Granola meeting notes, filed against the right client
Notes from Granola arrive in Rofinery automatically and land on the client whose people were in the meeting.
Notes in one person's app
Meeting notes are only useful if the rest of the account team can find them. In Granola, they sit with whoever took them.
Connect Granola and each meeting’s notes are filed against the client, beside the rest of their history.
What the Granola integration does
Notes come in and find their own way to the client.
Matched by attendees
Notes are matched by attendees' email addresses, then by their company domain
Your team ignored
Your own team's addresses and free email providers aren't used for matching
Updates follow
Edit a note in Granola and it updates in Rofinery
Moved notes stay put
Move a note to another client and it stays there
Private notes skipped
Notes marked private in Granola are never sent
Nothing lost
Notes that don't match a client are kept for your team
Questions about Granola
An admin adds a webhook address and a Granola API key in your team's settings.
They're kept for your team instead of being filed against a client, so nothing's lost.
Put meeting notes where they're needed
Or see where notes end up.