Spinach AI is an advanced platform that leverages artificial intelligence to enhance team collaboration and productivity. It automates meeting note-taking, summarizes conversations, and streamlines post-meeting tasks. Spinach AI also optimizes workflows by generating sprint plans, PRDs, and managing tickets, while providing AI-powered insights from user feedback. The platform integrates seamlessly with popular tools like Zoom, Slack, Jira, and Salesforce, making it suitable for various teams including product management, sales, engineering, marketing, HR, and more. Learn more.
What are the key capabilities 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 helps teams save time, improve productivity, and make data-driven decisions. Customizable solutions are available for different roles, such as PRD generation for product managers and sprint planning for engineering teams. See full feature list.
Features & Capabilities
What features does Spinach AI offer?
Spinach AI provides features such as AI Meeting Assistant, automated note-taking, workflow optimization, AI-powered insights, and seamless integrations with project management, CRM, video conferencing, and collaboration tools. It also offers tailored solutions for different teams and roles. Explore features.
Does Spinach AI support integrations with other tools?
Yes, Spinach AI supports a wide range of integrations, including Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira, HubSpot, Salesforce, Zoho, Attio, Zoom, Google Meet, Microsoft Teams, Webex, Slack, Confluence, Zapier, Google Calendar, Microsoft Calendar, NetSuite, SAP, and Affinity. These integrations help streamline workflows and enhance productivity. View 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 about API access.
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 teams, customer success teams, sales teams, and finance and accounting teams. It is suitable for companies that prioritize productivity, collaboration, and automation. See use cases.
What core problems does Spinach AI solve?
Spinach AI solves problems such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering insights from user feedback, and challenges in team collaboration. It automates documentation, action item tracking, and integrates with popular tools to enhance productivity and alignment. 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 and achieve better outcomes by automating and optimizing key processes. 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. For example, Ron Meyer from Infinite Ranges uses Spinach AI to manage sales cycles and capture action items, while Sergio from AlfaDocs leverages it for brainstorming and follow-ups. Read more testimonials.
What feedback have customers given about the ease of use of Spinach AI?
Customers consistently highlight Spinach AI's ease of use. Dan Robidoux from Careviso describes it as a "silent cornerstone for daily work" and praises its natural interface and helpful Jira integration. Belén Medina from Do It Consulting Group calls Spinach "the best thing that’s happened to our team" for improving communication. Matt Filion from Authvia notes drastic improvements in productivity and organization. See more feedback.
Competition & Comparison
How does Spinach AI compare to other AI meeting tools?
Spinach AI stands out due to its tailored features for different roles, such as automated roadmap meetings and PRD generation for product managers, CRM integrations for sales teams, and onboarding automation for customer success teams. It offers unmatched specificity, advanced AI-powered insights, and seamless integrations with popular tools. Customer testimonials highlight its ability to address pain points and enhance productivity across roles. See comparison details.
Why should a customer choose Spinach AI over alternatives?
Customers should choose Spinach AI for its tailored solutions, enhanced productivity, advanced AI-powered insights, seamless integrations, and customizable features for different teams. Testimonials from product directors, sales executives, and customer success managers emphasize its specificity and impact on team efficiency. Learn more.
How does Spinach AI differ from similar products in the market?
Spinach AI differentiates itself by offering tailored features for specific roles, advanced AI-powered insights, seamless integrations, and customizable solutions for various teams. Unlike generic tools, Spinach AI provides unmatched specificity for product managers, sales teams, and customer success teams, as highlighted by customer testimonials. See differentiation details.
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. It uses TLS and AES-256 encryption for data security and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. For SOC 2 reports, contact [email protected]. See security details.
How does Spinach AI protect user data?
Spinach AI protects user data with TLS and AES-256 encryption during transmission and storage. It adheres to strict privacy standards, never uses user data for training, and complies with GDPR and HIPAA regulations. Additional security features include SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Learn more.
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 using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium users benefit from an onboarding program and dedicated support. See onboarding details.
How long does it take to implement Spinach AI?
Spinach AI can be set up almost instantly. Users sign up, connect their calendars, and select meetings for Spinach AI to join. Premium users receive onboarding support for a smooth transition. Learn about implementation.
