Integration
Granola + AccountsOS
Granola is the AI notepad that takes notes on your calls. Connect it to AccountsOS and those notes flow onto your deals: Finn reads them, logs a clean activity note, and proposes updates to value, confidence, next action and stage — you confirm each one.
Your Granola meeting notes update your sales pipeline automatically
Free for 14 days - No credit card required
Integration Features
One-click OAuth connect — no API keys
Sync meeting notes onto any deal in your pipeline
Auto-match meetings to the deal's contact or company
Finn-proposed deal updates: value, confidence, next action, stage
Suggested follow-up tasks with due dates
Read-only — we never write back to Granola
How It Works
Connect Granola
Settings > Integrations > Granola. One-click OAuth — you approve access and you're done. No API keys.
Sync notes onto a deal
Open any deal and click Sync from Granola. AccountsOS finds the meetings that match the deal's contact or company and you pick the right one.
Confirm Finn's proposals
Finn logs a clean activity note and proposes updates — deal value, confidence, next action, stage — plus follow-up tasks. You confirm each change.
Benefits
CRM admin disappears — the call you had becomes the update you'd have typed
Your pipeline stays true, so your forecast stays honest
Nothing applied without your confirmation — Finn proposes, you decide
Connect once, works across all your companies
Deals sit next to invoices — close a deal, raise the invoice in the same tool
Frequently Asked Questions
What does AccountsOS read from Granola?
Your meeting notes, read-only, via Granola's own connection. We never write back to Granola and we only pull notes when you click Sync on a deal.
Does Finn change my deals automatically?
No. Finn proposes updates — value, confidence, next action, stage — each with a one-line rationale, and suggests follow-up tasks. Nothing is applied until you confirm it.
How does it know which meeting belongs to which deal?
AccountsOS matches your Granola meetings to the deal's contact and company automatically, and shows you the candidates so you pick the right one.
Do I need a paid Granola plan?
You need your own Granola account with access to its integrations (MCP) connection. AccountsOS works with whatever Granola plan gives you that — check Granola's pricing for current details.
What if I don't use Granola?
Paste raw call notes from anywhere — a Zoom transcript, your own scribbles — into the deal and Finn runs exactly the same ingest. The Notion integration works the same way too.
Other Integrations
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