Frequently Asked Questions

Meeting Notes & Minutes Best Practices

What is the difference between meeting notes and meeting minutes?

Meeting notes are informal, action-oriented records shared internally among attendees, focusing on decisions and next steps. Meeting minutes are more formal, structured documents often used for official records. For more details, see our guide (June 29, 2021).

What information should be included in meeting notes sent out after a meeting?

Meeting notes should include a list of attendees, agenda items with summaries, and action items assigned to individuals. This ensures everyone can review decisions and next steps. Source: Effective Team Meetings.

When should I use meeting notes instead of meeting minutes?

Use meeting notes for internal team meetings such as daily stand-ups, team check-ins, brainstorming sessions, project status updates, and one-on-one meetings. Notes help track progress and ensure alignment without the formality of minutes. Source: Meeting Notes vs. Minutes.

How can I write effective meeting notes?

Start with a template, focus on key discussion points, assign clear action items, summarize decisions, and share notes promptly with all attendees. Source: Meeting Notes vs. Minutes.

What are the key characteristics of meeting notes?

Meeting notes are informal, action-oriented, for internal use, and have a flexible format tailored to team needs. Source: Meeting Notes vs. Minutes.

How should agenda items be labeled to improve meeting efficiency?

Label agenda items as 'for discussion,' 'for info,' or 'for approval' to clarify intent and speed up meetings. Marc Thomas recommends this approach for leadership and efficiency. Source: 6 Marketing Meeting Agenda Tips (May 21, 2021).

What are the best practices for structuring and sharing meeting notes effectively?

List attendees, date, and time; summarize agenda items; confirm summaries verbally; assign action items to individuals; use a 'parking lot' for tangents; and share notes via collaborative tools or email. Source: Meeting Notes vs. Minutes.

How does Spinach AI help with meeting documentation?

Spinach AI automates meeting documentation by capturing notes, action items, and outcomes, making them accessible to all participants and integrating with popular collaboration tools. Source: Spinach AI Homepage.

What actionable tips does Spinach AI recommend for productive meetings?

Spinach AI recommends using agenda templates, labeling items for clarity, assigning action items, and sharing notes promptly to ensure productive meetings. Source: Productive Team Meetings.

Where can I find guides and templates for meeting notes and agendas?

You can find guides and templates for meeting notes and agendas on the Spinach AI blog and resources section, including free agenda templates and one-on-one meeting guides. Source: Agenda Templates.

How does Spinach AI handle referencing tickets discussed in meetings?

Spinach AI automatically links to corresponding tickets in meeting summaries and action items, compatible with Jira, Trello, Asana, Linear, and ClickUp. Source: Ticket Creation.

What is an impactful way to label items on a meeting agenda?

Labeling items as 'for discussion,' 'for info,' or 'for approval' helps clarify the purpose and speeds up meetings. Source: 6 Marketing Meeting Agenda Tips.

What topics are covered in Spinach AI's blog related to meeting notes?

Spinach AI's blog covers topics such as accountability, communication, meeting agenda templates, meeting notes, status updates, and more. Source: Meeting Notes Blog Tag.

Where can I access Spinach AI's blog for more resources?

You can access Spinach AI's blog for articles and insights on meeting notes, management skills, and productivity by visiting our blog page.

What categories of blog content does Spinach AI publish?

Spinach AI publishes blog content in categories such as Communication, Employee Motivation, Goal Setting, Management Skills, Performance Management, Productive Meetings, Remote Work, Team Tools, and more. Source: Blog Categories.

What kind of content can I find on the Spinach AI blog under the 'work' tag?

The 'work' tag features posts on management skills, goal setting, meeting effectiveness, and employee engagement. Source: Work Blog Tag.

Does Spinach AI have blog posts categorized under 'Tools'?

Yes, Spinach AI has a 'Tools' category for blog posts. For a full list, visit Tools Blog Category and our blog.

What blog topics does Spinach AI cover related to reviews?

