Frequently Asked Questions

Product Information & Features

What is Spinach AI and what does it do?

Spinach AI is an advanced platform designed to enhance team collaboration and productivity by automating key processes. It provides tools for automated note-taking, workflow optimization, AI-powered insights, and seamless integrations with popular tools like Zoom, Slack, Jira, and Salesforce. Spinach AI helps teams run meetings, track goals (including OKRs), and automate post-meeting tasks, allowing users to focus on impactful work and reduce administrative burdens. Learn more.

What are the key features of Spinach AI?

Spinach AI offers automated note-taking, action item tracking, workflow optimization (including sprint plans and PRD generation), AI-powered insights from user feedback, and seamless integrations with project management, CRM, video conferencing, and collaboration tools. It also provides tailored solutions for different roles, such as product managers, sales teams, engineering teams, and more. See full feature list.

How does Spinach AI help with tracking OKRs?

Spinach AI allows teams to add goals and OKRs to meeting agendas, track weekly progress, and keep objectives top of mind. By embedding OKR tracking into regular meetings, Spinach AI helps teams maintain accountability, alignment, and focus. According to research cited by Spinach AI, establishing a cadence of ongoing check-ins can increase the likelihood of achieving goals to 95%. Learn more about goal tracking.

What integrations does Spinach AI support?

Spinach AI integrates with a wide range of tools, 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 enable seamless workflow automation and collaboration. See all integrations.

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.

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 supports companies that prioritize productivity, collaboration, and automation. See more about target roles.

What industries use Spinach AI?

Spinach AI is used across sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies feature companies like Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See testimonials.

What business impact can customers expect from 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 automates note-taking and administrative tasks, saving time and enabling teams to focus on strategic work. Learn more about business impact.

What problems does Spinach AI solve?

Spinach AI solves challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering insights from user feedback, and lack of team alignment. It automates documentation, integrates with key tools, and provides tailored solutions for different teams. See more about pain points.

Can you share specific customer success stories?

Yes. For example, Ron Meyer at Infinite Ranges uses Spinach AI to manage sales cycles and capture action items without pausing to take notes. Sergio at AlfaDocs leverages Spinach AI for brainstorming and follow-ups, reducing administrative workload. Matt Filion at Authvia reports improved productivity and organization. More stories are available on the testimonials page.

Comparison & Differentiation

How does Spinach AI compare to Google Sheets for tracking OKRs?

Google Sheets is familiar and free, but can become cumbersome and lacks robust tracking and security features. Spinach AI is purpose-built for goal tracking, allowing teams to embed OKRs into meeting agendas, automate progress tracking, and maintain accountability. Spinach AI also offers advanced integrations and compliance features not available in Google Sheets. Learn more about Spinach AI for OKRs.

What makes Spinach AI different from other AI meeting tools?

Spinach AI stands out with tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales), advanced AI-powered insights, seamless integrations, and customizable solutions. Customer testimonials highlight its specificity and ease of use. See more about differentiation.

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 BAAs 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.

Implementation & Support

How easy is it to get started with 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 is required. Premium plans include an onboarding program for a smooth transition. See onboarding details.

What customer support and training does Spinach AI offer?

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

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

Spinach AI offers priority support for troubleshooting and updates, a dedicated customer success manager for premium users, and onboarding assistance. The Help Center provides troubleshooting guides and best practices. These resources ensure smooth operation and timely upgrades. See support resources.

Customer Experience

What feedback have customers shared about Spinach AI's ease of use?

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," and Belén Medina (Do It Consulting Group) says "Spinach is the best thing that’s happened to our team." Matt Filion (Authvia) reports improved productivity and organization. Read more testimonials.

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 & Features

What is Spinach AI and what does it do?

Spinach AI is an advanced platform designed to enhance team collaboration and productivity by automating key processes. It provides tools for automated note-taking, workflow optimization, AI-powered insights, and seamless integrations with popular tools like Zoom, Slack, Jira, and Salesforce. Spinach AI helps teams run meetings, track goals (including OKRs), and automate post-meeting tasks, allowing users to focus on impactful work and reduce administrative burdens. Learn more.

What are the key features of Spinach AI?

Spinach AI offers automated note-taking, action item tracking, workflow optimization (including sprint plans and PRD generation), AI-powered insights from user feedback, and seamless integrations with project management, CRM, video conferencing, and collaboration tools. It also provides tailored solutions for different roles, such as product managers, sales teams, engineering teams, and more. See full feature list.

How does Spinach AI help with tracking OKRs?

Spinach AI allows teams to add goals and OKRs to meeting agendas, track weekly progress, and keep objectives top of mind. By embedding OKR tracking into regular meetings, Spinach AI helps teams maintain accountability, alignment, and focus. According to research cited by Spinach AI, establishing a cadence of ongoing check-ins can increase the likelihood of achieving goals to 95%. Learn more about goal tracking.

What integrations does Spinach AI support?

Spinach AI integrates with a wide range of tools, 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 enable seamless workflow automation and collaboration. See all integrations.

