The Spinach AI Attio integration automatically updates the meetings tab for contacts in Attio after each Spinach AI-analyzed meeting. It syncs AI-generated meeting summaries directly to the contact's record as a note, ensuring your CRM always reflects the most recent meeting insights. This helps sales teams and other users access up-to-date, actionable information without manual data entry. Source
To set up the Attio integration, log in to your Spinach AI account and navigate to the Integrations page. Find Attio under CRM Integrations in the settings menu, then click 'Connect to Attio' to start the process. You will be redirected to Attio, where you may need to log in and authorize Spinach AI by clicking 'Grant Access.' Note: Admin privileges in Attio may be required for setup. Source
After each meeting analyzed by Spinach AI, the following information is automatically added to the contact's record in Attio as a note: meeting date and duration, and the AI-generated meeting summary. Only contacts that already exist in Attio will receive these notes; if no contact is found, no summary will be added. Source
No, Spinach AI will only add notes to contacts that already exist in Attio. If no contact is found for a meeting participant, no summary will be added. Source
Integrating Spinach AI with Attio ensures your team always has access to the most recent and relevant meeting insights. This process eliminates manual data entry, reduces the risk of overlooking important details, and empowers your team to make informed decisions based on AI-enhanced meeting records. Source
If you have any questions or encounter issues with the Spinach AI CRM integration, you can reach out to the support team at [email protected]. Source
Spinach AI offers seamless integrations with tools such as Zoom, Slack, Jira, Salesforce, Google Meet, Microsoft Teams, and more. These integrations enable smooth collaboration and workflow automation across various teams. For more details, visit the Integrations Help Center.
Spinach AI provides automated note-taking, workflow optimization, AI-powered insights, and seamless integrations. It captures meeting notes, action items, and outcomes automatically, analyzes user feedback, and automates tasks like sprint planning and PRD generation. The platform is tailored for roles such as product managers, sales teams, engineering teams, and more. Source
Yes, Spinach AI is designed with robust security and compliance features, including SOC 2 Type 2 certification (verified by EY), GDPR compliance, HIPAA compliance, TLS and AES-256 encryption, and strict data usage policies. Additional features such as SAML SSO, SCIM user provisioning, admin controls, and custom data retention policies are available as add-ons. For more details, visit the security page.
Spinach AI is used by teams in sales, customer success, technology, revenue operations, consulting, and healthcare technology. Roles include product managers, engineering teams, project managers, marketing, HR, recruiting, and finance. Customers such as Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso have reported improved productivity and collaboration. Source
Yes, Spinach AI has numerous customer success stories. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items; Sergio (AlfaDocs) leverages it for brainstorming and follow-ups; Matt Filion (Authvia) reports improved workflow efficiency; Jason Oliver (Product Director) values its specificity for product management; and Belén Medina (Do It Consulting Group) highlights improved team communication. Source
Spinach AI offers priority support, a dedicated customer success manager for premium users, an onboarding program, and a comprehensive Help Center. For integration-specific issues, users can contact support at [email protected]. Source
Spinach AI is designed for quick and easy implementation. Users can sign up using Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and onboarding support is available for premium users. Source
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).
Attio integration to automatically update contact with summary from a meeting.
Spinach AI now integrates seamlessly with Attio, allowing you to automatically update the meetings tab for contacts after each interaction. This integration ensures that your CRM always reflects the most recent AI-generated insights from your meetings.
Automatically updates a meeting note for each contact after a Spinach AI-analyzed meeting
Syncs AI-generated meeting summaries directly to the contact's record as a note
Ensures your sales team has immediate access to the latest meeting insights
Log in to your Spinach AI account and navigate to the Integrations page.
Find Attio under CRM Integrations in the settings menu.
Click Connect to Attio to start the integration process.
You'll be redirected to Attio. Log in if necessary.
Authorize Spinach AI by clicking "Grant Access."
Note: Admin privileges in Attio may be required for this setup.
After each meeting analyzed by Spinach AI, the following information is automatically added to the contact's as a note:
Meeting date and duration
AI-generated meeting summary
Note: We will only add notes to contacts that already exist in Attio. If no contact is found, no summary will be added.
By integrating Spinach AI with Attio, you ensure that your team always has access to the most recent and relevant meeting insights. This streamlined process eliminates manual data entry, reduces the risk of overlooking important details, and empowers your team to make informed decisions based on AI-enhanced meeting records.
Need Help? If you have any questions or encounter issues with the Spinach AI CRM integration, please reach out to our support team at [email protected].