> ## Documentation Index
> Fetch the complete documentation index at: https://kasava.dev/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Granola

> Connect Granola to sync meeting notes and transcripts into Kasava for customer research

Granola is an AI-powered meeting notes app that automatically captures and summarizes your conversations. Kasava's Granola integration brings meeting transcripts directly into your product research workflow.

<Warning>
  **Granola Enterprise Required**: Automatic meeting sync via API is only available to Granola Enterprise customers. Users on other Granola plans can still use Kasava's manual transcript import feature to paste meeting notes directly.
</Warning>

## Capabilities

| Feature                  | Description                                                   |
| ------------------------ | ------------------------------------------------------------- |
| Meeting Sync             | Automatically sync meeting notes from Granola to Kasava       |
| Transcript Search        | Search across all synced meeting transcripts                  |
| AI Exploration           | Analyze transcript text to find related insights and patterns |
| Attendee Tracking        | See which customers and stakeholders attended meetings        |
| Action Item Extraction   | View action items extracted from conversations                |
| Manual Transcript Import | Paste transcripts manually if not using Granola Enterprise    |

## Connecting Granola

<Steps>
  <Step title="Navigate to Settings">
    Go to **Settings** in the sidebar, then select **Integrations**
  </Step>

  <Step title="Find Granola">
    In the Meetings section, locate the Granola integration card
  </Step>

  <Step title="Start Connection">
    Click the Granola card to open the connection dialog, then click **Connect Granola**
  </Step>

  <Step title="Authorize Access">
    You'll be redirected to Granola to authorize Kasava. Review the permissions and click **Authorize**
  </Step>

  <Step title="Complete Setup">
    After authorization, you'll be redirected back to Kasava. The integration status will show as connected
  </Step>
</Steps>

<Note>
  Kasava uses secure OAuth 2.0 authentication. Your Granola credentials are never stored—only an access token for API calls.
</Note>

## Sync Settings

After connecting, configure how Kasava syncs your Granola meetings.

### Managing Your Integration

1. Go to **Settings** → **Integrations**
2. Click **Manage** on the connected Granola card
3. The management dialog opens with sync options

### Available Options

| Setting          | Description                                            |
| ---------------- | ------------------------------------------------------ |
| Auto-sync        | Automatically sync new meetings as they're created     |
| Sync Transcripts | Include full transcripts (requires Granola Enterprise) |
| Historical Days  | Number of days of past meetings to sync                |

<Warning>
  **API access and automatic sync require Granola Enterprise.** Users on other Granola plans cannot connect via OAuth but can still use the manual transcript import feature to paste meeting notes directly into Kasava.
</Warning>

## Using Research with Granola

Once connected, Granola meetings appear in the Research tab within Products.

### Viewing Meetings

1. Navigate to your product
2. Go to **Analysis** → **Insights** → **Research**
3. Browse synced meetings in the conversation navigator

### Meeting Data

Each synced meeting includes:

* **Title** - From Granola or calendar event
* **Summary** - AI-generated meeting summary from Granola
* **Attendees** - List of participants with internal/external classification
* **Duration** - Meeting length
* **Transcript** - Full conversation text (Enterprise only)
* **Action Items** - Extracted tasks from the conversation

## Manual Transcript Import

If you don't have Granola Enterprise or want to import transcripts from other sources, you can add them manually.

### Adding a Manual Transcript

1. Open the Research tab in your product
2. Click **Add Transcript**
3. Enter the meeting title
4. Paste the transcript content
5. Optionally set source, date, and duration
6. Click **Add**

Manual transcripts are marked with a "Manual" badge and work the same as synced Granola meetings.

