Frequently Asked Questions

Edit Summaries Feature

What is the Edit Summaries feature in Spinach AI?

The Edit Summaries feature allows users to review and edit AI-generated meeting summaries before they are sent out. This feature is available to Pro Plan users and provides greater control over the content shared with meeting participants. After a meeting, you'll receive an email prompting you to edit the summary, and you can also access pending summaries in the Draft tab of your dashboard. Summaries are only published once you review and approve them. Learn more.

How do I enable the Edit Summaries feature for all my meetings?

To enable Edit Summaries for all meetings, go to your Spinach dashboard, navigate to Settings, and select Edit Summaries. Once enabled, you'll receive an editable version of the summary after each meeting, which you can review and send based on your email settings. See detailed steps.

Can I customize the Edit Summaries setting for specific meeting series?

Yes, you can customize the Edit Summaries setting for individual meeting series. Go to your Spinach dashboard, navigate to the Meetings tab, select the meeting, and choose Edit Summary to enable editing for that specific series. See detailed steps.

How do I review and publish edited summaries, transcripts, and videos?

After a meeting, you'll receive a 'Ready for Review' prompt in your inbox to review the summary. You can also find pending summaries in the Draft tab of your dashboard. Summaries, transcripts, and videos are not considered completed or published until you review and approve them in the Drafts tab. Learn more.

Can I use the Edit Summaries feature for in-person or conference meetings?

Yes, the Edit Summaries feature can be used for in-person, conference, or meeting room sessions. However, Spinach AI is not yet fully optimized for these scenarios and may have difficulty distinguishing speakers. Editing the summary allows you to assign the correct speakers to each item. Learn more.

How do I get access to the Edit Summaries feature?

The Edit Summaries feature is available to Pro Plan users. If you do not have a Pro Plan, you can subscribe here to get immediate access.

Features & Capabilities

What features does Spinach AI offer?

Spinach AI offers a comprehensive suite of features including an AI Meeting Assistant, automated note-taking, workflow optimization (such as generating sprint plans and PRDs), AI-powered insights from user feedback, seamless integrations with tools like Zoom, Slack, Jira, and Salesforce, and tailored solutions for different roles such as product managers, sales, engineering, and more. Learn more.

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 summaries. See pricing details.

What integrations does Spinach AI support?

Spinach AI integrates with popular tools including Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, enabling seamless collaboration and workflow automation across teams. 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). The platform uses TLS and AES-256 encryption, and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. For the SOC 2 report, contact [email protected]. Learn more.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR and recruiting, customer success, sales, and finance teams. It is suitable for companies seeking to improve productivity, collaboration, and workflow automation. Learn more.

What problems does Spinach AI solve?

Spinach AI addresses challenges such as manual note-taking during meetings, administrative overhead, workflow inefficiencies, extracting insights from user feedback, and maintaining team alignment. It automates note-taking, action item tracking, and integrates with key tools to streamline operations. 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. These benefits are supported by customer testimonials and case studies across industries. See success stories.

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

Industries include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Customers such as Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso have shared their success stories. See all case studies.

Can you share specific customer success stories with Spinach AI?

Yes. 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) reports improved team organization. Jason Oliver (Product Director) values AI-powered insights for product management. Read more testimonials.

Getting Started & Implementation

How easy is it to get started with Spinach AI?

Spinach AI is designed for quick and easy setup. 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 users benefit from an onboarding program and dedicated customer success manager. See details.

What training and support is available for new users?

Spinach AI offers 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 users can adopt and utilize the platform effectively. Visit the Help Center.

How long does it take to implement Spinach AI?

Implementation is nearly instant. Users sign up, connect their calendars, and can begin using Spinach AI right away. Premium users receive onboarding support for a smooth transition. Learn more.

Support & Maintenance

What support is available after purchasing Spinach AI?

Spinach AI provides priority support for premium plans, a dedicated customer success manager, onboarding programs, and a Help Center. These resources help with troubleshooting, maintenance, and upgrades. Visit the Help Center.

Customer Feedback & Proof

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

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

Competition & Differentiation

How does Spinach AI differ 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. Customers highlight its unmatched specificity and ability to address unique team needs. 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).

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Edit Summaries

Pro Plan Feature - Edit the summaries before they are sent out

Yoav Grossman avatar
Written by Yoav Grossman
Updated over a year ago

Welcome to the Pro Plan! One of our premium features is the ability to edit the summaries before they are sent. If you would like to get access to this feature and don't have a Pro Plan yet, subscribe here to get immediate access.

With this feature enabled, you'll receive an email in your inbox after the meeting, prompting you to edit the summary and then send it out. You'll also see the pending summaries in your Draft tab in the dashboard.

You can set this up as a default setting for all of your meetings or customize for each meeting series.

Turn on Edit for For All Meetings

If you want to automatically edit all of the summaries that you invite Spinach to:

  1. Go to your Spinach dashboard

  2. Navigate to Settings

  3. Select Edit Summaries

  4. You'll receive an editable version of the summary

  5. When you're done editing, it will send based on your Email settings (see details here).

Customize Per Meeting Series

If you want to customize the edit summary setting per meeting series:

  1. Go to your Spinach dashboard

  2. Navigate to the Meetings tab

  3. Click on the meeting

  4. Select Edit Summary if you want to edit the summaries for this meeting series


Review and edit your Drafts to publish your summaries, transcripts and videos

After a meeting is finished, you'll receive a Ready for Review prompt in your inbox to review the summary. You can also see pending summaries in the Draft tab in your dashboard. Summaries aren't considered completed or published until you action them in the Drafts tab.

Edit for In-Person or Conference Meetings

You can use the edit summary feature for in-person meetings, conference meetings or meeting rooms. Spinach isn't yet optimized for these use cases, as it has a hard time distinguishing speakers. So using the edit feature can help you assign the correct speakers to each item.

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