Pearls of Innovation - AI Meeting Notes Workflow with Granola and Claude

In this episode, Brad shares how he pairs Granola and Claude to stay more present in meetings and turn transcripts into real work outputs in minutes. Brad uses Granola, a specialized AI to capture meeting notes, allowing him to stay engaged and present in the conversation. Granola summarizes key decisions, questions, and action items and allows him to query the transcript for more in-depth questions.

Connecting Granola to Claude drives action. Brad demos this with a quarterly presentation he gives on Java at scale: Granola records the session, Claude queries the transcript for the top questions asked by students, then drafts new slides that incorporate his own answers from the Q&A — in just a few minutes. The same pattern applies across any meeting type: stakeholder conversations become PRDs, compliance meetings become policy updates. Connecting Granola with Claude brings your meeting notes into the central hub of your other work.

If you’re looking for a first AI use case to tackle with your team, meeting notes are an ideal starting point — low friction, immediate value, and as this episode shows, a natural hook into more powerful tools and efficient workflows. Brad also co-authored our article on AI principles for product development, and TCGen’s AI Transformation Consulting practice helps teams take it further.

Show Notes

Tools discussed in this episode:

• Granola — AI meeting notes that run in the background, with a built-in chat interface for querying your transcripts
• Claude — connects to Granola to turn meeting transcripts into PRDs, policy docs, slides, and other work artifacts
• DeckSet — presentation software that renders markdown files as slides, making them easy to update with Claude

About Brad Taylor

Brad Taylor is a fractional CTO and startup adviser specializing in health tech and fintech. Find him at oakandco.io and on LinkedIn.