Frequently Asked Questions

Product Information

What is Spinach AI and what does it do?

Spinach AI is an advanced platform that leverages artificial intelligence to enhance team collaboration and productivity. It automates meeting management, note-taking, workflow optimization, and provides AI-powered insights to help teams focus on impactful work. Spinach AI supports various teams, including product management, engineering, sales, marketing, customer success, and finance. Learn more.

What are the main features of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different roles. It also provides an AI Meeting Assistant to run meetings, summarize conversations, and automate post-meeting tasks. See all features.

How does Spinach AI help with meeting management?

Spinach AI automates the meeting process by running agendas, taking accurate notes, capturing action items, and automating follow-ups. This allows managers and teams to focus on discussions rather than administrative tasks. Learn more about meeting features.

Does Spinach AI offer automated note-taking?

Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to stay engaged in conversations without the distraction of manual note-taking. This feature is especially valuable for Agile Coaches, Scrum Masters, and Sales Professionals. See how it works.

What integrations does Spinach AI support?

Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more. These integrations ensure smooth collaboration and workflow automation across teams. View all integrations.

Does Spinach AI have an API?

Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript generation and AI-powered meeting summaries. See API details.

How does Spinach AI support feedback and performance reviews?

Spinach AI helps managers run better meetings, hit their goals, and share performance feedback faster by automating agenda management, note-taking, and follow-up tasks. It also provides resources and templates for effective feedback conversations. Learn more.

Can Spinach AI help with one-on-one meetings?

Yes, Spinach AI offers features and templates to structure one-on-one meetings, making it easier to share feedback, track progress, and document outcomes. Explore one-on-one features.

What types of teams or roles benefit from Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, finance, and accounting teams. It provides tailored solutions for each role to streamline workflows and improve collaboration. See all use cases.

How does Spinach AI help with meeting agenda management?

Spinach AI allows users to create, manage, and automate meeting agendas, ensuring that meetings are structured, focused, and productive. It also provides agenda templates for various meeting types. Browse agenda templates.

Features & Capabilities

What workflow automation features does Spinach AI provide?

Spinach AI automates tasks such as generating sprint plans, PRDs, managing tickets, drafting meeting recaps, proposals, and updating CRM systems. This reduces administrative workload and increases team productivity. See workflow features.

How does Spinach AI use AI-powered insights?

Spinach AI analyzes user feedback to uncover trends, pain points, and opportunities, enabling data-driven decision-making for product managers and other teams. Learn about AI insights.

Can Spinach AI generate PRDs and user stories?

Yes, Spinach AI provides tools for automated PRD (Product Requirements Document) and user story generation, specifically tailored for product managers. See product management features.

Does Spinach AI support CRM integration for sales teams?

Yes, Spinach AI integrates with CRM systems, enabling sales teams to capture buyer insights, streamline follow-ups, and automatically update CRM records with meeting notes and action items. Learn more about sales features.

How does Spinach AI help with onboarding and check-ins for customer success teams?

Spinach AI automates onboarding processes, meeting recaps, and follow-ups, allowing customer success teams to focus on building relationships and engaging with customers. See customer success features.

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. It uses TLS and AES-256 encryption, supports SAML SSO, SCIM, admin controls, and custom data retention policies. For the SOC 2 report, contact [email protected]. See security details.

How does Spinach AI protect user data?

Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, never uses user data for training, and offers strict privacy controls. It also provides SAML SSO, SCIM, admin portal controls, and custom data retention policies. Read more about data protection.

Is Spinach AI compliant with GDPR and HIPAA?

Yes, Spinach AI is fully compliant with GDPR and HIPAA. It signs Business Associate Agreements (BAAs) for HIPAA and ensures secure handling of Protected Health Information (PHI). See compliance details.

How easy is it to implement Spinach AI?

Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and onboarding support is available for premium users. See implementation details.

Use Cases & Benefits

What problems does Spinach AI solve for teams?

Spinach AI solves problems such as manual note-taking, administrative overload, workflow inefficiencies, extracting insights from user feedback, and maintaining team alignment. It automates these processes, allowing teams to focus on high-impact work. See problem-solution details.

How does Spinach AI help with constructive feedback and performance management?

Spinach AI provides tools and templates for structuring feedback conversations, automates meeting documentation, and helps managers track performance and follow-ups, making feedback more actionable and timely. Learn more.

