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, by reducing administrative burdens and streamlining processes. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers a range of products and services, including:

For more details, visit our website.

Does Spinach AI offer an API?

Yes, Spinach AI offers a Transcript & AI Summary API. This API is available as an add-on for some plans and is included in the Enterprise plan. It provides advanced capabilities for generating and managing transcripts and AI-generated summaries. For more details, visit the pricing page.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Spinach AI provides several key features and benefits:

These capabilities empower teams to work smarter, achieve better outcomes, and save time. Learn more.

Does Spinach AI integrate with other tools?

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

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 (with Business Associate Agreements and PHI protection). The platform uses TLS and AES-256 encryption, does not use customer data for training, and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. For more details or to access the SOC 2 report, contact [email protected] or visit the security page.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including:

These roles are typically found in companies that prioritize productivity, collaboration, and automation. Learn more.

What problems does Spinach AI solve?

Spinach AI addresses several key challenges:

By automating and optimizing these processes, Spinach AI helps teams save time, improve productivity, and make data-driven decisions. Learn more.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, customizable solutions for different teams, and improved customer engagement. These impacts help businesses work smarter, achieve better outcomes, and save time. Learn more.

What are some real-world use cases and success stories for Spinach AI?

Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable examples include:

See more testimonials at our testimonials page.

Competition & Comparison

How does Spinach AI compare to other AI meeting tools?

Spinach AI differentiates itself with tailored features for different roles (e.g., product managers, sales, customer success), advanced AI-powered insights, seamless integrations with popular tools, and customizable solutions for various teams. Customer testimonials highlight its specificity and ease of use compared to generic alternatives. For example, Jason Oliver (Product Director) noted, "None offer the specificity that comes with being a tool made just for us and our processes." Learn more.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its tailored features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions for different teams. Real-world testimonials from product directors, sales executives, and customer success managers emphasize its ability to address specific pain points and improve team efficiency. Learn more.

Technical Requirements & Implementation

How easy is it to get started with Spinach AI?

Getting started with Spinach AI is simple and user-friendly. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium plans include an onboarding program for a smooth transition. Learn more.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly. Users sign up, connect their calendars, and can begin using the platform right away. Premium users benefit from an onboarding program to ensure a smooth start. Learn more.

Support & Implementation

What customer support and training does Spinach AI provide?

Spinach AI offers priority support, a dedicated customer success manager for premium plans, an onboarding program, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed to use the platform effectively. Visit the Help Center.

How does Spinach AI handle maintenance, upgrades, and troubleshooting?

Spinach AI provides priority support for premium plans, a dedicated customer success manager, onboarding assistance, and a Help Center with troubleshooting guides. These resources ensure smooth operation, timely upgrades, and effective troubleshooting support. Learn more.

Customer Proof & Industry Adoption

Who are some of Spinach AI's customers?

Spinach AI is trusted by professionals at companies such as Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These customers represent industries including sales, product management, technology, consulting, and healthcare technology. See more testimonials.

What industries use Spinach AI?

Industries represented in Spinach AI's case studies include sales, customer success, technology, revenue operations, consulting, and healthcare technology. This demonstrates the platform's versatility in addressing productivity and collaboration challenges across sectors. See case studies.

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

Customers consistently highlight Spinach AI's ease of use. For example, Dan Robidoux (Careviso) described it as "so natural and easy to use," while Belén Medina (Do It Consulting Group) said, "Spinach is the best thing that’s happened to our team. We’re communicating better than ever." Matt Filion (Authvia) noted improved productivity and organization. Read more testimonials.

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, by reducing administrative burdens and streamlining processes. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers a range of products and services, including:

For more details, visit our website.

Does Spinach AI offer an API?

Yes, Spinach AI offers a Transcript & AI Summary API. This API is available as an add-on for some plans and is included in the Enterprise plan. It provides advanced capabilities for generating and managing transcripts and AI-generated summaries. For more details, visit the pricing page.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Spinach AI provides several key features and benefits:

These capabilities empower teams to work smarter, achieve better outcomes, and save time. Learn more.

Does Spinach AI integrate with other tools?

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

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 (with Business Associate Agreements and PHI protection). The platform uses TLS and AES-256 encryption, does not use customer data for training, and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. For more details or to access the SOC 2 report, contact [email protected] or visit the security page.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including:

These roles are typically found in companies that prioritize productivity, collaboration, and automation. Learn more.

