Granola Data Handling

Contents

• Overview

• Prerequisites

• Instructions

• Output

• Error Handling

• Examples

• Resources

Overview

Manage data export, retention policies, and GDPR/CCPA compliance for Granola meeting data.

Prerequisites

• Granola admin access

• Understanding of data regulations (GDPR, CCPA)

• Export destination prepared

Data Classification

Data Type Sensitivity Retention Export Format

Meeting Notes Medium Configurable Markdown, JSON

Transcripts High Configurable Text, JSON

Audio High Short-term WAV, MP3

Attendee Info PII With notes JSON

Instructions

Step 1: Configure Data Export

• Single meeting: Open > ... menu > Export (Markdown/PDF/JSON)

• Bulk export: Settings > Data > Export > Select date range > JSON format

Step 2: Set Retention Policies

Configure per data type: notes (1-2 years), transcripts (90 days), audio (delete after processing). Apply workspace-specific overrides for HR/Sales/Engineering.

Step 3: Implement GDPR Compliance

• Enable self-service data export (Right of Access)

• Document SAR handling process (30-day response deadline)

• Implement deletion workflow for Right to Be Forgotten

• Sign DPA with Granola, update privacy policy

Step 4: Add Meeting Recording Notice

Include consent notice in meeting invites for CCPA/GDPR compliance.

Step 5: Set Up Archival

Monthly export of notes > 6 months old to cloud storage (GCS/S3), verify integrity, delete from Granola.

See detailed implementation for export format examples, retention policy templates, GDPR/CCPA procedures, security controls, and archival strategy.

Output

• Export procedures documented and tested

• Retention policies configured per workspace

• GDPR/CCPA compliance implemented

• Archival workflow automated

Error Handling

Error Cause Solution

Export incomplete Large dataset Use bulk export with date range filters

Deletion not propagated Backup retention Allow 30 days for backup purge

SAR deadline missed No process owner Assign dedicated compliance contact

Consent not captured Missing notice Add recording notice to calendar templates

Examples

Recommended Retention by Type

Data Type Recommendation Reason

Notes 1-2 years Reference value

Transcripts 90 days Storage efficiency

Audio Delete after processing Privacy, storage

Resources

• Granola Privacy Policy

• Granola Security

• GDPR Documentation

Next Steps

Proceed to granola-enterprise-rbac for role-based access control.