Frequently Asked Questions

Product Information & Capabilities

What is Spinach AI and what does it do?

Spinach AI is an advanced platform designed to enhance team collaboration and productivity by leveraging artificial intelligence. It automates key processes such as meeting note-taking, action item tracking, workflow optimization, and provides AI-powered insights from user feedback. Spinach AI integrates with popular tools like Zoom, Slack, Jira, and Salesforce, making it easy for teams to streamline their workflows and focus on impactful work. Learn more.

What are the key features and capabilities of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations with project management and CRM tools, and tailored solutions for different roles. It helps teams capture meeting notes, generate sprint plans, manage tickets, and analyze feedback for trends and opportunities. See all features.

Does Spinach AI offer an API?

Yes, Spinach AI provides 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. See pricing details.

Integrations

What integrations does Spinach AI support?

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

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, finance, and accounting teams. It supports professionals in organizations that value productivity, collaboration, and automation. See more.

What core problems does Spinach AI solve?

Spinach AI addresses challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering actionable insights from user feedback, and lack of team alignment. It automates documentation, integrates with existing tools, and provides tailored solutions for different teams. 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 focus on strategic work, driving business growth. See impact.

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

Yes, Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Testimonials highlight improved productivity, organization, and communication. Read case studies.

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

Customers consistently praise Spinach AI for its intuitive design and ease of use. For example, Dan Robidoux (Careviso) calls it "natural and easy to use," Belén Medina (Do It Consulting Group) says "Spinach is the best thing that’s happened to our team," and Matt Filion (Authvia) notes improved productivity and organization. See testimonials.

Security & Compliance

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with Business Associate Agreements for healthcare customers). It uses TLS and AES-256 encryption, offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. 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 maintains strict privacy standards, never uses customer data for training, and offers additional security features such as SAML SSO, SCIM, admin controls, and custom data retention policies. Learn more.

Getting Started & Implementation

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy implementation. Users can sign up instantly using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium plans include an onboarding program for a smooth transition. See onboarding details.

What training and support does Spinach AI offer to help customers get started?

Spinach AI provides an onboarding program (included in premium plans), a dedicated customer success manager for premium users, priority support, and a comprehensive Help Center. These resources ensure customers have the guidance and tools needed for successful adoption. Visit Help Center.

Support & Maintenance

What customer service and support options are available after purchasing Spinach AI?

Spinach AI offers priority support, a dedicated customer success manager for premium users, onboarding programs, and access to the Help Center for troubleshooting and best practices. These resources ensure smooth operation and effective use of the platform. Get support.

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

Spinach AI provides priority support for premium plans, a dedicated customer success manager, onboarding programs, and a Help Center with troubleshooting guides. These resources ensure timely upgrades, effective troubleshooting, and seamless maintenance. Learn more.

Competition & Differentiation

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

Spinach AI stands out with tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales, onboarding automation for customer success), advanced AI-powered insights, seamless integrations, and customizable solutions. Customers highlight its unmatched specificity and ease of use. See comparison.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its tailored solutions, enhanced productivity, advanced AI insights, seamless integrations, and strong customer support. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to address specific pain points and improve team outcomes. Learn more.

Industries & Customer Proof

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

Spinach AI's case studies and testimonials represent industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See industry examples.

SMART Goals & Spinach AI

How does Spinach AI help with setting and achieving SMART goals?

Spinach AI supports SMART goal achievement by automating meeting notes, tracking action items, and aligning objectives with team and company goals. It provides clarity, focus, and measurable outcomes, making it easier for teams to set, monitor, and achieve their goals. Learn more about goal features.

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 & Capabilities

What is Spinach AI and what does it do?

Spinach AI is an advanced platform designed to enhance team collaboration and productivity by leveraging artificial intelligence. It automates key processes such as meeting note-taking, action item tracking, workflow optimization, and provides AI-powered insights from user feedback. Spinach AI integrates with popular tools like Zoom, Slack, Jira, and Salesforce, making it easy for teams to streamline their workflows and focus on impactful work. Learn more.