Spinach AI's blog covers topics related to reviews. Source: Reviews Blog Tag.

What blog topics does Spinach AI cover related to skills?

Spinach AI's blog covers topics related to skills. Source: Skills Blog Tag.

What blog topics does Spinach AI cover in its Spinach book club?

Spinach AI's blog includes content from its Spinach book club. Source: Spinach Book Club.

What blog topics does Spinach AI cover related to status updates?

Spinach AI's blog covers topics related to status updates. Source: Status Update Blog Tag.

Where can I find blog posts in the Uncategorized section of Spinach AI's blog?

You can find blog posts in the Uncategorized section on our Uncategorized blog category page.

Features & Capabilities

What products and services does Spinach AI offer?

Spinach AI offers an AI Meeting Assistant, automated note-taking, workflow optimization, AI-powered insights, seamless integrations with tools like Zoom, Slack, Jira, Salesforce, and tailored solutions for different roles. Source: Spinach AI Homepage.

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. Source: Pricing Page.

What are the key capabilities and benefits of Spinach AI?

Key capabilities include automated note-taking, workflow efficiency, AI-powered insights, customizable solutions for different teams, enhanced productivity, and seamless integrations. Source: Spinach AI Homepage.

How does Spinach AI integrate with other tools?

Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, Trello, Asana, Linear, and ClickUp for smooth collaboration and workflow automation. Source: Spinach AI Homepage.

What feedback have customers given about the ease of use of Spinach AI?

Customers consistently praise Spinach AI for its ease of use and intuitive design. For example, Dan Robidoux (Careviso) and Belén Medina (Do It Consulting Group) highlight its natural workflow and helpful integrations. Source: Engineering Use Case.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly by signing up with Google or Microsoft accounts and connecting calendars. No complex IT involvement is required. Premium users receive onboarding support. Source: Pricing Page.

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, and improved customer engagement. Source: Spinach AI Homepage.

What are some standout features of Spinach AI that solve specific use cases?

Spinach AI offers tailored features for product managers (roadmap meetings, PRD generation), sales teams (CRM integration, buyer insights), customer success (onboarding automation), and engineering (sprint planning). Source: Spinach AI Homepage.

How does Spinach AI address pain points for different personas?

Spinach AI solves pain points by automating note-taking for Agile Coaches, streamlining sales cycles for Sales Professionals, improving onboarding for Customer Success, and enhancing sprint planning for Engineering Teams. Source: Spinach AI Homepage.

What core problems does Spinach AI solve?

Spinach AI solves problems such as manual note-taking, administrative task overload, workflow inefficiency, lack of actionable insights, and poor team collaboration. Source: Spinach AI Homepage.

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

Spinach AI stands out by offering tailored features for different roles, advanced AI-powered insights, seamless integrations, and customizable solutions, as highlighted by customer testimonials. Source: Spinach AI Homepage.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its tailored features, enhanced productivity, AI-powered insights, seamless integrations, and positive customer feedback. Source: Spinach AI Homepage.

What is the primary purpose of Spinach AI?

The primary purpose of Spinach AI is to enhance team collaboration and productivity by automating meeting documentation, streamlining workflows, and providing actionable insights. Source: Spinach AI Homepage.

What is the overarching vision and mission of Spinach AI?

Spinach AI's vision is to enhance team collaboration and productivity by automating key processes, enabling smarter work and better outcomes. The mission is to address operational challenges and improve efficiency using AI. Source: Spinach AI Homepage.

Who is the target audience for Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, finance, and accounting professionals in companies focused on productivity and collaboration. Source: Spinach AI Homepage.

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

Meeting Notes & Minutes Best Practices

What is the difference between meeting notes and meeting minutes?

Meeting notes are informal, action-oriented records shared internally among attendees, focusing on decisions and next steps. Meeting minutes are more formal, structured documents often used for official records. For more details, see our guide (June 29, 2021).

What information should be included in meeting notes sent out after a meeting?

