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, and post-meeting tasks, streamlines workflows, 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 focus on impactful work and reduce administrative burdens. Learn more.

What are the key features of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations with project management and CRM tools, and tailored solutions for different roles. It captures meeting notes and action items automatically, generates sprint plans and PRDs, and analyzes feedback to uncover trends and opportunities. 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. See pricing details.

Features & Capabilities

What integrations does Spinach AI support?

Spinach AI integrates with a wide range of tools, including project management (Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira), CRM (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, and Affinity. Full integrations list.

How does Spinach AI help with meeting management and documentation?

Spinach AI automates meeting note-taking, action item tracking, and outcome documentation. It ensures that key points and decisions are captured accurately, allowing teams to focus on discussions and avoid repetitive coverage of topics. This is especially valuable for one-on-one meetings, where documentation and follow-up are critical for ongoing success. Learn more.

What pain points does Spinach AI solve for teams?

Spinach AI addresses common challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering actionable insights from user feedback, and lack of team alignment. By automating documentation, integrating with existing tools, and providing tailored solutions for different roles, Spinach AI helps teams save time and improve productivity. See more pain points.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing teams, HR and recruiting, customer success, sales, finance, and accounting teams. It supports organizations that prioritize productivity, collaboration, and automation. See target roles.

What industries use Spinach AI?

Spinach AI is used across sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies feature companies such as Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See case studies.

Can you share specific customer success stories?

Yes. 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) reports improved productivity and organization. Jason Oliver (Product Director) values its specificity for product management. Kushal Birje (EDB) credits Spinach AI for transforming meeting and project handling. Belén Medina (Do It Consulting Group) highlights 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 routine tasks, freeing teams to focus on strategic work and driving business growth. See business impact.

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 BAAs for healthcare customers). It uses TLS and AES-256 encryption for data security, does not use customer data for training, and offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. See security details.

How does Spinach AI protect user data?

Spinach AI employs TLS and AES-256 encryption for data in transit and at rest, adheres to strict data usage policies (never using customer data for training), and offers advanced security features such as SAML SSO, SCIM provisioning, and custom data retention. For SOC 2 reports, contact [email protected]. More info.

Implementation & Support

How easy is it to get started with Spinach AI?

Spinach AI can be set up almost instantly. Users 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. See onboarding details.

What training and support 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 have the guidance and tools needed for successful adoption. Visit 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 issue resolution. Support resources.

Competition & Differentiation

How does Spinach AI compare to other meeting automation 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 offers unmatched role-based automation and integration breadth. See differentiation.

Why should a customer choose Spinach AI over alternatives?

Spinach AI offers tailored solutions for different teams, automates routine tasks, provides advanced AI insights, and integrates with a wide range of tools. Its specificity for roles like product management and sales, combined with strong customer testimonials, make it a superior choice for organizations seeking productivity and collaboration improvements. See why customers choose Spinach AI.

Customer Experience

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. Dan Robidoux (Careviso) calls it a "silent cornerstone" for daily work, Belén Medina (Do It Consulting Group) says it's the best thing for team communication, and Matt Filion (Authvia) notes drastic improvements in productivity and organization. Read customer 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).

· 5 mins · Productive Meetings

The State of One-on-Ones: Survey Insights from Over 1,000 Managers and Employees

Our survey of over 1,000 managers and employees reveals that while both managers and employees agree that one-on-one meetings are…

Avatar of Hiba Amin Hiba Amin

Our survey of over 1,000 managers and employees reveals that while both managers and employees agree that one-on-one meetings are incredibly important, they disagree on how well they’re being done.


  • Download a pdf version of the survey below here.

We asked a lot of open text questions in our survey. While this made it a lot more challenging to organize the information, it was a great way to capture less biased insights on people’s thoughts and feelings about one-on-ones. After reading through thousands of responses, you appreciate certain things that categorizing data into graphs will not always tell you.

Here are what we believe to be the most important things that we took away from the responses:

Managers and employees agree that one-on-ones are important…

While one-on-ones are a common practice in many organizations, people’s expectations and feelings about one-on-ones vary considerably. One thing managers and employees do agree on is that they are important.

