Connect Granola to Attio: the complete integration guide

TL;DR: The Granola + Attio integration turns meeting conversations into structured Customer Relationship Management (CRM) records without manual data entry. After a meeting ends, Granola's AI-enhanced notes sync directly to matching People, Company, or Deal records in Attio. You control what syncs: push notes manually per meeting or configure a folder to send notes automatically. You need the Business plan at $14 per user per month to access the integration. Teams running back-to-back investor, recruiting, and customer calls see the most immediate return.

Manual CRM updates are a tax on your attention. Every investor call that ends with "I'll update Attio later" is a decision eventually made with incomplete data. Attio is only as useful as what's in it, and most teams know that gap exists. The Granola + Attio integration closes it by turning your meeting notes into structured CRM records automatically, without a team member spending time on data entry after the fact.

Why connect your AI notepad to your CRM

Attio is built on a flexible object model (People, Companies, and Deals) that you configure to match how your team actually works. But that flexibility creates a data integrity problem. Every record is only as accurate as what your team captures in the moment, and when notes are written from memory after the fact, the details that matter, the specific concern a prospect raised, the commitment an investor made, the candidate's stated timeline, are the first things to blur.

Granola preserves that fidelity. You jot rough notes during the meeting, and when it ends, those notes are enriched with context from the transcript Granola captured from your device audio. The record in Attio reflects what was actually said, not a reconstruction of it. When you need to recall the exact state of a conversation three weeks later, before a follow-up call, before an offer goes out, the detail is there.

"The time saved in adding notes to CRM and removed from admin follow ups... Great integrations." - Rakeem L. on G2

Granola transcribes device audio, so sensitive conversations like investor discussions or executive recruiting sessions get captured and synced to Attio without disrupting the meeting dynamic. Each synced note adds to a body of structured, searchable intelligence in Attio that compounds in value as the number of meetings grows.

How the Granola + Attio integration works

The data flow has three stages:

1. Capture: Granola captures device audio during your meeting and transcribes it in real time. No bot joins the call. No recording announcement appears to other participants.

2. Enhance: When the meeting ends, you click "Enhance notes." Your rough notes become the foundation, Granola draws on the transcript to add supporting context around what you jotted. Your notes stay in black, AI additions appear in gray. The AI-enhanced notes guide explains this distinction. Even if you don't type a single note, Granola generates a summary, but notes you jot during the meeting steer the output toward what actually mattered.

3. Sync: Granola matches the enhanced notes to the right record in Attio (Person, Company, or Deal) and sends them as an Attio note.

Granola sends your notes straight into Attio, automatically matched to the right person, company, or deal using context from the meeting. You don't have to search for the right contact or copy-paste anything.

Step-by-step: setting up the integration

Prerequisites: A Granola account on the Business plan and an active Attio workspace. The Business plan at $14 per user per month unlocks native CRM integrations including Attio, HubSpot, and Affinity.

Connection steps:

1. Open Granola on Mac or Windows and click your avatar in the bottom left to reach Settings > Integrations.

2. Click Attio from the integrations list. This opens a browser window for OAuth authentication.

3. Authorize the connection. A webpage will launch for you to connect Attio to Granola. Use your Attio login, and you're all set.

4. Confirm. Attio now appears as connected in your Granola integrations dashboard.

For the complete technical walkthrough, the Granola Help Center's Attio guide has current screenshots at every step.

"I find Granola incredibly helpful and intuitive for taking notes in meetings. The setup process is straightforward with easy app download and minimal configuration." - Catherine S. on G2

Configuring data mapping and permissions

After connecting, you have two ways to control which meetings sync and where their notes land.

Two ways to control sync:

1. Manual push per meeting: After any meeting, click Share > Attio. Granola suggests the most relevant Attio record based on meeting context, and you confirm or select manually. This approach gives you full decision-making control over every sync.

2. Automatic via folder rules: Create a Granola folder for the workflow (for example, "Series B Investors" or "Engineering Candidates"). Click the three dots in the top-right corner of the folder and choose Integrations. Turn on Attio and select which record types to sync to: Company, People, or associated Deals. From then on, any notes you add to that folder automatically sync to the matching Attio records.

For recurring meetings, Granola can ask whether to auto-add all future instances to the same folder, so the workflow runs without manual steps after initial setup. The folder creation guide walks through the configuration.

What syncs and what stays in Granola:

Data type	Where it lives
AI-enhanced meeting summary	Attio note on matched record
Action items (included in notes, not extracted separately)	Attio note on matched record
Participant emails	Used for matching only
Full transcript	Granola only
Device audio	Sent to transcription providers during processing, not stored long-term

For complex workflows: If you need to route action items to a project management tool based on content, or trigger Slack alerts when deal stage changes, Zapier can connect Granola and Attio as an alternative path. Treat it as a secondary option for workflows the native integration doesn't cover.