Meeting notes should include a list of attendees, agenda items with summaries, and action items assigned to individuals. This ensures everyone can review decisions and next steps. Source: Effective Team Meetings.

When should I use meeting notes instead of meeting minutes?

Use meeting notes for internal team meetings such as daily stand-ups, team check-ins, brainstorming sessions, project status updates, and one-on-one meetings. Notes help track progress and ensure alignment without the formality of minutes. Source: Meeting Notes vs. Minutes.

How can I write effective meeting notes?

Start with a template, focus on key discussion points, assign clear action items, summarize decisions, and share notes promptly with all attendees. Source: Meeting Notes vs. Minutes.

What are the key characteristics of meeting notes?

Meeting notes are informal, action-oriented, for internal use, and have a flexible format tailored to team needs. Source: Meeting Notes vs. Minutes.

How should agenda items be labeled to improve meeting efficiency?

Label agenda items as 'for discussion,' 'for info,' or 'for approval' to clarify intent and speed up meetings. Marc Thomas recommends this approach for leadership and efficiency. Source: 6 Marketing Meeting Agenda Tips (May 21, 2021).

What are the best practices for structuring and sharing meeting notes effectively?

List attendees, date, and time; summarize agenda items; confirm summaries verbally; assign action items to individuals; use a 'parking lot' for tangents; and share notes via collaborative tools or email. Source: Meeting Notes vs. Minutes.

How does Spinach AI help with meeting documentation?

Spinach AI automates meeting documentation by capturing notes, action items, and outcomes, making them accessible to all participants and integrating with popular collaboration tools. Source: Spinach AI Homepage.

What actionable tips does Spinach AI recommend for productive meetings?

Spinach AI recommends using agenda templates, labeling items for clarity, assigning action items, and sharing notes promptly to ensure productive meetings. Source: Productive Team Meetings.

Where can I find guides and templates for meeting notes and agendas?

You can find guides and templates for meeting notes and agendas on the Spinach AI blog and resources section, including free agenda templates and one-on-one meeting guides. Source: Agenda Templates.

How does Spinach AI handle referencing tickets discussed in meetings?

Spinach AI automatically links to corresponding tickets in meeting summaries and action items, compatible with Jira, Trello, Asana, Linear, and ClickUp. Source: Ticket Creation.

What is an impactful way to label items on a meeting agenda?

Labeling items as 'for discussion,' 'for info,' or 'for approval' helps clarify the purpose and speeds up meetings. Source: 6 Marketing Meeting Agenda Tips.

What topics are covered in Spinach AI's blog related to meeting notes?

Spinach AI's blog covers topics such as accountability, communication, meeting agenda templates, meeting notes, status updates, and more. Source: Meeting Notes Blog Tag.

Where can I access Spinach AI's blog for more resources?

You can access Spinach AI's blog for articles and insights on meeting notes, management skills, and productivity by visiting our blog page.

What categories of blog content does Spinach AI publish?

Spinach AI publishes blog content in categories such as Communication, Employee Motivation, Goal Setting, Management Skills, Performance Management, Productive Meetings, Remote Work, Team Tools, and more. Source: Blog Categories.

What kind of content can I find on the Spinach AI blog under the 'work' tag?

The 'work' tag features posts on management skills, goal setting, meeting effectiveness, and employee engagement. Source: Work Blog Tag.

Does Spinach AI have blog posts categorized under 'Tools'?

Yes, Spinach AI has a 'Tools' category for blog posts. For a full list, visit Tools Blog Category and our blog.

What blog topics does Spinach AI cover related to reviews?

Spinach AI's blog covers topics related to reviews. Source: Reviews Blog Tag.

What blog topics does Spinach AI cover related to skills?

Spinach AI's blog covers topics related to skills. Source: Skills Blog Tag.

What blog topics does Spinach AI cover in its Spinach book club?

Spinach AI's blog includes content from its Spinach book club. Source: Spinach Book Club.

