Frequently Asked Questions

Product Information

What is Spinach AI and how does it help managers?

Spinach AI is an advanced platform designed to enhance team collaboration and productivity by automating meeting management, note-taking, and workflow optimization. It helps managers run better meetings, hit goals, and share performance feedback faster by integrating with existing tools and automating key processes. Learn more.

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 popular tools, and tailored solutions for different roles such as product managers, sales, engineering, and more. See full list.

How does Spinach AI automate meeting management?

Spinach AI runs meeting agendas, takes accurate notes, tracks action items, and automates post-meeting tasks, allowing managers and teams to focus on discussions and decisions rather than administrative work. Details here.

Does Spinach AI support automated note-taking?

Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, enabling users to stay engaged in conversations without manual note-taking. Learn more.

What integrations does Spinach AI offer?

Spinach AI integrates with Zoom, Slack, Jira, Salesforce, Google Meet, Microsoft Teams, and more, ensuring smooth collaboration and workflow automation across popular platforms. See integrations.

Does Spinach AI offer an API?

Yes, Spinach AI provides a Transcript & AI Summary API as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript generation and AI-powered summaries. More info.

How quickly can Spinach AI be implemented?

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 users receive onboarding support. See details.

Is Spinach AI easy to use?

Yes, Spinach AI is designed to be intuitive and user-friendly. Customer feedback consistently highlights its ease of use and seamless integration into daily workflows. Read testimonials.

What are the key capabilities of Spinach AI?

Key capabilities include automated note-taking, workflow optimization, AI-powered insights, seamless integrations, and tailored solutions for different teams. These features help teams work smarter and save time. See capabilities.

What business impact can Spinach AI deliver?

Spinach AI increases productivity, streamlines workflows, enhances collaboration, enables data-driven decision-making, and improves customer engagement. These impacts help businesses achieve better outcomes and drive growth. Learn more.

Features & Capabilities

How does Spinach AI help with workflow optimization?

Spinach AI automates tasks such as generating sprint plans, PRDs, and managing tickets, reducing administrative burdens and improving workflow efficiency for teams. Details here.

Does Spinach AI provide AI-powered insights?

Yes, Spinach AI analyzes user feedback to uncover trends, pain points, and opportunities, enabling data-driven decision-making for product managers and other teams. Learn more.

Can Spinach AI be customized for different teams?

Yes, Spinach AI offers tailored solutions for various teams, including product management, engineering, sales, HR, recruiting, customer success, and finance, addressing their unique needs and workflows. See team solutions.

What pain points does Spinach AI solve?

Spinach AI solves pain points such as manual note-taking, administrative overload, inefficient workflows, difficulty extracting insights from feedback, and challenges in team collaboration. Learn more.

How does Spinach AI address the needs of different personas?

Spinach AI provides tailored solutions for sales professionals, product managers, customer success teams, HR, engineering, agile coaches, and finance teams, solving their specific pain points with features like CRM integration, PRD generation, onboarding automation, and sprint planning. See details.

What customer feedback has Spinach AI received about ease of use?

Customers consistently praise Spinach AI for its natural and easy-to-use interface. For example, Dan Robidoux (Careviso) and Belén Medina (Do It Consulting Group) highlight its intuitive design and helpful integrations. Read more.

What are some case studies demonstrating Spinach AI's impact?

Case studies include Ron Meyer (Infinite Ranges) using Spinach AI for sales cycles, Sergio (AlfaDocs) for customer success, Matt Filion (Authvia) for workflow efficiency, and Jason Oliver (Product Director) for product management insights. See case studies.

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

Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. See full list.

Who are some of Spinach AI's customers?

Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso, representing a range of industries. See testimonials.

Security & Compliance

What security certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. These certifications ensure robust data protection and privacy. See security details.

How does Spinach AI protect user data?

Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, does not use user data for training, and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Learn more.

Is Spinach AI compliant with GDPR and HIPAA?

Yes, Spinach AI is fully compliant with GDPR and HIPAA, including signing Business Associate Agreements (BAAs) and protecting Protected Health Information (PHI). See compliance info.

Does Spinach AI offer custom data retention policies?

Yes, Spinach AI provides custom data retention policies as an add-on, allowing organizations to control how long data is stored. Learn more.

How can I access Spinach AI's SOC 2 report?

To access Spinach AI's SOC 2 Type 2 report, contact [email protected]. The report is verified by independent auditor EY. Request report.

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—anyone seeking to improve productivity and collaboration. See target audience.

Is Spinach AI suitable for new managers?

Yes, Spinach AI is ideal for new managers looking to improve team productivity, organization, and communication by automating meeting management and reducing administrative tasks. Learn more.

How does Spinach AI help sales teams?

Spinach AI helps sales teams by automating note-taking, capturing buyer insights, integrating with CRMs, and streamlining follow-ups, enabling sales professionals to focus on closing deals. See sales solutions.

How does Spinach AI support product managers?

