Automating Contact & Note Management with Granola, NOAN, and Zapier

If you’re looking to streamline your workflow, keep your contacts organized, and never lose track of important conversations, this guide is for you. Here’s how I transformed my daily routine using Granola, NOAN, and a simple Zapier automation—so you can do the same.

Why Granola is My Go-To Note Taker

Granola stands out as a note-taking tool because:

• Non-intrusive: It doesn’t join your calls or record audio, just provides a clean transcript.
• Real-time notes: You can jot down notes as you go.
• Seamless integration: It works brilliantly with NOAN, making it perfect for team use.

The Real-World Scenario: Partner Calls Made Effortless

Yesterday, I had a call with Angela from Landa Club, a partner in South America. She wasn’t in my NOAN contacts yet, but thanks to my setup, adding her and our conversation details was effortless.

The Automation: How the Zap Works

Here’s the step-by-step process I use:

1. Organize Your Notes:
   After any NOAN-related call, I drop the transcript into a dedicated NOAN folder in Granola.
2. Trigger the Zap:
   As soon as a note is added to this folder, Zapier springs into action.
3. Contact Check & Creation:
   • Zapier checks if the contact (e.g., Angela) already exists in your NOAN network.
   • If the contact exists, the note is added to their memos.
   • If not, Zapier creates a new contact and attaches the note.
4. Instant Access for the Team:
   Now, anyone on the team can access the memo and all related context via NOAN’s assistant. When I prep for my upcoming webinar, I’ll simply ask, “What did we discuss with Landa Club?” and get an instant summary.

Why This Setup is a Game Changer

• Zero manual data entry: Every call builds your contact database and context automatically.
• Team-wide visibility: Everyone stays in the loop, with up-to-date memos and contact info.
• CRM killer: With this foundation, you’re well on your way to replacing clunky CRMs with a smarter, AI-powered system.

How to Set It Up Yourself

1. Start using Granola for note-taking.
2. Set up a Zap in Zapier:
   • Trigger: New note in your NOAN folder in Granola.
   • Action: Search for contact in NOAN.
   • If found, add memo; if not, create contact and add memo.
3. (Optional) Use NOAN’s Zap to drop new contacts into your network automatically.

Final Tips

• Consistency is key: Drop every call note into your NOAN folder.
• Leverage the assistant: Use NOAN’s AI to recall any conversation or context instantly.
• Stay tuned: More features are coming soon to make this workflow even more powerful.

Ready to build a smarter, more connected workflow? Set up this automation and watch your contact management transform overnight.

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