What blog topics does Spinach AI cover related to status updates?

Spinach AI's blog covers topics related to status updates. Source: Status Update Blog Tag.

Where can I find blog posts in the Uncategorized section of Spinach AI's blog?

You can find blog posts in the Uncategorized section on our Uncategorized blog category page.

Features & Capabilities

What products and services does Spinach AI offer?

Spinach AI offers an AI Meeting Assistant, automated note-taking, workflow optimization, AI-powered insights, seamless integrations with tools like Zoom, Slack, Jira, Salesforce, and tailored solutions for different roles. Source: Spinach AI Homepage.

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. Source: Pricing Page.

What are the key capabilities and benefits of Spinach AI?

Key capabilities include automated note-taking, workflow efficiency, AI-powered insights, customizable solutions for different teams, enhanced productivity, and seamless integrations. Source: Spinach AI Homepage.

How does Spinach AI integrate with other tools?

Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, Trello, Asana, Linear, and ClickUp for smooth collaboration and workflow automation. Source: Spinach AI Homepage.

What feedback have customers given about the ease of use of Spinach AI?

Customers consistently praise Spinach AI for its ease of use and intuitive design. For example, Dan Robidoux (Careviso) and Belén Medina (Do It Consulting Group) highlight its natural workflow and helpful integrations. Source: Engineering Use Case.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly by signing up with Google or Microsoft accounts and connecting calendars. No complex IT involvement is required. Premium users receive onboarding support. Source: Pricing Page.

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, and improved customer engagement. Source: Spinach AI Homepage.

What are some standout features of Spinach AI that solve specific use cases?

Spinach AI offers tailored features for product managers (roadmap meetings, PRD generation), sales teams (CRM integration, buyer insights), customer success (onboarding automation), and engineering (sprint planning). Source: Spinach AI Homepage.

How does Spinach AI address pain points for different personas?

Spinach AI solves pain points by automating note-taking for Agile Coaches, streamlining sales cycles for Sales Professionals, improving onboarding for Customer Success, and enhancing sprint planning for Engineering Teams. Source: Spinach AI Homepage.

What core problems does Spinach AI solve?

Spinach AI solves problems such as manual note-taking, administrative task overload, workflow inefficiency, lack of actionable insights, and poor team collaboration. Source: Spinach AI Homepage.

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

Spinach AI stands out by offering tailored features for different roles, advanced AI-powered insights, seamless integrations, and customizable solutions, as highlighted by customer testimonials. Source: Spinach AI Homepage.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its tailored features, enhanced productivity, AI-powered insights, seamless integrations, and positive customer feedback. Source: Spinach AI Homepage.

What is the primary purpose of Spinach AI?

The primary purpose of Spinach AI is to enhance team collaboration and productivity by automating meeting documentation, streamlining workflows, and providing actionable insights. Source: Spinach AI Homepage.

What is the overarching vision and mission of Spinach AI?

Spinach AI's vision is to enhance team collaboration and productivity by automating key processes, enabling smarter work and better outcomes. The mission is to address operational challenges and improve efficiency using AI. Source: Spinach AI Homepage.

Who is the target audience for Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, finance, and accounting professionals in companies focused on productivity and collaboration. Source: Spinach AI Homepage.

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).

  • Use cases
  • Resources
  • Integrations
  • Pricing
  • Security
  • Talk to Sales
  • Use cases arrow_drop_down

    Overview

    • Product Management

    • Engineering

    • Project Management

    • Marketing

    • Customer Success

    • Sales

    • HR

    • Recruiting

    • Finance & Accounting

    • Legal & Compliance

    • Agencies & Consultants

    • VCs

  • Resources arrow_drop_down

    • Blog

    • Content

    • Testimonials

    • FAQs

    • Help Center

  • Integrations
  • Pricing
  • Security
  • Talk to Sales
Log InSign Up
search
Human Resources Today

Meeting notes

Tips, guidance and more resources on how to make sure your meeting are documented, actionable and accessible.

