Sabaki Guide

Granola Meeting KPI Setup In Sabaki

How to connect Granola notes and sync customer meeting, sales call, and meeting-minute KPIs.

Granola meeting sync is the Sabaki workflow for reading meeting notes from Granola and converting them into monthly meeting activity KPIs and transcript evidence where available.

Key Takeaways

How To Sync Granola Meetings

  1. Create a Granola tokenGenerate the token from the Granola account whose notes should feed Sabaki.
  2. Connect Granola in SabakiOpen Apps, choose Granola, paste the token, and save the connection.
  3. Run Sync NowStart a manual sync to fetch notes for the current reporting period.
  4. Review meeting KPIsCheck Customer Meetings, Sales Calls, and Meeting Minutes in KPIs.
  5. Inspect transcript evidenceUse source-backed Advisor or evidence views where transcript material is available.

Quick Comparison

Sabaki KPIGranola SourceHow Sabaki Calculates It
Customer MeetingsMeeting attendeesNotes with at least one attendee outside the owner email domain
Sales CallsMeeting titleTitles matching sales, demo, pricing, discovery, or intro
Meeting MinutesMeeting durationTotal note duration in minutes for the period

Frequently Asked Questions

Why are internal meetings excluded from Customer Meetings?

Sabaki checks attendee email domains and only counts notes with an external attendee as customer meetings.

What makes a meeting a Sales Call?

The current proxy is title-based and looks for sales, demo, pricing, discovery, or intro language.

Can Granola sync transcripts?

Granola notes can become source evidence through the connector transcript path when the sync returns transcript material.

What should I do after rotating my Granola token?

Reconnect Granola in Sabaki with the new token.

Back to Sabaki