Grain Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated Grain knowledge.

1. What are you trying to do?
   • A) Configure Grain account/team/plan or understand pricing tiers
   • B) Build a backend integration (API, Zapier, MCP Server)
   • C) Troubleshoot bot joining / recording issues
   • D) Push transcripts/recordings into CRM, data warehouse, or Slack
   • E) Set up AI coaching, trackers, or deal board features
   • F) Evaluate Grain vs alternatives — route to /sales-note-taker