Back to Skills

granola-migration-deep-dive

verified
View on GitHub

Marketplace

claude-code-plugins-plus

jeremylongshore/claude-code-plugins-plus-skills

Plugin

granola-pack

productivity

Repository

jeremylongshore/claude-code-plugins-plus-skills
1.1kstars

plugins/saas-packs/granola-pack/skills/granola-migration-deep-dive/SKILL.md

Last Verified

January 22, 2026

Install Skill

Select agents to install to:

Scope:
npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/main/plugins/saas-packs/granola-pack/skills/granola-migration-deep-dive/SKILL.md -a claude-code --skill granola-migration-deep-dive

Installation paths:

Claude
.claude/skills/granola-migration-deep-dive/
Powered by add-skill CLI

Instructions

# Granola Migration Deep Dive

## Overview
Comprehensive guide for migrating to Granola from other meeting note-taking tools.

## Migration Sources

### Supported Source Tools
| Tool | Export Format | Migration Complexity |
|------|--------------|---------------------|
| Otter.ai | TXT, SRT, PDF | Medium |
| Fireflies.ai | TXT, JSON, PDF | Medium |
| Fathom | Markdown, CSV | Low |
| Zoom Native | VTT, TXT | Low |
| Google Meet | SRT, DOCX | Low |
| Microsoft Teams | VTT, DOCX | Low |
| Manual Notes | Markdown | Low |

## Migration Planning

### Assessment Checklist
```markdown
## Pre-Migration Assessment

Data Volume:
- [ ] Total meetings to migrate: ___
- [ ] Date range: ___ to ___
- [ ] Total storage size: ___ GB
- [ ] Number of users: ___

Content Types:
- [ ] Transcripts: ___
- [ ] AI summaries: ___
- [ ] Action items: ___
- [ ] Audio files: ___

Integrations:
- [ ] CRM connections: ___
- [ ] Slack/Teams channels: ___
- [ ] Documentation tools: ___
- [ ] Workflow automations: ___

Timeline:
- [ ] Target cutover date: ___
- [ ] Parallel running period: ___ weeks
- [ ] User training dates: ___
```

### Migration Strategy Options

#### Option 1: Clean Start
```markdown
## Clean Start (Recommended for < 100 meetings)

Approach:
- Start fresh with Granola
- Archive historical data externally
- No data import

Pros:
- Simplest approach
- No migration complexity
- Clean slate

Cons:
- Historical search not in Granola
- Need external archive access

Best For:
- Small teams
- Minimal historical needs
- Quick deployment
```

#### Option 2: Selective Migration
```markdown
## Selective Migration (100-1000 meetings)

Approach:
- Migrate key meetings only
- Archive rest externally
- Selective import

Selection Criteria:
- Client meetings (last 6 months)
- Decision-making meetings
- Recurring important meetings
- Referenced action items

Pros:
- Important data preserved
- Manageable scope
- Faster completion

Cons:
- Requires selection effort
- Incomplete history
```

#### Opt

Validation Details

Front Matter
Required Fields
Valid Name Format
Valid Description
Has Sections
Allowed Tools
Instruction Length:
9988 chars