---

name: granola-prod-checklist description: | Production readiness checklist for Granola deployment. Use when preparing for team rollout, enterprise deployment, or ensuring Granola is properly configured for production use. Trigger with phrases like "granola production", "granola rollout", "granola deployment", "granola checklist", "granola enterprise setup". allowed-tools: Read, Write, Edit version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io

Granola Production Checklist

Overview

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

Pre-Deployment Checklist

Account & Licensing

Copy## 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

Copy## 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

Copy## 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

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

Training Plan

Copy## 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

Copy## 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

Copy## 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

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

User Defaults

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

Technical Requirements

Desktop Requirements

Copy## 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

Copy## 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

Copy## 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

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

Launch Day

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

Week 1 Post-Launch

Copy## 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

Quality KPIs

Post-Deployment

Ongoing Operations

Copy## 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

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

Resources

• Granola Admin Guide
• Enterprise Setup
• Status Page

Next Steps

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