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.

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 supports companies that prioritize productivity, collaboration, and automation. See more about target roles.

What industries use Spinach AI?

Spinach AI is used across sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies feature companies like Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. See testimonials.

What business impact can customers expect from 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 automates note-taking and administrative tasks, saving time and enabling teams to focus on strategic work. Learn more about business impact.

What problems does Spinach AI solve?

Spinach AI solves challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty uncovering insights from user feedback, and lack of team alignment. It automates documentation, integrates with key tools, and provides tailored solutions for different teams. See more about pain points.

Can you share specific customer success stories?

Yes. For example, Ron Meyer at Infinite Ranges uses Spinach AI to manage sales cycles and capture action items without pausing to take notes. Sergio at AlfaDocs leverages Spinach AI for brainstorming and follow-ups, reducing administrative workload. Matt Filion at Authvia reports improved productivity and organization. More stories are available on the testimonials page.

Comparison & Differentiation

How does Spinach AI compare to Google Sheets for tracking OKRs?

Google Sheets is familiar and free, but can become cumbersome and lacks robust tracking and security features. Spinach AI is purpose-built for goal tracking, allowing teams to embed OKRs into meeting agendas, automate progress tracking, and maintain accountability. Spinach AI also offers advanced integrations and compliance features not available in Google Sheets. Learn more about Spinach AI for OKRs.

What makes Spinach AI different from other AI meeting tools?

Spinach AI stands out with tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales), advanced AI-powered insights, seamless integrations, and customizable solutions. Customer testimonials highlight its specificity and ease of use. See more about differentiation.

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 BAAs 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.

Implementation & Support

How easy is it to get started with 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 is required. Premium plans include an onboarding program for a smooth transition. See onboarding details.

What customer support and training does Spinach AI offer?

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

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

Spinach AI offers priority support for troubleshooting and updates, a dedicated customer success manager for premium users, and onboarding assistance. The Help Center provides troubleshooting guides and best practices. These resources ensure smooth operation and timely upgrades. See support resources.

Customer Experience

What feedback have customers shared about Spinach AI's ease of use?

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," and Belén Medina (Do It Consulting Group) says "Spinach is the best thing that’s happened to our team." Matt Filion (Authvia) reports improved productivity and organization. Read more testimonials.

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 · Goal Setting

You can’t achieve your OKRs if you don’t track them (here’s how)

Setting goals defines a successful and high-performance team and company. At Spinach AI, we’re no strangers to the world of OKRs.

Avatar of Brennan Brennan

In our teams and our product, we believe that OKRs are fundamental tools for growing a thriving business. In fact, according to our report, The State of High Performing Teams in Tech, clear goals and expectations have an impact on productivity.

In case you need a refresher: OKRs are a simple, actionable way to set goals. OKRs are typically set for the quarter but can be set monthly, quarterly, or even annually. No matter the timeline, OKRs should encourage you to define clear objectives, key results and the milestones needed to achieve them, ultimately boosting your chances of success.

While so many companies understand the necessity of setting broad OKRs, many need to improve their tracking, measurement, and accountability towards them.

It’s not enough to make an OKR; The purpose of OKRs is to guide your daily and weekly work in order to hit these ambitious goals. And, according to the science (more on that below) the absolute best way to increase your odds of hitting OKRs is tracking and discussing them consistently with your team.

Why is tracking OKRs important?

Tracking OKRs is quite possibly the most important part of implementing OKRs at your company. It helps leaders manage which teams and employees keep to their goals and which don’t. It allows employees to connect and drive their work home and to understand their impact on the company. Implementing a tracking and measurement governance process around your OKRs ensures you can move the things that matter most around OKRs: accountability, goal alignment, and focus.

But Tracking OKRs doesn’t mean you just update numbers weekly, it means you’re consistently reviewing and keeping them top of mind as a group.

When OKRs are set the assumption is that they are the most vital things you need to do for the year or quarter. So checking in on them regularly and marking progress is a natural step. If you’re ahead/behind other teams can adjust which could mean the difference between a good and a bad quarter.

But mainly, it creates a culture of accountability that can resonate and support your overall company culture. Having an accountability partner/system (likely you’re manager) increases the likelihood of hitting them by 65% — but we can get that even higher (to 95%) with a few small tweaks to how you’re tracking.

How often do you need to track OKRs?

Okay, now we understand why you should be setting and tracking your OKRs – but as a busy leader, how often should you be monitoring your OKRs? Generally, checking in and tracking progress on any goals should be done weekly at a minimum.

I always like to think of these goal checkins as “chances”. How many chances would you like at hitting your Quarterly goals? 12, 3, or 1. If 12… set your tracker up for weekly progress.

 

 

How many OKR check-ins should you have?

The best practice is to discuss the state, changes, and learnings of your OKRs in your 1:1 or team meeting – depending on the goal itself. These existing meetings serve as a great chance to hold eachother accountable to commitments and coach through blockers.

