The Spinach AI Zapier integration allows you to automate post-meeting workflows by connecting Spinach AI with over 7,000+ apps. You can trigger automations based on meeting completion, streamlining tasks such as creating project management tickets, sending summaries to communication channels, updating CRM records, and more. Source
You can automate creating tasks in project management tools, sending meeting summaries to Slack or Microsoft Teams, updating CRM records with meeting notes, creating calendar events for follow-ups, and logging meeting details in spreadsheets for reporting and analysis. Source
To set up the integration, log in to your Zapier account, click "Create Zap," search for "Spinach AI" as your trigger app, choose "Meeting Complete" as the trigger event, and authenticate Spinach AI with your API key and email address. You can find your API key in Spinach AI under Settings > Automation > Zapier > Display API Key. Source
Spinach AI sends meeting details (title, date, duration), participant information (internal and external), AI-generated meeting summary, action items, and the full transcript to Zapier when a meeting is completed. Source
Yes, you can automate updating CRM contacts by triggering actions in Zapier when a meeting is completed in Spinach AI. For example, you can look up a contact, update their details with meeting information, and add notes with AI-generated summaries and action items. Source
When a meeting is completed in Spinach AI, you can use Zapier to parse action items, loop through each item, and create tickets in project management tools like Jira, Asana, or Trello. Each ticket can include the title, description, and assignee based on the meeting data. Source
Yes, you can use Zapier to extract the full transcript from Spinach AI, send it to the OpenAI GPT app, and generate a summary. The summary can then be sent to communication tools like Slack or Microsoft Teams. Source
Start with simple Zaps and build complexity as you learn. Use filters to trigger actions for specific meetings, test Zaps with sample data, monitor Zapier task usage, update Zaps regularly, and leverage Zapier's template library for quick setup. Source
Log in to your Spinach AI account, go to Settings > Automation > Zapier, and click "Display API Key" to view and copy your API key for Zapier authentication. Source
If you encounter issues or have questions about the Spinach AI Zapier integration, contact the support team at [email protected]. Source
Yes, Spinach AI and Zapier allow you to automatically send meeting summaries to communication channels like Slack and Microsoft Teams after a meeting is completed. Source
Zapier offers a 14-day free trial for multi-use Zaps and allows up to 100 Zaps a month for free for 2-step automations. Source
Yes, you can use Zapier filters to trigger actions only for specific types of meetings or based on criteria such as meeting duration or participant type. Source
You can monitor your Zapier task usage within your Zapier dashboard to avoid hitting limits on your plan. Regular monitoring helps ensure your automations run smoothly. Source
Yes, Zapier offers a template library with pre-built Spinach AI integrations to help you get started quickly with common workflows. Source
It is recommended to periodically review and update your Zaps to ensure they align with your evolving workflow needs and take advantage of new features or integrations. Source
You can connect Spinach AI to project management tools such as Jira, Asana, and Trello using Zapier to automate ticket creation and task management based on meeting outcomes. Source
Yes, you can use Zapier to log meeting details from Spinach AI into spreadsheets for reporting and analysis, enabling better tracking and documentation. Source
Use the "Meeting Complete" trigger event in Zapier to initiate automations when a meeting concludes in Spinach AI. Source
Authenticate Spinach AI with Zapier by entering your API key and email address during the Zap setup process. The API key is available in your Spinach AI account settings. Source
Spinach AI offers an AI Meeting Assistant, automated note-taking, workflow optimization, AI-powered insights, seamless integrations with tools like Zoom, Slack, Jira, Salesforce, and tailored solutions for different roles such as product managers, sales, engineering, and more. Source
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. Source
Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more, enabling smooth collaboration and workflow automation across teams. Source
Spinach AI automates tasks such as generating sprint plans, PRDs, managing tickets, and updating CRM systems, reducing administrative burdens and improving team productivity. Source
Yes, Spinach AI analyzes user feedback to uncover trends, pain points, and opportunities, enabling data-driven decision-making for teams. Source
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant. It uses TLS and AES-256 encryption and offers features like SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. Source
Spinach AI uses TLS and AES-256 encryption for data in transit and at rest, never uses user data for training, and provides strict privacy controls. Source
Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, customer success, sales, and finance teams in companies that value productivity, collaboration, and automation. Source
Industries represented in Spinach AI case studies include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Source
Spinach AI increases productivity, streamlines workflows, enhances collaboration, enables data-driven decisions, and improves customer engagement by automating key processes and integrating with popular tools. Source
Spinach AI can be set up almost instantly by signing up with Google or Microsoft accounts, connecting calendars, and starting immediately. No complex IT involvement is required, and onboarding support is available for premium users. Source
Spinach AI solves pain points such as manual note-taking, administrative task overload, workflow inefficiencies, extracting insights from feedback, and maintaining team alignment. Source
Yes, customers such as Ron Meyer (Infinite Ranges), Sergio (AlfaDocs), Matt Filion (Authvia), Jason Oliver (Product Director), Kushal Birje (EDB), Belén Medina (Do It Consulting Group), and Dan Robidoux (Careviso) have shared positive experiences, highlighting improved productivity, communication, and workflow efficiency. Source
Spinach AI stands out for its tailored features for different roles, advanced AI-powered insights, seamless integrations, and customizable solutions. Customers highlight its specificity for product management, sales, and customer success processes. Source
Customers consistently praise Spinach AI for its intuitive design and ease of use. For example, Dan Robidoux (Careviso) finds it natural and easy to use, and Belén Medina (Do It Consulting Group) says it has improved team communication and client interactions. Source
Yes, Spinach AI provides tailored solutions for product managers (roadmap meetings, PRD generation), sales teams (CRM integrations, buyer insights), engineering teams (sprint planning), HR/recruiting (meeting insights), and more. Source
Spinach AI uses AI-powered analysis to uncover trends, pain points, and opportunities from user interviews and feedback, enabling product managers and teams to make data-driven decisions. Source
Case studies include Ron Meyer (sales cycles), Sergio (customer success follow-ups), Matt Filion (workflow efficiency), Jason Oliver (product management insights), Kushal Birje (team alignment), and Belén Medina (consulting communication). 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).
