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Granola Platform Help

Granola平台使用指南

Step 1 — Gather context

步骤1 — 收集上下文信息

references/learnings.md

exists, read it first for accumulated platform knowledge.

What's your goal?
- A) Set up Granola for my team (onboarding, templates, sharing)
- B) Integrate Granola with CRM or other tools (HubSpot, Zapier, API)
- C) Troubleshoot an issue (blank notes, recording failures, privacy settings)
- D) Evaluate Granola vs alternatives (Jamie, Fathom, Krisp, Tactiq)
Which plan are you on?
- A) Basic (Free) — limited history, no integrations
- B) Business ($14/user/mo) — unlimited history, integrations, Personal API
- C) Enterprise ($35/user/mo) — SSO, Enterprise API, admin controls
- D) Not sure / evaluating
What meeting platform(s)?
- A) Zoom
- B) Google Meet
- C) Microsoft Teams
- D) Webex / Slack huddles
- E) In-person (iOS app)

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

如果

references/learnings.md

文件存在，请先阅读该文件获取已积累的平台知识。

你的目标是什么？
- A) 为团队部署Granola（入职配置、模板设置、共享权限）
- B) 将Granola与CRM或其他工具集成（HubSpot、Zapier、API）
- C) 排查问题（空白笔记、录音失败、隐私设置）
- D) 评估Granola与竞品（Jamie、Fathom、Krisp、Tactiq）
你使用的是哪个套餐？
- A) 基础版（免费）—— 历史记录有限，无集成功能
- B) 商务版（14美元/用户/月）—— 无限历史记录、集成功能、个人API
- C) 企业版（35美元/用户/月）—— 单点登录（SSO）、企业API、管理员控制
- D) 不确定/正在评估
使用的会议平台是？
- A) Zoom
- B) Google Meet
- C) Microsoft Teams
- D) Webex / Slack huddles
- E) 线下会议（iOS应用）

跳步规则：如果用户的提问已包含足够上下文信息，直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转至对应模块或直接解答

Problem domain	Route to
Comparing note-taker platforms broadly (Granola vs Fathom vs Otter vs ...)	`/sales-note-taker {user's question}`
Reviewing a specific call for coaching or scoring	`/sales-call-review {user's question}`
Building a coaching program	`/sales-coaching {user's question}`
General CRM integration patterns (Zapier, webhooks, iPaaS)	`/sales-integration {user's question}`
HubSpot platform config (not Granola-specific)	`/sales-hubspot {user's question}`

When routing to another skill, provide the exact command.

问题领域	转至
广泛对比笔记工具平台（Granola vs Fathom vs Otter等）	`/sales-note-taker {用户问题}`
针对特定通话进行辅导或评分复盘	`/sales-call-review {用户问题}`
搭建辅导项目	`/sales-coaching {用户问题}`
通用CRM集成模式（Zapier、Webhooks、iPaaS）	`/sales-integration {用户问题}`
HubSpot平台配置（非Granola专属）	`/sales-hubspot {用户问题}`

转至其他技能模块时，请提供准确的指令。

Step 3 — Granola platform reference

步骤3 — Granola平台参考资料

Read
references/platform-guide.md
for the full platform reference — modules, pricing, integrations, API, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

**阅读

references/platform-guide.md

**获取完整平台参考内容——包括模块、定价、集成、API、数据模型、工作流等。

仅使用相关章节内容回答用户问题，不要直接输出完整参考资料。

Step 4 — Actionable guidance

步骤4 — 可落地指导建议

You no longer need the platform guide — focus on the user's specific situation.

Setup priorities by team size:

Solo / 1-5 people → Free plan is fine for evaluation; upgrade to Business when you need CRM sync or unlimited history
5-50 people → Business plan; set up HubSpot integration, create shared folders per team, standardize templates
50+ people → Enterprise; SSO is gated at 50+ users, get admin controls for API key creation and sharing policies

Template strategy: Create templates for your top 3-5 meeting types (discovery, demo, 1:1, QBR, internal). Granola enhances notes based on the template structure — better templates = better AI output.

