Once you've connected Granola to BasicOps, your meeting notes flow into BasicOps automatically and your action items become tasks in a single click. This article explains what happens after a meeting ends and how to turn your notes into trackable work.
If you haven't connected the two apps yet, see Connecting Granola to BasicOps first.
Step 1: Your meeting summary arrives as a personal note
When Granola finishes processing your meeting, the summary is sent to BasicOps and lands in your Notes as a personal note. This means it's private to you by default — no one else sees it until you decide to share or move it. You'll find it alongside your other notes, ready to review as soon as the summary is ready.
Step 2: Move the note to the right project (if needed)
Because the summary starts as a personal note, you can keep it private or organize it wherever it belongs. If the meeting relates to a specific project, move the note into that project so your teammates have the context and everything stays in one place. Once it's in a project, the note — and any tasks you create from it — live with the rest of that project's work.
Step 3: Turn note lines into tasks
This is where Granola and BasicOps really save you time. You don't have to retype action items — you create them straight from the note:
- Highlight one or more lines in the note. Each line you select can become its own task, so you can capture several action items at once.
- Click the box in the toolbar to create tasks from the highlighted lines.
- The new tasks are automatically assigned to you so nothing slips through the cracks.
- Reassign and add detail as needed — change the owner, set a due date, add a description, or attach it to a section of your project.
That's the one-click handoff: what was a line in your meeting notes is now a tracked task with an owner.
Step 4: Everything updates in real time
BasicOps keeps your notes and tasks in sync as work happens. When you create a task from a note, it appears in your project instantly. As owners change, due dates get set, or tasks are completed, everyone with access sees the updates in real time — no refreshing, no waiting, and no wondering whether you're looking at the latest version.
A quick recap
After a meeting: Granola processes the summary → it arrives in BasicOps as a personal note → you move it to the right project if needed → you highlight lines and create tasks in one click → you reassign and add detail → and the whole team stays in sync in real time.
Need more help?
If you have questions about working with your Granola notes in BasicOps, reach out to BasicOps support and we'll be glad to help.
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