What problems does Spinach AI solve?

Spinach AI addresses several key challenges:

By automating and optimizing these processes, Spinach AI helps teams save time, improve productivity, and make data-driven decisions. Learn more.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, customizable solutions for different teams, and improved customer engagement. These impacts help businesses work smarter, achieve better outcomes, and save time. Learn more.

What are some real-world use cases and success stories for Spinach AI?

Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable examples include:

See more testimonials at our testimonials page.

Competition & Comparison

How does Spinach AI compare to other AI meeting tools?

Spinach AI differentiates itself with tailored features for different roles (e.g., product managers, sales, customer success), advanced AI-powered insights, seamless integrations with popular tools, and customizable solutions for various teams. Customer testimonials highlight its specificity and ease of use compared to generic alternatives. For example, Jason Oliver (Product Director) noted, "None offer the specificity that comes with being a tool made just for us and our processes." Learn more.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its tailored features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions for different teams. Real-world testimonials from product directors, sales executives, and customer success managers emphasize its ability to address specific pain points and improve team efficiency. Learn more.

Technical Requirements & Implementation

How easy is it to get started with Spinach AI?

Getting started with Spinach AI is simple and user-friendly. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium plans include an onboarding program for a smooth transition. Learn more.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly. Users sign up, connect their calendars, and can begin using the platform right away. Premium users benefit from an onboarding program to ensure a smooth start. Learn more.

Support & Implementation

What customer support and training does Spinach AI provide?

Spinach AI offers priority support, a dedicated customer success manager for premium plans, an onboarding program, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed to use the platform effectively. Visit the Help Center.

How does Spinach AI handle maintenance, upgrades, and troubleshooting?

Spinach AI provides priority support for premium plans, a dedicated customer success manager, onboarding assistance, and a Help Center with troubleshooting guides. These resources ensure smooth operation, timely upgrades, and effective troubleshooting support. Learn more.

Customer Proof & Industry Adoption

Who are some of Spinach AI's customers?

Spinach AI is trusted by professionals at companies such as Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These customers represent industries including sales, product management, technology, consulting, and healthcare technology. See more testimonials.

What industries use Spinach AI?

Industries represented in Spinach AI's case studies include sales, customer success, technology, revenue operations, consulting, and healthcare technology. This demonstrates the platform's versatility in addressing productivity and collaboration challenges across sectors. See case studies.

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

Customers consistently highlight Spinach AI's ease of use. For example, Dan Robidoux (Careviso) described it as "so natural and easy to use," while Belén Medina (Do It Consulting Group) said, "Spinach is the best thing that’s happened to our team. We’re communicating better than ever." Matt Filion (Authvia) noted improved productivity and organization. Read more testimonials.

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

Employee experience: Why everyone should have one-on-one meetings with HR

One-on-ones don't have to be dedicated only to managers and their direct reports. They also offer a great opportunity for HR professionals to improve their overall employee experience.

Avatar of Simon Wessels Simon Wessels

In the last 3 years that I’ve been at SoapBox, I’ve seen that one of the biggest impacts I could have on not only understanding, but also improving employee engagement was through the one-on-one meetings I set with every employee. 

Generally, organizations will send out multiple pulse surveys, engagement surveys (the list goes on), to their employees. But, from an employee perspective, only 30% of US employees feel that their feedback is acted upon by their employer. By giving employees the opportunity to have a one-on-one meeting with HR, feedback is not only acted on faster, but there’s more room to gather all the context needed to act appropriately. 

5 things I learned from doing 1:1s with every employee 

  1. Always come with a standardized set of questions
  2. It is both easier and more difficult than sending surveys
  3. It’s important to take detailed notes, and save them at the end of every meeting
  4. When all meetings are completed, build a consensus report on responses and report it to leaders.
  5. Act on your findings as soon as possible. 

Surveys should not be the only way you track engagement

What is the optimal way for an HR team to track engagement? This is a question teams ask themselves all the time. The area is certainly flooded with tools and tricks to do so, but do they really give you what you need? 

It can be strange being an HR team of one in a company that’s trying to disrupt the engagement space. You have to unlearn a lot and come up with new and innovative ways to track data on your people. Quarterly engagement surveys simply did not cut it.

At SoapBox, we care a lot about the employee experience and constantly want to measure how employees feel about their experience in the company. That usually starts with a candidate experience survey and an onboarding survey. Yes, we still conduct some surveys, but they’re not our one source of truth. Unlike many other organizations, every person in the company also has a one-on-one meeting with HR every quarter.

