# Granola: Client Call Notes Written for You, With No Meeting Bot > Free Granola lesson: jot a few lines on a client call, let Granola write the notes, check the budget against the transcript, draft the follow-up and share. Source: https://learn.ynteractive.com/content/granola-client-call-notes-ai-notepad · Updated 2026-10-20 · Free from Stepthrough (https://learn.ynteractive.com) ## Practice it step by step [Start the free practice](https://learn.ynteractive.com/modules/granola-client-call-notes) You do every step yourself in a practice copy of Granola. It checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, about 5 minutes, and nothing touches your real accounts. [Open full screen](https://learn.ynteractive.com/modules/granola-client-call-notes) Free · Live now · [AI Automation for Consulting & Agencies](https://learn.ynteractive.com/content/industry/consulting-and-agencies) · Granola · ~5 min · 10 steps · Beginner Updated October 20, 2026. Built against the tool’s current screens and checked step by step. [How we check this lesson](https://learn.ynteractive.com/content/about#how-we-check) [Granola](https://learn.ynteractive.com/content/glossary/granola) is a third-party AI notepad that transcribes your meetings from your computer, with no bot joining the call, and writes the notes when the call ends. In this free lesson you start with the business case: a consultant with twelve client calls a week spends about three hours writing them up. Then, in a practice copy of Granola, you open the meeting, check the live transcript, jot four short lines, end the recording, check the budget line against what the client said, ask Granola for the [follow-up email](https://learn.ynteractive.com/content/glossary/follow-up-email) and copy a share link for your partner. ## At a glance | Question | Answer | | --- | --- | | What you build | Take a client call with Granola: jot a few lines, let it write the notes from the transcript, check the budget against its source, draft the follow-up email and share the notes by link. | | Tools | Granola | | Time | About 5 minutes, 10 steps in 3 parts | | Level | Beginner, no coding needed | | Cost | Free | | Ways to learn it | [Practice it step by step](https://learn.ynteractive.com/modules/granola-client-call-notes) | ### The 3 parts, in short 1. The cost of writing up every call: Count the time, Price the fix. 2. Take notes on the call: Open the meeting, Check the live transcript, Jot your own notes, End the recording. 3. Check and share the notes: Check the budget line, Ask for the follow-up email, Open sharing, Copy the link. **Part of:** [AI Apps Worth Knowing](https://learn.ynteractive.com/content/paths/partner-tools-ai-apps) (step 55 of 62). Next up: [DeepL: Translate a Client Document and Keep Its Formatting](https://learn.ynteractive.com/content/deepl-translate-document-keep-formatting) **Part of:** [AI for Meetings](https://learn.ynteractive.com/content/paths/ai-for-meetings) (step 13 of 13) ## The business case: three hours a week of write-ups A consultant, account manager or recruiter with a full calendar loses time after every call, not during it. Writing the notes, pulling out the next steps and drafting the follow-up takes about fifteen minutes a call. At twelve calls a week that is three hours, and the follow-up often goes out the next day instead of the same afternoon. If the notes are already written when the call ends, the job shrinks to checking and sharing them: about four minutes a call. The lesson uses those example numbers; put in your own call count and minutes to see what it is worth to you. ## What you will do in the lesson You are Dana, a consultant at Larkspur Advisory, a made-up firm, on a scoping call with Maya Torres of Alder & Finch Logistics. You open the meeting from Granola's home screen, check that the green bars show it is transcribing, and open the live transcript. During the call you type four short lines: the budget, who decides, the go-live date and what you promised. When the call ends you click stop and Granola writes the enhanced notes, using your four lines as headings. You click the magnifying glass next to the budget line to see the exact words it came from, ask Granola for a follow-up email in the chat box, and copy a share link from the Shared menu. ## Who this is for Consultants, agency account managers, recruiters, accountants and anyone else who spends the hour after a client call writing it up. You need no AI experience. The lesson is a practice copy, so nothing is recorded and you do not need a Granola account to take it. ## How Granola works, from its own help center Granola's docs say there is no [meeting bot](https://learn.ynteractive.com/content/glossary/ai-note-taker): it transcribes from your computer's microphone and system audio, so it works with Zoom, Google Meet, Microsoft Teams and Slack