Find what was actually said
Meeting notes are what people remembered, plus a summary a model wrote
afterwards. The job is to locate the right meeting, read what it records, and
separate what was decided from what was merely discussed.
1. Narrow to the meetings that can contain the answer
Start from list_meetings scoped by time range and involvement, not from a
broad query. "The customer call last week" is a date range and an attendee,
not a keyword. If the user names a folder or team space, list_meeting_folders
first and list inside it. When results look empty, get_account_info tells you
which email and workspace you are reading from — a personal account connected
where the work one was meant is the usual cause, so say which one you searched.
2. Notes first, transcript only when the wording matters
get_meetings returns the summarized notes and any private notes, which is
enough for "what was decided". Reach for get_meeting_transcript only when the
exact phrasing matters — a commitment, a number, a quote the user wants
verbatim — and quote the line rather than paraphrasing it. Transcripts are
long; read them for the passage you need, not front to back.
3. Ask the question tool questions, not lookups
query_granola_meetings answers a natural-language question across many
meetings and cites its sources. Use it when the question spans meetings ("what
have customers said about pricing this quarter"). Do not use it to fetch a
meeting you already identified — read that one directly, because a synthesized
answer blurs which meeting said what.
4. Separate decided from discussed
Notes mix proposals, objections, and outcomes. Report a decision only when the
notes record one — an action item, an "agreed", an owner and a date. If the
notes show discussion without a conclusion, say the question was raised and
not resolved; that is a real answer.
5. Cite the meeting
Every claim names the meeting title and date it came from, with a link when
the tool returns one. Two meetings that disagree are a finding to report, not
a conflict to resolve silently — the later one is not automatically right.
Anti-patterns
- Searching by keyword when the user gave you a date or a person. Meeting
titles rarely contain the topic; attendees and dates find the meeting.
- Quoting the summary as if someone said it. Summaries are generated; only
the transcript holds words people actually spoke.
- Reading one instance of a recurring meeting. A weekly sync decides things
across weeks; check the neighbours before saying something was never raised.
- Reporting "no meetings found" without the scope. Name the workspace,
folder, and time range you searched, so an empty result can be checked.