Granola + Claude — Ultimate Sales Workflow
Source: Instagram (@divyannshisharma)
Two AI powerhouses. One unfair advantage. Granola captures everything. Claude makes it actionable.
Phase 1 — Before the Meeting
“You’re about to meet a stranger. How do you prepare?”
Granola — Pre-meeting briefs — Granola preps you for meetings overnight. Open your note and see a short brief with open threads, relevant context, and more.
Phase 2 — During the Meeting
“You’re in the meeting. Things are moving fast.”
- Granola records everything automatically, silently captures the conversation
- Recipes: Instant catch-up (if you zoned out or joined late), “Make me look good”, “What did I miss?”
Phase 3 — After the Meeting
“Meeting’s done. Now what?”
- Granola “Look Again” → Claude writes the follow-up — Claude drafts an email that continues the conversation forward
- Granola “Blind spots” → Claude pre-empts objections — Claude identifies gaps and prepares counter-arguments
Phase 4 — Across Meetings (Every Friday)
“You have 10 open deals. Which ones are about to close? Which are about to die?”
- Track decision history across your pipeline
- Keep everyone on the same page
- No more “what did we decide?”
- Every conversation, decision, and action is captured and connected
The Simple Version
Granola captures WHAT happened
Claude decides what to do about it
Claude turns them into action
You execute