Granola Upgrade & Migration

Overview

Guide for upgrading Granola versions and migrating between subscription plans.

App Version Upgrades

Check Current Version

macOS - Check installed version

defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString

Or in Granola app:

Menu > About Granola

Auto-Update Settings

Granola > Preferences > General

• Check for updates automatically: Enabled (recommended)
• Download updates in background: Enabled
• Notify before installing: Your preference

Manual Update Process

macOS via Homebrew

brew update brew upgrade --cask granola

Or download directly

open https://granola.ai/download

Verify update

defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString

Update Troubleshooting

Common Update Issues

Issue: Update fails to install Solution:

1. Quit Granola completely
2. Delete ~/Library/Caches/Granola
3. Redownload installer
4. Run installer as admin

Issue: App crashes after update Solution:

1. Clear preferences (backup first)
2. Re-authenticate
3. Contact support if persists

Plan Migrations

Upgrade Path

Free → Pro → Business → Enterprise

Upgrade includes:

• Immediate access to new features
• No data loss
• Prorated billing
• Increased limits take effect immediately

Upgrading Plans

Free to Pro

Upgrade Steps

1. Settings > Account > Subscription
2. Click "Upgrade to Pro"
3. Enter payment information
4. Confirm subscription
5. Immediate access to Pro features

Benefits Gained:

• Unlimited meetings
• Longer recording duration
• All integrations
• Custom templates
• Priority processing

Pro to Business

Upgrade Steps

1. Settings > Account > Subscription
2. Click "Upgrade to Business"
3. Set initial team size
4. Complete payment
5. Configure workspace settings

Benefits Gained:

• Team workspaces
• Admin controls
• SSO support
• Audit logs
• Priority support

Business to Enterprise

Enterprise Migration

1. Contact sales@granola.ai
2. Discuss requirements
3. Custom agreement
4. Dedicated onboarding
5. Migration support

Enterprise Features:

• Custom limits
• Dedicated support
• SLA guarantees
• On-premise option
• Custom integrations

Downgrade Considerations

Downgrading Plans

Before downgrading:

• Export data exceeding new limits
• Document current integrations
• Notify team members
• Review feature dependencies

Data Handling:

• Notes preserved (read-only if over limit)
• Integrations disconnected
• Team access removed
• Templates kept but locked

Timeline:

• Downgrade at next billing cycle
• Access maintained until then
• No prorated refunds typically

Data Migration

Export All Data

Complete Data Export

1. Settings > Data > Export
2. Select "All Data"
3. Choose format:
   • Markdown (readable)
   • JSON (complete)
   • PDF (archival)
4. Wait for export generation
5. Download zip file
6. Verify contents

Import to New Account

Limitations

• No direct import between accounts
• Manual recreation of templates required
• Integrations must be reconfigured

Workaround:

1. Export as Markdown
2. Import to Notion/other tool
3. Reference in new account

Workspace Migration

Move Between Workspaces

Scenario: Moving from personal to team workspace

Steps:

1. Export notes from personal account
2. Join team workspace
3. Share/recreate important notes
4. Transfer integrations manually
5. Update calendar connections

Version Compatibility

Breaking Changes Awareness

Before Major Updates

Check:

• Release notes at granola.ai/updates
• Breaking changes section
• Integration compatibility
• Minimum system requirements

Prepare:

• Backup current data
• Document custom settings
• Note integration configs
• Plan rollback if needed

Rollback Procedure

If Update Causes Issues

macOS:

1. Download previous version from granola.ai/downloads/archive
2. Quit Granola
3. Move current app to trash
4. Install previous version
5. Report issue to support

Note: Account data is cloud-synced, app version doesn't affect stored data

Enterprise Migration Checklist

From Other Tools to Granola

Migration from Otter.ai/Fireflies/Other

Phase 1: Data Export (Week 1)

• Export all meeting notes
• Export transcripts
• Download audio (if needed)
• Document integrations used

Phase 2: Granola Setup (Week 1-2)

• Configure Granola workspace
• Set up integrations
• Create templates
• Train team

Phase 3: Parallel Running (Week 2-4)

• Run both tools
• Compare quality
• Identify gaps
• Adjust configuration

Phase 4: Cutover (Week 5)

• Disable old tool
• Full switch to Granola
• Monitor closely
• Support team actively

Resources

• Granola Updates

• Pricing & Plans

• Migration Support

Next Steps

Proceed to granola-ci-integration for CI/CD workflow integration.

Prerequisites

• Access to the migration environment or API

• Required CLI tools installed and authenticated

• Familiarity with migration concepts and terminology

Instructions

• Assess the current state of the migration configuration

• Identify the specific requirements and constraints

• Apply the recommended patterns from this skill

• Validate the changes against expected behavior

• Document the configuration for team reference

Output

• Configuration files or code changes applied to the project

• Validation report confirming correct implementation

• Summary of changes made and their rationale

Error Handling

Error Cause Resolution

Authentication failure Invalid or expired credentials Refresh tokens or re-authenticate with migration

Configuration conflict Incompatible settings detected Review and resolve conflicting parameters

Resource not found Referenced resource missing Verify resource exists and permissions are correct

Examples

Basic usage: Apply granola upgrade migration to a standard project setup with default configuration options.

Advanced scenario: Customize granola upgrade migration for production environments with multiple constraints and team-specific requirements.