I started doing 1:1’s with everyone back in the fall of 2018, and since then I’ve learned so much. Below are five quick learnings to help you with your 1:1s for the purpose of tracking employee engagement.

1. Always come with a standardized set of questions

Don’t wait for the employee to add anything to your meeting agenda, because unless there’s something pressing, they won’t. They already have multiple 1:1s with their manager and team, so to be overwhelmed by HR will just be annoying.

When planning out your questions, consider what you want to measure. This can will among organizations. For example, at SoapBox we believe that having clear goals are a big part of great employee experience. We also believe that consistent feedback and coaching contribute to a great experience too.

With these factors in mind, some questions that I ask during my one-on-one meetings with employees include: 

  • Do you feel like your goals are clear?
  • Do you feel that you receive adequate coaching and feedback on your work?
  • Do you have performance conversations with your manager? How often?
  • Is your work recognized when done well?
  • Do you feel like our teams are inclusive? Do you feel like you belong?
  • Do you feel like this is a good place for your career to grow?

For my one-on-ones, I schedule 45 minutes with each employee. If you go down this route, it’s important to ask anywhere from 5-8 questions to give the employee time to answer your questions, as well as cover any issues or items that they might bring up.

Finally, ensure the questions can yield yes or no answers. This will help with tracking data on the percent agreement of the particular question category. The great thing about tracking qualitative data is you can also get context on the answer from the employee. More on that next!  

2. Having 1:1’s with everyone are both easier and harder than surveying

Surveys are very convenient because they allow you to collect a certain amount of data in a very short period of time. You can send it out to people through a Google Form or survey tool and have results back within that same day. Just one problem though: participation rates. Our participation rates on various surveys usually sit at around 76%. Not bad. But, for a company of 33 people, we need the biggest sample size we can get. 

The great part about doing 1:1’s is you will get a response from everyone within the quarter. 

Did someone say a 100% participation rate? 🤩

This process is also more personable and allows you to get to know every employee while building rapport and trust with them. The one drawback is the data will take a little bit longer to collect. 

3. Always take meeting notes

As I said earlier, it’s great to have yes or no questions, but now you have the added opportunity to press for context. Be sure to jot down notes so that you’re able to best summarize each question when the meeting is over. 

However, you need to understand that this is not a job interview, so don’t sit there typing away the entire time. Make eye contact, listen, and ask prompting questions. When something comes up that you feel is important, write it down. 

Once the meeting is over, write out the answers along with any context given. It’s important to do this as soon as possible so you don’t forget anything. Finally, double-check with the employee to ensure that your notes are accurate.

4. Report on these 1:1s

What is the point of having these meetings if you aren’t going to compile the data? The great thing about asking yes or no questions is that you can determine the percentage of agreement for each category. Depending on the questions you ask, this can be things like: 

  • Which department is in low agreement on having performance conversations with their manager? 
  • What percentage of the organization feels like they have clear goals? 
  • What percentage of employees feel like they can grow within the organization?

These are all questions that can be answered through these 1:1s. Once you have the data, it’s crucial to prioritize and focus on actioning your learnings to ensure that your employees feel like their feedback is being actioned on.

5. You have to take action

Analysis paralysis! It happens to us all… But what can we do with the data we have compiled? Well, as we’ve discussed, we can group it any way we want. If a particular department has very low agreement on performance conversations, it might be wise to go over and chat with that department’s manager as to why that might be. Remember to back it up with the data you’ve collected. As an HR professional, we are always looking for ways to gain respect in our organizations and be strategic partners with managers. This can be a great way to establish that trust with your leaders and form that partnership going forward. 

As your organization grows, these kinds of meetings will become increasingly difficult, so if you are in an organization of 60+ people this may not be ideal for you to do quarterly. These kinds of meetings may have to occur bi-annually or even annually. 

1:1s don’t have to be exclusively a managerial thing. HR can certainly benefit from doing 1:1s with as many employees within their organization as they can. This could be the entire organization or the business area that you support. Whatever it is, get in front of people and talk to them! Don’t hide behind a survey.


Over 100,000 managers use SoapBox to have productive one-on-one meetings. 🚀

What to do now

Now that you've read this article, here are some things you should do:

  1. You should check out our library of meeting agenda templates for every type of meeting.
  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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