Granola takes notes. Cedric gets the work done.
Share your Granola meeting notes with Cedric. It finds the decisions, tasks, owners and deadlines, then carries out the next steps you approve, across your company's tools.
Works in
No credit card required. You review sensitive actions before they run.
- Pilot agreed: 20 seats, 8 weeks
- Wants a revised proposal and a contract
- Next call on Tuesday
Deal moved to Pilotproposedupdated
Follow-up to Danaproposedsent
Onboarding projectproposedcreated
Three tasks, with ownersproposedcreated
Pilot campaignneeds your yesCreated and used by people from
Your meeting ended. The work is just beginning.
Granola gives your team a clear record of the meeting. Someone still has to turn those notes into emails, CRM updates, tasks, documents and follow-ups. Cedric does that work for you.
Granola captures the meeting.
Cedric executes what happens next.
From meeting notes to completed actions.
1. Record your meeting with Granola
Granola captures the conversation, the decisions and the next steps without interrupting the meeting.
2. Share the notes with Cedric
Halcyon pilot call
Pilot agreed at 20 seats for 8 weeks. Dana needs a revised proposal and a contract.
Read it. Here is what I found.
Send a note to Slack from Granola, or let a folder post on its own. Cedric is already in the channel.
3. Review Cedric's action plan
Four of these send or change something. Your call on each.
Move the deal to PilotApproveEditRejectSend the follow-up to DanaApproveEditReject
Send the contract to legalApproveEditRejectBefore anything sensitive runs, Cedric lists what it proposes. Approve, edit or reject each action.
4. Cedric completes the work
Done. Here is where everything went.
Halcyon deal, stage PilotupdatedFollow-up to DanasentOnboarding projectcreatedPilot contractwith legalApproved actions run across your CRM, project, email, document and advertising tools.
One meeting can trigger an entire workflow.
A customer agrees to a pilot on a sales call. They ask for a revised proposal, a contract and another meeting next week. From the Granola notes, Cedric plans ten actions and runs them once you approve.
Decided
- Pilot starts in October: 20 seats, 8 weeks
- $24,000, net 30
Next steps
- Revised proposal and contract to Dana
- SSO and EU hosting confirmed in writing
- Follow-up call next week
@Cedric take it from here.
- Halcyon created as a customer
- Deal moved to Pilot
- Requirements added to the record
- Follow-up email to Dana
Proposal revised to 20 seats- Contract drafted from the agreed terms
- Onboarding project created
- Four tasks assigned to the team
Next call, Tuesday 10:00- Account owner notified
Work for several people and ten tools becomes one plan you review.
What Cedric can execute from Granola notes.
Update your CRM
Customer calls become accurate records, without anyone retyping the notes.
- Create contacts and companies
- Add the meeting summary
- Record requirements and objections
- Move the deal to the right stage
- Assign follow-up tasks
- Set the next contact date
@Cedric Update Halcyon in HubSpot, add the requirements and move the deal to Contract Sent.
ProposalContract sent
Tue 22 Sep
Summary added from Granola
Draft and send follow-up emails
Cedric writes the follow-up from the meeting itself, so nobody repeats the details.
- Summarize the discussion
- Confirm the agreed next steps
- Answer open questions
- Attach the right documents
- Write it in your voice
- Remind you if there is no reply
@Cedric Draft a follow-up confirming the pilot scope and attach the revised proposal.
Hi Dana,
Thanks for today. To confirm: a pilot of 20 seats for 8 weeks, starting in October.
The revised proposal is attached. The contract follows tomorrow.
Create project tasks
Commitments made in the meeting become assigned work your team can track.
- Create tasks in Jira, Linear, Asana or Notion
- Add descriptions and acceptance criteria
- Assign owners
- Add deadlines
- Link tasks to the project
- Notify the people responsible
@Cedric Create the three product tasks we discussed, assign them to engineering, due Friday.
RetoFri
NadjaFri
FabienneFriAlso in
Update Notion
Your company knowledge keeps up with the latest decisions.
