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 an AI Meeting Assistant that runs meetings, summarizes conversations, and automates post-meeting tasks. Key services include automated note-taking, workflow optimization (such as generating sprint plans and PRDs), AI-powered insights from user feedback, and seamless integrations with popular collaboration tools. Spinach AI also provides tailored solutions for different roles, including product managers, sales, engineering, marketing, HR, and more. 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 capabilities for generating and managing transcripts and AI-generated summaries. See pricing details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. It provides tailored solutions for different teams, such as PRD generation for product managers, sprint planning for engineering, and meeting insights for HR. These features help teams save time, improve collaboration, and make data-driven decisions. Explore features.

Does Spinach AI integrate with other tools?

Yes, Spinach AI integrates with popular collaboration and productivity tools, including Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce. These integrations enable smooth workflows and ensure that meeting notes, action items, and insights are automatically synced with your existing systems. See all integrations.

How does Spinach AI help with meeting management?

Spinach AI automates the agenda, takes accurate meeting notes, tracks action items, and generates follow-up tasks. This allows managers and teams to focus on meaningful discussions rather than administrative work, improving meeting outcomes and productivity. Learn more about meeting features.

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 documentation, streamline workflows, and improve collaboration. See all use cases.

What industries use Spinach AI?

Spinach AI is used across various industries, including sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies feature companies like Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Read customer stories.

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 collaboration gaps across distributed teams. By automating these processes and providing tailored solutions, Spinach AI helps teams save time and improve productivity. Learn more.

Can you share some customer success stories or case studies?

Yes, Spinach AI has numerous success stories across industries. For example, Ron Meyer at Infinite Ranges uses Spinach AI to manage sales cycles without pausing to take notes. Sergio at AlfaDocs leverages it for brainstorming and follow-ups, while Matt Filion at Authvia reports improved team organization and productivity. More case studies are available on the testimonials page.

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, admin controls, and custom data retention policies. User data is never used for training. For the SOC 2 report, contact [email protected]. More on security.

How does Spinach AI protect user data?

Spinach AI employs robust security measures, including TLS encryption for data in transit, AES-256 encryption for data at rest, and strict data usage policies ensuring user data is never used for training. Additional features like SAML SSO, SCIM, admin controls, and custom data retention policies are available as add-ons. Learn more.

Implementation & Ease of Use

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy setup. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and the interface is intuitive for teams of all sizes. See onboarding details.

How long does it take to implement Spinach AI?

Implementation is almost instant. After signing up and connecting your calendar, you can begin using Spinach AI right away. Premium users also receive an onboarding program for a smooth transition. Learn more.

What training and support resources are available for new users?

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 users can quickly adopt and maximize the platform's value. Visit the Help Center.

Support & Maintenance

What customer support options are available after purchasing Spinach AI?

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, an onboarding program, and access to the Help Center. These resources ensure prompt assistance and ongoing guidance for all users. See support options.

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

Spinach AI ensures smooth operation through priority support, dedicated Customer Success Managers for premium users, onboarding programs, and a Help Center with troubleshooting guides. These resources help users address maintenance and upgrade needs efficiently. Access support.

Customer Experience & Proof

What feedback have customers given 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 a "silent cornerstone for daily work," and Belén Medina (Do It Consulting Group) says, "Spinach is the best thing that’s happened to our team." These testimonials highlight the platform's user-friendly experience. Read more testimonials.

Who are some of Spinach AI's customers?

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

Competition & Differentiation

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, onboarding automation for customer success), advanced AI-powered insights, and seamless integrations with popular tools. Customer testimonials highlight its unmatched specificity and ability to address unique team needs. Learn more about differentiation.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its role-specific features, automation of administrative tasks, AI-powered insights, and seamless integrations. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to solve real pain points and improve productivity across teams. See 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 an AI Meeting Assistant that runs meetings, summarizes conversations, and automates post-meeting tasks. Key services include automated note-taking, workflow optimization (such as generating sprint plans and PRDs), AI-powered insights from user feedback, and seamless integrations with popular collaboration tools. Spinach AI also provides tailored solutions for different roles, including product managers, sales, engineering, marketing, HR, and more. 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 capabilities for generating and managing transcripts and AI-generated summaries. See pricing details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. It provides tailored solutions for different teams, such as PRD generation for product managers, sprint planning for engineering, and meeting insights for HR. These features help teams save time, improve collaboration, and make data-driven decisions. Explore features.

