Integration

Granola Meetings, Tracked to the Right Client

Connect Granola to Rize so call transcripts land on your timeline and meeting time gets tagged to the right client and project. The Rize agent can also search your Granola calls when it writes recaps or fills in timesheets.

The problem

Why meeting time is the hardest to bill

Granola records what was said on a call. It doesn't put that call on a timesheet. Meeting time often goes unbilled or lands on the wrong client because nobody remembers which project a 30 minute call was for.

Rize already tracks meeting time from your calendar and the apps you use. With Granola connected, the transcript gives Rize the context to tag that time to the right client and project, and the agent can use the notes in recaps and routines.

What you can do

Imports Granola transcripts and attaches them to the matching meeting on your timeline (private beta)

Gives Rize and the agent what was discussed, so meeting time is easier to tag to the right client and project

The Rize agent can search Granola calls in chat through the Granola connector

Routines can turn yesterday's calls into time entries or a weekly client recap

Works alongside your calendar, so meetings show up even without a recording

Key benefits

What you get with Rize

Meetings on the right client

The transcript shows what a call was about, not just the calendar title, so tagging it is quick.

Recaps from real notes

Ask the agent for a client recap and it can quote the Granola notes next to the hours spent.

Fewer missed billable calls

Short ad hoc calls with a transcript still show up on the timesheet for review.

How to set it up

1

Install Rize on your Mac or Windows computer

2

In the Rize web app, open Settings, then Integrations, then Granola

3

Connect your Granola account

4

For the agent, also connect Granola under Settings, then Agent, then Connectors

5

Review meeting time entries in your timeline as usual

Frequently Asked Questions

Yes. The Granola connector is available to everyone: connect it in Settings, Agent, Connectors, and the Rize agent can search your Granola calls in chat and routines. Importing Granola transcripts onto your timeline is in private beta.

Rize attaches the transcript to the meeting on your timeline, and the agent can use it to tag the time to the right client and project. You can review every entry before it is approved.

Yes. Rize tracks meeting time automatically, and a routine can review the day's calls and fill in or tag the matching time entries.

Need help with this integration? Contact support