Zapier integration documentation on how to integrate with Zapier, and best practices to connect it to your tools.
Spinach AI now integrates seamlessly with Zapier, allowing you to automate your post-meeting workflows. This integration enables you to connect Spinach AI with over 7,000+ apps, creating powerful automations triggered by the completion of your meetings.
What You Can Do with Spinach AI and Zapier:
Automatically create tasks in your project management tool based on meeting action items
Send meeting summaries to your team's communication channels (e.g., Slack, Microsoft Teams)
Update CRM records with meeting notes and outcomes
Create calendar events for follow-up meetings
Log meeting details in spreadsheets for reporting and analysis
How to Integrate Spinach AI with Zapier:
Log in to your Zapier account (or create one if you haven't already - You can get 14 days free trial of multi use zaps, or 100 zaps a month for free for 2 steps)
Click on "Create Zap" in the top-left corner of your Zapier dashboard.
Search for "Spinach AI" in the app search bar and select it as your trigger app.
Choose "Meeting Complete" as the trigger event.
Click on "Connect Account" to authenticate Spinach AI with Zapier.
You'll be prompted to enter your API key and email address.
To find your API key, log in to your Spinach AI account and navigate to Settings > Automation > Zapier > Display API Key.
Copy your API key and email address, then paste them into the respective fields in Zapier.
Click "Yes, Continue" to complete the authentication process.
Available Trigger Data: When a meeting is completed, Spinach AI sends the following data to Zapier:
Meeting details (title, date, duration)
Participants (internal and external)
AI-generated meeting summary
Action items
Full transcript
A few example Zaps:
Update CRM Contact with Meeting Information
Trigger: Spinach AI - Meeting Complete Step 1: Lookup Contact in CRM Step 2: Update CRM Contact Step 3: Create Note in CRM
Trigger: When a meeting is completed in Spinach AI
Use the "Find Contact" action in your CRM app (e.g., Salesforce, HubSpot) to look up the external participant's email
If the contact exists, use the "Update Contact" action to add meeting details:
Add meeting date to a custom field
Update "Last Contacted" date
Use the "Create Note" action to add a note to the contact:
Title: "Meeting Summary: [Meeting Title]"
Content: Include AI-generated summary and action items
2. Create Tickets from Meeting Action Items
Trigger: Spinach AI - Meeting Complete Step 1: Parse Action Items Step 2: Create Tickets
Trigger: When a meeting is completed in Spinach AI
Use a Formatter step to split the action items into individual items
Use a Looping action to iterate through each action item
For each action item, create a ticket in your project management tool (e.g., Jira, Asana, Trello):
Title:[title]
Description: [context]
Assignee: [Action Items Users Username]
3. Generate GPT Summary from Transcript
Trigger: Spinach AI - Meeting Complete Step 1: Extract Transcript Step 2: Summarize with GPT Step 3: Send Summary
Detailed Steps:
Trigger: When a meeting is completed in Spinach AI
Use a Formatter step to extract the full transcript from the Spinach AI data
Use the OpenAI GPT-3 app in Zapier to generate a summary:
Prompt: "Summarize the following meeting transcript in 3-5 key points: [Transcript]"
Model: Choose appropriate GPT model (e.g., GPT-4o)
Max Tokens: Set an appropriate limit (e.g., 4000)
Send the generated summary to a communication tool (e.g., Slack, Microsoft Teams):
Channel: Choose appropriate channel or user
Message: "GPT-generated summary for [Meeting Title]:\n[Generated Summary]"
Best Practices:
Start Simple: Begin with basic Zaps and gradually build more complex workflows as you become familiar with the integration.
Use Filters: Implement Zapier filters to trigger actions only for specific types of meetings or based on certain criteria (e.g., meetings longer than 30 minutes).
Test Thoroughly: Always test your Zaps with sample data before activating them to ensure they work as expected.
Monitor Usage: Keep an eye on your Zapier task usage to avoid hitting limits on your plan.
Update Regularly: Periodically review and update your Zaps to ensure they align with your evolving workflow needs.
Leverage Templates: Explore Zapier's template library for pre-built Spinach AI integrations to get started quickly.
Conclusion: By integrating Spinach AI with Zapier, you can significantly streamline your post-meeting processes, saving time and ensuring important information and action items are properly distributed and acted upon. Start exploring the possibilities today and take your meeting productivity to the next level!
Need Help? If you encounter any issues or have questions about the Spinach AI Zapier integration, please contact our support team at [email protected]