Clean and Granola: the meetings you held with each prospect

What Clean reads from Granola

Clean looks at who attended each meeting and keeps only the meetings where at least one attendee is a prospect in your workspace, matched on the prospect's email address. For those meetings it stores Granola's AI notes and, when your plan includes it, the transcript. Meetings with anyone else stay in Granola.

• Attendees, matched against the prospects in your workspace
• Granola's AI notes for each matching meeting
• The transcript, when your Granola plan provides it
• Nothing from meetings without a prospect in the room

What your team sees in Clean

Imported meetings appear on the Meetings page under Insights, grouped by prospect. For each prospect, Clean writes a short summary of where the relationship stands across all of their meetings and suggests a status that anyone can change.

• Meetings grouped by prospect, with attendees, notes, and transcript for each call
• A summary of where each relationship stands, updated as new meetings arrive
• A suggested status: In progress, Follow up, Won, or Lost
• A monthly count of meetings with your prospects

Each member connects their own account

Granola notes belong to the person who took them, so every member connects their own Granola account and Clean reads the meetings that member held. Credentials are encrypted. When teammates connect too, their meetings with the same prospect appear together, so the team sees one meeting history per prospect.

• With an API key, updates arrive when notes change, plus a daily catch-up
• Sync now imports new or updated meetings at any time

How to connect Granola to Clean

Before you connect, Clean lists what it reads, what it keeps, who can see it, and what happens on disconnect. The API key route needs a Granola Business or Enterprise plan.

• Open Granola in Integrations. In your Clean workspace settings, open Integrations and choose Connect on the Granola row, under Meetings. Each member connects their own Granola account.
• Add your Granola key. Create a personal API key in the Granola desktop app under Settings, Connectors, API keys, and paste it into Clean. Where your workspace offers it, you can sign in with Granola instead.
• Run the first sync. Clean imports the meetings where a prospect attended and links each one to that prospect. Sync now pulls new or updated meetings whenever you want.