Simply.Coach Granola

Simply.Coach + Granola Integrations, Built by an AI Agent

Put Simply.Coach + Granola to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Simply.Coach and Granola below — describe the exact one you want above and the Agent builds it on demand.

Log call notes to CRM deal records When a new AI summary is generated in Granola, automatically log the meeting activity under the corresponding lead record in Simply.Coach. See details
Update deal stages based on meeting outcomes When new follow-up tasks are captured in Granola, automatically update the deal stage in Simply.Coach to reflect sales progress. See details
Upload recorded sales calls for key new leads When a new lead is created in Simply.Coach, automatically upload relevant audio or video to Granola to prepare automated transcripts and call insights. See details

Browse the full workflow library →

Looking to achieve something else with Simply.Coach and Granola?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Simply.Coach and Granola

Everything Simply.Coach and Granola can do inside a workflow — the triggers that start one and the actions that run when it fires.

Simply.Coach Explore Simply.Coach →

Simply.Coach is a client management platform for coaches and consultants to schedule sessions, track client progress, and manage coaching businesses.

Triggers
New Response Submitted for Form

Triggers when a new response is submitted for a Form

New Contact

Triggers when a new contact is created.

New Custom Report

Triggers when a new new custom report is generated and available

New Engagement

Triggers when a new Engagement is created.

New Invoice

Triggers when a new invoice is created.

New Session

Triggers when a new contact is created.

Actions
Create CoachPayoutRate

Creates a coach payout rate for a session type

Create Contact

Creates a Contact in your simply.Coach account

Create Engagement

Create an Engagement in the system

Create Note

Creates a note against a contact

Update Contact

Updates an existing Contact

Granola Explore Granola →

An AI-powered meeting notepad that transcribes video calls and generates customizable structured notes from user conversations.

Triggers
Note Added to Granola Folder

Triggers when a new note is added to a folder.

Note Shared to Zapier

Triggers when a meeting note is sent to Zapier from Granola.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Simply.Coach + Granola

Is there a pre-built Simply.Coach + Granola automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Simply.Coach and Granola's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Simply.Coach or Granola connector?

No. The Agent works whether or not Simply.Coach or Granola already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Granola with Simply.Coach help sales teams?

Integrating Granola with Simply.Coach eliminates manual note-taking and CRM data entry by logging meeting summaries and follow-ups directly into client records right after calls finish.

Will meeting notes automatically associate with existing contacts?

Yes, when an AI summary or meeting transcript is produced in Granola, it automatically creates or updates contact records and logs sales activity in Simply.Coach.

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