3 workflows to automate immediately

The three workflows below capture the meeting types that generate your most valuable, and most frequently lost, data between seed and Series B. Set each one up once, then let it run automatically.

1. The fundraising loop

During an active raise, investor meetings stack up quickly, and manually transferring notes after each one adds up to a meaningful slice of time you don't have. Investor calls generate feedback, objections, and follow-up asks that need to live somewhere your team can query later.

Set up a "Series B Pipeline" folder in Granola with Attio sync pointed at your Deals object. After each investor call, add the notes to the folder. Your Attio deal record for that firm gets a timestamped note with full discussion context. When you need to recall what a firm said about your go-to-market assumptions in October, Granola's chat with meetings feature pulls the answer from your folder in seconds.

"Cannot imagine going on without it when it comes [to] meeting notes and summarizes. Also, the fact that Granola does not need to join your meeting." - Verified user on G2

2. Executive recruiting

Interview notes are notoriously inconsistent. One hiring manager writes three sentences, another writes three paragraphs. When you're comparing six candidates for a VP of Engineering role, that inconsistency makes objective comparison difficult.

Create an "Exec Recruiting" folder in Granola with Attio sync pointed at your People object. Every interviewer adds notes to the same folder, and every note syncs to the candidate's Attio record automatically. The result is structured, AI-enhanced notes for every conversation, all in one searchable place.

3. Customer discovery

Customer feedback is most valuable when you can find patterns across conversations, not just within a single call. A "Design Partners" folder in Granola, synced to your Companies object in Attio, means every customer research session produces a note on that company's record.

Granola's People and Companies views surface all meetings with a given contact in one place. When you need to prepare for a renewal conversation or understand why a customer churned, you can see the full arc of that relationship in chronological order.

Granola vs. other AI tools for Attio

The core question when evaluating options for this workflow is: what quality of data ends up in your CRM, and at what cost to the meeting dynamic?

	Granola	Bot-based tools	Attio native notes
Capture method	Device audio, no visible participant	Bot joins as a named participant	Manual text entry
Note quality	Human-guided + AI-enhanced	Fully automated summary	Whatever you type
Works for confidential meetings	Yes	Limited (bot visibility creates friction)	Yes
Attio sync	Native, automatic via folder or manual push	Via third-party integrations	Built in
Setup time	Under 5 minutes	Varies	Minimal

The key distinction is who guides the data. Fully automated tools start with everything said and summarize down. Granola starts with what you judged to matter, your rough notes, and adds transcript context around those points.

For founders running sensitive conversations, the Granola security architecture is also relevant: audio is processed by transcription providers during the meeting and not stored long-term. Only the text summary flows to Attio.

Try Granola for free. Download the Mac or Windows app, connect your calendar, and run your next meeting. Then head to Settings > Integrations to connect Attio and start syncing your notes automatically. The full integrations setup guide covers every available connection.

Frequently asked questions

What happens if a meeting participant doesn't exist in Attio yet? Granola matches notes using meeting context such as participant emails and company names. If no match exists, you manually select the target record when pushing via Share > Attio. You can also create the record in Attio first, then sync. The Attio integration help article covers the manual matching flow.

Can I stop a specific sensitive meeting from syncing to Attio? Yes. Automatic sync only applies to meetings you add to a folder with Attio integration enabled. Don't add a sensitive meeting to that folder, and it won't sync. You retain full control over where each meeting's notes go.

Is audio from my meetings stored in Attio? No. Granola passes audio to transcription providers during processing and does not store it long-term. Only the AI-enhanced text summary syncs to Attio as a note on the relevant record. Full transcripts remain in Granola.

Does the integration support Attio's custom objects? The native integration syncs to Attio's standard objects: People, Companies, and Deals. If you need to sync notes to a custom object like "Partnerships" or map specific Granola fields to custom Attio attributes, use Zapier to route the data.

Which Granola plan includes the Attio integration? The Business plan at $14 per user per month includes native CRM integrations. You can verify current plan details on the Attio app directory page and Granola's pricing page.

Key terms

Attio objects: The core data structures in Attio, People, Companies, and Deals, to which Granola notes attach after a meeting.

AI-enhanced notes: The output Granola produces after a meeting ends. Your rough notes are preserved exactly as you wrote them, with AI-generated additions from the transcript shown in a distinct style so you can tell them apart.

Bot-free capture: Granola's approach to meeting transcription. It captures audio directly from your device, so no additional participant appears in the call and no recording announcement is made to other attendees.

Folder sync: A Granola folder configured with Attio integration enabled, so any meeting notes added to the folder automatically sync to matching Attio records based on the record types you selected.

Human-guided notes: The workflow principle behind Granola's note quality. You jot rough notes during the meeting, Granola adds supporting detail from the transcript, and the final note reflects your priorities rather than a mechanical summary of everything said.

OAuth: The authentication method Granola uses to connect to Attio. You sign in with your Attio credentials once, and Granola receives permission to read workspace records and write notes to them.