Who are some of Spinach AI's customers?

Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These organizations span industries such as sales, technology, consulting, and healthcare technology. See customer stories.

What industries use Spinach AI?

Industries represented in Spinach AI's case studies include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Read case studies.

Can you share some customer success stories with Spinach AI?

Yes. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles without pausing for notes. Sergio (AlfaDocs) automates meeting recaps and follow-ups. Matt Filion (Authvia) improved team productivity and organization. See more testimonials.

How does Spinach AI address pain points for different roles?

Spinach AI offers tailored solutions: sales teams get CRM integration and buyer insights; product managers get PRD generation and user feedback analysis; customer success teams automate onboarding and follow-ups; engineering teams automate sprint planning and standups; HR teams streamline hiring and onboarding. See role-based solutions.

What business impact can customers expect from Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, customizable solutions for different teams, and improved customer engagement. See business impact.

How does Spinach AI help with communication challenges?

Spinach AI provides agenda templates, automates meeting documentation, and offers tools for continuous feedback, helping teams improve communication and run high-performing organizations. Explore communication resources.

How does Spinach AI support psychological safety and upward feedback?

Spinach AI encourages a culture of psychological safety by making feedback a two-way street, providing tools for continuous feedback, and offering resources to help managers foster open communication. Read more.

What resources does Spinach AI provide for managers?

Spinach AI offers a library of agenda templates, guides for one-on-one meetings, performance review resources, and tools for structuring feedback conversations. Browse resources.

How does Spinach AI compare to other AI meeting tools?

Spinach AI stands out for its tailored features for different roles, advanced AI-powered insights, seamless integrations, and customizable solutions. Customers like Jason Oliver (Product Director) and Ron Meyer (Alliance Executive) highlight its specificity and productivity benefits. See comparison details.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its role-specific features, automation of administrative tasks, AI-powered insights, seamless integrations, and positive customer feedback. It addresses pain points more specifically than generic tools. Learn more.

What feedback have customers given about Spinach AI's ease of use?

Customers consistently praise Spinach AI for its ease of use. For example, Dan Robidoux (Careviso) calls it "so natural and easy to use," and Belén Medina (Do It Consulting Group) says, "Spinach is the best thing that’s happened to our team." Read more testimonials.

How does Spinach AI help with time management and reducing meeting overload?

Spinach AI structures meetings with clear agendas, automates note-taking, and tracks action items, helping teams stay focused and avoid unnecessary meetings. Learn more about meeting management.

What are some examples of how Spinach AI improves team communication?

Spinach AI provides agenda templates, automates meeting documentation, and supports continuous feedback, which helps teams communicate more effectively and stay aligned. See communication tools.

How does Spinach AI help with goal tracking and performance improvement?

Spinach AI helps teams set, track, and achieve goals by automating meeting follow-ups, documenting progress, and providing performance review templates. Explore goal tracking features.

What support and onboarding resources does Spinach AI provide?

Spinach AI offers onboarding programs for premium users, a help center, guides, and customer support to ensure a smooth transition and effective use of the platform. Visit the Help Center.

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).

Frequently Asked Questions

Product Information

What is Spinach AI and what does it do?

Spinach AI is an advanced platform that leverages artificial intelligence to enhance team collaboration and productivity. It automates meeting management, note-taking, workflow optimization, and provides AI-powered insights to help teams focus on impactful work. Spinach AI supports various teams, including product management, engineering, sales, marketing, customer success, and finance. Learn more.

What are the main features of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different roles. It also provides an AI Meeting Assistant to run meetings, summarize conversations, and automate post-meeting tasks. See all features.

How does Spinach AI help with meeting management?

Spinach AI automates the meeting process by running agendas, taking accurate notes, capturing action items, and automating follow-ups. This allows managers and teams to focus on discussions rather than administrative tasks. Learn more about meeting features.

Does Spinach AI offer automated note-taking?

Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to stay engaged in conversations without the distraction of manual note-taking. This feature is especially valuable for Agile Coaches, Scrum Masters, and Sales Professionals. See how it works.

What integrations does Spinach AI support?

Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more. These integrations ensure smooth collaboration and workflow automation across teams. View all integrations.

Does Spinach AI have an API?

Yes, Spinach AI offers a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript generation and AI-powered meeting summaries. See API details.

How does Spinach AI support feedback and performance reviews?