- Update project pages and status
- Add decisions to the decision log
- Update the roadmap
- Add customer feedback
- Create meeting summaries
- Document new processes
@Cedric Update the Halcyon project page with the new scope, timeline and owners.
Onboarding
8 weeks, from 5 Oct
Decision log
Draft contracts and proposals
Cedric takes the terms agreed in the meeting and fills your approved template. A person reviews it before it goes anywhere.
- Customer and company details
- Scope of work and deliverables
- Pricing
- Payment terms
- Contract duration
- Deadlines and responsibilities
@Cedric Draft the pilot contract from the terms we agreed and send it to legal for review.
Halcyon GmbH
20 seats, SSO, EU hosting
$24,000
Net 30
8 weeks
Sent to legal for review
Prepare and launch ad campaigns
When marketing agrees a campaign in a meeting, Cedric turns the discussion into a campaign ready for review.
- Write the campaign brief
- Organize keywords and audiences
- Draft headlines and descriptions
- Apply your naming conventions
- Add UTM tracking
- Launch after approval
@Cedric Create the Google Ads campaign from the meeting, apply our tracking template and prepare it for approval.
Plan every shift in minutes
utm_campaign=pilot-launch
Schedule the next meeting
The next step gets booked without another round of emails.
- Find times that work
- Send the invitations
- Add the participants
- Prepare the agenda
- Attach the documents
- Brief you before the call
@Cedric Schedule a follow-up with Halcyon next week and put the open decisions on the agenda.
Agenda
- Contract questions
- SSO setup date
- Who joins the kickoff
More than meeting-note automation.
An AI note taker tells you what happened. Cedric makes sure it actually happens.
Granola aloneGranola + CedricWorks across your company's tools.
Cedric connects what Granola heard to the tools where your team finishes the work.
Salesforce
Pipedrive
Airtable
Microsoft Teams
Meta Ads
Google DrivePlus a catalog of 3,200 more apps. See all integrations →
You remain in control.
You choose what Cedric can reach, and every action that matters waits for a person.
Cedric reaches only the tools you connect. Sensitive ones can stay read-only.
Anything that sends, changes or spends waits for a yes in the channel.
Read the email, the contract or the campaign first. Edit it in the same reply.
What was proposed, who approved it and what happened, in one view.
Teach Cedric your naming, your contract template and your follow-up style once.
A connection can serve the whole team or stay with the person who made it.
Cedric remembers your company's context and the way your team works, so each action follows your process. How approvals work →
Private, in your control,
and Swiss based.
Private.
In your control.
Swiss based.
Frequently asked questions
No. Granola captures and organizes your meeting notes. Cedric reads those notes and does the work the meeting created.
Through the channel you already share them in. Granola can send a note to a Slack channel, by hand or automatically for every note in a folder. Cedric is in that channel, reads the summary and picks out the decisions, owners and next steps. You can also paste a note into any chat with Cedric.
Yes. Once you connect your CRM, Cedric can create or update contacts, companies, deals, notes and follow-up tasks. It shows you each change first. See the HubSpot and Salesforce pages.
Cedric drafts and personalizes the follow-up, and sends it once someone approves it. No email leaves without a yes. How approvals work explains the rule.
Cedric prepares the campaign structure, keywords, audiences, ads and tracking parameters. The campaign goes live only after a person approves it, because it spends money.
Yes. Cedric takes the terms from the meeting and your approved template and prepares a draft. It sends the draft to the right person for review. It does not sign anything.
Cedric asks. If an owner, a date or a number is missing, it puts the question to you in the channel before it proposes the action.
Reading is free. Anything that sends, changes or spends waits for a person. Recurring work you schedule runs without asking each time, because scheduling it is the approval. You choose which tools Cedric can reach, and you can connect the sensitive ones read-only.
Stop leaving action items inside meeting notes.
Connect Granola to CedricNo credit card required. You approve sensitive actions before they run.