unless a verified run shows no correctness regression.

Backed by 1 of 4 signals — each added signal makes the score more robust.

Verified on gemini-3.6-flash · re-tested 4 days ago

Other measured skills in the registry, with their headline benchmark lift.