What are the key features and capabilities of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations with project management and CRM tools, and tailored solutions for different roles. It helps teams capture meeting notes, generate sprint plans, manage tickets, and analyze feedback for trends and opportunities. See all features.

Does Spinach AI offer an API?

Yes, Spinach AI provides 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. See pricing details.

Integrations

What integrations does Spinach AI support?

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

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, finance, and accounting teams. It supports professionals in organizations that value productivity, collaboration, and automation. See more.

What core problems does Spinach AI solve?

Spinach AI addresses challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering actionable insights from user feedback, and lack of team alignment. It automates documentation, integrates with existing tools, and provides tailored solutions for different teams. 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 focus on strategic work, driving business growth. See impact.

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

Yes, Spinach AI has been successfully implemented across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Notable customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Testimonials highlight improved productivity, organization, and communication. Read case studies.

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

Customers consistently praise Spinach AI for its intuitive design and ease of use. For example, Dan Robidoux (Careviso) calls it "natural and easy to use," Belén Medina (Do It Consulting Group) says "Spinach is the best thing that’s happened to our team," and Matt Filion (Authvia) notes improved productivity and organization. See testimonials.

Security & Compliance

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with Business Associate Agreements for healthcare customers). It uses TLS and AES-256 encryption, offers SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. 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 maintains strict privacy standards, never uses customer data for training, and offers additional security features such as SAML SSO, SCIM, admin controls, and custom data retention policies. Learn more.

Getting Started & Implementation

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy implementation. Users can sign up instantly using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required. Premium plans include an onboarding program for a smooth transition. See onboarding details.

What training and support does Spinach AI offer to help customers get started?

Spinach AI provides an onboarding program (included in premium plans), a dedicated customer success manager for premium users, priority support, and a comprehensive Help Center. These resources ensure customers have the guidance and tools needed for successful adoption. Visit Help Center.

Support & Maintenance

What customer service and support options are available after purchasing Spinach AI?

Spinach AI offers priority support, a dedicated customer success manager for premium users, onboarding programs, and access to the Help Center for troubleshooting and best practices. These resources ensure smooth operation and effective use of the platform. Get support.

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

Spinach AI provides priority support for premium plans, a dedicated customer success manager, onboarding programs, and a Help Center with troubleshooting guides. These resources ensure timely upgrades, effective troubleshooting, and seamless maintenance. Learn more.

Competition & Differentiation

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

Spinach AI stands out with tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales, onboarding automation for customer success), advanced AI-powered insights, seamless integrations, and customizable solutions. Customers highlight its unmatched specificity and ease of use. See comparison.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its tailored solutions, enhanced productivity, advanced AI insights, seamless integrations, and strong customer support. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to address specific pain points and improve team outcomes. Learn more.

Industries & Customer Proof

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

Spinach AI's case studies and testimonials represent industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Customers include Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See industry examples.

SMART Goals & Spinach AI

How does Spinach AI help with setting and achieving SMART goals?

Spinach AI supports SMART goal achievement by automating meeting notes, tracking action items, and aligning objectives with team and company goals. It provides clarity, focus, and measurable outcomes, making it easier for teams to set, monitor, and achieve their goals. Learn more about goal features.

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).

· 9 mins · Goal Setting

How to write SMART goals (with examples)

Learn about what SMART goals are, how to write them and why this framework may (or may not) work for you and your team. Access a list of goals for employees, managers, and professional development.

Avatar of Hiba Amin Hiba Amin

If you’ve been in a professional role, chances are, you’ve encountered SMART goals at some point along the way (and if you haven’t, it’s only a matter of time). Whether you’ve recently been tasked with filling out your first SMART goals worksheet or are preparing your team to create SMART goals of their own, it’s important to understand how they work. 

In this article, we’ll be taking a look at:

Ready? Let’s begin!

What are SMART goals and objectives?

SMART is a goal-setting framework. It was developed in 1981 by consultant George Doran with Arthur Miller and James Cunningham, and quickly became the standard for charting organizational goals and objectives. Although more modern alternatives like OKRs and HARD goals have cropped up in recent years, SMART goals are still commonplace.

Goals vs. objectives: What’s the difference?

