Frequently Asked Questions

Product Information

What is Spinach AI and what does it do?

Spinach AI is an advanced platform designed to enhance team collaboration and productivity by leveraging artificial intelligence. It automates meeting note-taking, action item tracking, workflow optimization, and provides AI-powered insights from user feedback. Spinach AI integrates with popular tools like Zoom, Slack, Jira, and Salesforce, making it easy for teams to streamline processes and focus on impactful work. Learn more.

What are the key features and capabilities of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations, and tailored solutions for different roles. Key features include capturing meeting notes and action items, automating sprint plans and PRDs, analyzing user feedback, and integrating with tools like Zoom, Slack, Jira, Salesforce, and more. See full feature list.

Does Spinach AI offer an API?

Yes, Spinach AI provides 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. More details.

Features & Capabilities

What integrations does Spinach AI support?

Spinach AI supports integrations with project management tools (Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira), CRM tools (HubSpot, Salesforce, Zoho, Attio), video conferencing (Zoom, Google Meet, Microsoft Teams, Webex), collaboration (Slack, Confluence), automation (Zapier), calendar (Google Calendar, Microsoft Calendar), and other tools like NetSuite, SAP, Affinity. See all integrations.

How does Spinach AI automate meeting notes and action items?

Spinach AI automatically captures meeting notes, action items, and outcomes during meetings, allowing users to focus on discussions. The platform uses AI to summarize conversations and generate actionable follow-ups, which can be integrated into project management and CRM tools. Learn more.

What pain points does Spinach AI solve for teams?

Spinach AI addresses challenges such as manual note-taking, administrative overhead, inefficient workflows, difficulty extracting insights from user feedback, and lack of team alignment. By automating documentation, action item tracking, and integrating with existing tools, Spinach AI helps teams save time and improve productivity. See how Spinach AI solves these problems.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, finance, and accounting teams. It supports professionals in companies that value productivity, collaboration, and automation. See all roles.

What industries are represented in Spinach AI's case studies?

Spinach AI has case studies and testimonials from industries including sales, customer success, technology, revenue operations, consulting, and healthcare technology. Customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See all case studies.

Can you share specific customer success stories?

Yes. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items; Sergio (AlfaDocs) leverages it for brainstorming and follow-ups; Matt Filion (Authvia) recommends it for improving team productivity; Jason Oliver (Product Director) values its specificity for product management; Kushal Birje (EDB) saw transformation in meeting and project handling; Belén Medina (Do It Consulting Group) improved team communication and client interactions; Dan Robidoux (Careviso) appreciates its ease of use and integrations. Read more testimonials.

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. Spinach AI automates administrative tasks and integrates with existing tools, helping businesses save time and drive growth. Learn more.

Security & Compliance

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (audited by EY), GDPR compliant, and HIPAA compliant (with BAAs for healthcare customers). It uses TLS and AES-256 encryption for data security, and offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. See security details.

How does Spinach AI protect user data?

Spinach AI protects user data with TLS and AES-256 encryption during transmission and storage. It maintains strict privacy standards, never uses customer data for training, and offers advanced security features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Learn more.

Technical Requirements & Implementation

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy implementation. Users can sign up instantly using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium users benefit from an onboarding program for a smooth transition. See onboarding details.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly. Users simply sign up, connect their calendars, and select meetings for Spinach AI to join. Premium plans include onboarding support for a seamless start. Learn more.

Support & Training

What customer service and support options are available?

Spinach AI offers priority support for premium plans, a dedicated Customer Success Manager, onboarding programs, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed to use Spinach AI effectively. Visit Help Center.

What training and technical support is available to help customers get started?

Spinach AI provides onboarding programs for premium users, dedicated Customer Success Managers, priority support, and access to the Help Center. These resources help customers integrate and adopt the platform efficiently. See training details.

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

Spinach AI ensures smooth maintenance, upgrades, and troubleshooting through priority support, dedicated Customer Success Managers, onboarding programs, and a Help Center with troubleshooting guides and best practices. Learn more.

Competition & Comparison

How does Spinach AI compare to other AI meeting tools?

Spinach AI stands out for its tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales), 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. Spinach AI is best for teams seeking role-specific automation and deep integrations. See comparison details.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its unmatched specificity for different roles, enhanced productivity through automation, advanced AI insights, seamless integrations, and customizable solutions. Real customer testimonials emphasize its impact on team efficiency and workflow improvement. Learn more.