make your meeting minutes count

How to take meeting minutes: 8-step guide

Nicole Kahansky's avatarNicole Kahansky

Taking meeting minutes is the practice of documenting what happened in a meeting.  It’s an essential step to ensure meetings…

Nov 2, 2022

meeting notes vs. meeting minutes

The difference between meeting notes and meeting minutes (and how to write them)

Nicole Kahansky's avatarNicole Kahansky

Are meeting minutes just the formal way of saying meeting notes?  Well, kind of.  The term “meeting minutes” doesn’t refer…

Jun 29, 2021

Topics

  • Accountability
  • Autonomy
  • Building trust
  • Career
  • Change management
  • Coaching
  • Communication
  • Cross-functional team meetings
  • Development
  • Difficult conversations
  • difficult convesations
  • Employee engagement
  • Employee goals
  • engineering manager
  • Feedback
  • Goal-setting
  • Growth
  • Health
  • Impact
  • Management
  • manager mailbag
  • Meeting agenda templates
  • Meeting notes
  • Mindfulness
  • Motivation
  • New manager
  • One-on-ones
  • People Leading People
  • Performance
  • Product
  • Progression
  • Q&A
  • Remote
  • Remote manager
  • Remote teams
  • Remote work
  • reviews
  • sales manager
  • Senior manager
  • Skills
  • Spinach book club
  • Status update
  • task
  • Team goals
  • Team meetings
  • Time management
  • Wellness
  • work
Marketing meeting agenda template

6 Indispensable items to add to your marketing meeting agenda

Nicole Kahansky's avatarNicole Kahansky

The marketing team is the fuel that helps propel your company into flight and keep on flying. Whether you’re a…

May 19, 2021

37% of managers feel that the most important part of their role is to keep the team on track to achieve goals. SoapBox 2019 State of One-on-ones

10 Secrets to productive team meetings

Shannon Maloney's avatarShannon Maloney

In a recent Spinach AI report, we learned that 37% of managers surveyed feel that the most important part of…

Jan 22, 2020

SoapBox Logo

New in Soapbox: Automated Meeting Minutes

Brennan's avatarBrennan

Taking meeting notes right in your agenda has always been a core feature of Soapbox. But now you can automatically…

Jun 7, 2019

how to have more efficient meetings

How to shave 25 minutes off your meetings ⏱

Paige Magarrey's avatarPaige Magarrey

Meetings go long. A lot. Once in a while, a meeting length gets extended because you’re in the zone –…

Feb 21, 2019

one-on-one meetings with employees

The manager’s agenda template for one-on-one meetings with employees

Sharon Moorhouse's avatarSharon Moorhouse

At Spinach AI, we believe that one-on-one meetings with employees are the most important thing on a manager’s calendar. Done…

Feb 20, 2019

Preparing a meeting agenda

7 steps to preparing an effective meeting agenda

Shannon Maloney's avatarShannon Maloney

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

Sep 27, 2018

Spinach AI

  • Home
  • Blog
  • About
  • Contact Us
  • Help Center

Product

  • Overview
  • Meeting Summaries
  • Action Items
  • Ticket Creation
  • Pricing

Team Solutions

  • Organization wide
  • Sales Teams
  • Customer Success Teams
  • Engineering Teams
  • See All Teams

Resources

  • 100+ Free Agenda Templates
  • 400+ Free Goal Examples
  • Guide: One-on-one Meetings
  • Report: State of One-on-ones
  • Report: High Performing Teams
SOC2 Badge GDPR Badge HIPPA Badge

©2025 Spinach AI •

  • Sitemap
  • Terms
  • Privacy
  • Cookie Policy
𝕏

Subscribe to our blog

Companies like HubSpot, Mastercard and Heineken get their management tips from the Spinach AI blog. You can too.

We won't spam, ever. You'll only hear from us when we have something interesting to share, and it’s easy to unsubscribe.