Privacy checklist before rollout: Disable model training opt-in (Settings → Privacy), review sharing defaults (notes are accessible via link by default), communicate to participants that audio is being captured locally.

If you discover a gotcha, workaround, or tip not covered in

references/learnings.md

, append it there.

此时无需再查阅平台指南，请聚焦于用户的具体场景。

按团队规模划分的部署优先级：

个人/1-5人团队 → 免费版足以满足评估需求；当需要CRM同步或无限历史记录时，升级至商务版
5-50人团队 → 商务版；配置HubSpot集成，按团队创建共享文件夹，标准化模板
50人以上团队 → 企业版；50人以上用户可使用单点登录（SSO），获取API密钥创建和共享策略的管理员控制权限

模板策略： 为排名前3-5的会议类型（需求调研、产品演示、一对一沟通、季度业务回顾、内部会议）创建模板。Granola会根据模板结构优化笔记内容——模板质量越高，AI输出效果越好。

部署前隐私检查清单： 关闭模型训练可选加入（设置→隐私），查看共享默认设置（默认情况下笔记可通过链接访问），向参会人员告知音频将被本地捕获。

如果发现未在

references/learnings.md

中覆盖的陷阱、临时解决方案或技巧，请将其追加到该文件中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

Notes are shareable by default. Every note gets a link that anyone can access. Review sharing settings before rolling out to a team — confidential meeting content may be exposed.
AI model training is opt-in by default. Your meeting content is used for training unless you manually disable it in Settings → Privacy. Enterprise plan defaults to off.
No audio playback. Granola doesn't record audio/video — it captures and discards after transcription. You cannot go back and listen to verify a transcript.
No speaker identification. Transcripts don't label who said what (macOS shows microphone vs speaker; iOS shows diarization labels like "Speaker A"). Multi-person calls are harder to parse.
Silent recording failures. If the OS audio pipeline breaks, Granola may produce blank notes with no error message. Check that Granola has audio permissions and restart before important calls.
No Android, no web version. Mac + Windows + iOS only. Android users and browser-only teams are out.
HubSpot sync is manual per note. One-click push, not automatic. You must click to send each note to the CRM contact record.
No native Salesforce. Use Zapier to bridge — "Note Added to Granola Folder" or "Note Shared to Zapier" triggers.

基于研究的最佳实践建议——请重点关注与套餐限制功能和集成陷阱相关的内容，这些信息可能会过时。

默认笔记可共享：每条笔记都会生成一个任何人都可访问的链接。向团队部署前请检查共享设置——机密会议内容可能会被泄露。
AI模型训练默认可选加入：除非你在设置→隐私中手动关闭，否则你的会议内容将被用于模型训练。企业版默认关闭该功能。
无音频回放功能：Granola不录制音频/视频——它会捕获音频并在转录后丢弃。你无法回溯收听以验证转录内容。
无说话人识别：转录内容不会标注说话人身份（macOS会显示麦克风/扬声器来源；iOS会显示如"Speaker A"的区分标签）。多人通话的转录内容更难解析。
无声录音失败：如果操作系统音频管道中断，Granola可能会生成空白笔记且无错误提示。请确保Granola已获得音频权限，并在重要会议前重启应用。
无安卓版和网页版：仅支持Mac + Windows + iOS系统。安卓用户和仅使用浏览器的团队无法使用。
HubSpot同步需手动操作每条笔记：一键推送，而非自动同步。你必须手动点击将每条笔记发送至CRM联系人记录。
无原生Salesforce集成：使用Zapier搭建桥梁——触发条件为"笔记添加至Granola文件夹"或"笔记共享至Zapier"。

Related skills

Examples

示例

Example 1: Setting up Granola for a sales team

示例1：为销售团队部署Granola

User says: "I manage a 12-person sales team on HubSpot. How should I set up Granola?" Skill does: Recommends Business plan ($14/user/mo), walks through HubSpot integration setup, suggests creating shared folders per team and templates for discovery/demo/QBR, flags the privacy defaults to fix before rollout.

