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

# Granola meeting notes as context

> Link Granola meeting notes to Chartcastr sources so AI pulse summaries correlate metric changes with recent decisions and action items.

<Info>
  **State**: Available on all plans. Requires a Granola **Business** or **Enterprise** plan for API access.
</Info>

## Overview

Link Granola meeting notes to your Chartcastr Sources to provide meeting context for your automated pulses. This is perfect for:

* Correlating metric changes with recent meetings and decisions
* Adding meeting summaries as context for chart analysis
* Understanding the "why" behind data trends using meeting notes

## How It Works

1. **Connect Granola**: Enter your Granola API key in the Integrations settings.
2. **Link Context**: From any Source details page, click "Add Source Context" and select Granola.
3. **Select Notes**: Browse and select meeting notes to use as context for your charts.
4. **AI Analysis**: Our AI automatically uses the meeting summaries to provide deeper insights into your pulse summaries, connecting your live data to your meeting context.

## Setup

<Steps>
  <Step title="Generate a Granola API Key">
    Open the **Granola desktop app**, go to **Settings → API → Create new key**, and generate a key.

    <Frame caption="Granola Settings → API key screen">
      <img src="https://mintcdn.com/chartcastr/FtmQsextKE2Y1kDT/images/integrations/context/granola/granola-api-key.png?fit=max&auto=format&n=FtmQsextKE2Y1kDT&q=85&s=434de1e7c0b6ae320a768f1b05defe0c" alt="Granola API key settings screen" width="648" height="276" data-path="images/integrations/context/granola/granola-api-key.png" />
    </Frame>

    Granola offers two key types — either works with Chartcastr:

    | Key Type               | Scope                                                                               | Plan Required           |
    | ---------------------- | ----------------------------------------------------------------------------------- | ----------------------- |
    | **Personal API key**   | Your own notes, notes shared with you, and notes in private folders shared with you | Business or Enterprise  |
    | **Enterprise API key** | All notes in the Team space (org-wide, excludes private notes/folders)              | Enterprise only (admin) |

    <Info>
      **Which key should I use?** Use a **Personal API key** if you want to attach your own meeting notes as context. Use an **Enterprise API key** if a workspace admin wants to provide org-wide meeting context across all team members' notes.
    </Info>

    <Note>
      On Enterprise plans, workspace admins can control whether members can create Personal API keys via the **"Allow personal API keys"** toggle in **Settings → Workspace**.
    </Note>
  </Step>

  <Step title="Connect in Chartcastr">
    In Chartcastr, go to **Settings** → **Source Integrations** and find the **Granola** card. Enter your API key and click **Test & Connect**.
  </Step>

  <Step title="Attach Meeting Notes">
    From any Source or Source Group detail page, click **Add Source Context**, select **Granola**, and browse your meeting notes. Select the notes relevant to the data you're tracking.
  </Step>
</Steps>

## What Gets Cached

When you attach a Granola meeting note, Chartcastr caches the following information for AI analysis:

* **Meeting title** and date/time
* **Attendees** (names and emails)
* **AI-generated summary** (in markdown format)
* **Folder membership** for organizational context

<Note>
  Full transcripts are not cached to keep token usage efficient. The AI summary provides the most relevant context in a compact form.
</Note>

## Benefits

By linking Granola meeting notes, your AI-generated summaries will understand the "why" behind your data:

* Correlate metric spikes with decisions made in recent meetings
* Include meeting context in your daily or weekly pulses
* Get smarter answers to follow-up questions in Slack based on your meeting history

## Access Scope

What notes you can browse in Chartcastr depends on which API key type you use:

| Key Type               | What You Can Access                                                                                  |
| ---------------------- | ---------------------------------------------------------------------------------------------------- |
| **Personal API key**   | Notes you own, notes shared with you, notes in private folders shared with you                       |
| **Enterprise API key** | All notes in the Team space (everything workspace members can read, excluding private notes/folders) |

<Info>
  If your organization has multiple Granola workspaces, you'll need a separate API key per workspace.
</Info>

## Rate Limits

Granola enforces rate limits per user (Personal) or per workspace (Enterprise):

| Metric         | Value                          |
| -------------- | ------------------------------ |
| Burst capacity | 25 requests                    |
| Time window    | 5 seconds                      |
| Sustained rate | 5 requests/second (300/minute) |

Chartcastr respects these limits when browsing and fetching notes.

## FAQ

<AccordionGroup>
  <Accordion title="What Granola plan do I need?">
    A **Business** or **Enterprise** plan. Personal API keys are available on both. Enterprise API keys require the Enterprise plan and must be created by a workspace admin.
  </Accordion>

  <Accordion title="Can I use the Granola MCP instead?">
    Granola also offers an MCP (Model Context Protocol) integration for conversational AI tools like Claude and ChatGPT. The MCP uses browser-based OAuth and is designed for interactive chat. For Chartcastr's automated context enrichment, the API key approach is the right fit since it runs in the background without user interaction.
  </Accordion>

  <Accordion title="Are webhooks available?">
    Not yet — Granola's webhook support is on their roadmap. Currently, Chartcastr fetches note content when you attach a note as context.
  </Accordion>
</AccordionGroup>