Spinach AI helps managers run better meetings, hit their goals, and share performance feedback faster by automating agenda management, note-taking, and follow-up tasks. It also provides resources and templates for effective feedback conversations. Learn more.

Can Spinach AI help with one-on-one meetings?

Yes, Spinach AI offers features and templates to structure one-on-one meetings, making it easier to share feedback, track progress, and document outcomes. Explore one-on-one features.

What types of teams or roles benefit from Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, finance, and accounting teams. It provides tailored solutions for each role to streamline workflows and improve collaboration. See all use cases.

How does Spinach AI help with meeting agenda management?

Spinach AI allows users to create, manage, and automate meeting agendas, ensuring that meetings are structured, focused, and productive. It also provides agenda templates for various meeting types. Browse agenda templates.

Features & Capabilities

What workflow automation features does Spinach AI provide?

Spinach AI automates tasks such as generating sprint plans, PRDs, managing tickets, drafting meeting recaps, proposals, and updating CRM systems. This reduces administrative workload and increases team productivity. See workflow features.

How does Spinach AI use AI-powered insights?

Spinach AI analyzes user feedback to uncover trends, pain points, and opportunities, enabling data-driven decision-making for product managers and other teams. Learn about AI insights.

Can Spinach AI generate PRDs and user stories?

Yes, Spinach AI provides tools for automated PRD (Product Requirements Document) and user story generation, specifically tailored for product managers. See product management features.

Does Spinach AI support CRM integration for sales teams?

Yes, Spinach AI integrates with CRM systems, enabling sales teams to capture buyer insights, streamline follow-ups, and automatically update CRM records with meeting notes and action items. Learn more about sales features.

How does Spinach AI help with onboarding and check-ins for customer success teams?

Spinach AI automates onboarding processes, meeting recaps, and follow-ups, allowing customer success teams to focus on building relationships and engaging with customers. See customer success features.

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. It uses TLS and AES-256 encryption, supports SAML SSO, SCIM, admin controls, and custom data retention policies. For the SOC 2 report, contact [email protected]. See security details.

How does Spinach AI protect user data?

Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, never uses user data for training, and offers strict privacy controls. It also provides SAML SSO, SCIM, admin portal controls, and custom data retention policies. Read more about data protection.

Is Spinach AI compliant with GDPR and HIPAA?

Yes, Spinach AI is fully compliant with GDPR and HIPAA. It signs Business Associate Agreements (BAAs) for HIPAA and ensures secure handling of Protected Health Information (PHI). See compliance details.

How easy is it to implement Spinach AI?

Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and onboarding support is available for premium users. See implementation details.

Use Cases & Benefits

What problems does Spinach AI solve for teams?

Spinach AI solves problems such as manual note-taking, administrative overload, workflow inefficiencies, extracting insights from user feedback, and maintaining team alignment. It automates these processes, allowing teams to focus on high-impact work. See problem-solution details.

How does Spinach AI help with constructive feedback and performance management?

Spinach AI provides tools and templates for structuring feedback conversations, automates meeting documentation, and helps managers track performance and follow-ups, making feedback more actionable and timely. Learn more.

Who are some of Spinach AI's customers?

Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These organizations span industries such as sales, technology, consulting, and healthcare technology. See customer stories.

What industries use Spinach AI?

Industries represented in Spinach AI's case studies include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Read case studies.

Can you share some customer success stories with Spinach AI?

Yes. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles without pausing for notes. Sergio (AlfaDocs) automates meeting recaps and follow-ups. Matt Filion (Authvia) improved team productivity and organization. See more testimonials.

How does Spinach AI address pain points for different roles?

Spinach AI offers tailored solutions: sales teams get CRM integration and buyer insights; product managers get PRD generation and user feedback analysis; customer success teams automate onboarding and follow-ups; engineering teams automate sprint planning and standups; HR teams streamline hiring and onboarding. See role-based solutions.

What business impact can customers expect from Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, customizable solutions for different teams, and improved customer engagement. See business impact.

How does Spinach AI help with communication challenges?

Spinach AI provides agenda templates, automates meeting documentation, and offers tools for continuous feedback, helping teams improve communication and run high-performing organizations. Explore communication resources.

How does Spinach AI support psychological safety and upward feedback?

Spinach AI encourages a culture of psychological safety by making feedback a two-way street, providing tools for continuous feedback, and offering resources to help managers foster open communication. Read more.

