Generate Automated Meeting Transcripts and Notes with Granola AI | Alpha | PandaiTech

Generate Automated Meeting Transcripts and Notes with Granola AI

Learn how to set up Granola AI, sync your calendar, and record meetings silently in the background. See how the AI generates summaries, to-do lists, and draft follow-up emails the moment your meeting ends.

Learning Timeline
Key Insights

Advantages of 'No-Bot' Recording

Granola AI doesn't send bots into meeting calls. This helps maintain professionalism as other participants won't know the meeting is being recorded by AI.

Tips for Combining Manual Notes

While the AI transcribes everything, typing a few keywords during the meeting helps the AI maintain your original note structure and produce more accurate summaries.

Cross-Platform Compatibility

Granola works at the system level (OS level), allowing it to record audio from any meeting app—including Zoom, Teams, and browser-based meetings—without requiring special plugins.
Prompts

AI Prompt for Meeting Follow-ups

Target: Granola AI Chatbot
Write a professional follow-up email based on these notes.

Generating a To-Do List

Target: Granola AI Chatbot
Create a detailed to-do list with action items and assignees from this transcript.
Step by Step

How to Set Up and Connect Your Calendar in Granola AI

  1. Download and install the Granola AI app on your computer.
  2. Open the app and follow the onboarding process.
  3. Click the button to connect your calendar (Google Calendar or Outlook) when prompted.
  4. Go to the 'Settings' menu at the bottom left of the app.
  5. Click on the 'Calendar' tab.
  6. Select or 'toggle' the specific calendars you want Granola to monitor.
  7. Return to the homepage to see your list of upcoming meetings.

How to Record Meetings Silently (Silent Recording)

  1. Look for the 'Meeting coming up' notification bar at the top of your screen.
  2. Click on the notification or directly select the meeting event in the Granola dashboard.
  3. Join your meeting as usual on your preferred platform (Zoom, Google Meet, or Microsoft Teams).
  4. Let Granola run automatically in the background; no AI bots will join the call.
  5. Type brief notes in the editor during the meeting (optional) to help the AI better understand the context.
  6. Wait until the meeting ends for the AI to begin processing the notes.

Generating AI Summaries and Follow-up Actions

  1. Open the completed meeting notes to see the 'AI enhanced version'.
  2. Review the automated summary, which is organized by discussion topics.
  3. Click the small icon next to each paragraph to compare the original 'Transcript' with the AI-generated 'Summary'.
  4. Click on the 'Chatbot' icon on the right side.
  5. Enter a prompt to generate email drafts or a to-do list.
  6. Copy the AI-generated output to send to meeting participants.

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