Granola perfects the note. Patricia finishes the work.

Google Ads, Meta Ads, LinkedIn Ads and Canva are reached through Patricia's own connector and her own app rather than a broker, so on the ad platforms she pulls a real report instead of a thin list of fields. There she reads, flags and proposes, and by default she makes a change only after a person approves it. Everything else in the catalog is connected the ordinary way, which is honest and still useful.

Yes, for agencies that want a client call to end in work, not just a note. Granola writes excellent notes and stops there. Patricia is an AI coworker in Slack whose notetaker is one capability: she records and recaps the call, keeps the decisions, assigns action items with owners, and drafts the client update, then does the follow-up across 1,000+ tools with your approval. One price covers every seat; the 50,000 free credits come with your onboarding call.

The follow-up itself. Granola hands you a polished note; acting on it is manual or a workflow you assemble through Zapier or MCP on the Business plan. Patricia turns the call into output: the client update drafted, the report pulled, the account updated, the tasks assigned with owners. Every draft waits for your yes in Slack before it goes out, and by default so does every change or spend.

Yes. Decisions and standards go into one memory the agency shares, so the next recap, report or follow-up on that account starts from what was already agreed. That memory is one brain for the agency rather than a separate vault per client; what is per client is the channel, the connections, and access scoped per person. Granola's notes are private by default, so the account history lives with whoever attended.

For most agencies, yes. Granola Business is $14 per user per month, so five people pay $70 a month; the admin controls and org-wide training opt-out sit on the $35 Enterprise tier, $175 a month for those five. Patricia is $45 a month for the whole agency, 20,000 credits included, every seat free: five people cost $45, and the tenth teammate costs nothing.

Not in the replay sense. Granola captures your computer's audio to build the transcript and the note, but keeps no audio or video to play back; if a quote is disputed, the transcript is all there is. It is also bot-free, so other participants get no notification the meeting is captured, a compliance point for client calls. Patricia records the meetings she is brought into and posts the recap, full notes in the Slack thread, and by default she emails the recap to everyone on the invite.

By default, yes, in anonymized form, and the nuance matters. Granola trains on anonymized meeting data unless you opt out: an individual can in settings on any plan, but the organization-wide opt-out is an Enterprise feature at $35 per user per month, so a company-level guarantee means pricing that tier in. Patricia is SOC 2 Type II and hosted in the United States, the same attestation and hosting region Granola offers, and your data is never used to train anyone else's model.

When the note itself is the deliverable and you want the best one: your typing blended with the transcript, templates, pre-meeting briefs, and native apps on macOS, Windows, iOS, and Android, with a UX users rate around 4.9 on G2. If a bot in the room is a dealbreaker, Granola's bot-free capture is the point. Patricia fits when you want the follow-up done, every seat included, and an AI coworker beyond meetings.