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.

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What is note transfer?

Note transfer moves all your meeting notes from one Granola account into another. This feature is for transferring between two accounts that use different email addresses — for example, switching to a new email address, moving from a personal account to a work account (or the other way around), or consolidating two accounts into one. A verification code is sent to the old account’s email address, so both accounts must have different emails. You must be logged into the account you want to receive the notes and have access to the old account’s email to receive the verification code. Notes are moved (not copied): the old account will have no notes left after the transfer.

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How to transfer notes

Note transfer is only available on the Granola desktop app (macOS and Windows). You cannot transfer notes from the iPhone app. Follow these steps to transfer your notes from an old account to a new one:

1. Log into your new Granola account (the account you want to transfer notes to)
2. Click on your workspace name in the bottom left corner of the app
3. Click Settings

4. Click on Edit Profile in the settings menu
5. Scroll down to the section called “Transfer notes from another Granola account”

6. Enter your old account’s email address
7. Check your old email inbox for a verification code. The code expires 10 minutes after being sent.
8. Enter the verification code to confirm you own the old account

Once verified, your notes will automatically transfer to your new account. Your notes will be moved (not copied), so your old account will no longer contain any notes. There is a 1-hour cooldown between transfer requests. If you need to try again, wait at least 1 hour before submitting a new request.

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Important limitations

Before transferring your notes, be aware of what doesn’t transfer with them. Subscriptions - Your subscription plan stays with your old account. You’ll need to set up a new subscription in your new account to continue accessing premium features like transcriptions. Folder organization - While all your notes transfer safely, their folder structure doesn’t come with them. You’ll need to recreate your folders and reorganize your notes manually after the transfer. Templates - Templates are not included in the transfer. If you want to use the same templates in your new account, view them in your old account and recreate them in the new account via Settings > Manage templates.

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Troubleshooting

Transfer not working If you’re part of a company workspace, your workspace admin may have disabled note transfers. There are two workspace settings that control this feature, and both must be enabled:

1. Allow moving notes to other workspaces — found in Settings > Security & Access. This is the prerequisite setting and must be enabled first.
2. Allow transferring notes to other accounts — found in Settings > Workspace (under Admin settings). This setting is unavailable until “Allow moving notes to other workspaces” is enabled.

Check with your admin to make sure both settings are turned on. Verification email not arriving If you’re not seeing the verification email in your inbox, check your email’s Updates, Promotions, and spam folders. Some email providers may also quarantine the message — check any quarantine or junk folder your provider offers. If you’ve made multiple attempts, remember to wait at least 1 hour between requests before trying again. New account doesn’t exist yet You must be logged in with the new account to initiate the transfer from it. If you haven’t created a Granola account with the new email address, you’ll need to sign out, and then log into the new email to create a new account for it. You can then start the transfer from there. Note changing or creating workspaces is a separate action and this functionality must be done between accounts (i.e. between different email addresses). Don’t have access to old email You must have access to your old email address to verify ownership and complete the transfer. For privacy and security reasons, there’s no alternative verification method available. Transfer limit reached Each account can complete up to 3 note transfers. Once this limit is reached, you won’t be able to transfer additional notes into that account. Each completed transfer request counts toward this limit, even if no notes were actually moved. If you encounter this issue, contact us at hey@granola.so and we can get you sorted.