---

name: granola-data-handling description: | Data export, retention, and GDPR compliance for Granola. Use when managing data exports, configuring retention policies, or ensuring regulatory compliance. Trigger with phrases like "granola export", "granola data", "granola GDPR", "granola retention", "granola compliance". allowed-tools: Read, Write, Edit version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io

Granola Data Handling

Overview

Manage data export, retention policies, and regulatory compliance for Granola meeting data.

Prerequisites

• Granola admin access
• Understanding of data regulations (GDPR, CCPA)
• Export destination prepared

Data Types in Granola

Data Classification

Data Locations

CopyGranola Data Storage
├── Cloud Storage (Primary)
│   ├── Notes & Summaries
│   ├── Transcripts
│   └── Metadata
├── Temporary Storage
│   ├── Audio (processing)
│   └── Upload queue
└── Local Cache (Device)
    ├── Recent notes
    └── App settings

Data Export

Individual Export

Copy## Export Single Meeting

1. Open meeting in Granola
2. Click ... menu
3. Select "Export"
4. Choose format:
   - Markdown (.md)
   - PDF (.pdf)
   - Word (.docx)
   - JSON (full data)
5. Download file

Bulk Export

Copy## Export All Data

1. Settings > Data > Export
2. Select "All Data"
3. Choose date range (optional)
4. Select format: JSON (recommended)
5. Confirm export request
6. Wait for email with download link
7. Download within 24 hours

Export Formats

Markdown Export

Copy# Meeting Title

**Date:** January 6, 2025
**Duration:** 45 minutes
**Attendees:** Sarah Chen, Mike Johnson

## Summary
[AI-generated summary]

## Key Points
- [Point 1]
- [Point 2]

## Action Items
- [ ] Task 1 (@assignee, due: date)

## Transcript
[Full transcript if included]

JSON Export

Copy{
  "export_version": "1.0",
  "export_date": "2025-01-06T15:00:00Z",
  "user": {
    "id": "user_123",
    "email": "user@company.com"
  },
  "meetings": [
    {
      "id": "note_abc123",
      "title": "Sprint Planning",
      "date": "2025-01-06",
      "start_time": "2025-01-06T14:00:00Z",
      "end_time": "2025-01-06T14:45:00Z",
      "attendees": [
        {"name": "Sarah Chen", "email": "sarah@company.com"}
      ],
      "summary": "Discussed Q1 priorities...",
      "transcript": "Full transcript text...",
      "action_items": [
        {"text": "Review PRs", "assignee": "mike", "due": "2025-01-08"}
      ],
      "created_at": "2025-01-06T14:46:00Z",
      "updated_at": "2025-01-06T15:00:00Z"
    }
  ]
}

Data Retention

Configure Retention Policy

Copy## Retention Settings

Location: Settings > Privacy > Data Retention

Options:
1. Keep Forever (default)
   - All data retained indefinitely
   - User must manually delete

2. Time-Based Deletion
   - Notes: 30/60/90/365 days
   - Transcripts: 7/30/90 days
   - Audio: Immediately/7/30 days

3. Storage-Based
   - Delete oldest when quota reached
   - Archive to external before delete

Recommended Retention by Type

Retention Policy Template

Copy# Company Retention Policy

Default:
  notes: 365 days
  transcripts: 90 days
  audio: delete_after_processing

By Workspace:
  HR:
    notes: 730 days  # 2 years (legal)
    transcripts: 30 days
    audio: delete_immediately

  Sales:
    notes: 365 days
    transcripts: 90 days  # CRM reference
    audio: 30 days

  Engineering:
    notes: 180 days
    transcripts: 7 days
    audio: delete_after_processing

GDPR Compliance

Rights Implementation

Subject Access Request (SAR)

Copy## Handling SAR

1. Receive Request
   - Verify identity
   - Log request with timestamp

2. Locate Data
   - Search by email address
   - Include all workspaces
   - Check shared notes

3. Compile Response
   - Export user's data (JSON)
   - Include metadata
   - Document third-party sharing

4. Deliver Within 30 Days
   - Secure delivery method
   - Provide in readable format
   - Explain data categories

5. Document Completion
   - Log response date
   - Store proof of delivery

Data Deletion Request

Copy## Right to Be Forgotten

1. Verify Identity
   - Email confirmation
   - Additional verification for sensitive data

2. Scope Deletion
   - All personal data
   - Shared notes (mark as deleted, retain structure)
   - Integration data (notify third parties)

3. Execute Deletion
   - Delete from primary storage
   - Delete from backups (within 30 days)
   - Revoke integrations

4. Confirm Completion
   - Notify requestor
   - Provide confirmation ID
   - Document process

DPA (Data Processing Agreement)

Copy## DPA Checklist

Granola provides:
- [ ] Standard DPA template
- [ ] SCCs for international transfer
- [ ] Sub-processor list
- [ ] Security measures documentation
- [ ] Breach notification procedures

Company must:
- [ ] Sign DPA with Granola
- [ ] Update privacy policy
- [ ] Obtain consent for recording
- [ ] Train staff on procedures

CCPA Compliance

California Consumer Rights

Privacy Notice Requirements

Copy## Meeting Recording Notice

Include in meeting invites:
"This meeting may be recorded using Granola AI
for note-taking purposes. By attending, you consent
to recording. Contact [email] with questions or
to request data access/deletion."

Data Security

Encryption Standards

Access Controls

Copy## Data Access Matrix

| Role | Notes | Transcripts | Audio | Admin |
|------|-------|-------------|-------|-------|
| Owner | RWD | RWD | RD | Full |
| Admin | RW | RW | R | Limited |
| Member | RW | R | - | None |
| Viewer | R | - | - | None |

R = Read, W = Write, D = Delete

Archival Strategy

Long-Term Archive

Copy## Archive Workflow

Monthly:
1. Export notes > 6 months old
2. Format: JSON (complete)
3. Store in company archive
4. Verify export integrity
5. Delete from Granola
6. Update archive index

Archive Storage:
- Primary: Google Cloud Storage
- Backup: AWS S3 Glacier
- Retention: 7 years

Archive Access

Copy## Retrieving Archived Data

1. Search archive index
2. Locate in storage bucket
3. Download JSON file
4. Parse for required data
5. Re-import to Granola if needed

Resources

• Granola Privacy Policy
• Granola Security
• GDPR Documentation

Next Steps

Proceed to granola-enterprise-rbac for role-based access control.