Support & Implementation
What customer service or support is available after purchasing Spinach AI?
Spinach AI offers priority support for premium plans, a dedicated customer success manager, onboarding programs, and access to a Help Center for FAQs and troubleshooting. These resources ensure customers have the guidance needed for efficient use. Visit Help Center.
What training and technical support is available to help customers get started?
Spinach AI provides onboarding programs, dedicated customer success managers for premium users, priority support, and a comprehensive Help Center. These resources help customers integrate and adopt the platform effectively. Get support.
How does Spinach AI handle maintenance, upgrades, and troubleshooting?
Spinach AI ensures smooth maintenance, upgrades, and troubleshooting through priority support, dedicated customer success managers, onboarding programs, and a Help Center with troubleshooting guides and best practices. Premium users receive prompt assistance for any issues. Learn more.
Industries & Customer Proof
Which industries are represented in Spinach AI's case studies?
Spinach AI has case studies and testimonials from industries including sales, customer success, technology, revenue operations, consulting, and healthcare technology. Customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See case studies.
Who are some of Spinach AI's customers?
Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These organizations use Spinach AI for sales management, customer success, workflow optimization, and improved team communication. See customer stories.
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, and streamlines post-meeting tasks. Spinach AI also optimizes workflows by generating sprint plans, PRDs, and managing tickets, while providing AI-powered insights from user feedback. The platform integrates seamlessly with popular tools like Zoom, Slack, Jira, and Salesforce, making it suitable for various teams including product management, sales, engineering, marketing, HR, and more. Learn more.
What are the key capabilities 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 helps teams save time, improve productivity, and make data-driven decisions. Customizable solutions are available for different roles, such as PRD generation for product managers and sprint planning for engineering teams. See full feature list.
Features & Capabilities
What features does Spinach AI offer?
Spinach AI provides features such as AI Meeting Assistant, automated note-taking, workflow optimization, AI-powered insights, and seamless integrations with project management, CRM, video conferencing, and collaboration tools. It also offers tailored solutions for different teams and roles. Explore features.
Does Spinach AI support integrations with other tools?
Yes, Spinach AI supports a wide range of integrations, including Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira, HubSpot, Salesforce, Zoho, Attio, Zoom, Google Meet, Microsoft Teams, Webex, Slack, Confluence, Zapier, Google Calendar, Microsoft Calendar, NetSuite, SAP, and Affinity. These integrations help streamline workflows and enhance productivity. View 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 about API access.
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 teams, customer success teams, sales teams, and finance and accounting teams. It is suitable for companies that prioritize productivity, collaboration, and automation. See use cases.
What core problems does Spinach AI solve?
Spinach AI solves problems such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering insights from user feedback, and challenges in team collaboration. It automates documentation, action item tracking, and integrates with popular tools to enhance productivity and alignment. 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 and achieve better outcomes by automating and optimizing key processes. 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. For example, Ron Meyer from Infinite Ranges uses Spinach AI to manage sales cycles and capture action items, while Sergio from AlfaDocs leverages it for brainstorming and follow-ups. Read more testimonials.
What feedback have customers given about the ease of use of Spinach AI?
Customers consistently highlight Spinach AI's ease of use. Dan Robidoux from Careviso describes it as a "silent cornerstone for daily work" and praises its natural interface and helpful Jira integration. Belén Medina from Do It Consulting Group calls Spinach "the best thing that’s happened to our team" for improving communication. Matt Filion from Authvia notes drastic improvements in productivity and organization. See more feedback.
Competition & Comparison
How does Spinach AI compare to other AI meeting tools?
Spinach AI stands out due to its tailored features for different roles, such as automated roadmap meetings and PRD generation for product managers, CRM integrations for sales teams, and onboarding automation for customer success teams. It offers unmatched specificity, advanced AI-powered insights, and seamless integrations with popular tools. Customer testimonials highlight its ability to address pain points and enhance productivity across roles. See comparison details.
Why should a customer choose Spinach AI over alternatives?
Customers should choose Spinach AI for its tailored solutions, enhanced productivity, advanced AI-powered insights, seamless integrations, and customizable features for different teams. Testimonials from product directors, sales executives, and customer success managers emphasize its specificity and impact on team efficiency. Learn more.
