Frequently Asked Questions

Integrations & Supported Tools

What integrations does Spinach AI support?

Spinach AI supports a wide range of integrations to streamline workflows and enhance productivity. Key integrations include project management tools (Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira), CRM tools (HubSpot, Salesforce, Zoho, Attio), video conferencing tools (Zoom, Google Meet, Microsoft Teams, Webex), collaboration tools (Slack, Confluence), automation tools (Zapier), calendar tools (Google Calendar, Microsoft Calendar), and other tools like NetSuite, SAP, and Affinity. For a full list, visit our integrations page.

Does Spinach AI integrate with Slack, Jira, and Salesforce?

Yes, Spinach AI integrates seamlessly with Slack, Jira, and Salesforce, allowing users to automate workflows, send meeting notes, and manage tasks directly within these platforms. For more details, visit our integrations page.

Can Spinach AI connect with my calendar and video conferencing tools?

Spinach AI connects with Google Calendar, Microsoft Calendar, Zoom, Google Meet, Microsoft Teams, and Webex, enabling automated meeting management and note-taking across your preferred platforms.

Features & Capabilities

What are the key features of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations, and tailored solutions for different roles. It captures meeting notes, action items, and outcomes automatically, generates sprint plans and PRDs, analyzes user feedback, and integrates with popular tools to enhance team collaboration and productivity. Learn more at our homepage.

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 meeting summaries. For details, visit our pricing page.

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 healthcare customers). The platform uses TLS and AES-256 encryption, offers 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]. More details at our security page.

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing teams, HR and recruiting, customer success, sales, and finance/accounting teams. It helps these professionals automate workflows, improve collaboration, and focus on impactful work. For more details, visit our homepage.

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

Spinach AI has case studies and testimonials from sales, customer success, technology, revenue operations, consulting, and healthcare technology sectors. For more, visit our testimonials page.

Can you share specific customer success stories?

Yes. For example, Ron Meyer (Infinite Ranges) uses Spinach AI to manage sales cycles and capture action items; Sergio (AlfaDocs) automates meeting recaps and follow-ups; Matt Filion (Authvia) improved team productivity and organization; Jason Oliver (Product Director) leverages AI-powered analysis for product management; Kushal Birje (EDB) transformed meeting and project handling; Belén Medina (Do It Consulting Group) improved team communication and client interactions; Dan Robidoux (Careviso) values ease of use and integrations. See more at our testimonials page.

Pain Points & Problems Solved

What problems does Spinach AI solve?

Spinach AI solves challenges like manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty extracting insights from user feedback, and poor team alignment. It automates documentation, action item tracking, and integrates with CRMs and project management tools to boost productivity. For more, visit our homepage.

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 "natural and easy to use"; Belén Medina (Do It Consulting Group) says "Spinach is the best thing that’s happened to our team"; Matt Filion (Authvia) notes improved productivity and organization. These testimonials highlight Spinach AI's intuitive design and user-friendly experience. See more at our testimonials page.

Implementation & Support

How easy is it to get started with Spinach AI?

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. Premium plans include an onboarding program for a smooth transition. Learn more at our pricing page.

What customer service and support does Spinach AI offer?

Spinach AI provides priority support for premium plans, a dedicated customer success manager, onboarding programs, and a comprehensive Help Center (help.spinach.ai). These resources ensure customers have the guidance and assistance needed for effective adoption and troubleshooting.

How long does it take to implement Spinach AI?

Spinach AI can be set up almost instantly. Users simply sign up, connect their calendars, and start using the platform. Premium users benefit from onboarding support for a smooth transition. No complex IT involvement is required.

What training and technical support is available for new customers?

Spinach AI offers onboarding programs, dedicated customer success managers for premium users, priority support, and a Help Center with guides and FAQs. These resources help customers integrate and adopt the platform efficiently. More info at our pricing page.

How does Spinach AI handle maintenance, upgrades, and troubleshooting?

Spinach AI provides priority support for troubleshooting and updates, a dedicated customer success manager for premium users, onboarding programs, and a Help Center with best practices and guides. These resources ensure smooth operation and timely upgrades. More info at our pricing page.

Competitive Advantage & 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 for various teams. Customer testimonials highlight unmatched specificity and productivity enhancements. For more, visit our homepage.