Spinach AI supports product managers with automated roadmap meetings, PRD and user story generation, and AI-powered insights from user interviews, helping them make data-driven decisions. See product management solutions.

How does Spinach AI help engineering teams?

Spinach AI automates sprint planning, daily standups, and retrospectives, allowing engineering teams to focus on coding and project execution while maintaining alignment. See engineering solutions.

How does Spinach AI assist HR and recruiting teams?

Spinach AI improves hiring and onboarding processes by providing effortless meeting documentation and insights, helping HR and recruiting teams streamline their workflows. See HR solutions.

How does Spinach AI help customer success teams?

Spinach AI automates onboarding, check-ins, and follow-ups, reducing administrative tasks and enabling customer success teams to focus on building relationships and delivering value. See customer success solutions.

How does Spinach AI support finance and accounting teams?

Spinach AI automates documentation of financial meetings, ensuring accuracy and compliance with regulatory requirements for finance and accounting teams. See finance solutions.

Competition & Comparison

How does Spinach AI compare to other meeting tools?

Spinach AI stands out by offering tailored features for different roles, advanced AI-powered insights, seamless integrations, and customizable solutions. Customer testimonials highlight its specificity and productivity benefits compared to generic tools. See comparison.

Why choose Spinach AI over alternatives?

Spinach AI offers unmatched specificity for different user segments, automates key processes, provides actionable insights, and integrates with popular tools. Customers report improved productivity and organization. Learn more.

What makes Spinach AI unique compared to competitors?

Spinach AI's unique strengths include tailored solutions for different personas, advanced AI-powered insights, seamless integrations, and a focus on automating administrative tasks. These features provide a competitive edge for teams seeking productivity and collaboration. See details.

Technical Requirements & Support

What are the technical requirements to use Spinach AI?

Spinach AI requires users to sign up with Google or Microsoft accounts and connect their calendars. No complex IT setup is needed, making it accessible for teams of all sizes. See requirements.

Does Spinach AI offer onboarding support?

Yes, premium users receive an onboarding program to ensure a smooth transition and help teams fully utilize Spinach AI's features. Learn more.

How can I get help or support for Spinach AI?

Support is available via the Spinach AI Help Center, FAQs, and direct contact options. Visit Help Center.

Where can I find more resources about Spinach AI?

Resources such as agenda templates, goal examples, meeting guides, and industry reports are available on the Spinach AI website. See resources.

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 how does it help managers?

Spinach AI is an advanced platform designed to enhance team collaboration and productivity by automating meeting management, note-taking, and workflow optimization. It helps managers run better meetings, hit goals, and share performance feedback faster by integrating with existing tools and automating key processes. Learn more.

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 popular tools, and tailored solutions for different roles such as product managers, sales, engineering, and more. See full list.

How does Spinach AI automate meeting management?

Spinach AI runs meeting agendas, takes accurate notes, tracks action items, and automates post-meeting tasks, allowing managers and teams to focus on discussions and decisions rather than administrative work. Details here.

Does Spinach AI support automated note-taking?

Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, enabling users to stay engaged in conversations without manual note-taking. Learn more.

What integrations does Spinach AI offer?

Spinach AI integrates with Zoom, Slack, Jira, Salesforce, Google Meet, Microsoft Teams, and more, ensuring smooth collaboration and workflow automation across popular platforms. See integrations.

Does Spinach AI offer an API?

Yes, Spinach AI provides a Transcript & AI Summary API as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript generation and AI-powered summaries. More info.

How quickly can Spinach AI be implemented?

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 users receive onboarding support. See details.

Is Spinach AI easy to use?

Yes, Spinach AI is designed to be intuitive and user-friendly. Customer feedback consistently highlights its ease of use and seamless integration into daily workflows. Read testimonials.

What are the key capabilities of Spinach AI?

Key capabilities include automated note-taking, workflow optimization, AI-powered insights, seamless integrations, and tailored solutions for different teams. These features help teams work smarter and save time. See capabilities.

What business impact can Spinach AI deliver?

Spinach AI increases productivity, streamlines workflows, enhances collaboration, enables data-driven decision-making, and improves customer engagement. These impacts help businesses achieve better outcomes and drive growth. Learn more.

Features & Capabilities

How does Spinach AI help with workflow optimization?

Spinach AI automates tasks such as generating sprint plans, PRDs, and managing tickets, reducing administrative burdens and improving workflow efficiency for teams. Details here.

Does Spinach AI provide AI-powered insights?

Yes, Spinach AI analyzes user feedback to uncover trends, pain points, and opportunities, enabling data-driven decision-making for product managers and other teams. Learn more.

Can Spinach AI be customized for different teams?

Yes, Spinach AI offers tailored solutions for various teams, including product management, engineering, sales, HR, recruiting, customer success, and finance, addressing their unique needs and workflows. See team solutions.

What pain points does Spinach AI solve?

Spinach AI solves pain points such as manual note-taking, administrative overload, inefficient workflows, difficulty extracting insights from feedback, and challenges in team collaboration. Learn more.

How does Spinach AI address the needs of different personas?

