Granola in Roma
Ask what was decided in a meeting, and turn the action items into tasks.
Connect Granola and your operator can read your meeting notes and transcripts. Ask what was decided, turn the action items into tasks, or get the exact wording of what someone said. Everything Roma does with Granola is a read. It writes nothing there.
What the operator does with your meetings
Mara asks "What did we decide with Sam yesterday?" The operator puts the question to Granola and answers in a few lines, with numbered links back to the notes. "Create tasks from my meetings this week" reads the week's notes and creates a task per action item on her Tasks list. "What exactly did she say about the price?" goes to the transcript for the wording.
The operator can put a question over your meetings in plain words, list the meetings in a range (this week, last week, the last 30 days, or dates you give), read the notes of up to ten meetings at a time, read one meeting's transcript, list the groups you keep your meetings in, and read your account details. A question to Granola takes longer than most reads, about ten seconds, because Granola's own model answers it, and the conversation shows that it is asking Granola while it does.
In an automation
A morning automation can read Granola too. "Every morning, go through yesterday's calls and list what I promised" runs with the same six reads a conversation has, and nothing more to allow. What an automation is explains how a run reaches you.
What it never does
Granola offers nothing that writes, and Roma offers nothing Granola does not have. No note is created, edited or deleted, and nothing is shared. The connection has one permission group, Reading, which is always allowed.
What Roma can reach depends on your Granola plan
Transcripts, meeting groups and shared notes are features of Granola's paid plans, and a free account reaches its own notes from the last 30 days. When an answer comes back empty on a connected account, ask the operator what the connection can see. It reads your account details, which say what the connection may search.
How to connect
Open Settings → Connections and press Granola. Sign in with Granola in the window that opens, allow the access it lists, and close the page when it says Connected. The row carries a green check. There is nothing to paste: the sign-in page is Granola's own, and the access it grants is what Roma uses. The iPhone's Settings → Connections carries the same row. The general steps are in Connect an app to Roma, and every connection is listed at /connections.
How to disconnect
Settings → Connections, press Granola, then Disconnect. Roma's access ends at once. Tasks created from meetings stay on your lists.
Questions people ask
Does Roma record my meetings for this?
No. Granola records and writes the notes. Roma reads what is already in your Granola account when you ask.
Why does a question come back empty?
Usually the plan or the access. Transcripts and meeting groups are paid features on Granola's side, a free account reaches 30 days of its own notes, and a workspace can limit what a connection sees. Ask the operator what the connection can see.
Can it tell me who said what?
A transcript labels its speakers as Speaker A, Speaker B, Me and Them. The operator can quote the wording, and it does not know which name belongs to which label unless the notes say.
Can an automation read my meetings every morning?
Yes. A run gets the same reads as a conversation, so a morning automation can summarise yesterday's calls or list the action items.