What resources does Spinach AI provide for managers?

Spinach AI offers a library of agenda templates, guides for one-on-one meetings, performance review resources, and tools for structuring feedback conversations. Browse resources.

How does Spinach AI compare to other AI meeting tools?

Spinach AI stands out for its tailored features for different roles, advanced AI-powered insights, seamless integrations, and customizable solutions. Customers like Jason Oliver (Product Director) and Ron Meyer (Alliance Executive) highlight its specificity and productivity benefits. See comparison details.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its role-specific features, automation of administrative tasks, AI-powered insights, seamless integrations, and positive customer feedback. It addresses pain points more specifically than generic tools. Learn more.

What feedback have customers given about Spinach AI's ease of use?

Customers consistently praise Spinach AI for its ease of use. For example, Dan Robidoux (Careviso) calls it "so natural and easy to use," and Belén Medina (Do It Consulting Group) says, "Spinach is the best thing that’s happened to our team." Read more testimonials.

How does Spinach AI help with time management and reducing meeting overload?

Spinach AI structures meetings with clear agendas, automates note-taking, and tracks action items, helping teams stay focused and avoid unnecessary meetings. Learn more about meeting management.

What are some examples of how Spinach AI improves team communication?

Spinach AI provides agenda templates, automates meeting documentation, and supports continuous feedback, which helps teams communicate more effectively and stay aligned. See communication tools.

How does Spinach AI help with goal tracking and performance improvement?

Spinach AI helps teams set, track, and achieve goals by automating meeting follow-ups, documenting progress, and providing performance review templates. Explore goal tracking features.

What support and onboarding resources does Spinach AI provide?

Spinach AI offers onboarding programs for premium users, a help center, guides, and customer support to ensure a smooth transition and effective use of the platform. Visit the Help Center.

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).

· 6 mins · Communication

Constructive feedback examples: 4-step guide

It can be difficult to give effective constructive feedback. But getting it right makes all the difference for your team. Here's a guide to improve how you approach difficult conversations.

Avatar of Nicole Kahansky Nicole Kahansky

Constructive feedback is essential to the growth of your team and organization. Yet so few of us are good at providing it effectively.

In a new TED Talk series The Way We Work, Cognitive psychologist LeeAnn Renninger explains how we can improve the way we deliver feedback.

According to Renninger, most managers are either too indirect or too direct when reviewing performance with employees.

How do you find the happy medium?

By studying the approaches of great feedback givers across many companies, Renninger found that there’s a common 4-part formula to help guide difficult conversations.

In this article, we’ll walk through:

Where and when to give feedback

While constructive feedback is important, it has a time and a place.

Repeat after us… 

Praise in public and criticize in private.

How you give feedback depends on the type of feedback you’re sharing. If you’re sharing positive feedback, shout it from the rooftops! Recognize your employees in public and private settings, including:

Constructive criticism, on the other hand, shouldn’t be shared publicly. Singling out an employee with constructive feedback in a public setting can be alienating and embarrassing. Save these conversations for your one-on-ones, where you can address constructive feedback in a private and safe space. If you need help approaching the conversation, try a one-on-one software to help structure the conversation.

Renninger’s 4-part formula to constructive feedback

The beauty of Renninger’s formula is how simple it is. Breaking down barriers, including mental ones, when giving feedback will enable you and your team to continuously share feedback with one another. This 4-step formula will help you break down those mental barriers:

1. The micro-yes 👍

Ask a short but important yes or no question to start the conversation. The reason for this opening question is two-fold. It lets your team member know that feedback is coming. It also allows the opportunity for buy-in, creating a feeling of autonomy.

Putting it into practice:

“Can we talk about your workload and how you’re managing it?”

2. Get specific 🎯

Provide an objective and specific example of the issue you’re addressing. This is your data point. At this stage of feedback, it’s best to avoid general statements, or “blur” words like, ❌ “you could be more proactive.” When you get specific, the recipient will have a better understanding of how to improve.  

One thing to keep in mind when sharing feedback is the importance of doing it in a way that best suits your direct report. Do they prefer written feedback? Add it to your meeting agenda ahead of time.

Putting it into practice:

“Last week, you sent your team’s goal progress report to me a day late.”

3. Show impact  🌊  

You just presented your data point – so what? It’s important to align your feedback with the impact. Before sharing your feedback, ask yourself: 

  • How did that specific situation impact the team? 
  • What were the ramifications? 
  • Why did this happen?

