Frequently Asked Questions

Features & Capabilities

What features does Spinach AI offer for client and sales meetings?

Spinach AI provides a suite of features tailored for client and sales meetings, including Sales Meeting Templates, selective summary recipients, editable summaries, support for over 100 languages, custom branding, an "Off the Record" pause button for sensitive conversations, and the ability to ask Spinach questions about the meeting (e.g., deadlines, sentiment analysis, SPIN/MEDDPICC/SPICED/BANT reports, and follow-up email generation). These features give users control, flexibility, and enhanced productivity during external meetings. Source

How does Spinach AI automate note-taking and meeting summaries?

Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to focus on discussions. Users can choose to send summaries only to themselves or internal attendees, and can edit summaries before sending. This automation reduces administrative burden and ensures accurate documentation. Source

Does Spinach AI support multiple languages?

Yes, Spinach AI supports over 100 languages. Users can update the language for each meeting, making it suitable for global teams and international client calls. Source

Can I customize branding during meetings with Spinach AI?

Yes, Spinach AI allows users to swap out the in-meeting Spinach logo for their own company logo, helping represent your brand during client and sales calls. Source

How does the "Off the Record" feature work in Spinach AI?

During a meeting, users can type "pause" in the chat to temporarily stop Spinach AI from recording sensitive conversations. Typing "resume" will continue the recording. This feature provides additional privacy and control over what is captured. Source

What types of reports can Spinach AI generate after a meeting?

After a meeting, users can ask Spinach AI to generate various reports, including sentiment analysis, SPIN, MEDDPICC, SPICED, or BANT reports, and follow-up emails. These insights help teams understand client mood, track sales progress, and automate post-meeting tasks. Source

Security & Compliance

How does Spinach AI protect my data during client and sales meetings?

Spinach AI is SOC 2 Type 2, GDPR, and HIPAA compliant. Data remains secure and private, with only a few key Spinach employees having access for troubleshooting and support. Spinach AI does not use customer data for training, and its commercial agreement with Microsoft (GPT-4 provider) ensures zero data retention and no training on customer data. For more details, visit the Spinach AI Security Center. Source

What security certifications does Spinach AI hold?

Spinach AI holds SOC 2 Type 2 certification (verified by EY), GDPR compliance, and HIPAA compliance. These certifications ensure the platform meets high standards for data security, privacy, and integrity. For access to the SOC 2 report, contact [email protected]. Source

Does Spinach AI use customer data for training its models?

No, Spinach AI does not use customer data for training its models. The platform maintains strict privacy standards and has a zero data retention policy with Microsoft (GPT-4 provider). Source

Use Cases & Benefits

How can Spinach AI help sales teams during client meetings?

Spinach AI helps sales teams by automating note-taking, capturing action items, and generating follow-up emails. It enables sales professionals to focus on client conversations rather than administrative tasks. For example, Ron Meyer, Alliance Executive at Infinite Ranges, shared that Spinach AI has been a lifesaver for managing sales cycles and capturing next steps without pausing to take notes. Source

What pain points does Spinach AI solve for teams?

Spinach AI addresses pain points such as manual note-taking, administrative overload, inefficient workflows, and difficulty extracting insights from meetings. It automates documentation, integrates with popular tools, and provides actionable insights, helping teams stay organized and productive. Source

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, sales teams, engineering teams, project managers, marketing, HR, customer success, and finance teams. It is especially valuable for teams that prioritize productivity, collaboration, and automation. Source

Are there any real-world success stories of Spinach AI improving client or sales meetings?

Yes, Spinach AI has received positive feedback from customers across industries. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles, Sergio (AlfaDocs) leverages it for brainstorming and follow-ups, and Belén Medina (Do It Consulting Group) reports improved team communication and client interactions. These testimonials highlight Spinach AI's impact on productivity and collaboration. Source

Technical Requirements & Getting Started

How easy is it to get started with Spinach AI for client or sales meetings?

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, and onboarding support is available for premium users. Source

What support and training does Spinach AI offer to new users?

Spinach AI provides an onboarding program for premium users, a dedicated customer success manager, priority support, and a comprehensive Help Center. These resources ensure users can quickly adopt and maximize the platform's benefits. Source

Integrations & API

Does Spinach AI integrate with other tools commonly used in sales and client meetings?

Yes, Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, enabling seamless collaboration and workflow automation. Source

Is there an API available for Spinach AI?

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 management. Source

Customer Feedback & Proof

What do customers say about the ease of use of Spinach AI?

Customers consistently praise Spinach AI for its ease of use. For example, Dan Robidoux (Careviso) describes it as a "silent cornerstone" for daily work, Belén Medina (Do It Consulting Group) calls it "the best thing that’s happened to our team," and Matt Filion (Authvia) notes drastic improvements in productivity and organization. Source

Which industries have successfully implemented Spinach AI?

Spinach AI has been successfully implemented in sales, customer success, technology, revenue operations, consulting, and healthcare technology. These case studies demonstrate its versatility and effectiveness across sectors. Source

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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Using Spinach on Client or Sales Meetings

Tips on how to use Spinach with external participants, client meetings or sales calls

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

Use Spinach on your client meetings or sales calls with a set of features that will give you more control and security, especially dealing with sensitive information.

Here are some features that we recommend:

  • Try our Sales Meeting Templates by selecting one from the dropdown of Your Meetings.

  • Select to send summaries just to yourself, as the "Spinach Host" if you don't want everyone on the call receiving a copy or internal attendees only.

  • Choose to edit summaries before they are sent out.

  • Spinach supports over 100 languages, you can update the language per meeting!

  • Represent your company on the call and swap out the in-meeting Spinach logo for your own logo.

  • Need any details Off the Record? Type "pause" in the chat for any sensitive conversation you don't want Spinach to record. Type "resume" to continue recording.

  • After the meeting, Ask Spinach anything you want about the meeting. Examples:

    • What was the deadline for the contract submission?

    • Generate a sentiment report to understand the client's mood during the call

    • Generate a SPIN, MEDDPICC, SPICED, or BANT report.

  • Generate a Followup Email using Ask Spinach and copy it into your inbox.

We also know that trusting Spinach with yours and your client's data is high stakes, so I want to reiterate our policy:

Your data remains yours and secure. Only a few key Spinach employees have access to the data just for troubleshooting and support purposes. We’re also SOC2, GDPR and HIPAA compliant.

We do not use your data for training and our commercial agreement with Microsoft (who provides us with GPT-4) prevents them from training on our data and have zero data retention policy setup with them. Here is our security center with more details and we’re happy to answer any additional questions!

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