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 key processes such as meeting note-taking, action item tracking, workflow optimization, 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 streamline their workflows and focus on impactful work. 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. It provides automated note-taking, workflow optimization (such as generating sprint plans and PRDs), AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. Solutions are tailored for roles including product managers, sales, engineering, marketing, HR, customer success, and finance. See full details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Spinach AI provides automated note-taking, action item tracking, workflow optimization, AI-powered insights, and seamless integrations with popular tools. It offers customizable solutions for different teams, such as PRD generation for product managers, sprint planning for engineering, and meeting insights for HR and recruiting. These features help teams work smarter, save time, and improve collaboration. More info.

Does Spinach AI support integrations with other tools?

Yes, Spinach AI supports a wide range of integrations including project management tools (Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira), CRM tools (HubSpot, Salesforce, Zoho, Attio), video conferencing (Zoom, Google Meet, Microsoft Teams, Webex), collaboration (Slack, Confluence), automation (Zapier), calendar (Google Calendar, Microsoft Calendar), and others like NetSuite, SAP, Affinity. See all integrations.

Does Spinach AI offer an API?

Yes, Spinach AI offers 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.

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 teams. It is ideal for organizations seeking to automate workflows, improve meeting productivity, and enhance collaboration. See more.

What problems does Spinach AI solve for teams?

Spinach AI solves problems such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering actionable insights from user feedback, and challenges in team alignment and collaboration. It automates documentation, integrates with CRMs and project management tools, and provides tailored solutions for different team roles. Learn more.

What business impact can customers expect from using 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 helps teams save time, work smarter, and achieve better outcomes. See business impact.

Can you share specific case studies or success stories of customers using Spinach AI?

Yes, Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Testimonials highlight improved productivity, better team communication, and streamlined workflows. Read 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 healthcare data). It uses TLS and AES-256 encryption for data security, and offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. For SOC 2 reports, contact [email protected]. More details.

How does Spinach AI protect user data?

Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, adheres to GDPR and HIPAA standards, and never uses customer data for training. Additional security features include SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Learn more.

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, and the platform is intuitive and user-friendly. Premium plans include an onboarding program for a smooth transition. See details.

What training and technical support is available for Spinach AI customers?

Spinach AI provides an onboarding program for premium plans, a dedicated Customer Success Manager, priority support, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed for successful adoption. Visit Help Center.

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

Spinach AI offers priority support for premium plans, a dedicated Customer Success Manager, onboarding assistance, and a Help Center with troubleshooting guides and best practices. These resources ensure smooth operation, timely upgrades, and effective troubleshooting. Learn more.

Customer Proof & Testimonials

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

Customers consistently praise Spinach AI for its 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 that’s happened to our team," and Matt Filion (Authvia) notes improved productivity and organization. Read more testimonials.

Who are some of Spinach AI's customers?

Spinach AI is trusted by organizations such as Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These customers span industries including sales, technology, consulting, healthcare, and revenue operations. See customer stories.

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

Industries represented include sales, customer success, technology, revenue operations, consulting, and healthcare technology. These case studies demonstrate Spinach AI's versatility in solving pain points and enhancing productivity across sectors. Explore case studies.

Competition & Comparison

How does Spinach AI differ from similar products in the market?

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 unmatched specificity and productivity improvements compared to generic alternatives. See comparison.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its tailored features, enhanced productivity, advanced AI insights, seamless integrations, and customizable solutions for different teams. Testimonials from product directors, sales executives, and customer success managers highlight its ability to address specific pain points and deliver superior results. Learn why.

Technical Requirements

What are the technical requirements to implement Spinach AI?

Spinach AI requires users to sign up with Google or Microsoft accounts and connect their calendars. No complex IT setup is needed, and the platform is designed for quick, intuitive onboarding. Premium plans include onboarding support for seamless integration. See technical details.

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 designed to enhance team collaboration and productivity by leveraging artificial intelligence. It automates key processes such as meeting note-taking, action item tracking, workflow optimization, 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 streamline their workflows and focus on impactful work. 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. It provides automated note-taking, workflow optimization (such as generating sprint plans and PRDs), AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. Solutions are tailored for roles including product managers, sales, engineering, marketing, HR, customer success, and finance. See full details.

Features & Capabilities

What are the key features and benefits of Spinach AI?

Spinach AI provides automated note-taking, action item tracking, workflow optimization, AI-powered insights, and seamless integrations with popular tools. It offers customizable solutions for different teams, such as PRD generation for product managers, sprint planning for engineering, and meeting insights for HR and recruiting. These features help teams work smarter, save time, and improve collaboration. More info.

Does Spinach AI support integrations with other tools?

Yes, Spinach AI supports a wide range of integrations including project management tools (Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira), CRM tools (HubSpot, Salesforce, Zoho, Attio), video conferencing (Zoom, Google Meet, Microsoft Teams, Webex), collaboration (Slack, Confluence), automation (Zapier), calendar (Google Calendar, Microsoft Calendar), and others like NetSuite, SAP, Affinity. See all integrations.

