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) .

Enterprise Features Overview | Spinach AI Help Center

What access and security features are available in Spinach AI's Enterprise plan?

Spinach AI's Enterprise plan offers robust access and security features, including Single Sign-On (SSO) via SAML for centralized authentication and SCIM provisioning for automated user lifecycle management. SSO ensures that user authentication is managed through your organization's identity provider, restricting logins to the SSO portal and disabling access via email, Microsoft, or Google OAuth. SCIM automates user provisioning and de-provisioning based on their status in your identity provider, streamlining user management.
Source: Enterprise Features Overview

Does Spinach AI support Single Sign-On (SSO) and SCIM provisioning?

Yes, Spinach AI supports Single Sign-On (SSO) via SAML, allowing organizations to manage authentication through their identity provider. SCIM provisioning is also available, enabling automated user provisioning and de-provisioning based on user status in your identity provider.
Source: Enterprise Features Overview

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 available). The platform uses TLS and AES-256 encryption, and offers features like SAML SSO, SCIM, admin portal controls, and custom data retention policies. User data is never used for training.
Source: Spinach AI Security

How can user onboarding and default settings be customized in Spinach AI Enterprise?

Administrators can pre-configure default settings for new users during onboarding. Options include automatically adding Spinach to all meetings, only meetings organized by the user, or restricting to internal/external meetings. Admins can also control the level of autonomy users have over meeting automation, such as limiting users to only add Spinach to meetings they organize.
Source: Enterprise Features Overview

How does Spinach AI handle meeting note distribution for enterprise users?

Admins can set default sharing options for meeting notes: share with everyone on the meeting invitation, only internal company participants, or only the person who added Spinach. The option to email notes to all participants can be disabled, and a review process can be enforced requiring users to edit and approve notes before distribution.
Source: Enterprise Features Overview

What customization and branding options are available in Spinach AI Enterprise?

Spinach AI Enterprise allows organizations to lock a specific brand image and notetaker name for the entire account, preventing individual changes. Admins can also customize the in-meeting chat message sent when Spinach joins, which is useful for compliance teams to include legal notices or terms of service.
Source: Enterprise Features Overview

How can meeting integration and data retention be managed in Spinach AI Enterprise?

Admins can restrict Spinach to only be added by meeting organizers or allow open access for all users. Data retention policies are customizable to meet compliance needs, with options such as 30 days, one quarter, or one year (default).
Source: Enterprise Features Overview

What administrative controls and insights are available in Spinach AI Enterprise?

The admin dashboard provides centralized control and real-time, customizable reports on meeting frequency, attendance, user activity, and time spent in meetings. Admins can view or delete any meeting's notes for compliance. Managers can be linked to direct reports for access to their team's meetings and notes, and specific agents can be enabled for monitoring or support.
Source: Enterprise Features Overview

Does Spinach AI offer custom agents, functionality, or integrations for enterprise customers?

Yes, Spinach AI offers custom agents, additional functionality, and integrations as part of its enterprise offerings. These can be tailored to meet specific organizational needs.
Source: Enterprise Features Overview

What are the key features and benefits of Spinach AI for enterprise teams?

Spinach AI provides automated note-taking, workflow optimization, AI-powered insights, seamless integrations (Zoom, Slack, Jira, Salesforce), and tailored solutions for different roles. Enterprise features include advanced security, admin controls, branding, data retention, and custom integrations.
Source: Spinach AI Homepage

Does Spinach AI offer an API for enterprise customers?

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 enables advanced transcript and summary generation and management.
Source: Spinach AI Pricing

What support and onboarding resources are available for Spinach AI Enterprise customers?

Enterprise customers receive priority support, a dedicated Customer Success Manager, and an onboarding program to ensure smooth integration and adoption. The Help Center provides additional resources and troubleshooting guides.
Source: Spinach AI Pricing

How quickly can Spinach AI be implemented for enterprise teams?

Spinach AI is designed for rapid implementation. Teams can sign up with Google or Microsoft accounts, connect calendars, and start using the platform almost instantly. No complex IT involvement is required, and onboarding support is included for premium and enterprise users.
Source: Spinach AI Pricing

What types of organizations and teams benefit most from Spinach AI Enterprise?