huddles without anyone joining the call. You start a note from the meeting notification, from the meeting on the home screen, or with New Note. Enhanced notes are written automatically when the call ends or when you stop the recording. They combine the transcript, your own notes and the calendar event, and your own lines stay in black so you can tell them apart. You can choose a different template from the sparkle button, regenerate the notes, or ask Granola Chat for changes. Sharing is from the Shared button, with Copy link, email and integrations such as Slack, Notion and HubSpot. ## Mistakes to avoid - Trusting a number you did not check. Use the source check on budgets, dates and names before anything goes to a client. - Typing full sentences during the call. A few words at each key moment is enough; Granola fills in the rest. - Recording without saying so. No bot joins, but you should still tell people you are taking AI notes. - Sharing more than you need. Share the link with the person who needs it, not the whole client team. ## Plans and privacy Granola lists a free plan with unlimited meeting notes; notes older than 30 days need a paid plan. Check granola.ai for current plans, and check your firm's recording and client confidentiality rules before you use any AI notetaker on client calls. ## Links - [Granola transcription help](https://docs.granola.ai/help-center/taking-notes/transcription): how Granola transcribes from your computer's audio, with no meeting bot, and how to open the live transcript. - [Granola AI-enhanced notes help](https://docs.granola.ai/help-center/taking-notes/ai-enhanced-notes): how enhanced notes are written from the transcript, your notes and the calendar event, and how to check where a line came from. - [Granola sharing notes help](https://docs.granola.ai/help-center/sharing/sharing-notes): the Shared button, Copy link, and sending notes by email, Slack, Notion, HubSpot or Zapier. - [Granola](https://www.granola.ai): the product, its free plan and its downloads for Mac, Windows and iPhone. It is a separate product with its own account and plans. ## Try it yourself, free Reading the steps is a start. Doing them is how it sticks. The interactive module walks you through every click in a practice copy of Granola, checks each step, and never touches your real accounts. [Start “Granola: Client Call Notes Written for You, With No Meeting Bot”](https://learn.ynteractive.com/modules/granola-client-call-notes) ## Step by step: Granola: Client Call Notes Written for You, With No Meeting Bot All 10 steps of the interactive module, in order. In the module you watch each one, then do it yourself in a practice copy that checks your work. ### 1. The cost of writing up every call 1. **Count the time.** Dana is a consultant at Larkspur Advisory. She has about **12 client calls a week**, and writing up each one takes about **15 minutes** afterwards. Click the row that shows **3 hours a week**. Dana is a consultant. She has about twelve client calls a week. Writing up each one takes about fifteen minutes, after the call. That is three hours a week. 2. **Price the fix.** If the notes are already written when the call ends, Dana only checks and shares them: about **4 minutes** each. That saves about 2 hours a week. These are example numbers, so use your own. Click the **time with Granola** row. Now say the notes are already written when the call ends. Dana just checks them, and shares them. About four minutes each. That saves about two hours a week. These are example numbers, so use your own. ### 2. Take notes on the call 3. **Open the meeting.** This is Granola's home screen, with today's meetings from your calendar. The call with Maya Torres has started. Click **Scoping call: Alder & Finch** to open its note. This is Granola. Your meetings come in from your calendar. The client call has just started. 4. **Check the live transcript.** Green bars at the bottom mean Granola is transcribing. There is no bot in the call: it listens on your computer. Click the **transcript** button (the waveform icon) to see the words coming in. See the green bars at the bottom? Granola is listening. There is no bot in the call. It uses your computer audio. 5. **Jot your own notes.** You do not need full sentences. Type a few words at each key moment, and Granola builds the notes around them. Paste in the notes. You do not need full sentences. Just jot a few words at each key moment. Budget, who decides, the deadline, what you promised. Granola builds the notes around them. 6. **End the recording.** The call is over. Click the **stop** button. Granola then writes the enhanced notes automatically. The call is over. Granola now writes the full notes for you. ### 3. Check and share the notes 7. **Check the budget line.