Turn Granola meeting action items into Microsoft Planner tasks

When a new meeting note shows up in Granola, turn it into accountable work in Microsoft Planner. Use a poll trigger on Granola for the new_note event so the workflow runs as soon as a fresh note lands.

Step 1: Call Granola Get Note with the note ID from the trigger, including the transcript. You need the summary, the full transcript, the attendees (with names and emails), and the meeting title and date.

Step 2: Read the summary and transcript and extract concrete action items. For each one, capture an owner (matched to an attendee from the note), a one-line description of what they committed to, and a due date if the meeting actually mentioned one. Skip vague items like "follow up later" or anything without a clear owner. Group duplicate or near-duplicate items into a single action item so the Planner board stays clean.

Step 3: Resolve the destination in Planner. On the first run, call Microsoft Planner List Plans for Group on the configured group to find the plan I want to use, then call List Buckets in Plan to find the "From Meetings" bucket. Cache or remember the plan ID and bucket ID for subsequent runs so the workflow does not re-resolve them every time.

Step 4: For each extracted action item, call Microsoft Planner Create Task in that plan and bucket. Set the title to the one-line description. Assign the task to the matching attendee by their email (look them up against the directory so Planner can attach the right user ID). Set the due date if one was captured. In the task description, include a short reference back to the meeting: the meeting title and date, and a note that this came from Granola.

Defaults and behavior: make the plan, the group, and the bucket name configurable at setup time. The plan should default to a single "Meetings" plan and the bucket should default to "From Meetings". If the bucket does not exist on first run, fail with a clear message rather than guessing. If an attendee cannot be matched to a Microsoft 365 user by email, create the task unassigned but keep the owner name in the description so it is not lost. Never create a Planner task for an item without an identifiable owner in the meeting.

The goal: nothing said in a meeting falls through the cracks. By the time a Granola note lands, every real commitment is a tracked Planner task with the right owner and due date.

Additional information

What does this prompt do?

Watches your Granola account for new meeting notes and runs the moment one is ready.
Reads the summary, transcript, and attendees to pull out concrete commitments, not vague chatter.
Creates a Microsoft Planner task per action item with the owner assigned, the due date set, and the meeting title and date in the description.
Skips fuzzy items with no clear owner and merges duplicates so your board stays clean.

What do I need to use this?

A Granola account on the Business or Enterprise plan with a personal API key enabled.
A Microsoft 365 login with access to the Planner board and the group that owns it.
The Planner plan you want tasks filed in, with a bucket named something like "From Meetings" (or any bucket you choose).

How can I customize it?

Point Geni at a different plan or bucket if you keep meeting follow-ups somewhere else.
Adjust how aggressive the action-item extraction is, for example only file items with explicit owners and dates.
Change the default due date when a meeting does not mention one, like "three business days from the meeting".

Frequently asked questions

Which Granola plan do I need?

You need a Granola Business or Enterprise plan. Personal API keys, which this workflow uses, are not available on Free or Pro plans.

How does it know who owns each action item?

Geni reads the meeting transcript and matches commitments to the attendees Granola already attached to the note. If an attendee in the meeting matches a teammate in your Microsoft 365 directory by email, Planner assigns the task to them.

What happens if a meeting mentions no due date?

By default, Geni leaves the task without a due date or sets a sensible default like a few business days out. You can change this when you customize the workflow.

Will it create duplicate tasks if the same item is said twice?

No. Geni merges duplicate or near-duplicate action items into a single Planner task before filing them.

Can I use a different bucket or even a different plan?

Yes. The first run lists your plans and buckets so you can pick where tasks should land. You can change this any time.