Granola Migration Deep Dive

Overview

Comprehensive guide for migrating to Granola from competing meeting note tools. Covers source-specific export procedures, historical data preservation, parallel-run strategy, team transition, and cutover execution. Granola's key differentiator — no bot joins meetings — means the migration also changes the user experience fundamentally.

Prerequisites

• Access to source tool with export capability
• Granola workspace configured (see granola-install-auth)
• Migration timeline agreed with stakeholders
• Budget approved for Granola licenses

Instructions

Step 1 — Assess Migration Scope

## Migration Assessment

Source tool: [Otter.ai / Fireflies / Fathom / tl;dv / Manual / Other]
Total meetings in source: [____]