Challenge
Wrangling endless call context from organization-wide meetings
For most senior leaders with meeting-heavy schedules, every day is a scramble to capture and act on key takeaways. As VP of Customer Success and Account Management at Vanta, Kelly Bray knows this all too well.
Since stepping into her role, Kelly had leaned on sales-specific transcription tools to automate note-taking and stay present on all customer calls. But she didn't have a solution for her endless daily 1:1s, standups, and cross-functional syncs. This meant that, to capture every bit of context, Kelly had to take live notes, reconcile them with the raw transcript, and then spin it all into a high-level summary — a time-consuming and unscalable flow.
Kelly's experience was the norm, not the exception. Executives across Vanta relied on similarly frustrating and manual methods that slowed team-wide collaboration and stalled projects. "When you're moving between nonstop meetings, it's not always possible to take immediately shareable notes," Kelly explains. "But no one can afford to wait for urgent action items either."
As note-taking became a bigger, organization-wide bottleneck, Kelly realized she needed to find a way to automate the process. Rather than settling for the first flashy AI solution that promised efficiency, she needed one that delivered:
- Digestible, AI-generated notes — Kelly's ideal solution would join meetings, transcribe every word, and automatically generate a digestible summary. And it would do it without requiring extensive change management or disrupting daily workflows.
- Seamless information sharing — Each Vanta meeting contains essential info that impacts everything from individual growth to customer success. Kelly needed a tool that compiled information into a searchable knowledge base that teams could instantly share and act on.
- Enterprise-grade privacy and security controls — As a security & compliance company, Vanta takes the privacy of its employees and customers very seriously. For the safest adoption, Kelly needed a solution with SOC2 Type 2 compliance, encryption, and notice-and-consent controls for each recorded conversation.
Fortunately, it was a short search. When multiple people in Kelly's network pointed her to Granola, she decided it was time to see what the buzz was about.
Solution
Shareable, actionable meeting recaps with Granola's AI Notepad
Granola lived up to the hype, providing Kelly and all teams at Vanta with a shared "second brain" to automate note-taking and drive alignment.
The partnership started at the executive level, with individual leaders using Granola to transcribe their internal meetings. "Setting up and getting going was frictionless," Kelly shares. "As soon as Granola was live and we saw its intuitive summaries, we realized we'd found exactly what had been missing this whole time."
After seeing such quick time-to-value, Kelly and other senior leaders knew they wanted to expand the rollout, so they upgraded to Granola Enterprise and the comprehensive security controls it offers. This upgrade now enables teams throughout the company to safely adopt Granola, ensuring every call complies with Vanta's internal security and privacy standards, right down to the automated notice participants receive, alerting them they're being recorded.
As for Kelly? Now, she joins each internal Zoom meeting directly from Granola, effortlessly capturing insights without taking her eyes off the screen. And, if she ever wants to add her own notes, she can simply jot them down in the AI Notepad that sits next to every call.
When each meeting ends, Granola instantly synthesizes Kelly's notes and the transcript into one master summary that breaks down the most important talking points and relevant action items. "Granola is so good at capturing my unique perspective," Kelly says. "Its summaries feel like something I would've written if I had endless time to gather my thoughts."
Of course, Kelly's Granola experience is just one slice of a bigger adoption story. With Granola summarizing internal meetings in minutes, teams share takeaways much faster. In a matter of clicks, they can post each recap to the relevant Slack channel or shared folder. These folders, which are searchable and queryable, provide a space for everyone to catch up on individual meetings or surface underlying trends.
For example, when Kelly recently ran 12 roundtables with all the teams she manages, she compiled the aggregate notes in one folder and asked Granola: "Where were the top 5 customer success themes?" On another occasion, she asked Granola to summarize all the action items she and the product team had agreed on for an upcoming launch. With this shared system of record, every commitment to customers and internal stakeholders is met, and every business decision is made quickly and collaboratively.
Since the enterprise adoption, employees at every level of Vanta have customized Granola to their workflows, transforming meeting notes from a chronic headache into a strategic superpower.
Results
Faster execution, valuable time back, and an AI companion for every knowledge worker
With Granola, Vanta effortlessly captures actionable insights from nonstop calls and puts them to work to provide an exceptional customer experience. Now, Kelly and countless other employees align and execute more effectively, and in much less time.
- 260+ hours saved annually per user
- 69% adoption rate across the organization
- 61% increase in meeting visibility with Granola
What's next for the partnership? Kelly's team is actively working with the Granola team to uncover ways to integrate conversation data into more of their workflows. They're especially excited to test out its ChatGPT integration, which will enable managers to sync performance reviews directly into AI chats to draft promotion cases.