How To Take AI Notes on Phone Calls

This guide shows you how to set up Granola as an AI notetaker for iPhone calls, including outbound calls and a workaround for inbound calls. You will create a repeatable setup for transcribing, summarizing, naming, and organizing phone call notes. The setup only takes a few minutes to verify your phone number.

Before recording calls, check the recording consent laws for your state. Some states require both parties to consent to being recorded.

• Sales reps and account managers who make 10+ calls a day and need to remember which prospect said what before updating the CRM
• Founders and operators who take calls on the go, such as vendor negotiations, investor updates, or partnership conversations
• Consultants and freelancers who want a record of what was agreed on during client calls

You will build a repeatable setup where phone calls made from your iPhone get transcribed, summarized, and organized automatically. The final output is a set of named, searchable call notes that sync to your desktop and can optionally sync to your CRM, Notion, or Slack.

• Transcribed phone calls
• Clean AI-generated summaries
• Action items and important details from each call
• Named, searchable call notes
• Optional sync to your CRM, Notion, Slack, or other connected tools

• An iPhone
• The Granola app; the free plan works
• A few minutes to verify your phone number
• Optional: iPhone contacts connected to Granola
• Optional: Granola desktop app if you want call notes to appear on your computer
• Awareness of your state’s recording consent laws before recording calls

• After your call notes are working in Granola, connect integrations in Granola settings to store them somewhere more permanent. You can connect Notion, Zapier, Slack, HubSpot, or your CRM so notes land where you will actually use them.