### Supported Paste Sources

| Source   | Description                                      |
| -------- | ------------------------------------------------ |
| Granola  | Copy from Granola app (for non-Enterprise users) |
| Otter.ai | Export from Otter transcription                  |
| Zoom     | Download Zoom meeting transcript                 |
| Other    | Any other transcription service                  |

<Tip>
  When pasting from Granola's meeting notes, select "Granola" as the source type for better tracking.
</Tip>

## AI Features

### Transcript Exploration

Select text within any transcript to trigger AI analysis:

1. Highlight a customer quote or discussion point
2. Click the **Explore** button
3. View results including:
   * Similar conversations across all meetings
   * Related metrics from connected data sources
   * Feature ideas based on the discussion
   * Suggested metrics to track

### Cross-Reference with Insights

Granola meetings can be referenced in other Kasava features:

* **AI Chat** - Ask questions about meeting content
* **Decisions** - Link decisions to originating conversations
* **Updates** - Include meeting insights in product digests

## Linking Meetings to Products

Granola meetings are linked to products based on:

1. **Explicit linking** - Manually associate meetings with products
2. **Topic matching** - AI identifies relevant products from meeting content
3. **Attendee matching** - Meetings with known customer contacts are linked to their products

## Data Synced from Granola

| Granola Field  | Kasava Usage                             |
| -------------- | ---------------------------------------- |
| Title          | Meeting identifier and search            |
| Summary        | Quick overview in meeting list           |
| Transcript     | Full-text search and AI analysis         |
| Attendees      | Customer tracking and external detection |
| Calendar Event | Date, time, and duration                 |
| Action Items   | Task extraction and follow-up            |

## Token Management

### Refreshing Tokens

If you experience connection issues:

1. Go to **Settings** → **Integrations**
2. Click **Manage** on the Granola card
3. Click **Refresh Token**

This regenerates your access token without requiring full re-authorization.

## Disconnecting Granola

To disconnect your Granola integration:

1. Go to **Settings** → **Integrations**
2. Click **Manage** on the Granola card
3. Click **Disconnect**
4. Confirm the disconnection

Synced meetings remain in Kasava, but new meetings will stop syncing.

<Warning>
  Disconnecting stops all automatic meeting sync. You can still add transcripts manually.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Meetings not syncing">
    Verify that Granola is connected in Settings → Integrations. If connected, check that auto-sync is enabled and try clicking **Sync Now** to trigger a manual sync.
  </Accordion>

  <Accordion title="Transcripts not available">
    Full transcript sync requires a Granola Enterprise plan. If you're on a different plan, you can still paste transcripts manually using the Add Transcript feature.
  </Accordion>

  <Accordion title="Connection failed during OAuth">
    Ensure you have a valid Granola account. If the issue persists, try clearing your browser cookies and attempting the connection again.
  </Accordion>

  <Accordion title="Meetings showing without attendees">
    Attendee data depends on calendar integration in Granola. Ensure your Granola account is connected to your calendar.
  </Accordion>

  <Accordion title="Manual transcripts not appearing">
    Manual transcripts are linked to the specific product where they were added. Navigate to that product's Research tab to see them.
  </Accordion>
</AccordionGroup>

## Permissions

Kasava requests the following Granola permissions during OAuth:

| Permission        | Purpose                              |
| ----------------- | ------------------------------------ |
| Read meetings     | Access meeting notes and metadata    |
| Read transcripts  | Access full conversation transcripts |
| Read attendees    | Identify meeting participants        |
| Read action items | Extract tasks from conversations     |

<Note>
  Kasava does not modify any data in Granola. The integration is read-only.
</Note>

## Security

* All OAuth tokens are encrypted at rest
* Tokens are never exposed in the UI or logs
* You can revoke access anytime from Granola's settings
* Data sync can be paused by disconnecting without data loss

## Related

<CardGroup cols={2}>
  <Card title="Research" icon="search" href="/docs/features/research">
    Browse and analyze customer conversations
  </Card>

  <Card title="Products" icon="box" href="/docs/features/products">
    Organize projects with unified insights
  </Card>

  <Card title="AI Chat" icon="message-circle" href="/docs/features/ai-chat">
    Query meeting data using natural language
  </Card>

  <Card title="Integrations Overview" icon="plug" href="/docs/integrations/overview">
    All available integrations
  </Card>
</CardGroup>