How does Spinach AI differ from similar products in the market?
Spinach AI differentiates itself by offering tailored features for specific roles, advanced AI-powered insights, seamless integrations, and customizable solutions for various teams. Unlike generic tools, Spinach AI provides unmatched specificity for product managers, sales teams, and customer success teams, as highlighted by customer testimonials. See differentiation details.
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. It uses TLS and AES-256 encryption for data security and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. For SOC 2 reports, contact [email protected]. See security details.
How does Spinach AI protect user data?
Spinach AI protects user data with TLS and AES-256 encryption during transmission and storage. It adheres to strict privacy standards, never uses user data for training, and complies with GDPR and HIPAA regulations. Additional security features include SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Learn more.
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 using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium users benefit from an onboarding program and dedicated support. See onboarding details.
How long does it take to implement Spinach AI?
Spinach AI can be set up almost instantly. Users sign up, connect their calendars, and select meetings for Spinach AI to join. Premium users receive onboarding support for a smooth transition. Learn about implementation.
Support & Implementation
What customer service or support is available after purchasing Spinach AI?
Spinach AI offers priority support for premium plans, a dedicated customer success manager, onboarding programs, and access to a Help Center for FAQs and troubleshooting. These resources ensure customers have the guidance needed for efficient use. Visit Help Center.
What training and technical support is available to help customers get started?
Spinach AI provides onboarding programs, dedicated customer success managers for premium users, priority support, and a comprehensive Help Center. These resources help customers integrate and adopt the platform effectively. Get support.
How does Spinach AI handle maintenance, upgrades, and troubleshooting?
Spinach AI ensures smooth maintenance, upgrades, and troubleshooting through priority support, dedicated customer success managers, onboarding programs, and a Help Center with troubleshooting guides and best practices. Premium users receive prompt assistance for any issues. Learn more.
Industries & Customer Proof
Which industries are represented in Spinach AI's case studies?
Spinach AI has case studies and testimonials from industries including sales, customer success, technology, revenue operations, consulting, and healthcare technology. Customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See case studies.
Who are some of Spinach AI's customers?
Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. These organizations use Spinach AI for sales management, customer success, workflow optimization, and improved team communication. See customer stories.
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).
If you’re a new manager, chances are you’re now the owner of your team’s tech stack. Researching and evaluating tools can be a cumbersome and time-consuming task, which you’re about to learn you have even less of now as a manager. In fact, in our State of One-on-ones report, we found that the biggest challenge managers face (68%) is juggling to manage their team with other responsibilities.
To help narrow down your search and save you some valuable time, we’ve put together a list of the best tools out there for new managers looking to improve their team’s productivity, organization and communication.
SoapBox is a shared agenda tool for one-on-ones and team meetings used by over 100,000 managers and their teams. It helps build great management habits by making sure the most important conversations with your team are collaborative, documented and actionable. Key features include:
Shared meeting agendas where the team can add items, comment, assign next steps and more.
Meeting minutes that get sent out automatically once the meeting is finished
Conversational analytics to help managers have more balanced conversations with their team
Lever
When you’re in the process of growing your team, Lever is a lightweight recruiting tool that makes the recruitment process smoother for you and HR. One of the best features for new managers is the ability to use LinkedIn profiles source candidates and add them into the mix for your HR or recruitment team to easily reach out to outbound candidates you like.
BambooHR
Although this is likely a tool that you won’t have control over as a new manager, BambooHR is a great HR tool for teams. Use this as your go-to spot for important documents (like contracts), tracking vacation, sick leave and more.
Project management
Asana
Asana is a great tool for managers looking to manage their team’s projects and tasks. From kanban board to lists, you can plan and assign tasks in a way that works best for your team. When your team is on the same page and looped in on project progress, you’ll have more time to talk about the right things in one-on-ones. Some cool features Asana has to offer include:
Adding workloads to tasks so you can see how much team members have on their plate
Automation that allows you to streamline your processes
Trello
Trello, which is powered by Atlassian, is another great collaboration tool and also offers boards, lists and cards to organize and prioritize your team’s work. When you create checklists in Trello, you’ll see a progress bar to show you how close you are to being done everything.
