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 action items, and streamlines workflows by integrating with tools like Zoom, Slack, Jira, and Salesforce. Spinach AI is designed to help teams focus on impactful work by reducing administrative burdens and providing AI-powered insights for better decision-making. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers a suite of AI-powered tools including an AI Meeting Assistant, automated note-taking, workflow optimization (such as sprint planning and PRD generation), AI-powered insights from user feedback, and seamless integrations with popular collaboration tools. Solutions are tailored for roles like 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, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different teams. Benefits include increased productivity, streamlined workflows, enhanced collaboration, and data-driven decision-making. Learn more.

What integrations does Spinach AI support?

Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more, enabling smooth collaboration and workflow automation across popular business tools. See all integrations.

How does Spinach AI help with meeting agendas and minutes?

Spinach AI provides tools to build, share, and collaborate on meeting agendas, making them accessible to all participants. During meetings, it takes accurate notes and records action items in real time, ensuring everyone can follow along and sign off on decisions. Learn more about meeting minutes.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including product managers, engineering teams, project managers, marketing, HR, customer success, sales, and finance. It is especially valuable for organizations seeking to automate meeting tasks, improve collaboration, and make data-driven decisions. See all use cases.

What problems does Spinach AI solve for teams?

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. By automating these processes and integrating with existing tools, Spinach AI helps teams save time and focus on high-impact work. Learn more.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, improved collaboration, and data-driven decision-making. Spinach AI enables teams to automate note-taking and administrative tasks, maintain alignment across distributed teams, and focus on strategic initiatives. See business impact.

What are some real-world success stories or case studies for Spinach AI?

Spinach AI has been successfully adopted by organizations in sales, customer success, technology, revenue operations, consulting, and healthcare technology. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles without pausing for notes, and Sergio (AlfaDocs) leverages it for automated meeting recaps and follow-ups. Read more customer stories.

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

Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See all case studies.

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). The platform uses TLS and AES-256 encryption, 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 encryption in transit, AES-256 encryption at rest, strict data usage policies (no data used for training), and compliance with SOC 2 Type 2, GDPR, and HIPAA standards. Additional security features include SAML SSO, SCIM, admin controls, and custom data retention. Learn more.

Getting Started & Implementation

How easy is it to get started with Spinach AI?

Getting started is simple: sign up with a Google or Microsoft account, connect your calendar, and select meetings for Spinach AI to join. No complex IT setup is required. Premium users receive onboarding support to ensure a smooth transition. See onboarding details.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly. Users can sign up, connect their calendars, and start using the platform immediately. Premium plans include an onboarding program for a smooth start. Learn more.

Support & Training

What customer support is available after purchasing Spinach AI?

Spinach AI offers priority support and a dedicated Customer Success Manager for premium plans, as well as an onboarding program and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed for effective use. Visit the Help Center.

What training and technical support does Spinach AI provide?

Premium users receive an onboarding program, a dedicated Customer Success Manager, and priority support. All users have access to the Help Center for FAQs and troubleshooting. These resources help teams adopt and maximize Spinach AI's capabilities. Learn more.

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

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, and a Help Center with troubleshooting guides. Maintenance and upgrades are managed by the Spinach AI team to ensure seamless operation and timely updates. See support resources.

Customer Experience & Proof

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

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

Competition & Comparison

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out by offering tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales), advanced AI-powered insights, and seamless integrations with popular business tools. Customer testimonials highlight its specificity and ability to address unique team needs, which many generic tools do not provide. See detailed comparison.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its role-specific features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to address unique pain points and improve team outcomes. 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 action items, and streamlines workflows by integrating with tools like Zoom, Slack, Jira, and Salesforce. Spinach AI is designed to help teams focus on impactful work by reducing administrative burdens and providing AI-powered insights for better decision-making. Learn more.

What products and services does Spinach AI offer?

Spinach AI offers a suite of AI-powered tools including an AI Meeting Assistant, automated note-taking, workflow optimization (such as sprint planning and PRD generation), AI-powered insights from user feedback, and seamless integrations with popular collaboration tools. Solutions are tailored for roles like 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, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different teams. Benefits include increased productivity, streamlined workflows, enhanced collaboration, and data-driven decision-making. Learn more.

What integrations does Spinach AI support?

Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more, enabling smooth collaboration and workflow automation across popular business tools. See all integrations.

How does Spinach AI help with meeting agendas and minutes?

Spinach AI provides tools to build, share, and collaborate on meeting agendas, making them accessible to all participants. During meetings, it takes accurate notes and records action items in real time, ensuring everyone can follow along and sign off on decisions. Learn more about meeting minutes.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including product managers, engineering teams, project managers, marketing, HR, customer success, sales, and finance. It is especially valuable for organizations seeking to automate meeting tasks, improve collaboration, and make data-driven decisions. See all use cases.

What problems does Spinach AI solve for teams?

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. By automating these processes and integrating with existing tools, Spinach AI helps teams save time and focus on high-impact work. Learn more.

What business impact can customers expect from using Spinach AI?

Customers can expect increased productivity, streamlined workflows, improved collaboration, and data-driven decision-making. Spinach AI enables teams to automate note-taking and administrative tasks, maintain alignment across distributed teams, and focus on strategic initiatives. See business impact.

What are some real-world success stories or case studies for Spinach AI?

Spinach AI has been successfully adopted by organizations in sales, customer success, technology, revenue operations, consulting, and healthcare technology. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles without pausing for notes, and Sergio (AlfaDocs) leverages it for automated meeting recaps and follow-ups. Read more customer stories.

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

Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See all case studies.

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). The platform uses TLS and AES-256 encryption, 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 encryption in transit, AES-256 encryption at rest, strict data usage policies (no data used for training), and compliance with SOC 2 Type 2, GDPR, and HIPAA standards. Additional security features include SAML SSO, SCIM, admin controls, and custom data retention. Learn more.

Getting Started & Implementation

How easy is it to get started with Spinach AI?

Getting started is simple: sign up with a Google or Microsoft account, connect your calendar, and select meetings for Spinach AI to join. No complex IT setup is required. Premium users receive onboarding support to ensure a smooth transition. See onboarding details.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly. Users can sign up, connect their calendars, and start using the platform immediately. Premium plans include an onboarding program for a smooth start. Learn more.

Support & Training

What customer support is available after purchasing Spinach AI?

Spinach AI offers priority support and a dedicated Customer Success Manager for premium plans, as well as an onboarding program and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed for effective use. Visit the Help Center.

What training and technical support does Spinach AI provide?

Premium users receive an onboarding program, a dedicated Customer Success Manager, and priority support. All users have access to the Help Center for FAQs and troubleshooting. These resources help teams adopt and maximize Spinach AI's capabilities. Learn more.

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

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, and a Help Center with troubleshooting guides. Maintenance and upgrades are managed by the Spinach AI team to ensure seamless operation and timely updates. See support resources.

Customer Experience & Proof

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

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

Competition & Comparison

How does Spinach AI differ from other AI meeting tools?

Spinach AI stands out by offering tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales), advanced AI-powered insights, and seamless integrations with popular business tools. Customer testimonials highlight its specificity and ability to address unique team needs, which many generic tools do not provide. See detailed comparison.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its role-specific features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to address unique pain points and improve team outcomes. 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).

· 5 mins · Productive Meetings

7 steps to preparing an effective meeting agenda

How many meetings have you left asking “what was the point of that?” Everyone’s been in a bad, soul-sucking, time-wasting…

Avatar of Shannon Maloney Shannon Maloney

How many meetings have you left asking “what was the point of that?”

Everyone’s been in a bad, soul-sucking, time-wasting meeting. And as you shuffle out of the conference room after one of them, you probably asked yourself, “why are meetings so awful?!”

But don’t blame the meeting.

Blame the agenda.

Think of is this way: at those meetings you hated the most, was there an agenda? If there was, did everyone have access to it ahead of time to prepare and add their thoughts? Was there a clear goal for why you were having the meeting in the first place? Was the whole meeting about sharing context, with no real outcomes?

In other words, great team meetings start with an agenda. Not sure how to write a meeting agenda? We can help you with that 😎.

Here are seven crucial steps to preparing an effective meeting agenda.

1. Ditch the pen and paper (or word processor, or note-taking tool, or…)

An actual pen-and-paper agenda?! Not only is it bad for the environment, it’s just plain inefficient. You can’t share a paper agenda ahead of time. You can’t invite collaboration from your team members. You can’t make last-minute changes. And really, a Word doc or Google sheet isn’t that much better.

