Step-by-step Granola workflows from How I AI expert interviews. Each guide includes prompts, code snippets, and practical tips.
Turn meeting notes into reliable CRM records by giving Claude a tightly scoped Zapier MCP toolset and project instructions that define lookup order, field meanings, and when to create or update a record.
Turn an authorized customer interview into a source grounded case study by combining the transcript and notes with a versioned editorial prompt, then verify quotes, outcomes, product claims, links, and customer permission before repurposing the story.
Build a hiring thought partner that evaluates interview evidence against a job rubric, removes unnecessary personal data, and gives the interviewer a traceable recommendation and coaching without making the decision.
Use an authorized set of meeting transcripts to surface how the company actually makes decisions, then review the evidence and convert durable behaviors into a practical hiring rubric.
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