Turn Granola meeting action items into Microsoft Planner tasks

By General Input

When a new Granola note lands, file every action item as a Planner task in your "From Meetings" bucket with the right owner, due date, and meeting link.

Integrations

  • Granola
  • Microsoft Planner

Type

Agentic Task

Categories

  • Operations
  • Personal Productivity

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.

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