Why should a customer choose Spinach AI over alternatives?

Customers choose Spinach AI for its tailored features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions. Testimonials from product directors, sales executives, and customer success managers emphasize its ability to address specific pain points and improve team outcomes. For more, visit our homepage.

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).

Integrations

Spinach works with your existing tools

Spinach integrates into the tools you already use. You don’t have to learn a new tool or change your team habits to save time on meeting summaries, updating your board, and writing stakeholder updates.

All Integrations
Meetings
Communication
Calendar
Project Management
Document Management
CRM
Automation
HR & Recruiting
Customer Success
Zoom
Record, transcribe, and summarize Zoom meetings automatically.
Meetings

Zoom

Record, transcribe, and summarize Zoom meetings automatically.
Meetings
Google Meet
Record, transcribe, and summarize Google Meet meetings automatically.
Meetings

Google Meet

Record, transcribe, and summarize Google Meet meetings automatically.
Meetings
Microsoft Teams Meet
Record, transcribe, and summarize Microsoft Teams meetings automatically.
Meetings

Microsoft Teams Meet

Record, transcribe, and summarize Microsoft Teams meetings automatically.
Meetings
Cisco WebeX
Record, transcribe, and summarize Webex meetings automatically.
Meetings

Cisco WebeX

Record, transcribe, and summarize Webex meetings automatically.
Meetings
Slack Huddles
Record, transcribe, and summarize Slack Huddles automatically.
Meetings

Slack Huddles

Record, transcribe, and summarize Slack Huddles automatically.
Meetings
Slack
Receive meeting summaries, action items, and ticket recommendations in your team channels. Assign different channels for different meetings and get personal to-do lists via DM.
Communications

Slack

Receive meeting summaries, action items, and ticket recommendations in your team channels. Assign different channels for different meetings and get personal to-do lists via DM.
Communications
Notion
Add meeting summaries, including key decisions and tagged action items, as new entries to your Notion workspace.
Document Management

Notion

Add meeting summaries, including key decisions and tagged action items, as new entries to your Notion workspace.
Document Management
Confluence
Add meeting summaries, with key decisions and tagged action items, as new pages to your Confluence space.
Document Management

Confluence

Add meeting summaries, with key decisions and tagged action items, as new pages to your Confluence space.
Document Management
Google Docs
Add meeting summaries, including key decisions and tagged action items, as new documents to Google Drive.
Document Management

Google Docs

Add meeting summaries, including key decisions and tagged action items, as new documents to Google Drive.
Document Management
Airtable
Zapier
Add meeting summaries, including key decisions and tagged action items, as new records to your Airtable bases.
Document Management

Airtable

Add meeting summaries, including key decisions and tagged action items, as new records to your Airtable bases.
Document Management
Microsoft Sharepoint
Zapier
Add meeting summaries, with key decisions and tagged action items, as new pages or documents to your Sharepoint site.
Document Management

Microsoft Sharepoint

Add meeting summaries, with key decisions and tagged action items, as new pages or documents to your Sharepoint site.
Document Management
Microsoft Teams Chat
Zapier
Get meeting summaries, action items, and ticket recommendations delivered to your group chats.
Communications

Microsoft Teams Chat

Get meeting summaries, action items, and ticket recommendations delivered to your group chats.
Communications
Box
Zapier
Add meeting summaries, including key decisions and tagged action items, as new documents to your Box account.
CRM

Box

Add meeting summaries, including key decisions and tagged action items, as new documents to your Box account.
CRM
Microsoft Onedrive
Zapier
Add meeting summaries, including key decisions and tagged action items, as new documents to your OneDrive.
Document Management

Microsoft Onedrive

Add meeting summaries, including key decisions and tagged action items, as new documents to your OneDrive.
Document Management
Dropbox
Zapier
Add meeting summaries, including key decisions and tagged action items, as new documents to your Dropbox account.
Document Management

Dropbox

Add meeting summaries, including key decisions and tagged action items, as new documents to your Dropbox account.
Document Management
Microsoft Onenote
Zapier
Add meeting summaries, with key decisions and tagged action items, as new pages or sections to your OneNote notebooks.
Document Management

Microsoft Onenote

Add meeting summaries, with key decisions and tagged action items, as new pages or sections to your OneNote notebooks.
Document Management
Jira
Spinach identifies and tags relevant Jira tickets mentioned during your meeting, and allows you to create new tickets based on recommendations with one click.
Project Management

