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

# Granola Integration

> Connect Granola with Statisfy to ingest AI meeting notes, transcripts, and summaries into your customer timeline.

### Connect Granola with Statisfy

The Granola integration pulls AI-generated meeting notes — transcripts, summaries, attendees, and the linked calendar event — from your Granola workspace into Statisfy. Meetings are matched to the right customer account and surface alongside the rest of the activity timeline.

**Prerequisites:**

* **Admin access** to both **Granola** and **Statisfy**
* A Granola **Workspace API key** (Granola Business plan or higher)
* A connected CRM (Salesforce or HubSpot) — non-CRM integrations are gated until at least one CRM sync has completed

<Note>
  Only Granola **Workspace** API keys are supported. Personal API keys (issued to individual users) are not used by this integration.
</Note>

### What Gets Synced

| Data Type          | Description                                                             |
| ------------------ | ----------------------------------------------------------------------- |
| **Meeting Notes**  | Granola notes with their AI-generated summary (Markdown)                |
| **Transcripts**    | Full speaker-tagged transcripts with timestamps                         |
| **Attendees**      | Internal and external participants; owner is classified by email domain |
| **Calendar Event** | The underlying calendar event linked to each note                       |

### Generate a Granola Workspace API Key

1. Sign in to Granola as a workspace admin.

2. Open the workspace settings and create a new **Workspace API key**. Refer to [Granola's API documentation](https://docs.granola.ai/) for the latest steps.

3. Copy the key — you'll provide it to Statisfy in the next step.

<Warning>
  Keep the key secure. A workspace key can read every meeting note that members of your Granola workspace have access to.
</Warning>

### Steps to Connect with Statisfy

1. **Log in to Statisfy.**

2. Navigate to **Integrations → Granola → Connect** and paste your Workspace API key. Credentials are stored encrypted in Google Cloud Secret Manager.

3. Once connected, the bootstrap job runs a one-time historical backfill (default **30 days**). Notes and their transcripts flow into Statisfy.

4. The periodic sync runs every **4 hours** with a **12-hour lookback window** so updates to existing notes are picked up alongside new notes.

5. Find synced meetings on each Account under **AI Timeline → Source: Granola**, or in the global Activities view filtered by source.

### Sync Behavior

**Time-bounded pulls:**

* Notes are fetched by their `updated_at` timestamp so both new notes and edits to existing notes flow into Statisfy.
* Notes that are still being processed by Granola (no summary and no transcript yet) are skipped and picked up on a future run.

**Owner and attendee resolution:**

* Note owners can sit on a non-tenant domain (for example, a workspace member sharing a note from a personal Granola account). Statisfy classifies internal vs. external attendees by email domain.
* Speaker labels in the transcript are passed through as-is — Granola does not resolve speakers to specific people.

**Rate Limiting:**

* Statisfy honors `Retry-After` on HTTP 429 responses and retries with backoff before failing the affected request.

**Error Handling:**

* A failure on a single note does not abort the batch — other notes continue to process.
* If any note fails after retries, the overall job is marked **FAILED** in the integrations audit log so the failure is visible to admins.

### Troubleshooting

<Accordion title="Authentication failed">
  * Verify the Workspace API key has not been rotated or revoked in Granola.
  * Confirm you used a **Workspace** key, not a Personal key.
  * If Statisfy detects an HTTP 401, the credential is automatically marked invalid — reconnect with a fresh key.
</Accordion>

<Accordion title="Meetings not appearing in Statisfy">
  * Ensure your CRM integration (Salesforce or HubSpot) has completed at least one successful sync. Until then, Granola periodic jobs are skipped.
  * Confirm the meeting's external attendees match an existing account by email domain or CRM linkage.
  * Notes are only ingested once Granola has finished processing them. Very recent meetings without a summary or transcript will appear on a later run.
</Accordion>

<Accordion title="Some notes are missing transcripts">
  * A note may have been created without recording (notes-only meetings have no transcript).
  * The integration logs and skips individual note failures so a transient error on one note doesn't block the rest. Contact [support@statisfy.com](mailto:support@statisfy.com) with the note ID if the same note is repeatedly missing.
</Accordion>

### Need Help?

If you face any challenges with the Granola integration, please contact [support@statisfy.com](mailto:support@statisfy.com). Our team will assist you.