** Your own lines stay in black, and Granola fills in the rest. Before anything goes to a client, check the numbers. Click the **magnifying glass** next to the budget line to see where it came from. Your own lines stay in black. Granola fills in the rest. Before anything goes to a client, check the numbers. It shows where that line came from. 8. **Ask for the follow-up email.** The quote matches the transcript. Now ask Granola for the follow-up. In **Ask anything**, Paste in the request. It matches what the client said. Good. Now ask Granola for the follow up email. 9. **Open sharing.** Read the draft: the date, the budget and the promise all match. Copy it into your email when you are ready. Now share the notes with your partner. Click **Shared** at the top right. Read the draft. The date, the budget, and the promise all match. Now share the notes with your partner. 10. **Copy the link.** Click **Copy link**, then paste it into a message to your partner. Notes done, before the next call starts. ## Frequently asked questions **How does the interactive lesson work?** Each step is shown to you first (Watch). Then you do it yourself in a practice copy that checks every click (Your turn). If you get stuck, press Do it for me. Nothing is recorded and no Granola account is touched. **Is Granola part of Stepthrough?** No. Granola is a separate, third-party product from granola.ai. This free lesson was built from Granola's public help center and has not been tested in the real app, so your screens may look a little different. **Does Granola join the meeting as a bot?** No. Granola's docs say there is no meeting bot. It transcribes from your computer's audio, so nothing appears in the participant list. **Can I check where a line in Granola's notes came from?** Yes. Granola's help center says you can click the magnifying glass beside a point to see whether it came from the transcript or your own notes. [Start this module free](https://learn.ynteractive.com/modules/granola-client-call-notes) - Next in AI Automation for Consulting & Agencies: [Beautiful.ai: A Client Review Deck from Your Brief in Under an Hour](https://learn.ynteractive.com/content/beautiful-ai-client-review-deck-create-with-ai) ## More in AI Automation for Consulting & Agencies - [Turn a Client Kickoff Call into a Proposal Outline with ChatGPT (Agencies & Consultants)](https://learn.ynteractive.com/content/chatgpt-kickoff-call-proposal-outline-agency): Turn the transcript of a client kickoff call into the scope, budget and timeline the client stated, an action items table, open questions, and a recap email with a… - [Handle Scope Creep Without Losing the Client using ChatGPT](https://learn.ynteractive.com/content/chatgpt-scope-creep-email-reply-agency): A client asks for "one small extra" and a new language, and wants the launch date to hold. Give ChatGPT the thread and the project facts, catch the free work and the… - [Research a Prospect's Market with Claude Research Before a Pitch (Consultants & Agencies)](https://learn.ynteractive.com/content/claude-research-prospect-competitor-scan-agency): Turn on Research before a pitch, have Claude check what a prospect's competitors offer online, read the cited report, check a source and turn it into talking points for… - [Prompt Chaining for a Client Campaign Plan: Build It in Steps with ChatGPT (Agencies)](https://learn.ynteractive.com/content/prompt-chaining-client-campaign-plan-agency): Ask ChatGPT for a client's whole 4-week campaign in one prompt, then build a better one in four steps: audiences, offers, a calendar table checked against the client's… - [OLVA: A Private AI Assistant on Your Client Calls](https://learn.ynteractive.com/content/olva-ai-meeting-assistant-client-calls): Give OLVA your client notes, get private answers and fact checks during a Zoom call, then turn the meeting into minutes, a follow-up email and a PowerPoint deck. - [Turn a Messy Client Brief into a Finished Proposal Deck using Runable](https://learn.ynteractive.com/content/runable-ai-proposal-deck-from-client-brief): A business case for a small agency: price what a slow proposal costs, then use Runable, an AI agent, to turn a messy client email into a finished six-slide proposal… [All 14 modules in AI Automation for Consulting & Agencies](https://learn.ynteractive.com/content/industry/consulting-and-agencies) ## Terms in this lesson Plain-English definitions, each with an example from a free lesson. [Granola](https://learn.ynteractive.com/content/glossary/granola) · [Follow-up email](https://learn.ynteractive.com/content/glossary/follow-up-email) · [AI note-taker](https://learn.ynteractive.com/content/glossary/ai-note-taker) · [Integration](https://learn.ynteractive.com/content/glossary/integration) [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## Browse related tutorials [AI for Consulting & Agencies (14)](https://learn.ynteractive.com/content/industry/consulting-and-agencies)