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📚Complete Guide

Grain Tutorial: Get Started in 5 Minutes [2026]

Master Grain with our step-by-step tutorial, detailed feature walkthrough, and expert tips.

Get Started with Grain →Full Review ↗
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Getting Started with Grain

1

Connect video platform

2

: Install Grain's browser extension or connect your Zoom, Google Meet, or Teams account for automatic recording

3

Record first meeting

4

: Start with a customer call or sales meeting to experience Grain's AI note generation and video clipping features

5

Create video highlights

6

: Use the transcript to select key moments and automatically generate shareable video clips of important conversations

7

Set up CRM integration

8

: Connect HubSpot or Salesforce to automatically sync meeting notes and clips to deal records

9

Share clips with team

10

: Test the workflow by sharing video highlights in Slack or other team tools to build adoption

💡 Quick Start: Follow these 10 steps in order to get up and running with Grain quickly.

🔍 Grain Features Deep Dive

Explore the key features that make Grain powerful for coding agents workflows.

AI-Generated Video Highlight Clips

What it does:

Use case:

Automatic AI Tagging of Key Moments

What it does:

Use case:

Native CRM Integration with Auto-Sync

What it does:

Use case:

MCP Server for AI Agent Access

What it does:

Use case:

Coaching with Timestamped Feedback

What it does:

Use case:

❓ Frequently Asked Questions

How is Grain different from Gong?

Grain and Gong target different segments of the market. Grain starts at $15/user/month with transparent pricing and no contracts, while Gong typically requires annual enterprise contracts costing $1,200+/user/year. Grain focuses on shareable video clips and customer insight collaboration across sales, CS, and product teams, whereas Gong is a deeper revenue intelligence platform with heavier deal forecasting, pipeline analytics, and team performance dashboards. For SMB and mid-market teams, Grain delivers 80% of the value at a fraction of the cost; large enterprises with dedicated RevOps teams typically prefer Gong's analytics depth.

What's included in Grain's free plan?

Grain's free tier includes unlimited meetings, 1 notetaker seat, basic AI notes, unlimited viewer seats, a collaborative workspace, and desktop audio capture. This makes it unusually generous compared to most freemium meeting tools that cap monthly meeting counts. Upgrading to the $15/user/month paid plan unlocks advanced AI features, conversational intelligence, CRM integrations, and priority support. The unlimited free viewer seat model is particularly useful for teams where only a few people record but many need to review clips.

Is Grain secure and compliant for enterprise use?

Yes. Grain holds SOC 2 Type II certification, hosts all data on AWS infrastructure in the USA within a dedicated virtual private cloud (VPC), and conducts annual penetration testing through third-party firms. The platform maintains an A+ Qualys/SSL Labs rating and supports authentication via Google, Microsoft, or basic SSO, with SAML for enterprise clients on the roadmap. Importantly, neither Grain nor its subprocessors use your meeting data to train AI models — a key differentiator for legal, healthcare, and financial teams concerned about data leakage.

Which CRMs and tools does Grain integrate with?

Grain integrates natively with Salesforce, HubSpot, and Pipedrive to automatically sync meeting summaries, transcripts, and AI-extracted insights to deal records. Highlight clips can be shared directly in Slack, Notion, and other collaboration tools with rich previews and transcript context. The platform also supports an MCP (Model Context Protocol) server that lets Claude, Cursor, and other AI tools query meeting data programmatically — useful for teams building custom AI workflows on top of customer conversations. Full integration documentation lives at grain.com/integrations.

How much time does Grain actually save versus manual note-taking?

According to Grain's published benchmarks, users save about 10 minutes per meeting by eliminating manual note-taking, follow-up drafting, and CRM data entry. Across a typical month with 30+ customer calls per rep, that compounds to 20+ hours per team member that can be redirected toward coaching, account strategy, or revenue-generating activities. The savings tend to be larger for sales and CS teams whose entire job revolves around conversations, and smaller for engineering or operations teams with fewer customer-facing meetings.

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Ready to Get Started?

Now that you know how to use Grain, it's time to put this knowledge into practice.

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Try It Out

Sign up and follow the tutorial steps

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Start Using Grain Today

Follow our tutorial and master this powerful coding agents tool in minutes.

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Tutorial updated March 2026