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 note-taking, summarizes conversations, manages post-meeting tasks, and provides AI-powered insights to streamline workflows for teams across product management, sales, engineering, marketing, customer success, and more. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers an AI Meeting Assistant, automated note-taking, workflow optimization (including sprint plans and PRD generation), AI-powered insights from user feedback, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for roles such as product managers, sales, engineering, marketing, HR, customer success, and finance. See all features.

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. See pricing details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Key features include automated note-taking, workflow optimization, AI-powered insights from user feedback, seamless integrations with popular tools (Zoom, Slack, Jira, Salesforce), and customizable solutions for different teams. Benefits include increased productivity, streamlined workflows, enhanced collaboration, and data-driven decision-making. More details.

What integrations does Spinach AI support?

Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and other popular collaboration and project management tools, enabling smooth workflows across distributed teams. See all integrations.

Does Spinach AI offer tailored solutions for different teams?

Yes, Spinach AI provides tailored features for product managers (roadmap meetings, PRD generation), sales teams (CRM integrations, buyer insights), engineering (sprint planning), HR/recruiting (meeting insights), customer success (onboarding, follow-ups), and more. Learn more.

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, and finance/accounting teams. It is ideal for organizations seeking to automate meeting tasks, improve collaboration, and drive productivity. See use cases.

What problems does Spinach AI solve?

Spinach AI addresses challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty extracting insights from user feedback, and lack of team alignment. It automates documentation, integrates with key tools, and provides actionable insights to help teams focus on impactful work. Learn more.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, improved collaboration, data-driven decision-making, and enhanced customer engagement. Spinach AI helps teams save time, reduce administrative burdens, and achieve better outcomes. See business impact.

Are there real-world examples or case studies of Spinach AI in action?

Yes, Spinach AI is used by organizations in sales (Infinite Ranges), customer success (AlfaDocs), technology (Authvia), revenue operations (EDB), consulting (Do It Consulting Group), and healthcare technology (Careviso). Customers report improved productivity, better team communication, and streamlined workflows. Read testimonials.

What industries are represented in Spinach AI's customer base?

Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Spinach AI's versatility is demonstrated by its adoption across these sectors. See customer stories.

Security & Compliance

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 for PHI). It uses TLS and AES-256 encryption, offers SAML SSO, SCIM, admin controls, and custom data retention policies. For the SOC 2 report, contact [email protected]. More on security.

How does Spinach AI protect user data?

Spinach AI uses TLS encryption for data in transit and AES-256 encryption for data at rest. User data is never used for training, and strict privacy standards are maintained. Additional security features include SAML SSO, SCIM, admin controls, and custom data retention policies. Learn more.

Implementation & Ease of Use

How easy is it to get started with Spinach AI?

Spinach AI is designed for instant setup. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately—no complex IT involvement required. Premium users receive onboarding support for a smooth transition. See onboarding details.

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

Customers consistently praise Spinach AI for its intuitive design and 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.

Support & Implementation

What support and training does Spinach AI provide?

Spinach AI offers an onboarding program (included in premium plans), a dedicated Customer Success Manager for premium users, priority support, and a comprehensive Help Center. These resources ensure customers can start quickly and get ongoing assistance. 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. Learn more.

Competition & Differentiation

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out with 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) highlight its unmatched specificity for their processes. See how Spinach AI compares.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its role-specific features, automation of administrative tasks, advanced AI insights, seamless integrations, and proven customer success. Testimonials from leaders in product, sales, and customer success underscore its value in real-world scenarios. Learn why teams choose Spinach AI.

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 note-taking, summarizes conversations, manages post-meeting tasks, and provides AI-powered insights to streamline workflows for teams across product management, sales, engineering, marketing, customer success, and more. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers an AI Meeting Assistant, automated note-taking, workflow optimization (including sprint plans and PRD generation), AI-powered insights from user feedback, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for roles such as product managers, sales, engineering, marketing, HR, customer success, and finance. See all features.

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. See pricing details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Key features include automated note-taking, workflow optimization, AI-powered insights from user feedback, seamless integrations with popular tools (Zoom, Slack, Jira, Salesforce), and customizable solutions for different teams. Benefits include increased productivity, streamlined workflows, enhanced collaboration, and data-driven decision-making. More details.

What integrations does Spinach AI support?

Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and other popular collaboration and project management tools, enabling smooth workflows across distributed teams. See all integrations.

Does Spinach AI offer tailored solutions for different teams?

