Granola

Easily send meetings notes to people, companies or deals in Attio.

Overview

Connect Granola and Attio to make sure your customer notes always reflect the conversations you’re having.

Use Granola to take notes during your customer meetings.

After a meeting, click Share > Attio.
Granola will suggest which Attio record to share your note to: choose a Person, Company or Deal (or you can choose manually)

Create a Granola folder
Go to Folder Settings > Integrations and choose which Attio records to add meeting notes to.
When a meeting ends, add the notes to your Folder. Granola will automatically send notes to the relevant Attio records.

Notes will appear automatically in Attio. No copy/pasting required.

Open Granola on your Mac or PC. Then head to Settings > Integrations. Click Attio to set up.

Use your Attio login, and you’re all set.

Your team only needs to do this once, and it’ll set up for everyone.