---

name: granola-data-handling description: | Data export, retention, and GDPR compliance for Granola. Use when managing data exports, configuring retention policies, or ensuring regulatory compliance. Trigger with phrases like "granola export", "granola data", "granola GDPR", "granola retention", "granola compliance". allowed-tools: Read, Write, Edit version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io

Granola Data Handling

Overview

Manage data export, retention policies, and regulatory compliance for Granola meeting data.

Prerequisites

• Granola admin access
• Understanding of data regulations (GDPR, CCPA)
• Export destination prepared

Data Types in Granola

Data Classification

Data Type	Sensitivity	Retention	Export Format
Meeting Notes	Medium	Configurable	Markdown, JSON
Transcripts	High	Configurable	Text, JSON
Audio	High	Short-term	WAV, MP3
Attendee Info	PII	With notes	JSON
Action Items	Medium	With notes	Markdown
Metadata	Low	Long-term	JSON

Data Locations

Granola Data Storage
├── Cloud Storage (Primary)
│   ├── Notes & Summaries
│   ├── Transcripts
│   └── Metadata
├── Temporary Storage
│   ├── Audio (processing)
│   └── Upload queue
└── Local Cache (Device)
    ├── Recent notes
    └── App settings

Data Export

Individual Export

## Export Single Meeting

1. Open meeting in Granola
2. Click ... menu
3. Select "Export"
4. Choose format:
   - Markdown (.md)
   - PDF (.pdf)
   - Word (.docx)
   - JSON (full data)
5. Download file

Bulk Export

## Export All Data

1. Settings > Data > Export
2. Select "All Data"
3. Choose date range (optional)
4. Select format: JSON (recommended)
5. Confirm export request
6. Wait for email with download link
7. Download within 24 hours

Export Formats

Markdown Export

# Meeting Title

**Date:** January 6, 2025
**Duration:** 45 minutes
**Attendees:** Sarah Chen, Mike Johnson

## Summary
[AI-generated summary]

## Key Points
- [Point 1]
- [Point 2]

## Action Items
- [ ] Task 1 (@assignee, due: date)

## Transcript
[Full transcript if included]

JSON Export

{
  "export_version": "1.0",
  "export_date": "2025-01-06T15:00:00Z",
  "user": {
    "id": "user_123",
    "email": "user@company.com"
  },
  "meetings": [
    {
      "id": "note_abc123",
      "title": "Sprint Planning",
      "date": "2025-01-06",
      "start_time": "2025-01-06T14:00:00Z",
      "end_time": "2025-01-06T14:45:00Z",
      "attendees": [
        {"name": "Sarah Chen", "email": "sarah@company.com"}
      ],
      "summary": "Discussed Q1 priorities...",
      "transcript": "Full transcript text...",
      "action_items": [
        {"text": "Review PRs", "assignee": "mike", "due": "2025-01-08"}
      ],
      "created_at": "2025-01-06T14:46:00Z",
      "updated_at": "2025-01-06T15:00:00Z"
    }
  ]
}

Data Retention

Configure Retention Policy

## Retention Settings

Location: Settings > Privacy > Data Retention

Options:
1. Keep Forever (default)
   - All data retained indefinitely
   - User must manually delete

2. Time-Based Deletion
   - Notes: 30/60/90/365 days
   - Transcripts: 7/30/90 days
   - Audio: Immediately/7/30 days

3. Storage-Based
   - Delete oldest when quota reached
   - Archive to external before delete

Recommended Retention by Type

Data Type	Recommendation	Reason
Notes	1-2 years	Reference value
Transcripts	90 days	Storage efficiency
Audio	Delete after processing	Privacy, storage
Metadata	2 years	Analytics value

Retention Policy Template

# Company Retention Policy

Default:
  notes: 365 days
  transcripts: 90 days
  audio: delete_after_processing

By Workspace:
  HR:
    notes: 730 days  # 2 years (legal)
    transcripts: 30 days
    audio: delete_immediately

  Sales:
    notes: 365 days
    transcripts: 90 days  # CRM reference
    audio: 30 days

  Engineering:
    notes: 180 days
    transcripts: 7 days
    audio: delete_after_processing

GDPR Compliance

Rights Implementation

Right	Implementation	Process
Access	Data export	Self-service export
Rectification	Edit notes	User can edit
Erasure	Delete account	Settings > Delete
Portability	JSON export	Full data download
Objection	Opt-out	Don't record specific meetings

Subject Access Request (SAR)

## Handling SAR

1. Receive Request
   - Verify identity
   - Log request with timestamp

2. Locate Data
   - Search by email address
   - Include all workspaces
   - Check shared notes

3. Compile Response
   - Export user's data (JSON)
   - Include metadata
   - Document third-party sharing

4. Deliver Within 30 Days
   - Secure delivery method
   - Provide in readable format
   - Explain data categories

5. Document Completion
   - Log response date
   - Store proof of delivery

Data Deletion Request

## Right to Be Forgotten

1. Verify Identity
   - Email confirmation
   - Additional verification for sensitive data

2. Scope Deletion
   - All personal data
   - Shared notes (mark as deleted, retain structure)
   - Integration data (notify third parties)

3. Execute Deletion
   - Delete from primary storage
   - Delete from backups (within 30 days)
   - Revoke integrations

4. Confirm Completion
   - Notify requestor
   - Provide confirmation ID
   - Document process

DPA (Data Processing Agreement)

## DPA Checklist

Granola provides:
- [ ] Standard DPA template
- [ ] SCCs for international transfer
- [ ] Sub-processor list
- [ ] Security measures documentation
- [ ] Breach notification procedures

Company must:
- [ ] Sign DPA with Granola
- [ ] Update privacy policy
- [ ] Obtain consent for recording
- [ ] Train staff on procedures

CCPA Compliance

California Consumer Rights

Right	Implementation
Know	Disclosure of data collected
Delete	Account deletion
Opt-out	No sale (Granola doesn't sell data)
Non-discrimination	Equal service

Privacy Notice Requirements

## Meeting Recording Notice

Include in meeting invites:
"This meeting may be recorded using Granola AI
for note-taking purposes. By attending, you consent
to recording. Contact [email] with questions or
to request data access/deletion."

Data Security

Encryption Standards

State	Method	Standard
At Rest	AES-256	Industry standard
In Transit	TLS 1.3	Latest protocol
Backup	AES-256	Same as primary

Access Controls

## Data Access Matrix

| Role | Notes | Transcripts | Audio | Admin |
|------|-------|-------------|-------|-------|
| Owner | RWD | RWD | RD | Full |
| Admin | RW | RW | R | Limited |
| Member | RW | R | - | None |
| Viewer | R | - | - | None |

R = Read, W = Write, D = Delete

Archival Strategy

Long-Term Archive

## Archive Workflow

Monthly:
1. Export notes > 6 months old
2. Format: JSON (complete)
3. Store in company archive
4. Verify export integrity
5. Delete from Granola
6. Update archive index

Archive Storage:
- Primary: Google Cloud Storage
- Backup: AWS S3 Glacier
- Retention: 7 years

Archive Access

## Retrieving Archived Data

1. Search archive index
2. Locate in storage bucket
3. Download JSON file
4. Parse for required data
5. Re-import to Granola if needed

Resources

• Granola Privacy Policy
• Granola Security
• GDPR Documentation

Next Steps

Proceed to granola-enterprise-rbac for role-based access control.