Yes, Spinach AI provides tailored features for product managers (roadmap meetings, PRD generation), sales teams (CRM integrations, buyer insights), engineering (sprint planning), HR/recruiting (meeting insights), customer success (onboarding, follow-ups), and more. Learn more.

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, and finance/accounting teams. It is ideal for organizations seeking to automate meeting tasks, improve collaboration, and drive productivity. See use cases.

What problems does Spinach AI solve?

Spinach AI addresses challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty extracting insights from user feedback, and lack of team alignment. It automates documentation, integrates with key tools, and provides actionable insights to help teams focus on impactful work. Learn more.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, improved collaboration, data-driven decision-making, and enhanced customer engagement. Spinach AI helps teams save time, reduce administrative burdens, and achieve better outcomes. See business impact.

Are there real-world examples or case studies of Spinach AI in action?

Yes, Spinach AI is used by organizations in sales (Infinite Ranges), customer success (AlfaDocs), technology (Authvia), revenue operations (EDB), consulting (Do It Consulting Group), and healthcare technology (Careviso). Customers report improved productivity, better team communication, and streamlined workflows. Read testimonials.

What industries are represented in Spinach AI's customer base?

Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Spinach AI's versatility is demonstrated by its adoption across these sectors. See customer stories.

Security & Compliance

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 for PHI). It uses TLS and AES-256 encryption, offers SAML SSO, SCIM, admin controls, and custom data retention policies. For the SOC 2 report, contact [email protected]. More on security.

How does Spinach AI protect user data?

Spinach AI uses TLS encryption for data in transit and AES-256 encryption for data at rest. User data is never used for training, and strict privacy standards are maintained. Additional security features include SAML SSO, SCIM, admin controls, and custom data retention policies. Learn more.

Implementation & Ease of Use

How easy is it to get started with Spinach AI?

Spinach AI is designed for instant setup. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately—no complex IT involvement required. Premium users receive onboarding support for a smooth transition. See onboarding details.

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

Customers consistently praise Spinach AI for its intuitive design and 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.

Support & Implementation

What support and training does Spinach AI provide?

Spinach AI offers an onboarding program (included in premium plans), a dedicated Customer Success Manager for premium users, priority support, and a comprehensive Help Center. These resources ensure customers can start quickly and get ongoing assistance. 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. Learn more.

Competition & Differentiation

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out with 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) highlight its unmatched specificity for their processes. See how Spinach AI compares.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its role-specific features, automation of administrative tasks, advanced AI insights, seamless integrations, and proven customer success. Testimonials from leaders in product, sales, and customer success underscore its value in real-world scenarios. Learn why teams choose Spinach AI.

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).

· 7 mins · Management Skills

2020 Roundup: the top 10 leadership reads from the Spinach blog

With data from over 500,000 readers this year, here are the most read blogs to help set you up for a strong start to 2021.

Avatar of Hiba Amin Hiba Amin

2020 has been one big rollercoaster ride, to say the least.

For many people-leaders, this year was a real test; from navigating layoffs while keeping morale and engagement levels up, to leading a team virtually for the first time.

And, while it wasn’t an easy year, we’ve learned and documented a lot of lessons along the way. With data from over 500,000 readers this year, here are the most read blogs to help set you up for a strong start to 2021.

Jump to a section:

  1. How to make accountability a core part of your workplace culture
  2. 121 One-on-one questions
  3. 9 One-on-one meeting templates
  4. The 45-minute team meeting agenda
  5. 4 things to include in your daily scrum meeting agenda
  6. Measuring meeting effectiveness: 5 post-meeting survey question templates
  7. 180+ OKR and goal examples
  8. 5 Ways to set (and surpass) team goals every single quarter
  9. 24 tips to have more effective one-on-ones
  10. Employee recognition: Creating a “Culture of Kudos”
Accountability in the workplace is linked to an increase in commitment to work and employee morale

1. How to make accountability a core part of your workplace culture

Read time: 8 minutes

Workplaces with a strong sense of personal ownership and accountability thrive— but how do you get there?

In this article, you’ll learn about:

  • What accountability in the workplace means
  • How to make accountability a core part of your culture
  • The importance of continuous feedback
  • How to make accountability a habit
  • An accountability framework to use with your team

👉🏽 Read this article

121 One-on-one questions

2. 121 One-on-one meeting questions

Read time: 15 minutes

We’ve compiled a list of 100+ 1:1 questions from experienced leaders and high-performing individual contributors. Have better conversations with your team by adding any of these questions to your next meeting agenda.

