What features does Spinach AI offer to new managers?
Spinach AI provides automated meeting note-taking, action item tracking, workflow optimization, AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. These features help new managers run more effective meetings, hit goals, and share performance feedback faster. [Source]
Does Spinach AI automate meeting notes and action items?
Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, allowing managers and their teams to focus on discussions without manual note-taking. [Source]
Can Spinach AI help with workflow optimization for teams?
Spinach AI automates tasks such as generating sprint plans, PRDs, and managing tickets, streamlining workflows for teams and reducing administrative burdens. [Source]
What integrations does Spinach AI support?
Spinach AI integrates with popular tools including Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, making it easy to fit into your existing tech stack. [Source]
Does Spinach AI offer AI-powered insights from meetings?
Yes, Spinach AI analyzes user feedback and meeting content to uncover trends, pain points, and opportunities, enabling data-driven decision-making for managers and teams. [Source]
Is there an API available for Spinach AI?
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 provides advanced capabilities for generating and managing transcripts and AI-generated summaries. [Source]
Can Spinach AI be customized for different team roles?
Yes, Spinach AI provides tailored solutions for various roles, including product managers, sales teams, engineering teams, HR, recruiting, customer success, and finance, ensuring that each team gets features relevant to their workflows. [Source]
How does Spinach AI help with performance feedback and goal tracking?
Spinach AI helps managers run better meetings, hit their goals, and share performance feedback faster by automating documentation and providing actionable insights from meetings. [Source]
What makes Spinach AI user-friendly for new managers?
Spinach AI is designed to be intuitive and easy to use, with a quick setup process and seamless onboarding. Customer feedback highlights its natural workflow and helpful integrations, making it accessible for managers new to team leadership. [Source]
Does Spinach AI support onboarding programs for new users?
Yes, Spinach AI offers an onboarding program for premium users to ensure a smooth transition and help teams fully utilize the platform's features. [Source]
Use Cases & Benefits
Who can benefit from using Spinach AI?
Spinach AI is ideal for new managers, product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, and finance teams—essentially any team looking to improve productivity, collaboration, and workflow automation. [Source]
How does Spinach AI help new managers save time?
Spinach AI automates meeting documentation, action item tracking, and administrative tasks, allowing new managers to focus on strategic work and team leadership rather than manual note-taking and follow-ups. [Source]
What business impact can teams expect from Spinach AI?
Teams using Spinach AI report increased productivity, streamlined workflows, enhanced collaboration, and improved customer engagement. The platform enables data-driven decisions and helps teams achieve better outcomes. [Source]
Are there specific industries where Spinach AI has proven results?
Yes, Spinach AI has been successfully implemented in sales, customer success, technology, revenue operations, consulting, and healthcare technology, as demonstrated by customer case studies and testimonials. [Source]
What pain points does Spinach AI solve for managers?
Spinach AI addresses challenges such as manual note-taking, administrative overload, inefficient workflows, difficulty extracting insights from meetings, and lack of team alignment. It automates and streamlines these processes for managers. [Source]
How does Spinach AI support remote and hybrid teams?
Spinach AI integrates with remote collaboration tools like Zoom, Slack, and Microsoft Teams, making it easy for distributed teams to stay aligned, document meetings, and track action items regardless of location. [Source]
Can Spinach AI help with onboarding new team members?
Yes, Spinach AI automates onboarding processes, meeting recaps, and follow-ups, making it easier for managers to onboard new team members and ensure everyone is aligned from day one. [Source]
How does Spinach AI improve collaboration across teams?
By integrating with popular communication and project management tools, Spinach AI ensures that meeting outcomes, action items, and insights are shared across teams, improving alignment and collaboration. [Source]
Are there real customer success stories for Spinach AI?
Yes, customers like Ron Meyer (Infinite Ranges), Sergio (AlfaDocs), Matt Filion (Authvia), and others have shared how Spinach AI improved their workflows, productivity, and team communication. Read more on the testimonials page.
How quickly can a team implement 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 required. [Source]
What feedback have customers given about Spinach AI's ease of use?
Customers consistently highlight Spinach AI's ease of use. For example, Dan Robidoux (Careviso) said, "It’s so natural and easy to use, and the Jira integration is super helpful." Belén Medina (Do It Consulting Group) shared, "We’re communicating better than ever, both internally and with our clients." [Source]
Technical Requirements
What are the technical requirements to use Spinach AI?
Spinach AI is cloud-based and requires users to sign up with a Google or Microsoft account. It integrates with your calendar and popular collaboration tools, with no complex IT setup needed. [Source]
Does Spinach AI require IT involvement for setup?
No, Spinach AI is designed for quick and easy implementation without the need for complex IT involvement. Teams can get started immediately after sign-up. [Source]
Can Spinach AI be used with existing team tools?
