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 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 of Spinach AI?

Spinach AI offers several core features:

  • AI Meeting Assistant: Runs meetings, summarizes conversations, and automates post-meeting tasks.
  • Automated Note-Taking: Captures meeting notes, action items, and outcomes automatically.
  • Workflow Optimization: Automates tasks like sprint plans, PRDs, and ticket management.
  • AI-Powered Insights: Analyzes user feedback to uncover trends, pain points, and opportunities.
  • Seamless Integrations: Works with Zoom, Slack, Jira, Salesforce, and more.
  • Tailored Solutions: Provides specific functionalities for roles such as product managers, sales, engineering, HR, and finance teams.
For more details, visit our website.

Does Spinach AI offer an API?

Yes, Spinach AI provides a Transcript & AI Summary API. This API is available as an add-on for some plans and is included in the Enterprise plan. It enables advanced transcript generation and AI-powered summaries. For more details, visit the pricing page.

How does Spinach AI help with performance reviews in HR?

Spinach AI streamlines performance reviews by automating batch evaluations, synthesizing data from meetings, goals, and peer feedback, and generating AI-powered performance feedback. It enables managers to provide more frequent, holistic, and insightful reviews, and supports HR teams with tools like the modernized 9-box grid for talent analytics. This approach makes the review process more human, efficient, and data-driven. Read more.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for a wide range of professionals and teams, including product managers, engineering teams, project managers, marketing, HR and recruiting, customer success, sales, and finance teams. It is ideal for companies seeking to improve productivity, collaboration, and workflow automation. Learn more.

What industries use Spinach AI?

Spinach AI is used across industries such as 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 administrative tasks, integrates with popular tools, and provides actionable insights to drive business growth. Learn more.

Can you share specific customer success stories?

Yes, Spinach AI has numerous success stories:

  • Ron Meyer (Infinite Ranges): Uses Spinach AI to manage sales cycles and capture action items without pausing for notes.
  • Sergio (AlfaDocs): Automates meeting recaps and follow-ups, reducing administrative workload.
  • Matt Filion (Authvia): Improved team organization and productivity.
  • Jason Oliver (Product Director): Uses AI-powered analysis for product management insights.
  • Kushal Birje (EDB): Transformed meeting and project handling for revenue operations.
  • Belén Medina (Do It Consulting Group): Enhanced team communication and client interactions.
  • Dan Robidoux (Careviso): Appreciates ease of use and integrations.
Read more testimonials.

What pain points does Spinach AI solve?

Spinach AI addresses:

  • Manual note-taking during meetings
  • Time-consuming administrative tasks
  • Inefficient workflows
  • Difficulty uncovering actionable insights from user feedback
  • Challenges in team collaboration and alignment
  • Need for customizable solutions for different teams
These solutions are validated by customer testimonials and case studies. Learn more.

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 PHI protection). It uses TLS and AES-256 encryption for data security. For SOC 2 reports, contact [email protected]. Learn more.

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.

Implementation & Support

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy implementation. Users can 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. Learn more.

What customer service and support options are available?

Spinach AI offers priority support for premium plans, a dedicated customer success manager, onboarding programs, and a comprehensive Help Center (help.spinach.ai). These resources ensure customers have the guidance and assistance needed for effective adoption and troubleshooting. Learn more.

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

Spinach AI provides priority support for troubleshooting and updates, a dedicated customer success manager for premium users, onboarding programs for new customers, and a Help Center with guides and best practices. These resources ensure smooth operation and timely upgrades. Learn more.

What training and technical support is available for new customers?

Spinach AI offers an onboarding program for premium plans, a dedicated customer success manager, priority support, and a Help Center with FAQs and guides. These resources help new customers integrate and adopt the platform effectively. Learn more.

Competition & Differentiation

How does Spinach AI compare to other AI meeting tools?

Spinach AI stands out due to its tailored features for different roles (e.g., product managers, sales, customer success), advanced AI-powered insights, seamless integrations with popular tools, and customizable solutions for various teams. Customer testimonials highlight its specificity and ease of use compared to generic alternatives. Learn more.

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its role-specific features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to address specific pain points and improve team efficiency. Learn more.

What makes Spinach AI different for specific user segments?

Spinach AI offers unmatched specificity for product managers (automated roadmap meetings, PRD generation), sales teams (CRM integrations, buyer insights), and customer success teams (automated onboarding and check-ins). Its advanced AI analysis and seamless integrations provide a competitive edge for each segment. Learn more.

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).

· 5 mins · Management Skills

AI in HR: The Future of Performance Reviews

What does a technological leap in in HR look like for employees? We wanted to show you a behind the scenes look as we unpack the AI-led revolution in HR. Performance reviews will never be the same.

Avatar of Brennan Brennan

Will AI make HR less human? 