Does Spinach AI integrate with other tools?

Yes, Spinach AI integrates with popular collaboration and productivity tools, including Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce. These integrations enable smooth workflows and ensure that meeting notes, action items, and insights are automatically synced with your existing systems. See all integrations.

How does Spinach AI help with meeting management?

Spinach AI automates the agenda, takes accurate meeting notes, tracks action items, and generates follow-up tasks. This allows managers and teams to focus on meaningful discussions rather than administrative work, improving meeting outcomes and productivity. Learn more about meeting features.

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 documentation, streamline workflows, and improve collaboration. See all use cases.

What industries use Spinach AI?

Spinach AI is used across various industries, including sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies feature companies like Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Read customer stories.

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 collaboration gaps across distributed teams. By automating these processes and providing tailored solutions, Spinach AI helps teams save time and improve productivity. Learn more.

Can you share some customer success stories or case studies?

Yes, Spinach AI has numerous success stories across industries. For example, Ron Meyer at Infinite Ranges uses Spinach AI to manage sales cycles without pausing to take notes. Sergio at AlfaDocs leverages it for brainstorming and follow-ups, while Matt Filion at Authvia reports improved team organization and productivity. More case studies are available on the testimonials page.

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, admin controls, and custom data retention policies. User data is never used for training. For the SOC 2 report, contact [email protected]. More on security.

How does Spinach AI protect user data?

Spinach AI employs robust security measures, including TLS encryption for data in transit, AES-256 encryption for data at rest, and strict data usage policies ensuring user data is never used for training. Additional features like SAML SSO, SCIM, admin controls, and custom data retention policies are available as add-ons. Learn more.

Implementation & Ease of Use

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy setup. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and the interface is intuitive for teams of all sizes. See onboarding details.

How long does it take to implement Spinach AI?

Implementation is almost instant. After signing up and connecting your calendar, you can begin using Spinach AI right away. Premium users also receive an onboarding program for a smooth transition. Learn more.

What training and support resources are available for new users?

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 users can quickly adopt and maximize the platform's value. Visit the Help Center.

Support & Maintenance

What customer support options are available after purchasing Spinach AI?

Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, an onboarding program, and access to the Help Center. These resources ensure prompt assistance and ongoing guidance for all users. See support options.

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

Spinach AI ensures smooth operation through priority support, dedicated Customer Success Managers for premium users, onboarding programs, and a Help Center with troubleshooting guides. These resources help users address maintenance and upgrade needs efficiently. Access support.

Customer Experience & Proof

What feedback have customers given 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 a "silent cornerstone for daily work," and Belén Medina (Do It Consulting Group) says, "Spinach is the best thing that’s happened to our team." These testimonials highlight the platform's user-friendly experience. Read more testimonials.

Who are some of Spinach AI's customers?

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

Competition & Differentiation

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, onboarding automation for customer success), advanced AI-powered insights, and seamless integrations with popular tools. Customer testimonials highlight its unmatched specificity and ability to address unique team needs. Learn more about differentiation.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its role-specific features, automation of administrative tasks, AI-powered insights, and seamless integrations. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to solve real pain points and improve productivity across teams. See 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).

· 4 mins · Productive Meetings

How Ritual does one-on-one meetings

This week, we’re talking about one-on-ones with Ritual! 🍔🌯🍕 SoapBox is a huge fan of Ritual ❤️. The social ordering…

Avatar of Paige Magarrey Paige Magarrey

This week, we’re talking about one-on-ones with Ritual! 🍔🌯🍕

SoapBox is a huge fan of Ritual ❤️. The social ordering app has changed the way workplaces eat lunch –and impacted communication and company culture as a result. That’s why we were so excited to get the inside scoop on what that communication is like within the company!