Spinach AI provides tailored solutions for sales professionals, product managers, customer success teams, HR, engineering, agile coaches, and finance teams, solving their specific pain points with features like CRM integration, PRD generation, onboarding automation, and sprint planning. See details.

What customer feedback has Spinach AI received about ease of use?

Customers consistently praise Spinach AI for its natural and easy-to-use interface. For example, Dan Robidoux (Careviso) and Belén Medina (Do It Consulting Group) highlight its intuitive design and helpful integrations. Read more.

What are some case studies demonstrating Spinach AI's impact?

Case studies include Ron Meyer (Infinite Ranges) using Spinach AI for sales cycles, Sergio (AlfaDocs) for customer success, Matt Filion (Authvia) for workflow efficiency, and Jason Oliver (Product Director) for product management insights. See case studies.

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

Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. See full list.

Who are some of Spinach AI's customers?

Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso, representing a range of industries. See testimonials.

Security & Compliance

What security certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. These certifications ensure robust data protection and privacy. See security details.

How does Spinach AI protect user data?

Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, does not use user data for training, and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Learn more.

Is Spinach AI compliant with GDPR and HIPAA?

Yes, Spinach AI is fully compliant with GDPR and HIPAA, including signing Business Associate Agreements (BAAs) and protecting Protected Health Information (PHI). See compliance info.

Does Spinach AI offer custom data retention policies?

Yes, Spinach AI provides custom data retention policies as an add-on, allowing organizations to control how long data is stored. Learn more.

How can I access Spinach AI's SOC 2 report?

To access Spinach AI's SOC 2 Type 2 report, contact [email protected]. The report is verified by independent auditor EY. Request report.

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—anyone seeking to improve productivity and collaboration. See target audience.

Is Spinach AI suitable for new managers?

Yes, Spinach AI is ideal for new managers looking to improve team productivity, organization, and communication by automating meeting management and reducing administrative tasks. Learn more.

How does Spinach AI help sales teams?

Spinach AI helps sales teams by automating note-taking, capturing buyer insights, integrating with CRMs, and streamlining follow-ups, enabling sales professionals to focus on closing deals. See sales solutions.

How does Spinach AI support product managers?

Spinach AI supports product managers with automated roadmap meetings, PRD and user story generation, and AI-powered insights from user interviews, helping them make data-driven decisions. See product management solutions.

How does Spinach AI help engineering teams?

Spinach AI automates sprint planning, daily standups, and retrospectives, allowing engineering teams to focus on coding and project execution while maintaining alignment. See engineering solutions.

How does Spinach AI assist HR and recruiting teams?

Spinach AI improves hiring and onboarding processes by providing effortless meeting documentation and insights, helping HR and recruiting teams streamline their workflows. See HR solutions.

How does Spinach AI help customer success teams?

Spinach AI automates onboarding, check-ins, and follow-ups, reducing administrative tasks and enabling customer success teams to focus on building relationships and delivering value. See customer success solutions.

How does Spinach AI support finance and accounting teams?

Spinach AI automates documentation of financial meetings, ensuring accuracy and compliance with regulatory requirements for finance and accounting teams. See finance solutions.

Competition & Comparison

How does Spinach AI compare to other meeting tools?

Spinach AI stands out by offering tailored features for different roles, advanced AI-powered insights, seamless integrations, and customizable solutions. Customer testimonials highlight its specificity and productivity benefits compared to generic tools. See comparison.

Why choose Spinach AI over alternatives?

Spinach AI offers unmatched specificity for different user segments, automates key processes, provides actionable insights, and integrates with popular tools. Customers report improved productivity and organization. Learn more.

What makes Spinach AI unique compared to competitors?

Spinach AI's unique strengths include tailored solutions for different personas, advanced AI-powered insights, seamless integrations, and a focus on automating administrative tasks. These features provide a competitive edge for teams seeking productivity and collaboration. See details.

Technical Requirements & Support

What are the technical requirements to use Spinach AI?

Spinach AI requires users to sign up with Google or Microsoft accounts and connect their calendars. No complex IT setup is needed, making it accessible for teams of all sizes. See requirements.

Does Spinach AI offer onboarding support?

Yes, premium users receive an onboarding program to ensure a smooth transition and help teams fully utilize Spinach AI's features. Learn more.

How can I get help or support for Spinach AI?

Support is available via the Spinach AI Help Center, FAQs, and direct contact options. Visit Help Center.

Where can I find more resources about Spinach AI?

Resources such as agenda templates, goal examples, meeting guides, and industry reports are available on the Spinach AI website. See resources.

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).

· 7 mins · Team Tools

17 Tools new managers will love

If you're new to management, these 17 tools will be a great addition to you and your team's productivity, communication and overall success.

Avatar of Hiba Amin Hiba Amin

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. 

tools for new managers

Jump to a category:

People management

SoapBox

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

What you should do next

Now that you've read this article, here are some things you should do:

  1. Our integrations page shows you how Spinach works with your favorite team tools.
  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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