When we chat about AI, it’s often in the context of replacing people, right? Especially in HR, where AI has been a buzz for data crunching, spotting trends, and taking over routine tasks. Think about sorting through job candidates, giving them scores, and handling those repetitive onboarding jobs. AI has definitely made HR processes more streamlined, which is awesome – it is making things faster and smarter.

But what about the parts of HR that are very specifically human? Is there a practical application of AI that will actually make the process more human?

We think so and wanted to show you a behind the scenes look at how we have applied AI to performance reviews to make the process more human.

AI can help us overcome some of the things humans struggle with in a review process – synthesizing a lot of data, remembering what happened 6 months ago, prompting hard conversations, iterating on language quickly and just making enough time to do it thoughtfully. AI can do the heavy lifting for managers, and create more in-depth, insightful performance reviews. 

Think less effort, more insight, and an even more efficient way to analyze talent.

In this post, I want to cover three core ideas:

  1. Batch Evaluations
  2. AI written performance feedback
  3. Super-high fidelity performance data

By the end I hope you’ll start to see how our AI can transform HR to be more human, not less. Allowing everyone to do their best work and organizations to perform better, together.

Let’s jump into it.

(Batch) Performance Evaluations

Tell the AI what it needs to know (in a way that gets HR what it wants to know)

Let’s start by making performance evaluations simpler, faster, and more efficient. 

Instead of individual performance evaluations, the focus is on being able to evaluate everyone- including self, peers, and direct reports, all at the same time. It’s a broader, holistic and incredibly efficient approach. It’s less burden on your brain, more spotlight on efficient evaluation processes. And it can quickly give the AI all the information it otherwise can’t gather by itself.

If we make providing feedback simple, we can ask for it, more frequently, from more people. Get the full picture.

For HR teams, you have the opportunity to tell the AI what it needs to know through assessment questions. Adding context and detail to the questions that help your managers, will also prompt the AI to write answers in the context of your company. Include competencies, values and standards that apply to roles and the company overall. The better direction you give the evaluator, the more data is available for AI.

AI-Powered Performance Feedback

A Paradigm Shift in Employee Evaluation

Innovation isn’t batching evaluations – that’s just how we’re efficiently calibrating the AI. Now we have everything we need: notes from 1:1 meetings, goals (and their progressions) over the performance period, and the relative opinions of peers, managers, and self-evaluation.

Now the AI can draft performance feedback. Yes, you heard that right.

Spinach AI uses every single data point to create valuable performance feedback. It offers an extremely well informed first draft. In addition, it acts as a coach in the writing process. Imagine giving every manager access to an HR business partner while they are writing their review.

The Modernized 9-Box in Talent Reviews

Unveiling AI’s Potential in HR Analytics

The application of AI doesn’t stop there. We’re using this tech to adapt and enhance conventional HR tools, like the 9-box grid in talent reviews. The AI-enhanced 9-box grid allows you an alternate lens to view talent distribution and transformation over time. You can ask more questions, more quickly to consider your talent pool across multiple dimensions.

It’s not a snapshot; it’s an evolving, dynamic story of your team’s growth.

What does all of this mean?

AI in HR means more humanity in HR

AI at Spinach AI today means more humanity in performance reviews. 

AI in HR isn’t a stand-in for human effort, but a catalyst to amplify it. It’s about strategically using technology to make workplaces more productive, efficient, and emotionally intelligent. It’s not just about numbers and data; it’s about helping managers be better bosses and team leaders.

By taking away the effort of gathering, compiling, refreshing and re-reading, we can spend more time understanding the strengths and weaknesses of our team relative to each-other. Come up with individualized plans to coach each person towards a common standard, but in a unique way. And deliver data to HR in an effortless fashion so there is still energy to do something with it, instead of the whole org being so burnt out by the process.

This is real. It’s time to transform, now. 

So what’s next for AI?

It won’t be long before we stop thinking of AI as a flashy add-on; it will become the backbone of HR processes. From data entry and management to insightful analysis and coaching. Adoption will move as fast as we trust it to do a task. The tech is already there for small tasks, but the trust is not.

Beyond, there are two major shifts are on the horizon.

First, AI will seamlessly integrate HR concepts into the daily workflow, empowering managers with real-time insights and support. Forget clunky HR software; AI will collaborate with managers where they already excel. Imagine AI autocomplete in 1:1 notes that reference career ladders, or goal suggestions that compliment performance reviews – these will be in the tools managers use not locked away in HRIS tools that they avoid.

Second, AI will unleash unparalleled value from data. Imagine an AI that’s both a data-scientist and an HR expert, distilling complex data into personalized coaching plans and concise summaries. It will be granting small businesses the HR workforce of the corporate giants. Giving the masses the exposure to training, coaching, development that was historically only available to the privileged.

This isn’t about replacing humans; it’s about helping them.

AI-powered HR will make workplaces smarter, more efficient, and ultimately more human.

Want to learn more?

Schedule a 1:1 Demo

What you should do next

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

  1. You should check out our YouTube channel for more tips on management skills and team building.
  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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