Our brain craves reasoning and logic to help us move forward. Demonstrate the impact of your team member’s actions on the team or project. Help them understand why something is a big deal (if it is).

Putting it into practice:

“Because of that, I had to rearrange my whole schedule to dive through your metrics and get it to the leadership team on time.”

4. Ask a question

Remember that this is a conversation, not a monologue! When you wrap up the conversation with a question, it helps create a shared commitment. You’re in it together. 

Putting it into practice:

“It may be helpful to evaluate your current workload together and see where we can prioritize to avoid a situation like this in the future. What do you think?”

Constructive feedback examples for common workplace situations

Let’s put the framework into action with five specific examples. 

Time management challenges

  1. [Micro-yes] Can we talk about your workload and how you’re managing it?
  2. [Getting specific] Last week, you sent your team’s goal progress report to me a day late.
  3. [Showing impact] Because of that, I had to rearrange my whole schedule to dive through your metrics and get it to the leadership team on time.
  4. [Ask a question] It may be helpful to evaluate your current workload together and see where we can prioritize to avoid a situation like this in the future. What do you think?

A bad attitude at work

  1. [Micro-yes] Can we talk about the meeting yesterday?
  2. [Getting specific] I noticed you were rolling your eyes while Mark was speaking.
  3. [Showing impact] I felt that it created some hostility and awkwardness in the room.
  4. [Ask a question] What’s going on there?

Consistently late to meetings

  1. [Micro-yes] Recently, you’ve been late for a lot of meetings. Do you have a couple of minutes to talk about how we can overcome this?
  2. [Getting specific] In this morning’s meeting, you were 15 minutes late.
  3. [Showing impact] Just like you, everyone has a lot on their plates right now, and when you’re late, it signals to the team that your time is more important than theirs. It also leaves us with less time to cover all of our agenda items, which could potentially result in us having more meetings.
  4. [Ask a question] What do you think we can do to help you get to meetings on time?

Interrupting people during meetings

  1. [Micro-yes] I’d like to chat about your participation in meetings. Can we explore some ways to improve?
  2. [Getting specific] I noticed in last week’s team meeting that you were talking over Amy a lot and interrupting her mid-sentence.
  3. [Showing impact] When we foster a culture that allows for interruptions, it makes it harder for people to speak up — especially those who aren’t as comfortable doing so. We need to ensure that we’re all working towards creating a safe and inviting environment for everyone on the team to speak their mind and share ideas.
  4. [Ask a question] I want to make sure everyone has an opportunity to share their ideas. Do you have any suggestions for how we can improve the meeting flow so everyone has the chance to contribute?

Careless mistakes

  1. [Micro-yes] Do you have some time to review the recent bug tickets you’ve closed?
  2. [Getting specific] I’ve noticed that three of the bugs you’ve closed have been reopened by QA in the last sprint. 
  3. [Showing impact] This has delayed a key feature we’ve been pushing to launch as other team members have been blocked by this delay. Our production code is used by thousands of users every day, and having a buggy product reflects poorly on the team and company. 
  4. [Ask a question] I know that this was a rushed project, but we need to ensure that we maintain a high quality of code, and don’t push anything that we haven’t tested ourselves. Do you have any ideas?

What’s next?

Renninger explains that giving constructive feedback is only half the battle. What differentiates good managers from great ones is the ability to create a psychologically safe space. When employees feel comfortable sharing upward feedback, everyone wins! 🙌

After all, feedback is (and should be) a two-way street. 

You should never have to wait for an annual or quarterly performance review to share feedback with one another. Instead, continuously share it with each person on your team.

If you don’t know where to start, we’ve got some resources to help:

  • Check out our list of over a hundred one-on-one questions to facilitate better conversations between you and your team.
  • Learn our CEO and Co-Founder’s greatest hack to giving and receiving feedback: The Lettuce Pact. 🥬

Access bi-weekly metrics into the most and least asked 1:1 questions that managers and their teams are asking! 

What you should do next

You made it to the end of this article! Here are some things you can do now:

  1. If communication is a challenge for your team, you should check out our library of meeting agenda templates.
  2. You should try Spinach to see how it can help you run a high performing org.
  3. If you found this article helpful, please share it with others on Linkedin or X (Twitter)
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