You love Granola's notes. But the action items are just text.
ClearWork connects to Granola and turns those notes into a tracked, dated action plan — follow-ups that actually move, not snippets you forget at the bottom of a note.
Keep capturing meetings in Granola exactly the way you do today. ClearWork picks up every note from there.
Summary
Discussed pricing and SOC 2 timeline. Sarah to introduce CFO.
Action items
· Send revised pricing PDF by Thursday
· Intro Sarah to solutions engineer
· Reply to security questionnaire
(plain text — not tracked, no dates)
The gap Granola leaves on purpose
Granola captures the meeting brilliantly. Then the action items sit there as plain text.
Granola is honest about this: there are no interactive to-dos, no task tracking, no cross-meeting view inside the product. Reviewers call it out as the one thing missing from an otherwise beloved tool.
The cruel twist: ask Granola's chat for action items and it extracts them perfectly — as snippets you can read but can't assign, can't sort by date, and can't work from across meetings. Capture is brilliant. Follow-through is on you.
Without due dates and a place to work from, even the best meeting notes become an archive of conversations you meant to act on.
How the connection works
One-time setup. Then the notes flow on their own.
Granola exposes an MCP server on every plan. ClearWork plugs into it so your notes keep coming in without a thought.
Keep capturing in Granola
Run your meetings exactly the way you do today. Granola keeps doing what it's great at — the cleanest meeting notes you've used.
Connect Granola to ClearWork once
Authorize ClearWork via Granola's MCP server (available on every plan) or a Zapier hand-off. One OAuth screen and you're set.
Every Granola note becomes a dated plan
From the next meeting onward, every Granola note flows in, gets matched to the right customer, and turns into action items with due dates. Hands-off after setup.
The payoff
The dated action plan Granola won't build for you.
Instead of reopening Granola note after Granola note hunting for what you owed whom, you work from one calendar-aware list: what's overdue, what's due today, what's owed this week.
- Every action item carries a due date — extracted from what was actually said or inferred from context.
- Sorted by urgency across every Granola meeting, not by which note you happened to open last.
- Each item links back to the exact Granola note and quote it came from.
- Mark done, snooze, reassign — a real workspace, not a wall of read-only notes.
- Send Acme the revised pricing PDF
- Reply to Lattice security questionnaire
- Intro Sarah → Solutions Eng
- Confirm pilot start with Northwind
- Share onboarding doc with Pier
- Send revised SOC 2 docs to Helio
- Riverbend — waiting on legal 5d
- Bluefin — waiting on CFO intro 3d
The CRM friction
Tired of manually syncing every Granola note into your CRM?
Granola's CRM story is its most-cited weakness. The HubSpot sync is manual per note. There's no native Salesforce integration. Teams keep building middleware workarounds that nobody actually maintains.
ClearWork is the connective layer Granola users keep asking for. It organizes your follow-ups by customer and by date, so you stop copy-pasting notes into CRM records by hand — and start working from the action plan directly.
Granola + ClearWork
Keep the Granola you love. Add the tracking it deliberately leaves out.
- • Beautiful, accurate meeting notes
- • Action items as plain text inside each note
- • No due dates, no tracking, no cross-meeting view
- • Manual per-note CRM sync; Salesforce workarounds
- • Every Granola note pulled in automatically
- • Action items extracted, dated, and assigned
- • One sorted list across every meeting you run
- • Organized by customer — the connective layer between notes and follow-through
We're not replacing Granola — we're finishing the job it deliberately leaves to you.
FAQ
Granola + ClearWork, answered.
- Does Granola track action items? +
- Not really — and Granola is upfront about it. There are no interactive to-dos or task tracking inside Granola. If you ask its chat for action items it will extract them perfectly, but they appear as plain text snippets inside a note. You can read them; you can't assign them, sort them by date, or work from them across meetings. That's the gap ClearWork was built to close.
- How do I turn Granola notes into tasks? +
- Connect ClearWork to Granola once. From then on, every Granola note flows into ClearWork and is parsed into structured action items — each with a due date, an owner, and a link back to the exact note and quote it came from. You keep using Granola for capture; ClearWork becomes the workspace where the follow-throughs actually happen.
- How does ClearWork connect to Granola? +
- Granola offers an MCP server on all plans (with full transcript access on Business) using browser-based OAuth, plus Zapier. ClearWork uses the Granola MCP connection — or a Zapier hand-off into our pipeline — to pull every new note in automatically. One-time setup, then it runs in the background.
- How are follow-ups organized by date? +
- Every action item ClearWork extracts gets a due date — pulled from what was actually said ("I'll send that by Thursday") or inferred from context. Your home view is a single dated list across every Granola meeting: overdue, due today, due this week, and follow-ups owed. The thing Granola deliberately leaves out is the first thing you see.
- Do I need a CRM, or does this replace the Salesforce workaround? +
- If you've been wrestling with manual per-note HubSpot sync or a middleware workaround for Salesforce, ClearWork is the connective layer Granola users keep asking for. It organizes your follow-ups by customer and by date, so you're not copy-pasting notes into CRM records by hand. You can keep a CRM for pipeline if you want — ClearWork handles the part where notes turn into next steps.
Every Granola note becomes a follow-up that actually happens.
Granola gives you the cleanest meeting notes you've used. ClearWork turns the action items hiding inside them into a dated plan you actually work from. Connect once and your next Granola meeting becomes the first one you fully follow through on.
Connect GranolaOne-time setup · clearwork.io