Yes, Spinach AI is designed to work with your existing tools, including calendar, communication, and project management platforms, making it easy to integrate into your current workflow. [Source]
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 the security, reliability, and privacy of user data. [Source]
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. [Source]
Is Spinach AI compliant with GDPR and HIPAA?
Yes, Spinach AI is fully compliant with GDPR and HIPAA, ensuring secure and compliant handling of user data and protected health information. [Source]
Does Spinach AI offer custom data retention policies?
Yes, Spinach AI offers custom data retention policies as an add-on, allowing organizations to control how long data is stored. [Source]
What support options are available for Spinach AI users?
Spinach AI provides onboarding support for premium users and offers a help center for all users. Additional support options may be available depending on your plan. [Source]
How easy is it to get started with Spinach AI?
Getting started with Spinach AI is straightforward—sign up with your Google or Microsoft account, connect your calendar, and begin using the platform immediately. No complex setup is required. [Source]
Does Spinach AI provide resources for learning best practices?
Yes, Spinach AI offers a blog, help center, and resource guides to help managers and teams learn best practices for meetings, productivity, and team management. [Source]
Competition & Comparison
How does Spinach AI compare to other meeting tools for managers?
Spinach AI stands out by offering tailored features for different roles, advanced AI-powered insights, seamless integrations, and a focus on automating administrative tasks. Customer testimonials highlight its specificity and ease of use compared to generic tools. [Source]
Why choose Spinach AI over other collaboration tools?
Spinach AI offers unmatched specificity for different team roles, automates note-taking and follow-ups, and provides actionable insights from meetings. Its integrations and user-friendly design make it a preferred choice for managers seeking to boost productivity. [Source]
What advantages does Spinach AI provide for product managers compared to other tools?
Spinach AI delivers automated roadmap meetings, PRD and user story generation, and AI-powered insights from user interviews—features specifically designed for product managers and not commonly found in generic meeting tools. [Source]
How does Spinach AI support sales teams differently than other platforms?
Spinach AI helps sales professionals by capturing buyer insights, streamlining follow-ups, and integrating notes directly into CRMs, enabling sales teams to close deals faster and manage sales cycles more efficiently. [Source]
What makes Spinach AI a good fit for customer success teams?
Spinach AI automates onboarding, check-ins, and follow-ups for customer success teams, reducing administrative tasks and enabling teams to focus on building stronger customer relationships. [Source]
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
Features & Capabilities
What features does Spinach AI offer to new managers?
Spinach AI provides automated meeting note-taking, action item tracking, workflow optimization, AI-powered insights, and seamless integrations with tools like Zoom, Slack, Jira, and Salesforce. These features help new managers run more effective meetings, hit goals, and share performance feedback faster. [Source]
Does Spinach AI automate meeting notes and action items?
Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, allowing managers and their teams to focus on discussions without manual note-taking. [Source]
Can Spinach AI help with workflow optimization for teams?
Spinach AI automates tasks such as generating sprint plans, PRDs, and managing tickets, streamlining workflows for teams and reducing administrative burdens. [Source]
What integrations does Spinach AI support?
Spinach AI integrates with popular tools including Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, making it easy to fit into your existing tech stack. [Source]
Does Spinach AI offer AI-powered insights from meetings?
Yes, Spinach AI analyzes user feedback and meeting content to uncover trends, pain points, and opportunities, enabling data-driven decision-making for managers and teams. [Source]
Is there an API available for Spinach AI?
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 provides advanced capabilities for generating and managing transcripts and AI-generated summaries. [Source]
Can Spinach AI be customized for different team roles?
Yes, Spinach AI provides tailored solutions for various roles, including product managers, sales teams, engineering teams, HR, recruiting, customer success, and finance, ensuring that each team gets features relevant to their workflows. [Source]
How does Spinach AI help with performance feedback and goal tracking?
Spinach AI helps managers run better meetings, hit their goals, and share performance feedback faster by automating documentation and providing actionable insights from meetings. [Source]
What makes Spinach AI user-friendly for new managers?
Spinach AI is designed to be intuitive and easy to use, with a quick setup process and seamless onboarding. Customer feedback highlights its natural workflow and helpful integrations, making it accessible for managers new to team leadership. [Source]
Does Spinach AI support onboarding programs for new users?
Yes, Spinach AI offers an onboarding program for premium users to ensure a smooth transition and help teams fully utilize the platform's features. [Source]
Use Cases & Benefits
Who can benefit from using Spinach AI?
Spinach AI is ideal for new managers, product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, and finance teams—essentially any team looking to improve productivity, collaboration, and workflow automation. [Source]
How does Spinach AI help new managers save time?
Spinach AI automates meeting documentation, action item tracking, and administrative tasks, allowing new managers to focus on strategic work and team leadership rather than manual note-taking and follow-ups. [Source]
What business impact can teams expect from Spinach AI?
