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Overview

The Granola integration lets you bring customer-facing meeting transcripts from Granola into Zell. After connecting your Granola workspace, you can review recent meetings, import selected meetings manually, and optionally enable auto-import for meetings that match your filters. Zell imports the Granola transcript, so no audio is sent to Zell. Imported meetings are analyzed like any other real call.

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Before You Start

  • Zell admin access: only tenant admins can see and manage integrations in Zell.
  • A Granola workspace API key: the key must be created by a Granola workspace admin. Granola API keys start with grn_.
  • Matching users in Zell: each Granola meeting is assigned to the Zell user who owns the meeting in Granola. Zell matches the owner by email, then by name. Meetings whose owner is not a Zell user are not imported.

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Setup Steps

1

Open Tenant Settings

At the bottom of the left sidebar, click Settings (the gear icon), then select Tenant Settings.Tenant Settings only appears for admins. Zell opens the Team overview first.
2

Find Granola Integration

In the settings menu on the left, scroll to the Integrations section and click Granola.
3

Enter Your API Key

Paste your Granola workspace API key into the API key field.You can use the visibility button next to the field to show or hide the key while entering it.
4

Choose Import Filters

Set the filters Zell should use to decide which Granola meetings are eligible for import:
  • Include title keywords: only include meetings whose title contains one of these keywords.
  • Exclude title keywords: filter out meetings whose title contains one of these keywords.
  • Minimum duration: filter out meetings shorter than the selected number of minutes.
  • Only meetings with external participants: filter out internal-only meetings.
  • Auto-import matching meetings: allow Zell to import matching meetings automatically after the integration is connected.
5

Connect to Granola

Click Connect to Granola. Zell checks the API key with Granola, saves it together with your import filters, and shows the integration as connected.If Granola rejects the key, the connection fails and nothing is saved. Check that the key was created by a Granola workspace admin and copied in full.

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Review Recent Meetings

Once connected, the Granola page shows Recent meetings: up to 30 Granola meetings from the last 30 days. Matching meetings are shown by default, and each row includes the meeting name, date, organizer, duration, and status. Statuses help you decide what to import:
  • Matches: the meeting matches your current filters and can be selected for import.
  • Filtered: the meeting does not match one or more filters.
  • Imported: the meeting has already been imported into Zell and cannot be selected again.
Use Refresh to reload the recent meetings list.
Meeting date and duration come from the calendar event linked to the Granola note. Notes without a calendar event have no duration, so they show as Too short whenever a minimum duration is set. You can still import them manually.

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Show Filtered Meetings

Turn on Show filtered to include meetings that did not match your filters. Zell shows why a meeting was filtered:
  • Too short: the scheduled meeting is shorter than your minimum duration.
  • Keyword missing: the title does not contain any of your include keywords.
  • Excluded title: the title contains one of your exclude keywords.
  • Internal only: all participants are from your own company.
Filtered meetings can still be imported manually if you decide they belong in Zell.

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Import Selected Meetings

To import meetings manually:
  1. Select one or more meetings from the recent meetings list.
  2. Use the header checkbox to select or clear all visible importable meetings.
  3. Click Import.
Imported meetings are added to Zell for call analysis and appear under the meeting owner’s calls. After import, their status changes to Imported. A meeting is skipped if:
  • The Granola note has no transcript.
  • The meeting owner in Granola does not match a Zell user.
  • The meeting was already imported.

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Update Import Filters

After connecting Granola, you can update your filters from the same page. Change the filters and click Save filters. Your saved filters control which meetings are shown by default, which meetings are treated as matching in the review table, and which meetings are eligible for auto-import when auto-import is enabled.

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Auto-Import

When Auto-import matching meetings is enabled, Zell checks Granola for new and updated meetings every 15 minutes and imports the ones that match your saved filters. The first sync looks back over the last 7 days. Meetings that are filtered out are not auto-imported, but they can still be reviewed with Show filtered and imported manually. Meetings without a transcript or without a matching Zell user are also skipped. Leave auto-import turned off if you prefer to review and select meetings yourself.

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Disconnect Granola

To stop using the integration, open Settings → Tenant Settings → Integrations → Granola and click Disconnect. Disconnecting removes the saved Granola API key and import filters, and stops auto-import. Meetings already imported stay in Zell. You can reconnect later by entering an API key again.