Overview 

Attio is your CRM, the system of record for your customer relationships. Granola is your AI meeting assistant that automatically records, transcribes, and summarizes your sales and customer calls. You’ve already taken the first step by connecting them through the native Granola app in Attio's marketplace. This is great for logging basic call summaries.

However, the default setup often just dumps a summary into your activity feed, leaving the most valuable insights like action items and key topics untouched and unactionable. Your team is left with a connection that works, but doesn't actually do anything for them. The solution is to move beyond the basic connection and build intelligent automations on top of it. We configure your existing integration to automatically process the rich data from Granola and use it to drive your sales process forward.

Our Approach 

Novlini doesn't just connect the apps we make them work together intelligently. We build custom workflows inside Attio that turn your Granola meeting data into automated actions.

• Turn Action Items into Assigned Tasks: This is the key workflow. When Granola's AI identifies a clear action item during a meeting, we build the workflow that automatically creates a corresponding task in Attio and assigns it to the correct person with a due date, ensuring nothing is dropped.

• Automate Record Tagging with Key Topics: Use Granola's topic detection to enrich your CRM data. If "pricing," "security," or a specific competitor was a major topic in the meeting, we build the automation that adds a corresponding tag to the deal record in Attio for future analysis and reporting.

• Ensure Perfect Summary Logging: We refine the default setup to ensure every meeting summary, transcript, and recording is flawlessly matched to the right contacts, companies, and deals in Attio, creating a complete and reliable history of every conversation.

• Create Smarter Meeting Dashboards: Turn raw meeting data into powerful reports. We build dashboards in Attio that give you a high-level view of topics discussed across all calls, track competitor mentions, and monitor the completion rate of AI-generated action items.

Proven Results 

This service is for teams who have the Granola integration but feel they're only scratching the surface. It transforms the integration from a simple call logger into an automated sales coaching and operational tool. Our clients use this to ensure follow-ups never get missed, get ahead of risks mentioned on calls, and use real conversation data to make more accurate sales forecasts.