OK, we’re a bit biased because we built a meeting agenda app. But seriously: having a dedicated tool makes agenda prep so much easier. No more copy-and-paste dance. No more sharing over email. Just a simple hub for all your meeting agendas (and notes!) that everyone can access and contribute to. That’s how you set yourself up for success. You don’t have to spend your time chasing everyone down for agenda topics, and your team will arrive prepared. Win-win.

2. Set a goal for your meeting – and write it down

This one is harder than it seems: every single meeting should have a goal, and it should be clearly stated on the agenda. Even it’s a recurring team meeting, there should be a goal. Here are a few examples of meeting goals:

  • Review our status updates and key roadblocks for the upcoming sprint
  • Plan holiday party
  • Finalize marketing campaign for upcoming product launch
  • UX review of our latest Android app update
  • Nail down a hiring strategy for the product team

Be sure to include this goal on the agenda. If it’s a simpler goal, you might be able to include it in the name of the meeting. If it’s more complex, add it in as the first agenda item.

3. Share the agenda at least 48 hours before the meeting (and encourage people to add to it!)

First thing’s first: no one benefits from a meeting agenda shared five minutes before the meeting is due to start. Or worse – in the meeting. Without seeing the agenda beforehand, your team will spend the whole meeting getting up to speed, not making decisions.

To make a meeting as effective as possible, share the agenda 48 hours in advance – and give your team the chance to add to it. This is how you can ensure your team feels a sense of ownership over the meeting. That way, they’ll show up prepared and engaged – and ready to make decisions.

Shameless plug: Hyperontext makes shared agendas easy! Once you create and share the agenda, all your team members can add their own items. You can even set up a SlackBot integration to gently remind them to add to the agenda a day before the meeting.

4. Allow for team members to provide context and share thoughts beforehand

You’ve given your team the chance to add their own items to the agenda – great!

But another crucial part of agenda preparation is allowing everyone to talk about the agenda beforehand.

This could mean a dedicated Slack channel. This could mean an app like Spinach AI that lets team members comment on items right in the agenda.

However you facilitate it, encouraging conversation before the meeting helps to provide context beforehand, and ensures that everyone has all the information they need to make decisions in the meeting (you might even resolve a few agenda items before the meeting even takes place!).

5. Assign time for each agenda item

Meetings can go off the rails, quickly. All of a sudden, 40 minutes have gone by and you haven’t gotten through the first item on the agenda 😨.

That’s why it’s so important to assign a time limit to each agenda item. It will keep you on track, and keep the conversation focused on decisions and next steps.

A great way to follow through on time limits is to assign a task-master to keep an eye on the time. They will be the one to (gently) cut off conversations when they veer too off-track, and remind everyone when it’s time to wind up an agenda item and move on.

6. Prioritize agenda items as needed

That said, sometimes conversations do run long, and decisions take time. With that in mind, it’s worth prioritizing your agenda with the most important items at the top. That way, if you don’t make it to the end of the agenda within your specified time, you can hold off on the last remaining items until your next meeting.

One word of warning: try not to make it a habit not to get through everything on your agenda. If you find that you’re not getting through it every single time, that might be a sign that you need to break out into smaller meetings, or add in a weekly scrum.

7. Make sure the agenda visible to everyone (remote included!)

When you’re preparing your agenda, take into consideration how you will go through it during the meeting. Avoid printouts at all cost – not only are they bad for the environment and hard to collaborate on (see step #1), they’re not inclusive to remote team members who aren’t in the room.

That said, you don’t want everyone pulling up the agenda on their own device – that just encourages distraction. Our solution? Put the agenda up on a shared screen, so that everyone can follow along in real-time. This is especially important if you’re using a tool that allows you to take meeting minutes right in the agenda (like ours!) – everyone will be able to see the meeting notes as they’re written, and sign off on the decisions being made.


That’s it! Remember: effective meetings start with effective meeting agendas. Taking a few minutes before the meeting will save you a lot of frustration in the long run. Check out these meeting agenda examples to get started.

Build meeting agendas for free with Spinach AI

What you should do next

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

  1. I think you will love our library of meeting agenda templates for every type of meeting.
  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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