Granola
ZapierIntegrate Granola with Aithon using Zapier
Unlock deeper insights into your pipeline by analyzing call transcripts directly from your CRM.
Prerequisites
- Active Aithon account
- Granola Business or Enterprise account
- Zapier account
Step 1: Obtain Zapier Invitation
Contact support@aithon.ai to request a Zapier invitation. Once received, locate the email from Zapier and click the acceptance link.
Step 2: Create or Access Your Zapier Account
New users can establish an account via email, Google, or Microsoft credentials. Existing users simply log in.
Step 3: Review the Shared Zap Template
After authentication, examine the pre-configured template designed for quick automation setup.
Step 4: Customize and Activate
Follow these steps to customize and activate the Zap:
- Click "Use this Zap"
- Authorize necessary app connections
- Configure trigger settings
- Adjust action settings
- Test functionality before enabling
- Toggle to "On" to activate
Step 5: Configure Granola Connector
Complete the following to configure the Granola connector:
- Select Granola as your trigger application
- Choose a specific event
- Sign into your Granola account within Zapier
- Grant authorization permissions
- Refine trigger options
- Run connection test
Need help?
For assistance, contact support@aithon.ai.
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