Customer Experience

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

Customers consistently praise Spinach AI for its ease of use and intuitive design. For example, Dan Robidoux (Careviso) calls it a "silent cornerstone" for daily work, Belén Medina (Do It Consulting Group) says it improved team communication, and Matt Filion (Authvia) notes drastic improvements in productivity and organization. Read more feedback.

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).

· 4 mins · Communication

The pros and cons of manager READMEs

If you're thinking about creating your own manager README, it's important to understand the pros and cons of writing one.

Avatar of Hiba Amin Hiba Amin

What do major tech companies like Slack, Shopify, Invision and HubSpot have in common? Manager READMEs.

Earlier this year, Spinach AI CEO and Co-Founder, Brennan McEachran shared 12 “Manager READMEs” from some of Silicon Valley’s top tech companies. Since then, there’s been a lot of chatter about the benefits of manager READMEs, but also the negative consequences that can come from them (when done wrong). 

Before we dive into the pros and cons of manager READMEs, it’s important to know what they are. 

What are manager READMEs? 

Also known as a “How I like to work doc”, manager READMEs are a document that managers create and share with their direct reports, covering things like:

  • What the document is and the goal of it
  • Your principles and values
  • How you have one-on-ones (even though this should be decided between you and the direct report)
  • How you prefer to communicate (slack vs. email vs. in-person)
  • What work requires your input (and what doesn’t)

The list goes on.

If you’re an engineer, you’re familiar with ReadMEs when diving into someone else’s code. Manager READMEs are exactly that, except you swap code for management. 

9 Manager README pros and cons

✅PRO: It’s a great way to skip the whole ‘get to know you’ phase and jump right into a productive working relationship.

✅PRO: It’s easy to set expectations between you and your direct reports. For example, if you say you’re very open and inviting to feedback, the expectation is that your direct report will provide you with that feedback. 

✅PRO: It’s a great opportunity to share your personality traits with your direct reports, which can help avoid misunderstandings. For example, in Michael Lopp’s Manager README (Former VP, Product Engineering at Slack), he says: “I am an introvert […] Do not confuse my quiet with lack of engagement.”s

*It’s important to note here that if your personality trait is “rude” or “mean”, a manager README is not a scapegoat for bad behavior.

✅PRO: It can help build transparent, two-way communication with your team. Heather Foeh, former VP of CX at PathFactory (also a remote manager) uses this document to let her direct reports know that she’s never too busy for them and encourages them to reach out when they need her.

✅PRO: It’s a great tool for self-reflection and goal-setting for managers. This process gives managers a space to reflect on how they manage, as well as how they would like to manage. 

🛑CON: If what you’ve written isn’t an accurate depiction of yourself, it can really hurt your relationship with your direct reports. If it’s not accurate, don’t share it with your team. Instead, use it as a goal-setting tool for yourself. In an interview with Camille Fournier, Former CTO of Rent The Runway, she said:

“I’ve seen this happen. I’ve probably done this to people. You project a particular image. You say a particular thing. You say, “I’m really open to feedback, come give me feedback, come give me feedback. Somebody believes you, naively. They come and give you feedback, and then you get mad or you react poorly or you, you know, you punish them in some way. “And [your direct report] realizes, ‘Holy crap. I’ve now damaged my relationship with my manager because I thought that they said [they were great at receiving feedback] and they just aren’t.’”

-Camille Fournier, Former CTO of Rent the Runway

🛑CON: Adding in a “quirks” section can be used as an excuse to always behave that way. It’s good to share your quirks, but be sure to work on improving on them as well. For example, in my manager’s README, she states that she’s very forgetful. She appreciates reminders and doesn’t find them annoying. Since we’ve started working together she’s created processes and found tools to ensure that she’s less forgetful. She’s working on her quirks. 

🛑CON: They can be used as a substitute to meeting frequently with your team (one-on-ones, team meetings, etc). Don’t wait for your team to come to you with problems or concerns, be proactive and continue to spend time with your team frequently. That’s what’s going to help build trust over time. 

🛑CON: It can come off self-righteous or pompous. To combat this, don’t just send the README in an email, sit down with your direct report and walk them through why you created it and how you hope it can help improve your working relationship.


Overall, manager READMEs can be a powerful tool for managers to onboard new team members and self-reflect on who they are (and who they want to be) as a manager. Try out the exercise for yourself. If you feel you’ve done a good and accurate job, share it with your team—or better yet, share it with another manager and ask them for feedback.

What to do now

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

  1. Our library of meeting agenda templates is designed to help you run more effective meetings.
  2. Learn more about Spinach and 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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