用户提问："我管理一个12人的销售团队，使用HubSpot。应该如何部署Granola？" 技能模块操作：推荐商务版（14美元/用户/月），逐步讲解HubSpot集成配置步骤，建议按团队创建共享文件夹，并为需求调研/产品演示/季度业务回顾创建模板，同时提醒部署前需修改隐私默认设置。

Example 2: Automating note export via Zapier

示例2：通过Zapier实现笔记自动导出

User says: "I want Granola meeting notes to automatically appear in a Slack channel and update Salesforce" Skill does: Explains the two Zapier triggers (Note Added to Folder, Note Shared to Zapier), recommends the folder-based trigger for automation, walks through mapping note fields to Salesforce custom object via Zapier, and Slack channel posting.

用户提问："我希望Granola会议笔记自动同步至Slack频道并更新Salesforce" 技能模块操作：解释Zapier的两个触发条件（笔记添加至文件夹、笔记共享至Zapier），推荐基于文件夹的触发条件用于自动化流程，逐步讲解如何通过Zapier将笔记字段映射至Salesforce自定义对象，以及如何发布至Slack频道。

Example 3: Troubleshooting blank notes

示例3：排查空白笔记问题

User says: "Granola keeps giving me empty notes after meetings" Skill does: Checks OS audio permissions, verifies Granola is capturing system audio (not just microphone), suggests restarting the app before meetings, flags that some virtual audio devices conflict with Granola's capture method.

用户提问："Granola在会议结束后总是生成空白笔记" 技能模块操作：检查操作系统音频权限，验证Granola是否捕获系统音频（而非仅麦克风），建议会议前重启应用，指出某些虚拟音频设备可能与Granola的捕获方式冲突。

Troubleshooting

故障排查

Notes are blank after a meeting

会议结束后笔记为空

Symptom: Meeting ends but Granola shows no transcript or empty enhanced notes Cause: OS audio pipeline interrupted — virtual audio devices (VoiceMeeter, BlackHole), headphone switches mid-call, or missing audio permissions Solution: Check System Settings → Privacy → Microphone (macOS) or Sound settings (Windows). Restart Granola before the meeting. Avoid switching audio devices during a call. Test with a short call first.

症状：会议结束后，Granola显示无转录内容或空白的优化笔记原因：操作系统音频管道中断——虚拟音频设备（VoiceMeeter、BlackHole）、通话中途切换耳机、或缺少音频权限 解决方案：检查系统设置→隐私→麦克风（macOS）或声音设置（Windows）。会议前重启Granola。避免在通话过程中切换音频设备。先用短通话进行测试。

HubSpot contact not found when pushing notes

推送笔记时未找到HubSpot联系人

Symptom: "No matching contact" error when trying to sync a note to HubSpot Cause: Granola matches by meeting participant email — if the contact email in HubSpot doesn't match the calendar invite email, it won't find a match Solution: Ensure the calendar invite includes the contact's email that matches their HubSpot record. If using Google Workspace, check that the meeting was created with the correct attendee emails.

症状：尝试将笔记同步至HubSpot时出现"无匹配联系人"错误原因：Granola通过会议参会者邮箱匹配联系人——如果HubSpot中的联系人邮箱与日历邀请中的邮箱不一致，则无法匹配 解决方案：确保日历邀请中包含与HubSpot记录一致的联系人邮箱。如果使用Google Workspace，请检查会议是否使用正确的参会者邮箱创建。

Transcript has garbled text in non-English sections

非英语部分转录内容混乱

Symptom: Parts of the transcript are gibberish or obviously wrong when speakers switch languages Cause: Custom vocabulary doesn't work with multi-language transcripts; Granola's ASR struggles with mid-conversation language switches Solution: Set the primary language before the meeting. For bilingual meetings, expect lower accuracy on the secondary language. Consider Jamy.ai (100+ languages with real-time translation) for truly multilingual teams.

症状：当说话人切换语言时，部分转录内容出现乱码或明显错误原因：自定义词汇不适用于多语言转录；Granola的自动语音识别（ASR）在对话中途切换语言时表现不佳 解决方案：会议前设置主要语言。对于双语会议，次要语言的识别准确率会较低。对于真正的多语言团队，可考虑使用Jamy.ai（支持100+种语言实时翻译）。