Granola

granola is an ai note taker that records system audio on macos and ios, then generates transcripts, summaries, and action items for your meetings without sending a bot into the call the integration enriches the calendar meetings already imported into custify with granola's ai generated content, so the full context of every customer conversation lands inside the customer 360° profile docid\ vqbxbhv9xk1y2 w1whz50 important note! granola api access is only available on the granola enterprise plan you will also need workspace admin permissions to generate the api key what can you do with granola in custify the integration adds granola context to meetings you already track in custify and surfaces it across the platform enrich existing gmail or outlook calendar meetings with granola ai summaries, full transcripts with speaker attribution, and recording metadata match granola notes to the right meeting using participants, a 15 minute time window, and title comparison import each ai summary as a separate note entity linked to the first company or person on the meeting, with configurable tags surface enriched meeting data inside the customer 360 profile https //kb custify com/customer 360 profile and the meeting touchpoints https //kb custify com/touchpoints timeline capture late arriving notes with a 48 hour incremental sync lookback, so summaries that finish processing after a call still attach to the right meeting skip meetings that have already been enriched, so re syncs never create duplicates activation the integration requires setup on the granola side first, then a short configuration step in custify sign in to your granola workspace and go to settings workspaces api click generate api key and copy the value only workspace admins can generate keys on the granola enterprise plan in custify, navigate to settings integrations and locate the granola card paste the api key into the api key field (optional) enable the import ai summary as note toggle and pick the tags you want applied to each note entity created from a granola summary click save to activate the integration click run full sync to import existing notes after the first sync, custify pulls new granola data automatically every 2 4 hours observation the integration only enriches meetings that already exist in custify from your gmail or outlook calendar it does not create new meetings, and meetings without a matching granola note are left unchanged