Before we go any further, let’s quickly talk about goals and objectives. There’s actually a major difference between the two, although they’re often used interchangeably.

Goals refer to the desired outcome to be achieved at some point in the future, either by an individual or organization. Think of it like the Big Picture: a broader statement or vision of where you want to go. 

Objectives, on the other hand, are specific, short-term targets with measurable results.

SMART goals are considered to be objectives because they force you to break down broader aims into more focused and granular milestones.

What does the S.M.A.R.T. acronym stand for?

Let’s walk through each letter in a little more depth.

hypercontext SMART Goals

S = Specific

Your SMART goals need to be specific — otherwise, how will you know what you’re working towards? Paul J. Meyer, the founder of Leadership Management International, dives deeper into SMART goals in his book Attitude is Everything. He suggests asking yourself the following questions to determine the specifics of a particular goal:

  • What?: What do you want to accomplish? 
  • Who?: Who is involved?
  • Where?: Where will you accomplish it?
  • When?: When will it happen? 
  • Why?: What are the particular reasons or benefits behind the goal? Why do you want to achieve it?

Example of a specific goal:

❌  Up your onboarding game
✅  Successfully onboard 12 new customers each week with a satisfaction score of 8 or above this quarter

M = Measurable

As the adage goes, you can’t manage what you can’t measure. And to measure, you have to have metrics — that is, quantifiable data points and benchmarks which objectively determine whether or not you’re on track to completing your goal. If you aren’t sure whether your goal is measurable, try answering these questions:

  • How much? / How many?
  • How will you indicate progress?
  • How will you know when you’ve reached your goal?

Once the metrics are established, you’ll be able to monitor your progress, see what’s working (and what’s not) and make any necessary adjustments along the way.

Example of a measurable goal:

Prioritize listening over speaking when managing your direct reports
Ensure 50% of weekly one-on-one meeting agenda items in Spinach AI come from your direct reports this year

A = Achievable

You don’t want your goal to be so far out of reach that you’re set up to fail from the start. On the other hand, setting too low a bar can make your goal meaningless, and frankly, it’s just not as exciting to hit. Aim for that sweet spot in the middle: challenging, yet still attainable. 

Here are some considerations:

  • Is this goal realistic with your current resources? If not, what are you missing?
  • Are there any time constraints?
  • Are there any other limitations that might prevent you from achieving your goal?
  • Do you need to level up any skills or knowledge in order to be successful? Will you need additional support from your team?
  • Have other people in a similar position achieved this goal before?

Answering these questions will help you evaluate whether or not your goal is actually realistic or if it needs to be adjusted.

Example of an achievable goal:

Go viral
Get 3 Product Hunt influencers to upvote and comment on launch day

R = Relevant

When it comes to goal setting, you want to make sure everyone’s on the same page and working towards the same objectives, rather than interfering in one another’s success. That’s why it’s so important for individual SMART goals to align directly with the broader team and company goals.

Some good questions to ask include:

  • Does this goal conflict with any team or company goals?
  • How does this SMART goal support our team’s quarterly goals?
  • How does this SMART goal support our company’s vision?
  • Is now the right time to focus on this particular SMART goal?

Example of a relevant goal:

Increase average opportunity value by 10%
Have 80%+ of sales development reps hit or exceed their annual targets for the year

T = Time-bound

If you want to be successful with your SMART goals, they need to be bound to a specific date or timeframe. This keeps you on schedule and also holds you accountable — without a deadline, it could take you 10 years to achieve something you could have otherwise pulled off in a month. 

When determining the right amount of time to allocate to a particular goal, ask yourself:

  • What can you achieve this month? Quarter? Year?
  • Is the time frame we’ve set possible?
  • Can we get this done faster or do we need more time?

Example of a time-bound goal:

Contribute more regularly to the company blog
Write 3 articles about product best practices for the company blog this quarter

The importance of SMART goal-setting

Goals are crucial to the success of any organization — SMART or otherwise. Jay B. Barney and Ricky W. Griffin — authors of The Management of Organizations — identified four main functions of organizational goals:

  1. Providing guidance and direction
  2. Facilitating planning
  3. Motivating and inspiring employees
  4. Helping evaluate and control performance

However, not all goals are created equal. You’re far more likely to reach the goals you’ve committed to paper than the ones you’ve got floating around in your head. In fact, a study conducted by psychology professor Dr. Gail Matthews at the Dominican University in California found that people who record their goals on a regular basis are 42% more likely to actually achieve them.

