Back to Skills

granola-multi-env-setup

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-multi-env-setup/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-multi-env-setup/SKILL.md -a claude-code --skill granola-multi-env-setup

Installation paths:

Claude
.claude/skills/granola-multi-env-setup/
Powered by add-skill CLI

Instructions

# Granola Multi-Environment Setup

## Overview
Configure Granola for multi-workspace and multi-team enterprise deployments.

## Prerequisites
- Granola Business or Enterprise plan
- Organization admin access
- Team structure defined
- SSO configured (recommended)

## Workspace Architecture

### Workspace Hierarchy
```
Organization (acme-corp)
├── Corporate Workspace
│   ├── Settings: Strictest privacy
│   ├── Access: Executive team only
│   └── Integrations: Private Notion
├── Engineering Workspace
│   ├── Settings: Team sharing
│   ├── Access: Engineering org
│   └── Integrations: Linear, GitHub
├── Sales Workspace
│   ├── Settings: CRM sync enabled
│   ├── Access: Sales + Success
│   └── Integrations: HubSpot, Gong
├── Customer Success Workspace
│   ├── Settings: CRM sync enabled
│   ├── Access: CS team
│   └── Integrations: HubSpot, Zendesk
└── HR Workspace
    ├── Settings: Confidential
    ├── Access: HR only
    └── Integrations: Greenhouse
```

## Workspace Creation

### Step 1: Plan Workspace Structure
```markdown
## Workspace Planning Template

For each workspace, define:
- Name: [Workspace Name]
- Purpose: [Primary use case]
- Owner: [Admin name/email]
- Members: [Group or individuals]
- Access Level: [Public/Private/Confidential]
- Integrations: [List required]
- Templates: [Shared/Custom]
- Retention: [Days/Months/Forever]
```

### Step 2: Create Workspaces
```markdown
## Workspace Creation

1. Organization Settings > Workspaces
2. Click "Create Workspace"
3. Configure:
   - Name: Engineering
   - Slug: engineering
   - Description: Engineering team meetings
   - Owner: eng-lead@company.com
4. Save and proceed to settings
```

### Step 3: Configure Per-Workspace Settings
```yaml
# Engineering Workspace Settings
Workspace: Engineering

Privacy:
  default_sharing: team
  external_sharing: disabled
  transcript_access: members_only

Integrations:
  - Slack: #dev-meetings channel
  - Linear: Auto-create tasks
  - Notion: Engineering wiki database
  - GitHub:

Validation Details

Front Matter
Required Fields
Valid Name Format
Valid Description
Has Sections
Allowed Tools
Instruction Length:
6519 chars