> ## Documentation Index
> Fetch the complete documentation index at: https://docs.granola.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows in Granola Chat

> Use Granola Chat to draft follow-up emails, send Slack messages, and schedule Google Calendar events — with a review step before anything is sent or created.

Granola Chat can help you complete the work that comes after a meeting, without switching between your notes and other apps. Ask Chat to:

* draft and send a follow-up email
* draft and send a Slack message
* find a time and create a Google Calendar event

Granola prepares an editable draft for you to review. **Nothing is sent or added to your calendar until you confirm it in Chat.**

## What you'll need

Actions in Chat are currently available in the Granola desktop app for macOS and Windows. You also need to connect the app you want Granola to use:

| Action                          | Connection required | Current support                             |
| ------------------------------- | ------------------- | ------------------------------------------- |
| Draft and send an email         | Gmail               | Google accounts only                        |
| Draft and send a Slack message  | Slack               | Channels, group DMs, and DMs                |
| Find a time and create an event | Google Calendar     | People in your Google Workspace domain only |

Open **Settings → Connectors** to connect or disconnect Gmail, Slack, or Google Calendar. Connections are personal: Granola uses your access and sends or creates things as you.

## How it works

<Steps>
  <Step title="Ask Chat to take an action">
    Open Chat from a meeting, the home screen, a folder, or a selection of meetings. Say what you want Granola to do and include useful details such as the recipient, Slack destination, attendees, or timing.

    For example:

    * “Draft a short follow-up email with the decisions and next steps from this meeting.”
    * “Write a project update for #product-updates based on these meetings.”
    * “Find 30 minutes next week with Jamie and draft a calendar invite.”
  </Step>

  <Step title="Review the draft">
    Granola creates an editable draft in Chat. Check the content and destination carefully, then change anything that isn't right. For calendar events, you can choose a suggested time or adjust the date, time, and duration directly in the draft. Granola shows when the selected time conflicts with another event.
  </Step>

  <Step title="Confirm the action">
    Select **Send** or **Create event** only when you're ready. Dismissing a draft makes no change in the connected app. If your email draft offers **Save as draft**, selecting it saves the message to Gmail without sending it.
  </Step>
</Steps>

## Draft and send an email

Ask Chat for the kind of email you need, who it is for, and any points it should include. Granola can use the meetings in your current Chat scope and relevant context from your connected Gmail account to prepare the draft.

Before sending, you can review and edit the recipients, CC and BCC fields, subject, and body. If your Gmail account has a signature, you can choose whether to include it. Granola may add highlighted placeholders when a detail needs your attention; replace every placeholder before sending. The message is sent from your connected Gmail account only after you select **Send**.

If you see Gmail draft and label controls, you can save the message to Gmail Drafts and apply an existing or new label. Granola may ask for an additional Gmail permission when you first use these controls. Saving a draft does not send it.

<Note>
  This is separate from [suggested follow-up emails](/help-center/taking-notes/follow-up-emails), which Granola may prepare automatically after some external meetings. In Chat, you decide when to ask for a draft and what it should contain.
</Note>

Example prompts:

* “Draft a follow-up to everyone in this meeting. Keep it concise and separate their next steps from mine.”
* “Write an email to Priya confirming the decision and asking for the document she mentioned.”
* “Turn these three meetings into a weekly customer update. Use bullets and call out blockers.”

## Draft and send a Slack message

Ask Chat to turn your meeting context into a recap, internal update, or list of next steps for a Slack channel, group DM, or DM. Include the channel name or people you want to message in your prompt.

Granola shows the destination and message for review before posting. You can edit both, and the message is posted as you through your connected Slack account only after you confirm. If a Slack Connect destination includes people outside your organization, Granola warns you before you send.

Good to know:

* Chat can post to channels, group DMs, and DMs.
* You must have access to the destination in your connected Slack workspace.
* For channels, use the exact channel name, including the `#`, if more than one could match.
* For group DMs or DMs, name the people you want to message.
* If mention suggestions appear, type at least two letters after `@` or `#`, then select a person or channel. Slack will notify the selected person or link the selected channel.

