Granola Production Checklist

Overview

Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution.

Prerequisites

• Budget approved for Granola licenses
• Team size and meeting volume estimated
• IT/security review completed or in progress
• Admin access to Granola workspace

Instructions

Phase 1 — Plan & License

• Select plan: Business ($14/user/mo) or Enterprise ($35+/user/mo)
• Seat count: Purchase seats for all target users
• Billing: Annual billing for 10-15% savings, or monthly for flexibility
• Contract: Enterprise agreement signed (if applicable)
• SOC 2 report: Requested and reviewed (available on request from Granola)