We sat down with Lorena Scott, Head of People Ops at Ritual, to talk about what’s on her one-on-one agendas, getting employees to open up and more.


Lorena’s 1:1 basics

  • # of direct reports: 6
  • Office or remote?: Office
  • Frequency: Mostly bi-weekly
  • Length: 30 minutes
  • Go-to question: “How are you?”

Are you remote or in-office?

I work out of Ritual’s Toronto office, where today the majority of our team sits. We, however, don’t use the word “remote” office. We are quite a distributed team, based all over the world, and we believe it’s more inclusive to state: “I’m a part of the Toronto team or the New York team.” We are intentional about avoiding words like HQ or remote.

Why do you do one-on-ones?

We have found three factors really support career development and team member success:

  1. feedback loop, and lots of it;
  2. Context setting; and
  3. Rapport building

One-on-ones help in all three areas. They are dedicated time for a manager and his/her team member to consistently connect, set context give and receive feedback. The nuance to one-on-ones is that it’s the team member’s time. In other words, they set the agenda, not the manager.

"The nuance to one-on-ones is that it’s the team member's time. In other words, they set the agenda, not the manager." – Lorena Scott of @ritual_co Share on X

How often are your one-on-ones? 

It depends. Given the number of one-on-ones currently on my agenda (not just with my direct reports), most of my one-on-ones are bi-weekly. I tend to focus less on the frequency (recognizing there is a minimum of one per month) and more on honoring the time together when they’re scheduled. They’re a sacred spot on my calendar and if they’re missed, they’re immediately rescheduled.

How long are your one-on-ones?

I tend to book 30 minutes, and that’s really the minimum. From time-to-time, a team member may book another 15 minutes.

How do you prepare for your one-on-ones?

So that I’m best prepared for the convos and can be thoughtful about feedback or the context setting, I ask for an agenda in advance.

Is the agenda the same every time, or does it change?

The agenda is set by the team member, so it tends to vary with what’s on their mind or where they need support or feedback. Once per quarter, however, the agenda is pre-set. During this quarterly check-in, we have a career session to discuss progression and give more “formal” feedback on the current quarter’s performance. As our performance reviews take place every six months, this is an important check-in.

Do both you and your employee add items to the agenda?

The only agenda I drive is once per quarter to give more performance-related feedback.

What are your go-to one-on-one questions?

Honestly, it’s more about listening. By simply asking – “how are you?” and allowing the conversation to go from there.

How do you help your employees open up?

My role is to listen, be honest, and problem solve and give constructive feedback, when applicable. While I may drive the agenda during team meetings, that’s not the goal of my 1:1s, so I avoid moving into the driver’s seat at all costs. If the conversation is drifting off track, I use a few questions to bring it back in focus, including: 1) what work are you most proud of; 2) what’s been most frustrating. Another questions I tend to ask to recenter the conversation is: what do you want to be doing more of or less of?

"My role is to listen, be honest, and problem solve." – Lorena Scott of @ritual_co on one-on-one meetings Share on X

What’s the biggest challenge around your one-on-ones?

Moving away from the tactical – going through a “to do” list. Being intentional about honoring the purpose of the meeting.

What’s the biggest one-on-one mistake that managers make?

Not honoring/respecting the time. Don’t book one-on-ones and repeatedly cancel or miss them, or sabotage the conversation to be their to-do list. Use a stand-up or another forum for that.

How do you know if you’ve had a successful one-on-one?

Great one-on-ones take time and require a certain level of rapport between a manager and his or her team member. I know they’re successful when the rapport exists, and as a result, I am also receiving constructive feedback. My team member trusts the process and is candid and honest.


Need help with your one-on-ones? Use SoapBox!

What should you do now

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

  1. We have a massive (& free) collection of meeting agenda templates all designed to help you run more effective meetings.
  2. Check out 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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