Ideas to put to work
What was said in the meeting becomes the proposal, the plan and the record.
Proposal from discovery notes
Sofia reads your discovery notes and the HubSpot deal, then drafts the proposal in Google Docs in your firm's format.
Client history across all meetings
Sofia reads every note in a client's folder and answers questions about what was agreed, when, and by whom.
Actions into the project plan
Sofia reads the meeting transcript and, with your approval, creates Asana tasks for each action with an owner and due date.
CRM notes kept complete
Sofia adds a note to the Attio record for each client meeting and creates tasks for the commitments made, with your approval.
What Sofia can do with Granola
Sofia reads and keeps current
- Meeting notes
- Folders
Sofia does, with your approval where you want it
- Get a meeting note
- Get a meeting transcript
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- Google DocsGoogle's online word processor
- AsanaWork management for projects and tasks
- AttioFlexible CRM for relationship-driven teams
ZoomVideo meetings and webinars- FirefliesAI notetaker that records and transcribes meetings
- GongRecords and analyzes sales calls
- RingCentralCloud phone system, video and messaging
Turn your Granola notes into finished work
Score your firm in three minutes, or talk to our team.