Jira

Spinach identifies and tags relevant Jira tickets mentioned during your meeting, and allows you to create new tickets based on recommendations with one click.
Project Management
Google Calendar
Sync with Google Calendar to automatically identify and summarize your relevant meetings.
Calendar

Google Calendar

Sync with Google Calendar to automatically identify and summarize your relevant meetings.
Calendar
Trello
Spinach identifies and tags relevant Trello cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management

Trello

Spinach identifies and tags relevant Trello cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management
Microsoft Outlook
Sync with Outlook to automatically identify and summarize your relevant meetings.
Calendar

Microsoft Outlook

Sync with Outlook to automatically identify and summarize your relevant meetings.
Calendar
Asana
Spinach identifies and tags relevant Asana tasks referenced in your meetings, and enables one-click creation of new tasks based on recommendations.
Project Management

Asana

Spinach identifies and tags relevant Asana tasks referenced in your meetings, and enables one-click creation of new tasks based on recommendations.
Project Management
Linear
Spinach identifies and tags relevant Linear issues discussed in your meetings, and offers one-click creation of new issues based on recommendations.
Project Management

Linear

Spinach identifies and tags relevant Linear issues discussed in your meetings, and offers one-click creation of new issues based on recommendations.
Project Management
ClickUp
Spinach identifies and tags relevant Clickup cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management

ClickUp

Spinach identifies and tags relevant Clickup cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management
Monday.com
Spinach identifies and tags relevant Monday tasks discussed in your meetings. Create new tasks based on recommendations with one click.
Project Management

Monday.com

Spinach identifies and tags relevant Monday tasks discussed in your meetings. Create new tasks based on recommendations with one click.
Project Management
Azure DevOps
Zapier
Spinach identifies and tags relevant Azure DevOps work items discussed in your meetings, and enables one-click creation of new items based on recommendations.
Project Management

Azure DevOps

Spinach identifies and tags relevant Azure DevOps work items discussed in your meetings, and enables one-click creation of new items based on recommendations.
Project Management
Smartsheets
Zapier
Spinach identifies and tags relevant Smartsheet rows discussed in your meetings. Create new rows based on recommendations with one click.
Project Management

Smartsheets

Spinach identifies and tags relevant Smartsheet rows discussed in your meetings. Create new rows based on recommendations with one click.
Project Management
Salesforce
Automatically sync meeting data with Salesforce and receive comprehensive summaries to enhance lead tracking and customer relationship management.
CRM

Salesforce

Automatically sync meeting data with Salesforce and receive comprehensive summaries to enhance lead tracking and customer relationship management.
CRM
HubSpot
Automatically sync meeting data with HubSpot and get insightful summaries to improve lead management and customer engagement.
CRM

HubSpot

Automatically sync meeting data with HubSpot and get insightful summaries to improve lead management and customer engagement.
CRM
Attio
Automatically sync meeting notes to contacts in Attio after calls, enhancing CRM updates and boosting client engagement.
CRM

Attio

Automatically sync meeting notes to contacts in Attio after calls, enhancing CRM updates and boosting client engagement.
CRM
Zoho
Automatically sync meeting notes to contacts in Zoho after calls, enhancing lead management, customer insights, and overall team productivity.
CRM

Zoho

Automatically sync meeting notes to contacts in Zoho after calls, enhancing lead management, customer insights, and overall team productivity.
CRM
Close
Zapier
Automatically sync meeting data with Close and receive comprehensive summaries to enhance deal tracking and improve sales communication.
CRM

Close

Automatically sync meeting data with Close and receive comprehensive summaries to enhance deal tracking and improve sales communication.
CRM
Pipedrive
Zapier
Automatically sync meeting data with Pipedrive and get insightful summaries to streamline sales workflows and boost customer relationship management.
CRM

Pipedrive

Automatically sync meeting data with Pipedrive and get insightful summaries to streamline sales workflows and boost customer relationship management.
CRM
Lever
Zapier
Integrate with Lever to generate insightful analytics, and automated candidate tracking to help you make better hiring decisions.
HR & Recruiting