According to our report on the the State of High Performing Teams in Tech, discussing goals weekly or bi-weekly increases your team’s confidence in hitting them by 2.7x.

Further, the added check-in of OKRs increases connection significantly. And as we all know, as leaders, disconnection can undermine even the most productive teams. Setting a standard for OKRs, including frequent check-ins and revisions, creates a sense of ownership within teams, improving accountability when advancing company-wide goals.

But, most importantly, ASTD found that the chance of successfully reaching a goal rises to 95% when you’ve established a cadence of ongoing check-ins with your team or an accountability partner.

 

Five best practices for effortlessly tracking OKRs

To give you the best odds of achieving your OKRs, follow these tips.

1. Make them clear from the start

Clarity is key! Keep your objectives and key results as well-defined, actionable, and straightforward as possible when goal setting. Leave no room for misinterpretation, and ensure everyone understands them clearly. Keep them succinct, concise, and digestible.

Keep objectives straightforward, and the key results should ideally show what’s being tracked and exactly how you’re tracking it in simple terms.

In our blog on writing effective OKRS, we go deeper into the science behind practical goal setting, including what makes a goal most effective:

Measurable
Challenging
Clear
Constantly reviewed

2. Make them accessible to everyone

Assign specific individuals to update their or the team’s OKRs each week. Stay diligent about ownership and accountability here. It should be crystal clear who owns them, and they should speak about the progress week over week.

This will have an unintended positive side effect. Bringing each team member along and giving them ownership can help increase feelings of belonging and accountability. In fact, according to this article reviewing several studies on in-organization ownership and accountability, “when an individual feels ownership, it not only enhances his or her sense of accountability and responsibility but also perceived rights.”

Make it easy for your team members to access and impact your OKRs and watch an overall sense of job satisfaction, ownership, and belonging grow as they contribute and involve themselves more in the process. Give them easy access points to managing and tracking these OKRs.

3. Check-in weekly

Add OKRs to your weekly recurring meetings. Whether it’s a company, team, or 1:1, OKRs should be a permanent fixture in your meetings. They should be a welcomed guest in your everyday workflows rather than some dusty document left on the drive that’s revisited only once a quarter.

Reviewing your OKRs regularly is the best way to ensure progress and review real-time accomplishments. Set weekly, biweekly, or even daily meetings (depending on your timelines) to discuss your OKRs as a group.

One study found that the chance of successfully reaching a goal rises to 95% when you’ve established a cadence of ongoing check-ins with your team or an accountability partner.

4. Ask “why”

As you track your OKRs, be critical. If you’re failing to keep up with results or milestones week over week, it’s time to dig deep into why.

Turning a critical eye to each goal can help you and your team understand how they succeeded or why they might fail at a task or goal. Getting to the why can help shape future plans, define objectives and replicate success in the future.

5. Discuss learnings along the way

Regular OKR tracking should come with a conversation. Keep bringing up key learnings to understand what worked and what didn’t. For instance, one Key Result might have been to reduce the number of churned customers by 9%, but you may have only decreased it by 3.5%.

Deep dive with your team, discuss why the Key Result may have fallen short, and take those learnings forward for your next OKR sprint. The learnings can shape how to tackle upcoming OKRs or help you find creative and different ways to tackle challenges. Need help developing your next OKRs? Check out our library of over 360 OKR examples to get inspired.

As a leader, remember: not all OKRs will be met. Stretch goals and setting a high bar is vital for innovation and growth. As Sam Prince from Measure What Matters writes, “conservative goal setting stymies innovation. And innovation is like oxygen: You cannot win without it.” The act of goal setting considers that targets and circumstances may change, so staying flexible and continuously learning will make all the difference.

Tools to help track OKRs: Google Sheets vs. Spinach AI

For any goal to be successful, you need the proper support. Make tracking your OKRs simple using a spreadsheet or goal-tracking program. Here are some of our best practices that teams can use to make their OKR tracking easy and embed it into their day-to-day.

Spinach AI

Keeping your team informed about OKR progress is one of the main reasons we built Spinach AI. Our platform allows you to add your goals to the top of your respective meeting agenda and track your weekly progress. So the urgent tasks don’t make you lose sight of what’s most important. Try it out today!

 

Google Sheets

We love Google Sheets – but it’s not without its limitations. The upside to using Google to track your OKRs? Your team’s already familiar with how to use it, making onboarding simple. It can also be comprehensive (or as detailed as you’d like!), and to top it off, it’s free! On the flip side, it’s another spreadsheet you’ll have to add to your repertoire.

Other downsides include creating a unified and robust system to track what really matters. It can also become cumbersome and difficult to navigate. More importantly, using Google-affiliated programs presents complex challenges to data security – many companies expressly forbid its use for this reason.

Interested in trying out the spreadsheet OKR tracking method? Try this template to get started.

What to do now

You made it to the end of this article! Here are some things you can do now:

  1. Check out the largest library of Goal & OKR examples on the internet (free).
  2. Check out 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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