Bring customer meeting notes into support.

Connect Granola so what your team learns in meetings becomes context the next time that customer needs help.

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Integrations › Granola
EJS
GranolaConnected
GranolaHelply
Bring meeting notes into customer context
Give support better handoffs
Surface important customer signals
Stop making customers repeat themselves

Available to every Helply agent and teammate

Why teams use Helply with Granola

01

Bring meeting notes into customer context

Connect useful notes from customer conversations to the account so support knows what happened before.

02

Give support better handoffs

Reduce the information lost when a customer moves from sales, success, or onboarding into support.

03

Surface important customer signals

Use meeting context to help identify commitments, concerns, requests, and opportunities that matter later.

04

Stop making customers repeat themselves

Give humans and AI agents relevant previous context when the customer contacts you again.

How to install

  1. 01

    Connect Granola

    Authorize your supported Granola connection.

  2. 02

    Choose meeting context

    Configure the supported notes or meeting information available to Helply.

  3. 03

    Match meetings to customers

    Associate meetings with the appropriate customer accounts.

Frequently asked questions

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Can meeting notes become support context?

Yes.

Can AI agents use those notes?

Yes, where available.

How are meetings matched to customers?

Using supported customer and participant information.

Can meeting context affect support decisions?

Yes.

Connect Helply to the tools your business runs on.

Give your team and AI agents the customer data, communication channels, and business tools they need to get the job done.

Connect Granola to Helply.

Meet your customers where they are and give every team the full story.

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