It’s not just about writing things down, though. The last thing you want to do is scribble all your goals down in a mile-long to-do list, without any clarity, focus, or sense of direction. That’s where the SMART methodology comes in. It provides a framework for clarifying and recording your goals. More than anything, setting smart goals is a process that requires you to:

  • Flesh out the details
  • Determine important metrics
  • Align with your broader team/company goals
  • Commit yourself to a timeline

The result?

You’ll ultimately set yourself (and your team) up for a greater chance of success.

Benefits and drawbacks of SMART goals

Pablo Picasso wasn’t just fond of geometric faces. He was also fanatic about goal setting. 

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”

– Pablo Picasso

It’s unlikely Picasso actually used the SMART goal system himself (it wasn’t formally developed until the 80s, after all). However, he did manage to create around 50,000 artworks in his lifetime — that’s an average of 2 per day. He was definitely onto something.

When it comes to structuring your own goals and building a concrete plan, the SMART methodology isn’t the only game in town. OKRs (objectives and key results) are another popular approach, and might even be a better fit for your team. The SMART goal system, however, has a lot to offer.

Benefits of SMART goals

There’s a reason why people managers have been using SMART goals for decades to keep their teams on track. When done right, SMART goals:

  • Provide clarity and focus on what you and your team members need to accomplish in a particular quarter, year, or another set timeframe
  • Offer an easy, structured approach to goal-setting
  • Help keep your team aligned with company-wide objectives

Drawbacks of SMART goals

In spite of some clear advantages to the SMART goal system, it’s not without limitations. Let’s explore some drawbacks:

  • Time-consuming: Creating SMART goals is a lengthy and labor-intensive process. This can negatively influence your mentality around goal setting in general and make it feel like a chore, rather than an opportunity to feel motivated about achieving your objectives.
  • Overshadowing: Because SMART goals require such thorough planning, you may inadvertently wind up neglecting other objectives that haven’t received the same level of attention.
  • Stifling: SMART goals are incredibly rigid, which leaves little room for out-of-the-box approaches, innovative solutions, and alternative perspectives.

SMART goal examples

We’ve talked about SMART goals and why they’re important. We’ve also discussed their advantages and disadvantages. But what about actual SMART goal examples?

SMART goal examples for employees

  • Ask for feedback from your manager or a team member at least once per week this year
  • Use the first 15 minutes of each day to prioritize what you need to get done for the day this quarter to help improve productivity
  • Present on behalf of our team at demo day twice this quarter to sharpen your communication skills
  • Have a one-on-one with three people from other teams this quarter to help reduce workplace silos

SMART goals for managers

  • Run a recurring monthly coaching session with your team this year
  • Give at least 2 pieces of actionable feedback a month to every direct report
  • Meet with a management coach or mentor twice this quarter
  • Host 3 asynchronous meetings this month to support a remote-first mindset

SMART goals for personal development 

  • Participate in 1 strategic thinking or planning course this year
  • Connect with and meet 5 new people in your field but outside of our organization by the end of the quarter
  • Ask for feedback from your manager or a team member at least once per week
  • Collaborate on 1 project with someone from another department this quarter

Wrapping it up

Now you know what SMART goals are, how to write them and why this framework may (or may not) work for you and your team. 

Whether you decide to go the SMART goal route or not, the most important thing to remember is this: take your goals seriously. Give them the time and attention they deserve and make sure they support your team, your organization, and your own personal development. You can even try adding them to the top of your shared meeting agendas to make them impossible to forget about. That way, you’ll be geared up for success, no matter the approach.

Now go forth and crush your goals — you’ve got this. 💪🏾


Want to learn more about effective goal-setting? Here are some of our top picks:

What should you do now

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

  1. Browse the our collection of Goal & OKR examples all for free.
  2. Learn more about Spinach and 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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