Customer calls

Customer calls brings your team’s sales and customer calls into one place. Granola auto-detects sales and customer calls, and the notes appear in Customer calls for everyone who has access.

​

How it works

When Granola detects that an external call is a sales or customer call, you’ll see this indicator on the note. Once the notes are ready, they’re shared to Customer calls automatically. You can always hit × on the indicator to stop that note appearing in Customer calls. Customer calls appears in the sidebar for everyone in your workspace who can see it.

​

Chat with your customer calls

Customer calls shows relevant meeting notes in one place, so your team can easily find and chat with them. Browse by company, note or person, or ask a question across every call. Because everyone’s calls land in the same place, the whole team builds on the same context. Sales can ask What are the common deal blockers?, product can ask Which feature requests keep coming up?, and anyone can ask What questions do customers ask?, without having been on the calls themselves. Recipes like Gather product feedback and Weekly revenue review run across all of your customer calls. Click All recipes to see the rest. Once shared, your team can also chat with these notes using Claude, ChatGPT and other AI tools. To sync customer calls to your CRM, you can use Granola’s native integration to connect Attio, HubSpot or Affinity. Native integrations for Pipedrive and Salesforce will be launching soon. For any other CRMs, you can use the MCP or workspace API key to connect.

​

Calls with sensitive content

Granola won’t automatically add any customer calls that are detected as having sensitive content in them, based on the content of the transcript. If any sensitive content is detected, a banner like this will show: You can always manually choose to add these calls, but they won’t get added automatically.

​

Stop adding your calls

You can stop your calls being added at any time. Any calls that were previously added will remain shared. In Customer calls, click Sharing is on in the top-right corner, then click Stop adding my calls. You can also do this in settings. Click your workspace name in the bottom-left corner, select Settings, then open General → Customer calls. Under Share your customer calls, click Stop adding my calls. To share your calls again, click Add my calls in the same place. To keep a single note out of Customer calls, hit × on its indicator instead.

​

Configure

Click your workspace name in the bottom-left corner, then select Settings. Under Workspace, open General → Customer calls.

​

Turn on

Click Turn on next to Turn on Customer calls for your workspace. If your workspace doesn’t have a Customer calls folder yet, click Create folder and turn on to confirm.

​

Change destination folder

Destination folder sets which folder customer calls are automatically shared to. To change it, click Change folder, choose a workspace-shared folder, then click Change folder to confirm.

• All notes in the current folder will be moved to the new folder.
• Integrations on the current folder will be moved to the new folder. If the new folder already has the same integration, the existing one will be used.
• If the current folder was created by Granola, it will be deleted after the notes are moved.

You can’t change the destination folder while access is restricted to specific groups.

​

Add members

Members lists everyone whose customer calls are shared automatically. To add more people, click Add members. Choose which workspace members or user groups should automatically share their customer-call notes, then click Add.

​

Exclude companies and people

Meetings with these people or companies won’t be shared automatically. This is useful for partners, investors or anyone whose calls shouldn’t be shared with the wider team. Under Meeting exclusions, add an email address to exclude a person, or a domain to exclude a whole company.

​

Stop members from opting in

By default, members can discover Customer calls and opt in to share their calls themselves. To control exactly whose calls are shared, turn off Allow members to discover and opt in to share their calls. When it’s off, you’ll need to manually add every member whose calls should be automatically shared.

​

Restrict access

By default, everyone in the workspace can see Customer calls. To restrict which user groups contribute their customer calls, and who can view them, click Configure next to Restrict access. Choose the groups whose sales and customer calls should be shared automatically, and who can access the notes, then click Restrict access.