In this article, you’ll access questions around:

  • Growth and development
  • Communication
  • Employee motivation and engagement
  • Addressing roadblocks
  • Sharing feedback between managers and employees
  • Company culture
  • Priorities, productivity, and strategy

👉🏽 Read this article

9 one-on-one meeting templates

3. 9 One-on-one meeting templates

Read time: 9 minutes

One-on-one meetings are the most important opportunities for managers and employees to share feedback, build trust, and increase engagement. That’s why we’ve put together nine 1:1 agenda templates for the different types of 1:1 meetings you’ll likely have each year.

Templates include:

  • First one-on-one meeting
  • Weekly one-on-one meeting
  • Monthly one-on-one meeting
  • Remote one-on-one meeting
  • Skip level one-on-one meeting
  • Quarterly performance review one-on-one meeting
  • OKR goal-setting one-on-one meeting
  • Peer to peer one-on-one meeting
  • Salary review meeting

👉🏽 Read this article

team meeting agenda template

4. The 45-minute team meeting agenda

If your team meetings always run over time, this agenda template will ensure you stay on track (and on time) every single meeting.

In this article, we cover:

  • The purpose of team meetings
  • Tips for effective team meetings
  • What to talk about during this meeting
  • 45-minute team meeting agenda template

👉🏽 Read this article

scrum meeting agenda template

5. 4 things to include in your daily scrum meeting agenda

Whether you’re working in-office, remote, or meeting asynchronously, these 10-minute daily status updates will keep you and your team on top of every sprint.

In this article, we walkthrough:

  • A daily scrum meeting agenda template
  • Things to avoid in your daily scrum
  • Other scrum meeting tips

👉🏽 Read this article

Teams with managers who received feedback showed 12.5% greater productivity than teams with managers who received no feedback.

6. Measuring meeting effectiveness: 5 post-meeting survey question templates

Meetings are a part of the workplace, there’s no denying that. But, just because they have to happen, doesn’t mean that they’re always run effectively. That’s why it’s so important that you get meeting feedback after every meeting, be it one-on-ones, team, or one-off meeting.

In this article, we’ll walk you through:

  • Why you should ask post-meeting survey questions (every time)
  • How meeting effectiveness survey questions will make you a better manager
  • 5 post-meeting question templates to use when asking your team for feedback

👉🏽 Read this article

over 180 goal and okr examples for every role in tech

7. 180+ OKR and goal examples

Goals are some of the hardest things for leaders and ICs to come up with. That’s why we put together this curated list of over 180 goal and OKR examples, including contributions from high-performing teams at G2, GitLab, and Unbounce.

Check out goals across every department:

👉🏽 View the goals library

rally your team around a common goal

8. 5 Ways to set (and surpass) team goals every single quarter

If you want to align your team and push them towards success, you should set quarterly goals for your team. Learn about the GOST model, SMART goals, OKRs, and more.

In this article, we’ll walk through five key steps to setting (and conquering) goals as a team:

  1. Set 90-day goals with your team
  2. Align your 90-day goals to your company goals
  3. Make sure each goal is measurable and attainable
  4. Give your team members ownership over each goal
  5. Incentivize performance with career progress

👉🏽 Read this article

one-on-ones are not the time for status updates

9. 24 tips to have more effective one-on-ones

From fostering a psychologically safe place to documenting next steps, we’ve put together the ultimate one-on-one meeting checklist. Learn about best practices for pre-meeting prep, what to do during the meeting, and things to do post-meeting.

Some tips include:

  1. Share your meeting agenda ahead of time: aim for at least 48 hours before your meeting.
  2. Managers: do less than 50% of the talking. Let your employees lead the conversation and choose questions that will open up the discussion.
  3. Start and end on a positive: even if you’re having a tough conversation, or dealing with negative feedback, try to end on a positive note.
  4. Put your notes in a central place: be sure that both you and your employee have access to the notes and next steps.

👉🏽 Read this article

84% of highly engaged employees were recognized the last time they went above and beyond.

10. Employee recognition: Creating a “Culture of Kudos”

Building a culture of kudos can be a great way to celebrate employees for all the hard work they put in. Learn about the importance of employee recognition and how to build a culture of kudos in your organization.

In this article, we cover:

  • The business case for employee recognition across every level of your organization
  • Public vs. private recognition
  • Ways to recognize employees in the workplace

👉🏽 Read the article


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What to do now

Next, here are some things you can do now that you've read this article:

  1. Check out our YouTube channel for more tips on management skills and team building.
  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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