Spinach AI Enterprise is ideal for organizations seeking advanced security, compliance, and customization. It supports product managers, engineering, sales, customer success, marketing, HR, and finance teams. Case studies include companies in sales (Infinite Ranges), customer success (AlfaDocs), technology (Authvia), revenue operations (EDB), consulting (Do It Consulting Group), and healthcare technology (Careviso).
Source: Spinach AI Testimonials

Can you share examples of how Spinach AI solves real-world enterprise pain points?

Spinach AI addresses pain points such as manual note-taking, administrative overhead, workflow inefficiency, and extracting insights from user feedback. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles without pausing for notes; Sergio (AlfaDocs) automates meeting recaps and follow-ups; Matt Filion (Authvia) improved team productivity; Jason Oliver (Product Director) leverages AI-powered analysis for product management; and Belén Medina (Do It Consulting Group) enhanced team communication and client interactions.
Source: Spinach AI Testimonials

This document outlines the enterprise-level features and configurations available to enhance your team's experience and streamline your workflow.

1. Access and Security

1.1 Single Sign-On (SSO) via SAML

Gain centralized control over application access through SSO with SAML integration. When enabled, user authentication is managed through your organization's identity provider. This restricts logins to the SSO portal, disabling access via email, Microsoft, or Google OAuth.

How it works:

A user clicks the SSO login option.
They enter their email address.
They are redirected to your company's portal for authentication.
Upon successful login, they are granted access to the application.

1.2 SCIM Provisioning

Automate user provisioning and de-provisioning by configuring SCIM alongside SSO. This ensures that user access is automatically managed based on their status in your identity provider, streamlining user lifecycle management.

2. User and Team Configuration

2.1 Onboarding and Default Settings

Customize the initial experience for new users by pre-configuring their default settings upon onboarding.

Define the default behavior for meeting automation for new users. Options include:

Automatically add to all meetings.
Add only to meetings they organize.
Add to internal or external meetings only.

Control the level of autonomy users have over meeting automation. You can restrict the available options, for example, limiting users to only adding to meetings they organize.

2.2 Meeting Note Distribution

Control how meeting notes are shared with participants.

Set the default sharing option for meeting notes:

Share with everyone on the meeting invitation.
Share only with internal company participants.
Share only with the person who added Spinach to the meeting.

You can also disable the option to email notes to all participants after a meeting.

Enforce a review process by requiring users to edit and approve meeting notes before they are distributed.

3. Customization and Branding

3.1 Branding Controls

Maintain brand consistency across your organization.

Locked Brand Image and Notetaker Name: Lock a specific brand image and notetaker name for the entire enterprise account, preventing individual users from changing it.

3.2 Customized Messaging

Tailor the in-meeting chat message sent when Spinach joins a meeting. This is ideal for compliance teams who need to include specific information regarding recording, terms of service, or other legal notices.

4. Meeting and Data Management

4.1 Meeting Integration Control

Define how Spinach can be added to meetings.

Restrict to Meeting Organizers: Configure the system to only allow meeting organizers to add Spinach to their meetings.
Open access: Allow users to add Spinach to any meeting.

4.2 Data Retention Policy

Define a data retention policy to meet your organization's compliance requirements. The default retention period is one year, but can be customized to periods such as 30 days or one quarter.

5. Administration and Insights

5.1 Admin Dashboard

The admin dashboard provides centralized control and visibility into your team's usage.

Access real-time, customizable reports to gain insights into:

Meeting frequency and attendance.
User activity and settings.
Time spent in meetings.

Work with our team to identify the most important metrics for your organization and we will provide them in a real-time dashboard.

For compliance purposes, designated administrators can be granted access to:

View any meeting's notes.
Delete any meeting's notes.

5.2 User and Team Linking

Manager Access: Link managers to their direct reports, granting them access to their team's meetings and notes.
Agent Enablement: Enable specific agents for certain users to facilitate monitoring, support, or analysis for different teams.

6. Other Features

We also offer custom agents, functionality, and integrations as part of our enterprise offerings.

FAQ

Meeting Templates and Selecting a Template

User Research Template

CRM Integration

Attio Integration

Frequently Asked Questions

Access & Security