The Scenario
Your sales manager gets the same report every Monday: how many commitments came out of last week's calls, who made them, and whether they've been followed up on. Right now someone on the team spends part of Sunday evening going through Granola's call summaries one by one, copying anything that sounds like a commitment into a spreadsheet, and adding an 'Open' status tag by hand.
That person just put in their notice.
The bad version:
- Open Granola and scan the last 14 days of meeting summaries by eye, looking for phrases like 'I'll send you', 'we'll follow up', 'I'll get that over by', or 'let me loop in'.
- For each one you find, manually write the meeting name, date, and the commitment text into a new row in the Excel tracker — formatting the date to match the existing column format each time.
- Add 'Open' to the Status column in column D for every row, knowing that by the time you're done the ones at the top are already a week old.
The tracker exists because the team has dropped commitments before — ones that cost deals. But the way it's being maintained right now means whoever owns it is spending three hours every two weeks doing work that is explicitly not their job.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, connects to Granola through its built-in MCP integration, and pulls commitment language from meeting notes directly into your tracker — in one prompt.
Query Granola for all commitments and follow-ups mentioned in meetings from the past 14 days and write the meeting title, date, and commitment text into columns A, B, and C of the 'Follow-Up Tracker' sheet. Then sort the results by date ascending and add 'Open' in column D for each row.
What You Get
- Column A: meeting title where the commitment was made
- Column B: meeting date in YYYY-MM-DD format
- Column C: the commitment text exactly as it appeared in the Granola summary
- Column D: 'Open' for every row — ready for the team to update as follow-ups are completed
- Rows sorted oldest to newest so the most overdue items surface first
What If the Data Is Not Quite Ready
Some commitments were phrased vaguely — you need them flagged for review
For all rows in 'Follow-Up Tracker' where column C does not include a specific named person or a deadline phrase ('by', 'this week', 'before'), add a column E with the tag 'Needs Clarification'. Leave column E blank for rows that already have a clear owner or deadline.
You want to attribute each commitment to the person who made it
Re-fetch the Granola transcripts for all meetings listed in 'Follow-Up Tracker'. For each commitment in column C, identify the speaker who said it and add their name in a new column B (shifting the existing columns right). If speaker attribution is unavailable, write 'Unknown'.
The date format in column B is inconsistent — some entries came in as MM/DD/YYYY
Review all rows in 'Follow-Up Tracker' where column B contains a date in MM/DD/YYYY format and rewrite them as YYYY-MM-DD to match the column standard. Do not modify rows that are already correctly formatted.
Full extraction + attribution + deadline detection + status in one instruction
Query Granola for all meetings in the past 14 days. For each meeting, read the transcript and extract every sentence that contains a commitment phrase: 'I'll', 'we'll', 'I will', 'we will', 'will send', 'will follow up', 'will loop in', or 'will get back to'. Write the meeting title in column A, date in YYYY-MM-DD format in column B, the speaker's name in column C, the commitment text in column D, and 'Open' in column E. If a commitment sentence includes a deadline phrase ('by Friday', 'end of week', 'before the call'), extract that deadline and write it in column F. Sort by date ascending.
Describe the detection logic, the attribution rule, and the deadline flag all in one go — SheetXAI resolves each one inline.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use to track sales commitments or team follow-ups, then ask it to pull the last two weeks of Granola call notes and populate your tracker with every commitment and its current status. For the transcript keyword-search version of this workflow, see the keyword search spoke, or return to the Granola MCP overview.