Granola Production Checklist

Overview

Comprehensive checklist for deploying Granola in a production/enterprise environment.

Pre-Deployment Checklist

Account & Licensing

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## License Verification
- [ ] Appropriate plan selected (Pro/Business/Enterprise)
- [ ] Sufficient seat licenses for team
- [ ] Billing information verified
- [ ] Contract/Terms reviewed and signed
- [ ] Enterprise agreement in place (if applicable)

Security Configuration

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## Security Setup
- [ ] SSO configured (Business/Enterprise)
- [ ] 2FA enforced for all users
- [ ] Password policy defined
- [ ] IP allowlisting configured (if required)
- [ ] Data residency settings verified
- [ ] DPA signed (GDPR requirement)
- [ ] Audit logging enabled

Integration Setup

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## Required Integrations
- [ ] Calendar integration (Google/Outlook)
- [ ] Communication (Slack/Teams)
- [ ] Documentation (Notion/Confluence)
- [ ] CRM (HubSpot/Salesforce) if applicable
- [ ] Task management (Linear/Jira) if applicable
- [ ] Zapier workflows configured

Team Rollout Checklist

User Onboarding

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## Onboarding Materials
- [ ] Welcome email template created
- [ ] Quick start guide customized
- [ ] Video tutorial linked
- [ ] FAQ document prepared
- [ ] Support escalation path defined

Training Plan

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## Training Schedule
Week 1:
- [ ] Admin training (2 hours)
- [ ] Power user training (1 hour)

Week 2:
- [ ] General user training (30 min)
- [ ] Q&A sessions scheduled

Ongoing:
- [ ] Monthly tips newsletter
- [ ] Quarterly feature updates

Pilot Program

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## Pilot Phase (Recommended)
- [ ] Select 5-10 pilot users
- [ ] Define success metrics
- [ ] Set 2-week pilot duration
- [ ] Collect feedback daily
- [ ] Address issues before full rollout
- [ ] Document lessons learned

Configuration Checklist

Workspace Settings

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## Workspace Configuration
- [ ] Workspace name and branding set
- [ ] Default sharing permissions configured
- [ ] Data retention policy defined
- [ ] Auto-recording preferences set
- [ ] Template library created
- [ ] Default note format selected

Admin Settings

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## Admin Controls
- [ ] User roles defined
- [ ] Permission groups created
- [ ] External sharing policy set
- [ ] Integration permissions controlled
- [ ] Audit log retention configured

User Defaults

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## Default User Settings
- [ ] Default calendar selected
- [ ] Notification preferences
- [ ] Summary style (brief/detailed)
- [ ] Language preferences
- [ ] Timezone settings

Technical Requirements

Desktop Requirements

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## Supported Systems
- [ ] macOS 12 (Monterey) or later
- [ ] Windows 10 (1903) or later
- [ ] 8 GB RAM minimum (16 GB recommended)
- [ ] 500 MB free disk space
- [ ] Stable internet (5 Mbps+)

Network Configuration

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## Firewall/Proxy Settings
Allow outbound HTTPS to:
- [ ] api.granola.ai
- [ ] app.granola.ai
- [ ] storage.granola.ai
- [ ] auth.granola.ai

Ports:
- [ ] 443 (HTTPS) - Required
- [ ] 80 (HTTP) - Redirect only

MDM/Deployment

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## Enterprise Deployment
- [ ] MSI/PKG package available
- [ ] Silent install tested
- [ ] Auto-update policy set
- [ ] Configuration profile created
- [ ] Deployment script verified

Go-Live Checklist

Day Before Launch

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## Pre-Launch
- [ ] All users provisioned
- [ ] Welcome emails scheduled
- [ ] Support team briefed
- [ ] Status page monitored
- [ ] Rollback plan documented

Launch Day

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## Launch
- [ ] Send welcome emails
- [ ] Enable user access
- [ ] Monitor adoption metrics
- [ ] Staff support channel
- [ ] Track first-meeting success

Week 1 Post-Launch

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## First Week
- [ ] Daily adoption metrics review
- [ ] Quick wins shared internally
- [ ] Issues triaged within 4 hours
- [ ] User feedback collected
- [ ] Adjustments made as needed

Success Metrics

Adoption KPIs

Metric	Target	Measurement
User activation	80% in Week 1	First meeting recorded
Daily active users	60%	Weekly average
Meetings captured	70% of eligible	Automatic detection
Integration usage	50%	Using at least one

Quality KPIs

Metric	Target	Measurement
Note satisfaction	4.0/5.0	User rating
Transcription accuracy	95%	Spot check
Support tickets	< 5% of users	Weekly
Uptime	99.9%	Status page

Post-Deployment

Ongoing Operations

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## Maintenance Tasks
Daily:
- [ ] Monitor status page
- [ ] Review support queue

Weekly:
- [ ] Adoption metrics review
- [ ] User feedback triage

Monthly:
- [ ] Feature update review
- [ ] Usage report generation
- [ ] Billing reconciliation

Continuous Improvement

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## Optimization
- [ ] Collect user feedback regularly
- [ ] Share best practices
- [ ] Update templates quarterly
- [ ] Review integration performance
- [ ] Plan feature adoption

Resources

Next Steps

Proceed to granola-upgrade-migration for version upgrade guidance.