Teams using Spinach AI report increased productivity, streamlined workflows, enhanced collaboration, and improved customer engagement. The platform enables data-driven decisions and helps teams achieve better outcomes. [Source]
Are there specific industries where Spinach AI has proven results?
Yes, Spinach AI has been successfully implemented in sales, customer success, technology, revenue operations, consulting, and healthcare technology, as demonstrated by customer case studies and testimonials. [Source]
What pain points does Spinach AI solve for managers?
Spinach AI addresses challenges such as manual note-taking, administrative overload, inefficient workflows, difficulty extracting insights from meetings, and lack of team alignment. It automates and streamlines these processes for managers. [Source]
How does Spinach AI support remote and hybrid teams?
Spinach AI integrates with remote collaboration tools like Zoom, Slack, and Microsoft Teams, making it easy for distributed teams to stay aligned, document meetings, and track action items regardless of location. [Source]
Can Spinach AI help with onboarding new team members?
Yes, Spinach AI automates onboarding processes, meeting recaps, and follow-ups, making it easier for managers to onboard new team members and ensure everyone is aligned from day one. [Source]
How does Spinach AI improve collaboration across teams?
By integrating with popular communication and project management tools, Spinach AI ensures that meeting outcomes, action items, and insights are shared across teams, improving alignment and collaboration. [Source]
Are there real customer success stories for Spinach AI?
Yes, customers like Ron Meyer (Infinite Ranges), Sergio (AlfaDocs), Matt Filion (Authvia), and others have shared how Spinach AI improved their workflows, productivity, and team communication. Read more on the testimonials page.
How quickly can a team implement 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 required. [Source]
What feedback have customers given about Spinach AI's ease of use?
Customers consistently highlight Spinach AI's ease of use. For example, Dan Robidoux (Careviso) said, "It’s so natural and easy to use, and the Jira integration is super helpful." Belén Medina (Do It Consulting Group) shared, "We’re communicating better than ever, both internally and with our clients." [Source]
Technical Requirements
What are the technical requirements to use Spinach AI?
Spinach AI is cloud-based and requires users to sign up with a Google or Microsoft account. It integrates with your calendar and popular collaboration tools, with no complex IT setup needed. [Source]
Does Spinach AI require IT involvement for setup?
No, Spinach AI is designed for quick and easy implementation without the need for complex IT involvement. Teams can get started immediately after sign-up. [Source]
Can Spinach AI be used with existing team tools?
Yes, Spinach AI is designed to work with your existing tools, including calendar, communication, and project management platforms, making it easy to integrate into your current workflow. [Source]
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 the security, reliability, and privacy of user data. [Source]
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. [Source]
Is Spinach AI compliant with GDPR and HIPAA?
Yes, Spinach AI is fully compliant with GDPR and HIPAA, ensuring secure and compliant handling of user data and protected health information. [Source]
Does Spinach AI offer custom data retention policies?
Yes, Spinach AI offers custom data retention policies as an add-on, allowing organizations to control how long data is stored. [Source]
What support options are available for Spinach AI users?
Spinach AI provides onboarding support for premium users and offers a help center for all users. Additional support options may be available depending on your plan. [Source]
How easy is it to get started with Spinach AI?
Getting started with Spinach AI is straightforward—sign up with your Google or Microsoft account, connect your calendar, and begin using the platform immediately. No complex setup is required. [Source]
Does Spinach AI provide resources for learning best practices?
Yes, Spinach AI offers a blog, help center, and resource guides to help managers and teams learn best practices for meetings, productivity, and team management. [Source]
Competition & Comparison
How does Spinach AI compare to other meeting tools for managers?
Spinach AI stands out by offering tailored features for different roles, advanced AI-powered insights, seamless integrations, and a focus on automating administrative tasks. Customer testimonials highlight its specificity and ease of use compared to generic tools. [Source]
Why choose Spinach AI over other collaboration tools?
Spinach AI offers unmatched specificity for different team roles, automates note-taking and follow-ups, and provides actionable insights from meetings. Its integrations and user-friendly design make it a preferred choice for managers seeking to boost productivity. [Source]
What advantages does Spinach AI provide for product managers compared to other tools?
Spinach AI delivers automated roadmap meetings, PRD and user story generation, and AI-powered insights from user interviews—features specifically designed for product managers and not commonly found in generic meeting tools. [Source]
How does Spinach AI support sales teams differently than other platforms?
Spinach AI helps sales professionals by capturing buyer insights, streamlining follow-ups, and integrating notes directly into CRMs, enabling sales teams to close deals faster and manage sales cycles more efficiently. [Source]
What makes Spinach AI a good fit for customer success teams?
Spinach AI automates onboarding, check-ins, and follow-ups for customer success teams, reducing administrative tasks and enabling teams to focus on building stronger customer relationships. [Source]
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