Spinach AI is an advanced platform that leverages artificial intelligence to enhance project workflows, team collaboration, and productivity. It automates note-taking during meetings, generates action items, streamlines administrative tasks, and provides AI-powered insights from user feedback. Spinach AI is designed for various teams—including product management, engineering, sales, marketing, HR, and more—to help them focus on impactful work by reducing manual administrative burdens. Learn more.
What are the key features and capabilities of Spinach AI?
Spinach AI offers automated note-taking, action item tracking, workflow optimization, AI-powered insights, and seamless integrations with popular tools like Zoom, Slack, Jira, Salesforce, and more. It also provides tailored solutions for different roles, such as PRD generation for product managers, sprint planning for engineering teams, and meeting insights for HR and recruiting. 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. Learn more about API access.
Features & Capabilities
What integrations does Spinach AI support?
Spinach AI integrates with a wide range of tools to streamline workflows, 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. See the full list of integrations.
How does Spinach AI automate quarterly planning meetings?
Spinach AI provides a quarterly planning meeting agenda template and automates the process by running the agenda, taking accurate meeting notes, and generating action items. This allows teams to focus on strategic discussions while Spinach AI handles documentation and follow-ups. Try the template.
What problems does Spinach AI solve for teams?
Spinach AI addresses common pain points such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty extracting insights from user feedback, and challenges in team alignment. By automating these processes and integrating with existing tools, Spinach AI helps teams save time, improve productivity, and make data-driven decisions. Learn more.
How does Spinach AI help with meeting documentation and action items?
Spinach AI automatically captures meeting notes, action items, and outcomes, ensuring that nothing is missed and follow-ups are clear. This reduces the need for manual note-taking and helps teams stay organized and accountable. See more 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 and recruiting, customer success, sales, and finance. It is especially valuable for organizations seeking to improve productivity, collaboration, and workflow automation. See all use cases.
What business impact can customers expect from using Spinach AI?
Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, and improved customer engagement. Spinach AI automates routine tasks, integrates with existing tools, and provides actionable insights, enabling teams to focus on high-impact work and drive business growth. Read more.
Can you share specific case studies or customer success stories?
Yes, Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. For example, Ron Meyer (Alliance Executive at Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items, while Sergio (Customer Success Manager at AlfaDocs) leverages it for brainstorming and follow-ups. Read more customer stories.
What feedback have customers given about the ease of use of Spinach AI?
Customers consistently highlight Spinach AI's ease of use. Dan Robidoux (Tech Lead at Careviso) described it as "so natural and easy to use," while Belén Medina (Do It Consulting Group) called it "the best thing that’s happened to our team." Matt Filion (Authvia) noted improved productivity and organization. See more testimonials.
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 healthcare customers). 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. Learn more about security.
Technical Requirements & Implementation
How easy is it to get started with Spinach AI?
Getting started with Spinach AI is simple and user-friendly. Users can sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT setup 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. After signing up and connecting your calendar, you can start using the platform right away. Premium plans include onboarding support to ensure a smooth and effective rollout. Learn more.
Support & Training
What support and training does Spinach AI provide?
Spinach AI offers priority support, a dedicated customer success manager for premium users, an onboarding program, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed to use Spinach AI effectively. 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 for all users. Learn more.
Competition & Comparison
How does Spinach AI compare to other AI meeting tools?
Spinach AI differentiates itself by offering tailored features for specific roles (such as product managers, sales, and customer success), advanced AI-powered insights, and seamless integrations with popular tools. Customers like Jason Oliver (Product Director) and Ron Meyer (Alliance Executive) have highlighted Spinach AI's unmatched specificity and ability to automate key workflows, which many generic tools do not provide. See why teams choose Spinach AI.
Why should a customer choose Spinach AI over alternatives?
Customers choose Spinach AI for its tailored solutions, enhanced productivity, advanced AI insights, seamless integrations, and customizable features for different teams. Real-world testimonials from product management, sales, and customer success leaders underscore its effectiveness in solving specific pain points and improving team outcomes. Learn more.
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).
What happens 4 times a year, is an hour long, and attended by your whole team? A quarterly planning meeting! In this article, we review why they're important and how to conduct them.
How you plan has a huge impact on the success of your organization. That’s why a lot of fast-paced, agile organizations have shifted to quarterly planning.
Regrouping 4 times a year to re-evaluate your OKRs and KPIs and decide how you’ll approach the next 3 months lends itself to adaptability and promotes greater team and company alignment.
In this blog, we’ll share how to take advantage of quarterly planning just in time for the start of your next fiscal year:
Quarterly planning is a strategic way to move towards your company’s objectives. By breaking down your annual business plans into 4 manageable increments, you can learn from the previous quarter’s performance, set realistic goals and establish OKRs and KPIs that measure your success.
Quarterly plans allow you and your team to work towards smaller targets that help achieve long-term goals. It can give you the hyperfocus you need to track short-term plans that require more hands-on oversight, all while keeping your overarching goals top-of-mind.
When done correctly, creating a plan for the quarter can help improve all areas of business growth — including notable increases in employee engagement, motivation and performance that help contribute to a sense of purpose.
Quarterly vs. annual planning
Quarterly planning looks 3 months ahead, while annual planning looks a year ahead. But, you don’t need to choose one or the other. In fact, the two formats complement each other.
