Granola Adds Meeting Note Templates for Recurring Meetings and CRM Exports.

Granola announced templates for meeting notes, addressing a pattern the team observed among users who wanted consistent structures for recurring meetings. The feature lets users apply predefined formats to notes after meetings end, announced on LinkedIn by the company.

The templates include options for recurring 1:1s, weekly kickoffs, interviews, customer discovery calls, and direct exports to CRMs. Users select a template at the end of a meeting, and Granola rewrites the notes to match the chosen structure. The feature supports both default templates and custom formats created by individual users.

The implementation focuses on post-meeting organization rather than real-time formatting. Users take notes during meetings as usual, then apply a template structure before finalizing. This approach preserves Granola's core workflow while adding structure where users need it.

Templates address repetitive meeting types where consistent documentation matters. For customer success teams, this means standardized customer discovery notes. For managers, it means 1:1 formats that track action items and follow-ups consistently across direct reports. For recruiting teams, interview templates can ensure all candidates are evaluated using the same criteria.

The CRM export functionality represents a practical addition for sales and customer success professionals who previously needed to manually transfer information from meeting notes into Salesforce or similar platforms. By structuring notes in CRM-compatible formats, the feature eliminates a copy-paste step that compounds across dozens of customer calls per week.

Granola has been building features that connect meeting notes to broader workflows. The company recently launched Crunched to surface insights across entire years of meetings, and added Gemini 3 support for its Chat and Recipes features. Templates extend this pattern by letting users define how information should be structured before it flows into other systems.

The feature competes in a space where tools like Notion offer meeting note templates, but those require manual formatting during meetings. Otter.ai and Fireflies provide transcription and summaries, but less control over output structure. Granola's approach combines its AI notepad foundation with post-meeting formatting, aiming to deliver structured output without disrupting the note-taking process.

The company emphasized that templates emerged from user feedback rather than a planned roadmap item. This suggests the feature addresses actual workflow pain points rather than anticipated needs, a distinction that matters when evaluating whether productivity tools solve real problems or create new complexity.

For teams running dozens of similar meetings weekly, templates could eliminate inconsistency in documentation. The custom template option means specialized workflows can be captured and reused, potentially valuable for niche business processes that don't fit standard formats. Whether the feature gains traction will depend on how many users actually want structured notes versus freeform documentation that captures conversational nuance.