Granola → Attio: the notes find their way home

Granola quietly became the best meeting-notes tool on the market. The problem is the same as every notes tool: the notes stay in the notes app, and six weeks later when someone asks "what did we promise them?" nobody can find the thread. We wire Granola into Attio. Every meeting becomes an activity on the right Person and Company. Action items become Tasks assigned to the right owner. The AE summary stays linked to the Deal so the next AE on the account picks up the full context.

Direction

Granola → Attio (transcripts, summaries, action items)

Stack

Granola API, Attio API, n8n

The what

What this integration actually does

Granola detects the meeting has ended, ships the transcript and summary to our pipeline, we match attendees to Attio People by email, create a Meeting activity with the summary, optionally store the full transcript on the activity, and extract action items into structured Tasks with assignees.

The how

How we build it

1
Auth Granola to push completed meetings to our webhook endpoint.
2
Match meeting attendees to Attio People by email. Unknown attendees either create a new Person or get flagged for review based on your preference.
3
Create the Meeting activity on every matched Person and the linked Company.
4
Parse action items from the summary (Granola formats them consistently) into Attio Tasks with the right assignee.
5
Optional: store full transcript on the activity (off by default - many teams don't want transcripts in the CRM for privacy).
6
Dedupe: if two attendees are both in Attio, create one activity linked to both, not two copies.

Under the hood

What lives inside the pipeline

Meeting-to-deal linking: if the Person has an active Deal, the activity auto-links.
Action item parsing with LLM fallback when Granola's structured extraction is ambiguous.
Attendee matching with alias support (work email + personal email on the same Person).
Transcript storage is opt-in, per-event - some meetings need full context, most don't.
Failure queue: unmatched meetings land in a review list, not in the void.

Hard-earned lessons

What we learned the hard way

Meetings with external-only attendees on Gmail-style catch-alls are noisy - threshold-match by domain + name.
Transcripts are PII-heavy. Treat them as opt-in per workspace and per meeting type.
Don't auto-assign tasks from action items without a confidence check. LLM parsing sometimes turns "we should think about that" into "@nacho do that thing by Friday".
Internal team meetings don't belong in the CRM. Filter on attendee domain.

Case study

5050 Growth (us, dogfooding)

Problem

Our own Attio was missing context from sales calls. "What did the Horizons team say about scope?" meant opening Granola, searching, copy-pasting.

Solution

Granola → Attio wired end-to-end. The /proposal skill now pulls transcripts directly from Granola by name.

Outcome

Every client conversation lives in both Granola (searchable, verbatim) and Attio (linked to the account, action items tracked).

FAQ

Questions we get

Yes. Same pattern. Fathom and Gong have cleaner APIs; Otter needs more normalization. Granola is our reference because it's what we run.

Transcripts are opt-in per meeting type. Summaries (our default) contain no verbatim quotes. For EU clients we can also run the pipeline on a self-hosted n8n with no third-party storage.

Yes. Activity is cleaner for multi-meeting accounts; notes field works for single-deal workflows.