Example prompts:

* “Post a short recap of this meeting in #project-orbit.”
* “Draft an internal update for #sales with the customer ask, risks, and next steps.”
* “Send Priya a DM with the decision we made and the action she owns.”

## Find a time and create a calendar event

Chat can check Google Calendar for an existing event, look at availability, and prepare a new event for you. Tell it who should attend, roughly when the meeting should happen, and how long it should be.

Granola shows an editable event before creating it. You can review the title, attendees, date and time, description, location, and video call details. Choose one of the suggested times, type a different time, or move and resize the event in the calendar preview. Conflicting times are marked so you can inspect the overlap before continuing. When you select **Create event**, Granola adds it to your connected Google Calendar and Google Calendar sends updates to the attendees.

If everyone isn't available at the same time, Chat may show the best available options and tell you who has a conflict. It won't create an event until you choose a time and confirm the draft.

Example prompts:

* “Find 30 minutes next week for me and the people who own the action items from this meeting.”
* “Schedule a one-hour working session with Alex and Morgan next Tuesday afternoon.”
* “Check whether we already have a project review booked. If not, find a time this week and draft one.”

## What Granola can access

To complete an action, Granola uses the information available to you in the current Chat context and the connected app:

* meeting notes and transcripts in the Chat scope you selected
* relevant Gmail context when drafting an email
* Slack conversation information needed to find the destination
* calendar events and availability needed to find a time and avoid duplicates

Granola acts through your personal connection and the permissions shown when you connect each app. You can disconnect an app at any time from **Settings → Connectors**. Disconnecting stops new actions that require that app; it doesn't remove messages, emails, or events you already created.

Your Chat history remains private to you, even when the meeting note is shared. For more about how Granola handles data, see [Security, privacy and data FAQs](/help-center/consent-security-privacy/security-privacy-data-faqs).

## Review before you confirm

Actions in Chat use AI, so a draft can contain mistakes or miss context. Before sending or creating anything, check:

* the recipient, Slack destination, or attendee list
* any placeholders that still need to be completed
* whether a Slack destination includes people outside your organization
* names, dates, times, time zones, and meeting duration
* commitments, decisions, and action owners
* links, attachments, locations, and video call details
* whether the tone is right for the audience

You remain in control of the final action. If the draft isn't right, edit it directly or tell Chat what to change.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The draft didn't appear or says it couldn't be prepared">
    Make sure you're using the latest Granola desktop app and that the action is enabled for your account. Then check the relevant app is connected under **Settings → Connectors**. It also helps to make the request explicit — for example, “Draft an email to…” rather than “What should I say?”

    If the draft says it was interrupted or couldn't be prepared, send a new message in the same Chat to try again. This can happen if you stop generation, send another message while the draft is being prepared, lose your connection, or close Granola before it finishes.
  </Accordion>

  <Accordion title="Chat says I need to connect an app">
    Follow the connection prompt in Chat, or open **Settings → Connectors** and connect Gmail, Slack, or Google Calendar. Return to the same Chat and try again when the connection is complete.
  </Accordion>

  <Accordion title="Granola can't find the Slack destination">
    For a channel, use its exact name, including the `#`. For a group DM or DM, name the people you want to message. Check that the destination is in your connected Slack workspace and that you can access it.
  </Accordion>

  <Accordion title="Granola can't create the calendar event">
    Check Google Calendar is connected with permission to create events and that you have a writable calendar selected. If your permissions changed, disconnect and reconnect Google Calendar, then try again.
  </Accordion>

  <Accordion title="Can Granola send or schedule something without asking me?">
    No. Actions in Chat always show a review step. Granola only sends the email or Slack message, or creates the calendar event, after you confirm the draft.
  </Accordion>

  <Accordion title="Does this work with Outlook or Microsoft Calendar?">
    Not yet. Email and calendar actions currently require Gmail and Google Calendar.
  </Accordion>
</AccordionGroup>