Consider quarterly and annual planning structures like different zoom settings on a camera. Quarterly lets you zoom in closely. To clearly capture an image that’s in the distance, you need a close-up — which is effectively what a quarterly plan helps you accomplish, by providing:
Broken down timelines into easy-to-manage increments
More frequent check-ins to zero in on what worked, and what didn’t
Opportunities to review growth and how to optimize going forward
Sometimes though, when you’re too zoomed in, you can’t see the whole picture. Annual planning is the lens giving you a wide view. It focuses on goals that are broader in scope and:
Works to provide the basis and guiding influence for quarterly goals
Helps clarify the strategic intent to team members
Supports the company’s overall mission and its primary business objectives
Annual and quarterly planning go hand in hand. 🤝
Why’s quarterly planning so important?
While we know that things don’t always go according to plan, the planning process helps establish OKRs and KPIs, allowing you to focus on the most important things to move your business forward, rather than the most urgent.
Going through the planning process on a quarterly basis is beneficial for a number of reasons, including:
🧠Optimizes for agility
Many companies have shifted to quarterly planning because it facilitates more strategic resource allocation. For example, something that made complete sense in January, may not make sense anymore in July for a whole slew of reasons.
When you plan every 90 days vs. 365 days, you’re able to readjust your time and resources to better suit your current needs. Things move quickly — set your team up for success by taking it one quarter at a time.
⚡ Improves company alignment and engagement
Quarterly planning improves alignment and engagement on a number of levels. When you sit down with your team to set goals and plan for the next quarter it:
Helps everyone recognize where they fit into the bigger picture
Creates a better understanding of what’s expected so no one’s left guessing what their role is
Reinforces the team’s understanding of overarching goals and vision
Quarterly planning is an opportunity to get buy-in and align with your team on what you’ll be working towards, and collaborate on how you’ll get there.
🎯 Helps track progress on goals
It’s a lot easier to track progress on quarterly goals than annual ones. By planning quarter by quarter, you can track how you’re stacking against both. This helps provide a consistent sense of progress for your team members and lets them capitalize on smaller achievements and opportunities when they come along.
Plus, if after a quarter you realize your OKRs aren’t contributing to the company’s annual goals, you can readjust your plan for the next quarter. Iteration is key in fast-growing companies!
5 Key items to add to your quarterly planning meeting
Now that you know why you need quarterly planning, we’re going to walk you through you how to run your quarterly planning meeting.
Here are five key things to consider adding to your quarterly planning meeting agenda:
1. Retro on last quarter
You can’t think about effectively planning for the next quarter without first thoroughly reviewing the lessons learned from your last quarter. It’s a chance to check in on the overall trajectory of your project and business.
This isn’t the time to fluff up wins and glaze over losses. It’s a time to get honest about where the team excelled, contrasted by where they might have fallen short. Doing so will help you readjust your metrics to better accomplish your goals next quarter.
In short, you want to continue doing what worked well and stop doing what didn’t.
2. Brainstorm: With unlimited time and budget, what would you do to move the needle next quarter?
Armed with a better understanding of last quarter, it’s time to go forth and brainstorm.
While it’s our general opinion that quality should be prioritized over quantity, brainstorming is an exception! In this section, you want to get as many ideas down as possible, and not be held back by time or budget. While this may lead to unrealistic ideas, that’s okay, you’ll finesse later. Get the ideas flowing and quality will follow.
If you’re having trouble getting people to contribute to the brainstorm, there are countless brainstorming techniques you can leverage to get people’s creative juices going.
3. What of the above will have a direct impact on your goals? How?
Once you’ve brainstormed, chances are you have a laundry list of items you’d like your team to work on. Now, it’s time to prioritize. Narrow down your list based on impact and what’s realistic.
A helpful tool to better understand where to focus is a gap analysis. A gap analysis focuses on 3 steps:
The current situation
The ideal situation
What must be done to get from the current situation to the ideal situation, a.k.a “the gap”
At this stage of the meeting, you’ve already done steps 1 and 2. Now to narrow down which ideas to carry out this quarter, find the gaps between your goals and current state.
Your team could have a million good ideas. But focus on what matters to build for the future in a smart, methodical way.
4. What’s happening throughout the quarter that needs to be factored into your plan?
An important part of the quarterly planning process is zooming out to see what else will be happening in the upcoming months that may impact your plan.
For example, is there a big launch happening on a different team? Organizational announcements? Long vacations?
Understanding resources, time constraints and company activities will help you plan. Take all this into account to avoid future frustrations. Of course, you won’t be able to foresee everything that comes up in the year, so there needs to be some flexibility. But the more you know, the more you can plan for success.
5. What obstacles could arise in the next quarter that would prevent us from achieving our goals?
Even the best-laid plans can go haywire. Once you have a more holistic understanding of your goals, priorities and upcoming events, you can get a better pulse on potential obstacles.
Assess potential risks and build buffer time and space into your plan for events that could stop you from hitting your goals this quarter. Knowing potential blockers before they happen will help you get ahead of them and build contingency plans.
Plan for action
At the end of your planning meeting, ensure accountability by sharing meeting notes, assigning action items, and establishing timelines to follow throughout the next quarter.
Quarterly planning meeting agenda template
It can be tricky knowing where to start if you haven’t created a quarterly plan before. Not to fear. We’re here to help. Try Spinach AI’s quarterly planning meeting agenda template to kickoff your quarterly planning. 👇
Nicole Kahansky 