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…but don’t agree on how well they’re being done

However, there isn’t necessarily agreement between employees and managers on how well they’re being done. Managers as a whole were more bullish on the positive impact one-on-ones were having on their team.

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One-on-ones are motivating when they help employees be successful in their role

Let’s start with understanding what makes one-on-ones a motivating experience for employees. We categorized the open text responses into themes. You’ll see some examples of the responses aligned to categories in the image below. Half of the employees responding to the survey felt that the most motivating part of a one-on-one was getting the help they needed to be successful in their role.

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On the flip side, here are some of the examples of responses from the employees that completed the survey on what makes a one-on-one a demotivating experience.

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Managers and employees disagree on signs of a good (or bad!) one-on-one…

What was interesting about the responses to this question was that while there were some similar themes, the popularity of those themes in manager and employee responses were quite different. The most popular sign of a good one-on-one for managers was two-way communication with both the manager and employee actively participating in the conversation.

The sentiment for the most popular theme in the employee responses was subtly different. They focused more on the ability to have an honest conversation. For employees, a good one-on-one is one where they felt comfortable being open, direct and honest about what needed to be discussed without fear of being evaluated or judged.

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The sign of a bad one-on-one also had differences in the popularity of different themes between managers and employees. One area that was common ground was a frustration if the meeting didn’t have a clear purpose, or there was no outcome to the meeting.

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…but agree on what they love about one-on-ones

The themes for the most popular responses from managers and employees were slightly different, but overall there was a lot of common ground. For employees specifically, the clearest theme was that they liked how one-on-one allowed them to have a conversation with their manager that wasn’t possible during normal day-to-day interactions.

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For managers, the biggest thing they didn’t like about one-on-ones was how much time it takes to do them in the middle of so many other priorities. The other interesting call out to the responses for this question is that many of the employees responded indicated that they didn’t like one-on-ones because the advice they were receiving in them wasn’t helpful.

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The best way to improve one-on-ones? An agenda.

The majority of one-on-ones had no meeting agenda that was shared prior to the meeting. Seeing how just this simple practice could have a positive impact on many of the responses to the questions above, it’s not surprising that adding an agenda was the most popular response on how to improve one-on-ones.

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Other lessons

Here are some high-level takeaways for improving the quality of one-on-ones:

  • Reinforce that one-on-ones are a priority with your team. Regardless of how you feel personally about them, you can be assured that several people on your team find them important and see them as a motivating or demotivating experience. So, make the commitment to make them great.
  • Get aligned on what’s going to be discussed and why. Do this well in advance of the meeting. This allows both parties to arrive prepared to have a meaningful conversation and make the best use of the time. This is perhaps the most important thing to do consistently.
  • Create the right environment for the conversation. Especially the most crucial conversations. Find a place that minimizes distractions. Choose a time when you won’t be stressed by other important deadlines or meetings. Block some time in advance of the meeting to compose yourself and get into the right mental and emotional state.
  • Clearly document key points, outcomes, and action items. The best way to make sure you cover a lot of ground in one-on-ones is by not unnecessarily covering the same things over and over again. Make each one-on- one a continuation of the last.
  • Don’t leave all the communication to the one-on-one itself. A lot can be covered between meetings through various other forms of communication. However, do keep it all centralized. Per the point above, keeping track of information and action items can be a major asset.

If all of this sounds like a lot, it is. Not because any of it is rocket science, but because at work we are always crunched for time, and it’s easy to let good habits slip.

However, if you believe, like we do, that the modern workplace has changed, and that we need more engaged, empowered and accountable employees to handle the challenges we face today, then making an investment in how you manage the relationship with your employees makes a lot of sense. For more ways to maximize the value of your one-on-one meetings, read our guide to one-on-one meetings.

Have better one-on-ones with SoapBox

What to do now

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

  1. You should check out our massive (& free) collection of meeting agenda templates to help you run more effective meetings.
  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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