granola-prod-checklist

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Granola Production Checklist

Granola生产就绪检查清单

Overview

概述

Comprehensive checklist for deploying Granola in a production/enterprise environment covering security, integrations, training, and go-live procedures.

一份针对生产/企业环境中部署Granola的全面检查清单，涵盖安全、集成、培训及上线流程等内容。

Prerequisites

前置条件

Appropriate Granola plan selected (Pro/Business/Enterprise)
Sufficient seat licenses for team
Admin access to Granola workspace

已选择合适的Granola套餐（专业版/商务版/企业版）
拥有足够的团队席位许可证
具备Granola工作区的管理员权限

Instructions

实施步骤

Step 1: Account & Licensing

步骤1：账户与许可证

Plan selected and billing verified
Contract/Terms reviewed and signed
Enterprise agreement in place (if applicable)

已选定套餐并完成账单验证
已审阅并签署合同/条款
已签订企业协议（如适用）

Step 2: Security Configuration

步骤2：安全配置

Configure SSO, 2FA, password policies, IP allowlisting, data residency, and audit logging.

配置单点登录（SSO）、双因素认证（2FA）、密码策略、IP白名单、数据驻留及审计日志。

Step 3: Integration Setup

步骤3：集成设置

Connect calendar (Google/Outlook), communication (Slack/Teams), documentation (Notion/Confluence), and optionally CRM and task management tools.

连接日历（Google/Outlook）、通讯工具（Slack/Teams）、文档工具（Notion/Confluence），可选连接CRM及任务管理工具。

Step 4: Workspace & User Configuration

步骤4：工作区与用户配置

Set workspace branding, sharing permissions, data retention, templates, user roles, and permission groups.

设置工作区品牌、共享权限、数据保留策略、模板、用户角色及权限组。

Step 5: Run Pilot Program

步骤5：运行试点项目

Select 5-10 pilot users, define success metrics, run for 2 weeks, collect daily feedback, and address issues before full rollout.

选择5-10名试点用户，定义成功指标，运行2周时间，收集每日反馈并在全面推广前解决问题。

Step 6: Go-Live

步骤6：正式上线

Execute launch day checklist: send welcome emails, enable access, monitor adoption, staff support channel. Track metrics daily for first week.

See detailed implementation for complete checklists, technical requirements, network configuration, training plans, and success metrics.

执行上线日检查清单：发送欢迎邮件、启用访问权限、监控用户采用情况、安排支持渠道。上线首周每日跟踪指标。

查看详细实施内容获取完整检查清单、技术要求、网络配置、培训计划及成功指标。

Output

输出结果

Security fully configured (SSO, 2FA, audit logging)
Integrations connected and tested
Pilot completed with feedback incorporated
Team onboarded and recording meetings

安全配置已完成（SSO、2FA、审计日志）
集成已连接并测试通过
试点项目完成并已整合反馈
团队已完成入职培训并开始录制会议

Error Handling

错误处理

Error	Cause	Solution
SSO login failure	Misconfigured SAML/OIDC	Verify SSO settings with identity provider
Calendar not syncing	OAuth token expired	Reconnect calendar integration
Low adoption	Insufficient training	Schedule additional training sessions
Recording not starting	Missing permissions	Verify microphone and calendar permissions

错误	原因	解决方案
SSO登录失败	SAML/OIDC配置错误	与身份提供商验证SSO设置
日历同步失败	OAuth令牌过期	重新连接日历集成
用户采用率低	培训不足	安排额外的培训课程
录制无法启动	权限缺失	验证麦克风及日历权限

Examples

示例

Quick Adoption Check (Week 1)

首周快速采用情况检查

Metric	Target	Actual
User activation	80%	___
Meetings captured	70%	___
Support tickets	<5% users	___

指标	目标值	实际值
用户激活率	80%	___
会议捕获率	70%	___
支持工单占比	<5% 用户	___

Resources

参考资源

Next Steps

下一步操作

Proceed to

granola-upgrade-migration

for version upgrade guidance.

请查看

granola-upgrade-migration

获取版本升级指导。