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The Granola integration connects your meeting notes in Granola to Cora.ai as a signal source. Cora.ai polls Granola on a schedule, reads the title, summary, attendees, owner, transcript (when available), and source URL of each note, matches those notes to your accounts by attendee email, and runs AI lifecycle extraction so relevant moments show up as Signals in Cora.ai. It is a read-only connection, so Cora.ai never writes anything back to Granola. Only Public notes (visible to everyone in your workspace) and notes in Team Space sync. Personal or private notes do not sync. Integration Type: API Key, Organization-Level
Setup Time: ~2 minutes
Required Role: Cora.ai Organization Administrator or Operator

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Prerequisites

Before setting up the integration, make sure you have:
  • An active Granola workspace with meeting notes
  • A Granola API key that includes the Public notes access scope (see Step 1). Only Public and Team-space notes sync; personal or private notes do not
  • The Organization Administrator or Operator role in Cora.ai

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Required Role

Connecting, pausing, or disconnecting the Granola integration requires the Organization Administrator or Operator role in Cora.ai. Customers cannot connect integrations. Other members can view the connector’s status but cannot change its configuration or credentials.

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Setup Steps

1

Create your Granola API key

  1. In Granola, go to Settings, then Connectors, then Personal API keys (under the API heading)
  2. Click Create new key
  3. Select the Public notes access scope (“Notes visible to everyone in the workspace”, which includes notes in “Team Space”)
  4. Click Generate API Key and copy the generated key. You will paste it into Cora.ai in Step 3
2

Open the Granola connector in Cora.ai

  1. Log into Cora.ai as an organization administrator or operator
  2. Go to Settings, then Organization Settings, then Integrations
  3. Find the Granola card and click Connect
3

Paste your API key and connect

  1. Paste the API key you copied from Granola into the API key field
  2. Click Connect
  3. The card now shows Connected, and Cora.ai begins its initial sync
4

Enable Lifecycle Events

Track events across your customer lifecycle, from onboarding and renewals to upsells, expansion, and churn risk, so your team never misses a key moment. On first connect, the Lifecycle Events toggle is enabled automatically, so there is usually nothing to change here.
  1. Click the connected Granola card to open its settings drawer
  2. Confirm the Lifecycle Events toggle is on
  3. Use Manage event types to review which events Cora.ai extracts. This opens your organization’s Lifecycle Taxonomy settings

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What Cora.ai Accesses

Once connected, Cora.ai reads the following from Granola:
  • Notes: title, summary, attendees, and owner
  • Transcripts: the note’s transcript, when one is available
  • Source URL: a link to open the original note in Granola
Cora.ai reads only Public and Team-space notes; personal or private notes are never read. Access is read-only. Cora.ai never writes anything back to Granola, and nothing is installed in your Granola workspace.

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How Signals Are Generated

  • Account matching by email: Cora.ai matches each note to an account using attendee email only, either by an exact match to your CRM or by falling back to the email domain. Notes whose attendees do not match a known account do not produce Signals.
  • Summary required: Signals require a note summary. Notes without a summary are still ingested, but they generate no lifecycle events.
  • Public and Team-space only: Only Public and Team-space notes are synced. Personal or private notes are not read, so they never produce Signals.
  • AI lifecycle extraction: Cora.ai runs confidence-gated AI extraction on each note and classifies each item once. Extraction is governed by your organization’s Lifecycle Taxonomy, and the lifecycle source is labeled Granola - Notes in Cora.ai.
  • Schedule: Cora.ai polls Granola hourly. On first connect, it backfills approximately the last 30 days of notes. No webhooks are used.
For more on how Signals work, see the Signals FAQ.

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Pausing vs Disconnecting

To pause ingestion without losing your setup, open the Granola connector and turn the Lifecycle Events toggle off. Cora.ai keeps your stored API key, the card still shows Connected, and the drawer shows Paused. Ingestion stops until you turn the toggle back on. To fully disconnect, open the connector and click Disconnect. This removes the stored API key from Cora.ai and stops all syncing. To reconnect later, paste a new API key and connect again.

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Security

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Troubleshooting

  • No Signals yet? A note only generates Signals when its attendees match an account by email and the note has a summary. Notes without a matched account, or without a summary, are ingested but produce no lifecycle events.
  • Nothing syncing at all? Confirm your API key includes the Public notes scope. A key limited to personal notes will sync nothing, because Cora.ai only reads Public and Team-space notes.
  • Recently connected? The initial backfill covers about the last 30 days and syncing runs hourly, so new notes can take up to an hour to appear.
  • Still stuck? See the Signals FAQ for common questions about why Signals may not appear, sync timing, and how note-to-account matching works.
If you need help, email support@cora.ai.