The Scenario
Six weeks ago your team launched Project Atlas. Since then, every meeting where someone mentioned it — sprint reviews, client calls, design critiques, investor updates — has a Granola summary sitting in your workspace. You know the context is in there. You just have no idea which meetings to open, and you're not about to read forty transcripts to find out.
A stakeholder just asked you for a timeline of every key decision made about Project Atlas in the last two months. The request landed at 4 PM on a Friday.
The bad version:
- Open Granola and use the search bar to look for 'Project Atlas' — it returns a list of matching meetings, but doesn't tell you which specific sentences contained the phrase.
- Open each meeting one by one, use Cmd+F to find 'Project Atlas' in the transcript, read the surrounding context, decide whether it's worth including, and manually paste the relevant quote plus the meeting date into a growing Google Doc.
- Export the Doc to a sheet at the end, realize the dates are inconsistent formats, and spend another 20 minutes normalizing them before you can hand it off.
You already have a project retrospective due next week. You don't have the margin for a two-hour archive dig right now.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet's existing structure, queries Granola for keyword matches across your full meeting history, fetches the transcripts for matched meetings, and writes the relevant quotes and context back into the sheet.
Search Granola for all meetings mentioning 'Project Atlas' in the last 60 days and list each meeting's title and date in columns A and B of the 'Atlas Mentions' sheet. Then fetch the transcript for each matched meeting and extract every sentence containing 'Project Atlas', writing the timestamp and sentence into columns C and D.
What You Get
- Column A: meeting title for each matched meeting
- Column B: meeting date in YYYY-MM-DD format
- Column C: transcript timestamp (MM:SS) for each matched quote
- Column D: the full sentence from the transcript containing 'Project Atlas' — one row per quote, so a meeting with three mentions produces three rows
- Meetings sorted by date ascending so you can read the project's decision history in order
What If the Data Is Not Quite Ready
You need mentions of multiple related terms, not just one exact phrase
Search Granola for all meetings in the last 60 days that mention any of the following: 'Project Atlas', 'Atlas', 'the rebrand', or 'Q3 initiative'. For each matched sentence in the transcripts, write the meeting title, date, timestamp, and sentence into columns A–D of 'Atlas Mentions'. Deduplicate rows where the same sentence was matched by more than one term.
Some transcript rows are too long to read quickly — you need a summary of each quote's context
For each row in 'Atlas Mentions' where column D is longer than 200 characters, add a column E that summarizes the quote in one sentence: what was being decided or discussed about Project Atlas at that moment.
You need to tag each quote by speaker to identify who the key decision-makers were
Re-fetch the Granola transcripts for all meetings listed in 'Atlas Mentions' and add a column C that shows the speaker name attributed to each quote. If the transcript does not include speaker attribution, write 'Unknown' in column C.
Full search + attribution + decision tagging in one pass
Search Granola for all meetings in the last 60 days mentioning 'Project Atlas'. For each matched meeting, pull the full transcript and extract every sentence containing 'Project Atlas'. Write the meeting title, date, speaker name, transcript timestamp, and sentence into columns A–E of 'Atlas Mentions'. Then review each extracted sentence and add a column F with one of the following tags: 'Decision', 'Question', 'Update', or 'Action Item' based on the sentence content. Sort by date ascending.
One prompt. The search, the extraction, the attribution, and the classification — all in the same instruction.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you're using to track a project or client, then ask it to pull every Granola mention of that project name from the last two months into a structured log with timestamps and speaker context. For the meeting-summary logging version of this workflow, see the meeting log spoke, or return to the Granola MCP overview.