home / skills / jeremylongshore / claude-code-plugins-plus-skills / granola-upgrade-migration

granola-upgrade-migration skill

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/plugins/saas-packs/granola-pack/skills/granola-upgrade-migration

This skill helps you upgrade Granola versions and migrate plans across accounts with step-by-step guidance and troubleshooting.

npx playbooks add skill jeremylongshore/claude-code-plugins-plus-skills --skill granola-upgrade-migration

Review the files below or copy the command above to add this skill to your agents.

Files (1)

SKILL.md

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---
name: granola-upgrade-migration
description: |
  Upgrade Granola versions and migrate between plans.
  Use when upgrading app versions, changing subscription plans,
  or migrating data between Granola accounts.
  Trigger with phrases like "upgrade granola", "granola migration",
  "granola new version", "change granola plan", "granola update".
allowed-tools: Read, Write, Edit, Bash(brew:*), Bash(curl:*)
version: 1.0.0
license: MIT
author: Jeremy Longshore <[email protected]>
---

# Granola Upgrade & Migration

## Overview
Guide for upgrading Granola versions and migrating between subscription plans.

## App Version Upgrades

### Check Current Version
```bash
# macOS - Check installed version
defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString

# Or in Granola app:
# Menu > About Granola
```

### Auto-Update Settings
```
Granola > Preferences > General
- Check for updates automatically: Enabled (recommended)
- Download updates in background: Enabled
- Notify before installing: Your preference
```

### Manual Update Process
```bash
# macOS via Homebrew
brew update
brew upgrade --cask granola

# Or download directly
open https://granola.ai/download

# Verify update
defaults read /Applications/Granola.app/Contents/Info.plist CFBundleShortVersionString
```

### Update Troubleshooting
```markdown
## Common Update Issues

Issue: Update fails to install
Solution:
1. Quit Granola completely
2. Delete ~/Library/Caches/Granola
3. Redownload installer
4. Run installer as admin

Issue: App crashes after update
Solution:
1. Clear preferences (backup first)
2. Re-authenticate
3. Contact support if persists
```

## Plan Migrations

### Upgrade Path
```
Free → Pro → Business → Enterprise

Upgrade includes:
- Immediate access to new features
- No data loss
- Prorated billing
- Increased limits take effect immediately
```

### Upgrading Plans

#### Free to Pro
```markdown
## Upgrade Steps
1. Settings > Account > Subscription
2. Click "Upgrade to Pro"
3. Enter payment information
4. Confirm subscription
5. Immediate access to Pro features

Benefits Gained:
- Unlimited meetings
- Longer recording duration
- All integrations
- Custom templates
- Priority processing
```

#### Pro to Business
```markdown
## Upgrade Steps
1. Settings > Account > Subscription
2. Click "Upgrade to Business"
3. Set initial team size
4. Complete payment
5. Configure workspace settings

Benefits Gained:
- Team workspaces
- Admin controls
- SSO support
- Audit logs
- Priority support
```

#### Business to Enterprise
```markdown
## Enterprise Migration
1. Contact [email protected]
2. Discuss requirements
3. Custom agreement
4. Dedicated onboarding
5. Migration support

Enterprise Features:
- Custom limits
- Dedicated support
- SLA guarantees
- On-premise option
- Custom integrations
```

### Downgrade Considerations
```markdown
## Downgrading Plans

Before downgrading:
- [ ] Export data exceeding new limits
- [ ] Document current integrations
- [ ] Notify team members
- [ ] Review feature dependencies

Data Handling:
- Notes preserved (read-only if over limit)
- Integrations disconnected
- Team access removed
- Templates kept but locked

Timeline:
- Downgrade at next billing cycle
- Access maintained until then
- No prorated refunds typically
```

## Data Migration

### Export All Data
```markdown
## Complete Data Export

1. Settings > Data > Export
2. Select "All Data"
3. Choose format:
   - Markdown (readable)
   - JSON (complete)
   - PDF (archival)
4. Wait for export generation
5. Download zip file
6. Verify contents
```

### Import to New Account
```markdown
## Limitations
- No direct import between accounts
- Manual recreation of templates required
- Integrations must be reconfigured

Workaround:
1. Export as Markdown
2. Import to Notion/other tool
3. Reference in new account
```

