granola-prod-checklist

# Granola Production Checklist ## Overview Comprehensive pre-launch checklist for deploying Granola to a team or organization. Covers plan selection, security hardening, integration setup, pilot program, and go-live execution. ## Prerequisites - Budget approved for Granola licenses - Team size and meeting volume estimated - IT/security review completed or in progress - Admin access to Granola workspace ## Instructions ### Phase 1 — Plan & License - [ ] **Select plan:** Business ($14/user/mo) or Enterprise ($35+/user/mo) - [ ] **Seat count:** Purchase seats for all target users - [ ] **Billing:** Annual billing for 10-15% savings, or monthly for flexibility - [ ] **Contract:** Enterprise agreement signed (if applicable) - [ ] **SOC 2 report:** Requested and reviewed (available on request from Granola) ### Phase 2 — Security Configuration - [ ] **SSO enabled:** Okta, Azure AD, or Google Workspace (Enterprise) - [ ] **SCIM provisioning:** Auto-provision users from IdP groups (Enterprise) - [ ] **AI training opt-out:** Enabled org-wide (Enterprise: enforced by default) - [ ] **Sharing defaults:** Set to Private, external sharing disabled or admin-approved - [ ] **Data retention:** Configured per data type (notes: 1-2yr, transcripts: 90d) - [ ] **DPA signed:** Data Processing Agreement for GDPR compliance - [ ] **Session timeout:** Configured for security policy (Enterprise) ### Phase 3 — Integration Setup | Integration | Configuration | Verification | |-------------|----...