Meeting prep, capture and follow-up with Claude Code and Granola

Chris Blattman

Chris Blattman, a political economist at UChicago Harris, built a meeting workflow around custom Claude Code slash commands and the Granola recorder. One command writes a pre-meeting brief, Granola captures the call, and a second command turns the transcript into decisions, action items and a follow-up email draft. He reports saving roughly 20 minutes per meeting.

An open calendar planner on a desk
Stock photo from Pexels (free licence). It is not from the case study.

Story written by: the person who did it

MadeMeeting prep and follow-up
Time20 min saved per meeting (self-reported)
Main toolClaude Code, Granola
ResultAbout a half-day saved a week across 8 to 12 meetings (self-estimate); not suited to groups of 10+ source
ToolsClaude CodeGranolaGmailGoogle CalendarGoogle DocsWhatsApp

The problem

Most of his meetings used to take longer to prepare for and follow up on than to run. A 45-minute call meant 15 minutes reviewing the email thread, 10 minutes taking notes during the call, 15 minutes writing a follow-up and 10 minutes filing everything. The actual conversation was the cheapest part.

How it was built

  1. 1Before the call: run /pre-meeting-briefClaude Code
  2. 2Optional: draft the pre-meeting emailClaude Code
  3. 3During the call: record, don't take notesGranola
  4. 4After the call: run /post-meetingClaude Code
  5. 5Review and send the email yourselfGmail
  6. 6Fridays: run /weekly-reviewClaude Code
  7. 7Know when not to use itPerson

Tool step Person step

  1. 1. Before the call: run /pre-meeting-brief

    Fifteen to thirty minutes before a meeting, he runs the /pre-meeting-brief command in Claude Code from the project folder. It reads the next calendar event and attendees, recent Gmail threads, earlier Granola transcripts, the project's Google Docs dashboard, WhatsApp discussion and local notes, then writes a one-page brief listing decisions required, open loops and preparation needs.

    ToolClaude Code

    Check: He skims the brief for two minutes before walking in.

  2. 2. Optional: draft the pre-meeting email

    Running /pre-meeting-brief email in Claude Code also drafts an email to the attendees with agenda items and prep asks. It stays as a Gmail draft; he reviews it and sends it himself.

    ToolClaude Code

    Check: He reads the Gmail draft and sends it manually.

  3. 3. During the call: record, don't take notes

    Granola runs in the background on his Mac, captures audio from both sides of the call (Zoom, Meet or in person) and produces a transcript plus AI notes. He takes no notes at all, because the verbatim transcript is the evidence the next step relies on.

    ToolGranola

    Check: He gives the conversation his full attention instead of taking notes.

  4. 4. After the call: run /post-meeting

    Within an hour, he runs /post-meeting in Claude Code from the same project folder. It finds the latest Granola transcript, stops if there is no real transcript, then pulls out decisions, action items with owners where stated, blockers and next steps, and drafts a follow-up email into Gmail.

    ToolClaude Code

    Check: The command has a hard stop when Granola captured only AI notes, so a hollow transcript cannot slip through.

  5. 5. Review and send the email yourself

    Nothing sends automatically. He reads the Gmail draft against what he remembers, edits the wording and sends it himself, because a sent email cannot be undone and some phrasing is better coming from him.

    ToolGmail

    Check: He checks the draft against his own memory of the meeting and edits before sending.

  6. 6. Fridays: run /weekly-review

    Every Friday, /weekly-review in Claude Code reads the week's saved transcripts plus email and WhatsApp, and updates the project's living dashboard in Google Docs with the decisions, action items and blockers that surfaced in meetings.

    ToolClaude Code

  7. 7. Know when not to use it

    He keeps Granola off and takes handwritten notes for sensitive meetings such as grievance or personnel talks, reads the full thread manually for a first meeting with a new funder, and hand-edits or relies on written notes for meetings of 10 or more people, where per-person action items parse poorly.

    Check: He decides meeting by meeting; the workflow is a default, not a rule.

Before and after

Before

Scroll Gmail and Google Docs for 15 minutes before the meeting to remember where things left off. Split attention between the conversation and note-taking. Afterwards, draft a follow-up from memory, miss half the action items, and send it 36 hours late. Nothing written down project-wide.

After

Two minutes skimming the brief, then full attention in the call with no notes. Thirty seconds to run /post-meeting and two minutes to review the drafted email. A weekly review pulls everything into the project dashboard. Roughly 20 minutes saved per meeting; across 8 to 12 meetings a week, a reclaimed half-day (self-reported). source

What made it work

Follow along

Practice steps suggested by Ai Siftly, based on the account above. We have not run them ourselves.

Put the source material in order

You should get: Approved evidence pack.

Check: No sensitive HR or grievance material, and nothing without clear processing permission.

Prepare a brief

Example to copy: List decisions needed, open actions with explicitly stated owners, and questions to clarify. If a fact is missing, write 'not stated'. [approved material]

You should get: A short pre-meeting brief.

Check: Check each open action against its source.

Capture appropriately

You should get: Transcript or labelled human notes.

Check: The evidence is complete; an empty transcript plus generated notes is not enough.

Draft the follow-up

Example to copy: Use only this transcript. Table: action/decision | explicit owner | stated due date | passage. If a detail is not stated, write 'not stated'. Then draft an email for review. [transcript]

You should get: Evidence-linked table and draft.

Check: Check names and dates; ask for clarification rather than guessing an owner.

Check the draft and choose the recipients yourself

You should get: Reviewed follow-up and saved actions.

Check: No automatic sends; the recipient list and every commitment checked.

Review the week

Example to copy: List unresolved items and evidence for each status from these dated notes. [lists]

You should get: Reviewed weekly update.

Check: Spot-check every status change.

Advanced option: connected meeting automation

You should get: A permissions and dependency checklist, not an installed setup.

Check: Review the full mailbox permissions, least privilege, recipient defaults and current instructions before connecting any account.

Try it yourself

Find a matching workflow in the workflow finder. Search words: C l a u d e C o d e m e e t i n g f o l l o w - u p w o r k f l o w.

Sources and notes

Self-reported estimate Based on his public skill and setup pages. These pages do not show the current connector permissions or send controls, so check both before you rely on it. Requires technical setup. Date note: page undated; homepage says he started building these workflows in Jan 2026. Record dated 2026-10-27.

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