Does Spinach AI offer an API?

Yes, Spinach AI offers 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.

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 teams. It is ideal for organizations seeking to automate workflows, improve meeting productivity, and enhance collaboration. See more.

What problems does Spinach AI solve for teams?

Spinach AI solves problems such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering actionable insights from user feedback, and challenges in team alignment and collaboration. It automates documentation, integrates with CRMs and project management tools, and provides tailored solutions for different team roles. Learn more.

What business impact can customers expect from using 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 helps teams save time, work smarter, and achieve better outcomes. See business impact.

Can you share specific case studies or success stories of customers using Spinach AI?

Yes, Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Testimonials highlight improved productivity, better team communication, and streamlined workflows. Read 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 healthcare data). It uses TLS and AES-256 encryption for data security, and offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. For SOC 2 reports, contact [email protected]. More details.

How does Spinach AI protect user data?

Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, adheres to GDPR and HIPAA standards, and never uses customer data for training. Additional security features include SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Learn more.

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, and the platform is intuitive and user-friendly. Premium plans include an onboarding program for a smooth transition. See details.

What training and technical support is available for Spinach AI customers?

Spinach AI provides an onboarding program for premium plans, a dedicated Customer Success Manager, priority support, and a comprehensive Help Center. These resources ensure customers have the guidance and assistance needed for successful adoption. Visit Help Center.

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

Spinach AI offers priority support for premium plans, a dedicated Customer Success Manager, onboarding assistance, and a Help Center with troubleshooting guides and best practices. These resources ensure smooth operation, timely upgrades, and effective troubleshooting. Learn more.

Customer Proof & Testimonials

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

Customers consistently praise Spinach AI for its 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 that’s happened to our team," and Matt Filion (Authvia) notes improved productivity and organization. Read more testimonials.

Who are some of Spinach AI's customers?

Spinach AI is trusted by organizations such as Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These customers span industries including sales, technology, consulting, healthcare, and revenue operations. See customer stories.

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

Industries represented include sales, customer success, technology, revenue operations, consulting, and healthcare technology. These case studies demonstrate Spinach AI's versatility in solving pain points and enhancing productivity across sectors. Explore case studies.

Competition & Comparison

How does Spinach AI differ from similar products in the market?

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 unmatched specificity and productivity improvements compared to generic alternatives. See comparison.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its tailored features, enhanced productivity, advanced AI insights, seamless integrations, and customizable solutions for different teams. Testimonials from product directors, sales executives, and customer success managers highlight its ability to address specific pain points and deliver superior results. Learn why.

Technical Requirements

What are the technical requirements to implement Spinach AI?

Spinach AI requires users to sign up with Google or Microsoft accounts and connect their calendars. No complex IT setup is needed, and the platform is designed for quick, intuitive onboarding. Premium plans include onboarding support for seamless integration. See technical details.

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).

· 2 mins · Productive Meetings

3 Weekly meeting agenda templates

Supercharge your one-on-one, peer-to-peer and team meetings with these three tried and tested weekly meeting agenda templates.

Avatar of Shannon Maloney Shannon Maloney

Unproductive meetings waste more than 37 billion dollars per year. The best thing you can do to improve the quality of your meetings right now is to have an agenda that everyone has access to before your meeting. And no, an agenda that’s emailed 10 minutes before your meeting does not count. Here are 3 agenda templates for recurring weekly meetings that are likely already in your calendar.

Peer to peer meeting template

Peer to peer one-on-one meeting agenda template

Use this weekly meeting agenda template for meetings between two people (cross-departmental or within the same department) who do not report to each other.

Goal of the meeting: Knowledge sharing, project collaboration

  • What are you working on?
  • Is my team preventing you from getting work completed in any way?
  • What’s something we should start doing?
  • What’s something we should stop doing?

One-on-one meeting template

Weekly one-on-one meeting agenda template

Use this weekly meeting agenda template for meetings between managers and their individual direct reports. 

Goal of the meeting: Employee development

  • What has been the highlight and lowlight of your past week?
  • Goals – how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work-life balance? How can we get closer to 10?

Team meeting template

Weekly team meeting agenda template

Use this weekly meeting agenda template for people who typically work in the same department or cross-functional on the same projects.

  • 💃What went well?
  • 💩 What could have gone better?
  • 🙄 Anything feel more difficult than it should?
  • 🐌 Do we have any blockers?
  • 🤔 From 1-10 how was your week overall?
  • 🎧 What’s your song recommendation for the week?

Goal of the meeting: Organize work and keep the team on track to achieve goals.

Of course, each template will be adjusted for your unique team, department and business but these will help you get started. Browse more weekly, monthly and one-off meeting agenda templates.

What you should do next

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

  1. We have a massive (& free) collection of meeting agenda templates all designed 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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