Paymo
Paymo is a work management platform used by over 100,000 small businesses and freelancers. It bundles task management, planning, resource scheduling, time tracking and billing to help you and your team deliver projects on time. Some key features that are great for new managers include:
View the workload and availability of every team member
Set dependencies between tasks to create a clear project schedule, both for the team and the stakeholders
Create templates for common tasks to reuse in the future
Jira
Jira is great for new engineering managers. This tool is great for planning, tracking and releasing your team’s work. Jira allows you to customize workflows in a way that works best for your team, but they also offer workflow templates if you’re not sure how to get started.
Personal productivity
Todoist
Todoist is essentially a to-do list app that’s used by over 20 million people worldwide. Todoist lets you keep track of everything in one place, making it even easier to prioritize everything you need to get done. Some core features include:
Adding, organizing and prioritizing tasks
Delegate tasks to your team
Reporting on what you complete
Pocket
As a new manager, you’re going to be receiving a ton of reading material. From management to articles about your day-to-day work. But sometimes you just don’t have time to read through it. That’s why Pocket is such a great tool for managers. It allows you to save articles, videos and stories from any publication and curate your own content library.
Calendly
Going back and forth via email to try and schedule a meeting time isn’t the best use of your time. That’s why Calendly is so great! With this tool, you can easily schedule all of your meetings without the back and forth. Some key features include:
Round robin scheduling (for teams)
Cap the number of meetings you can be scheduled for daily
Grammarly
Grammarly acts as your second set of eyes on emails, documents and more. 20 million people worldwide use Grammarly to help improve their writing. What’s really useful about this app for new managers is that they’ve recently launched a “tone detector” feature, which lets you know what the tone of your message is (i.e. friendly, formal, optimistic, etc).
Communication and conferencing
Slack
Slack is a great way to communicate with your team. With channels, your conversations become more organized, everyone on the team is looped in and ultimately (when used right), reduces the number of emails coming into your inbox. On top of that, there are so many apps available to you and your team in Slack’s marketplace, making your team more productive!
Microsoft Teams
Teams is a chat-based workspace that is part of the Office 365 suite. It brings together people, conversations and content, along with great integrations to the tools your team is already using. If you’re in the market for a communication tool, Teams is a great option to consider. As an added bonus, there are so many fun (or professional) Microsoft Teams backgrounds to pick from!
Zoom
New remote managers, Zoom is an awesome tool for you and your team! What better way to build rapport with your team than having conversations “face-to-face”? Video conferencing is an absolute must, whether you’re chatting with your team or with external people.
Health and wellness
Calm
Calm is an app for sleep, meditation and relaxation. As a new manager, it’s so important to find time for yourself to destress and relax. With Calm, you can run short and simple meditations or go through their entire master class, which is a collection of audio programs that are taught by world-renowned mindfulness experts.
Headspace
Similar to Calm, Headspace is also an app for sleep, meditation and relaxation. Headspace offers users themed sessions on everything ranging from stress and sleep to focus and anxiety. They also offer bite-sized guided meditations that you can fit into your busy schedule.
Take a break please
When you’re working on something for so long and get stuck, sometimes the best way to tackle those challenges is to take a quick break away from the screen. This simple menubar app gives you a reason to step away from your screen and take a quick mental break, whether it’s 1 minute or 1 hour. You can download this app on iOS.
Bonus!
Milanote
Milanote is a tool for organizing your team’s projects into beautiful visual boards. Created to replicate the feeling of working on a wall in a creative studio – visual, tactile and sometimes a bit messy – Milanote is a great fit for marketing and design managers. They also have built-in templates to help you get started with a variety of different projects, from creating a mood board to plan out the visual direction for a project, to writing that perfect creative brief.
A great way to evaluate tools is to learn from those in your network. What works for their team and why?
If you’re not sure where to start, here are the tools that all managers use at SoapBox:
People management: All managers use SoapBox (of course!) and BambooHR.
Project management: Depending on the department, our managers will use Asana or Jira.
Personal productivity: This is usually up to the manager’s preference and what they feel they need to be more productive.
Communication and conferencing: Org-wide we use Slack and for meetings during WFH Wednesdays, we use Zoom.
Health and wellness: Every day, team members will use Headspace to meditate after lunch.
Stop juggling your work and start balancing it with tools like SoapBox