Granola

If your team is moving from Granola to Quin, the switch doesn't have to mean losing access to meeting history that predates it. Quin connects to Granola with read-only access, so you can search across both note libraries from one place and scope Notetaker to avoid joining calls Granola already covers.

What you can do with Granola and Quin

• Search Granola notes from inside Quin's chat.
  Look up meetings by keyword, date range, organizer, or participant without opening a second app.
• Pull a full note once you've found it.
  Retrieve the complete Granola note for a specific meeting directly in the conversation you're already in.
• Search across both tools during a transition.
  A meeting history split between Granola and Quin can still be searched from one place, regardless of which tool captured it.
• Scope Notetaker to avoid double coverage.
  Join criteria can narrow from "All meetings" to "Any external meetings" or "Only meetings I'm the host," cutting overlap with calls someone else is already covering in Granola.
• Set join rules at the individual level.
  Calendar monitoring can vary person to person, so a firm doesn't have to force the same behavior on every advisor mid-transition.
• Keep the original Granola account untouched.
  The connection is read-only, meaning Quin can search and retrieve notes but cannot edit or delete anything in the original account.

Who this helps most

• Firms in the middle of switching notetakers, where some advisors have moved to Quin and others are still finishing out their Granola habit.
• Compliance and admin staff pulling meeting history, since a record split across two tools shouldn't mean checking both every time.
• Anyone tired of two bots on the same call, where clients have started to notice and ask about it.

How this shows up day to day

• A compliance officer needs a call record from two months back.
  She searches by client name and date in Quin, and whichever tool captured that meeting, the note comes back.
• A client mentions a January conversation about a 401(k) rollover.
  The advisor types the client's name into Quin's chat mid-call and pulls up the Granola note without switching apps or leaving the client waiting.
• A few advisors keep running Granola on their own accounts.
  Notetaker join criteria narrow to host-only or external meetings, so calls stop showing two bots in the participant list.

Frequently asked questions

What happens when I connect Granola?
Quin gets read-only access to your Granola note library, so you can search and retrieve notes from Quin's chat without leaving the conversation.

Will a meeting that just ended in Granola show up right away?
Not immediately. Only notes that have finished processing in Granola will appear in a search, so give a recently finished meeting a few minutes.

Can Quin change or delete anything in my Granola account?
No. The connection is read-only, so Quin can search and retrieve notes but cannot edit or delete anything in the original account.

Is my Granola data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Granola.

Does Quin replace Granola?
No. During a transition, Granola stays the record for meetings it captured. Quin gives you one place to search across both, but it doesn't rewrite where those older notes live.