Granola + LaunchBay

Create new meetings in LaunchBay when notes are shared in Granola

When you share a note in the Granola app, you can swiftly streamline your next steps with this workflow. Upon sharing a note, it sets up a meeting in LaunchBay, saving you time and ensuring you stay organized. Capitalize on this feature to aid in project management and collaboration.

When this happens...
Note Shared to ZapierTriggers when a meeting note is sent to Zapier from Granola.
TriggerInstant
automatically do this!
Save Meeting RecapSaves a meeting recap (transcript / summary) in LaunchBay as a completed meeting. If an Event ID is supplied and a meeting was previously scheduled for that same Event ID via the Schedule Meeting action, that record is updated instead of duplicated.
ActionWrite

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More things you can do with Granola and LaunchBay

Discover other triggers and actions you can use with Granola and LaunchBay

- Select workspace
  Required
- Name in Granola
  Required
- Share with your workspace?
  Required
- Granola Folder
  Required
Trigger
Instant
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Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Event ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write
- Project Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write

- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write
- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Scheduled At
  Required
- Duration (minutes)
- Call-in Info
- Event ID
Action
Write

- Select workspace
  Required
- Name in Granola
  Required
- Share with your workspace?
  Required
Trigger
Instant
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Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Project ID
  Required
- Subject
  Required
- Body
Action
Write
- Project Name
  Required
- Task Title
  Required
- Stage Name
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write

About Granola

Granola is an AI notepad for teams and people in back-to-back meetings.

Learn moreLearn moreHelpHelp

Related categories

AI Assistants

About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn moreLearn moreHelpHelp

Related categories

Project Management