### Workspace Migration
```markdown
## Move Between Workspaces

Scenario: Moving from personal to team workspace

Steps:
1. Export notes from personal account
2. Join team workspace
3. Share/recreate important notes
4. Transfer integrations manually
5. Update calendar connections
```

## Version Compatibility

### Breaking Changes Awareness
```markdown
## Before Major Updates

Check:
- Release notes at granola.ai/updates
- Breaking changes section
- Integration compatibility
- Minimum system requirements

Prepare:
- Backup current data
- Document custom settings
- Note integration configs
- Plan rollback if needed
```

### Rollback Procedure
```markdown
## If Update Causes Issues

macOS:
1. Download previous version from granola.ai/downloads/archive
2. Quit Granola
3. Move current app to trash
4. Install previous version
5. Report issue to support

Note: Account data is cloud-synced,
app version doesn't affect stored data
```

## Enterprise Migration Checklist

### From Other Tools to Granola
```markdown
## Migration from Otter.ai/Fireflies/Other

Phase 1: Data Export (Week 1)
- [ ] Export all meeting notes
- [ ] Export transcripts
- [ ] Download audio (if needed)
- [ ] Document integrations used

Phase 2: Granola Setup (Week 1-2)
- [ ] Configure Granola workspace
- [ ] Set up integrations
- [ ] Create templates
- [ ] Train team

Phase 3: Parallel Running (Week 2-4)
- [ ] Run both tools
- [ ] Compare quality
- [ ] Identify gaps
- [ ] Adjust configuration

Phase 4: Cutover (Week 5)
- [ ] Disable old tool
- [ ] Full switch to Granola
- [ ] Monitor closely
- [ ] Support team actively
```

## Resources
- [Granola Updates](https://granola.ai/updates)
- [Pricing & Plans](https://granola.ai/pricing)
- [Migration Support](https://granola.ai/help/migration)

## Next Steps
Proceed to `granola-ci-integration` for CI/CD workflow integration.

Overview

This skill automates and guides Granola version upgrades and plan migrations with step-by-step checks, export/import guidance, and rollback procedures. It helps you update the app, change subscription tiers, or move data between accounts while minimizing downtime and data loss. The skill combines practical commands, UI steps, and migration checklists for desktop and team workflows.

How this skill works

The skill inspects current app version and update settings, guides manual or Homebrew-based upgrades, and verifies successful installs. For plan changes it walks through upgrade flows, billing effects, and feature deltas between tiers. For migrations it produces export/import steps, workspace transfer procedures, and an enterprise cutover checklist, plus rollback instructions for compatibility issues.

When to use it

Upgrading Granola to a newer release or reverting after a failed update
Switching subscription tiers (Free→Pro→Business→Enterprise) or testing tier features
Migrating notes, transcripts, templates, or workspaces between accounts
Preparing for a major release with potential breaking changes
Onboarding a team or performing an enterprise migration from another tool

Best practices

Always back up or export all data before any major upgrade or plan change
Enable automatic update checks but verify release notes for breaking changes before installing major updates
Test upgrades in a parallel or staging workspace for teams before full cutover
Export data (Markdown/JSON/PDF) and verify contents before downgrading or moving workspaces
Document integrations and authentication flows so they can be reconfigured after migration

Example use cases

User on macOS uses Homebrew to upgrade Granola and verifies version via CFBundleShortVersionString
A team upgrades from Pro to Business, sets initial team size, and configures workspaces and SSO
Enterprise migration: contact sales, arrange custom limits and onboarding, run the phased cutover checklist
Move personal notes into a team workspace by exporting Markdown and recreating templates in the target account
Migrate off a legacy meeting recorder by exporting transcripts/audio, running both tools in parallel, then performing the final cutover

FAQ

Will I lose data when upgrading Granola?

No—account data is cloud-synced and preserved across app versions, but always export critical data before major updates as a precaution.

Can I import exported data directly into another Granola account?

There is no direct account-to-account import. Export as Markdown or JSON, then re-import or recreate content in the target account; integrations must be reconfigured.

What happens to features when I upgrade plans mid-billing cycle?

Upgrades usually apply immediately with prorated billing and increased limits. Downgrades typically take effect next billing cycle and may not include prorated refunds.