Lever

Integrate with Lever to generate insightful analytics, and automated candidate tracking to help you make better hiring decisions.
HR & Recruiting
Greenhouse
Zapier
Automatically sync meeting notes related to candidate interviews with Greenhouse, streamlining feedback capture and improving hiring workflows.
HR & Recruiting

Greenhouse

Automatically sync meeting notes related to candidate interviews with Greenhouse, streamlining feedback capture and improving hiring workflows.
HR & Recruiting
BambooHR
Zapier
Automatically sync meeting summaries related to employee discussions with BambooHR, enhancing employee profile updates and HR record-keeping.
HR & Recruiting

BambooHR

Automatically sync meeting summaries related to employee discussions with BambooHR, enhancing employee profile updates and HR record-keeping.
HR & Recruiting
Vitally
Zapier
Automatically sync meeting data with Vitally and receive insightful summaries to enhance customer health monitoring and proactive engagement.
Customer Success

Vitally

Automatically sync meeting data with Vitally and receive insightful summaries to enhance customer health monitoring and proactive engagement.
Customer Success
Churnzero
Zapier
Automatically sync meeting data with Churnzero and get comprehensive summaries to improve customer success workflows and reduce churn risk.
Customer Success

Churnzero

Automatically sync meeting data with Churnzero and get comprehensive summaries to improve customer success workflows and reduce churn risk.
Customer Success
Gainsight
Zapier
Automatically sync meeting data with Gainsight and receive actionable summaries to optimize customer health scoring and drive proactive interventions.
Customer Success

Gainsight

Automatically sync meeting data with Gainsight and receive actionable summaries to optimize customer health scoring and drive proactive interventions.
Customer Success
Totango
Zapier
Automatically sync meeting data with Totango and get insightful summaries to enhance customer journey mapping and improve customer retention strategies.
Customer Success

Totango

Automatically sync meeting data with Totango and get insightful summaries to enhance customer journey mapping and improve customer retention strategies.
Customer Success
Zapier
Connect Spinach to your favorite apps via Zapier to automate scheduling, data transfer, and meeting summary generation, boosting overall productivity.
Automation

Zapier

Connect Spinach to your favorite apps via Zapier to automate scheduling, data transfer, and meeting summary generation, boosting overall productivity.
Automation
Zoom
Record, transcribe, and summarize Zoom meetings automatically.
Meetings

Zoom

Record, transcribe, and summarize Zoom meetings automatically.
Meetings
Google Meet
Record, transcribe, and summarize Google Meet meetings automatically.
Meetings

Google Meet

Record, transcribe, and summarize Google Meet meetings automatically.
Meetings
Microsoft Teams Meet
Record, transcribe, and summarize Microsoft Teams meetings automatically.
Meetings

Microsoft Teams Meet

Record, transcribe, and summarize Microsoft Teams meetings automatically.
Meetings
Cisco WebeX
Record, transcribe, and summarize Webex meetings automatically.
Meetings

Cisco WebeX

Record, transcribe, and summarize Webex meetings automatically.
Meetings
Slack Huddles
Record, transcribe, and summarize Slack Huddles automatically.
Meetings

Slack Huddles

Record, transcribe, and summarize Slack Huddles automatically.
Meetings
Slack
Receive meeting summaries, action items, and ticket recommendations in your team channels. Assign different channels for different meetings and get personal to-do lists via DM.
Communications

Slack

Receive meeting summaries, action items, and ticket recommendations in your team channels. Assign different channels for different meetings and get personal to-do lists via DM.
Communications
Microsoft Teams Chat
Zapier
Get meeting summaries, action items, and ticket recommendations delivered to your group chats.
Communications

Microsoft Teams Chat

Get meeting summaries, action items, and ticket recommendations delivered to your group chats.
Communications
Google Calendar
Sync with Google Calendar to automatically identify and summarize your relevant meetings.
Calendar

Google Calendar

Sync with Google Calendar to automatically identify and summarize your relevant meetings.
Calendar
Microsoft Outlook
Sync with Outlook to automatically identify and summarize your relevant meetings.
Calendar

Microsoft Outlook

Sync with Outlook to automatically identify and summarize your relevant meetings.
Calendar
Jira
Spinach identifies and tags relevant Jira tickets mentioned during your meeting, and allows you to create new tickets based on recommendations with one click.
Project Management

Jira

Spinach identifies and tags relevant Jira tickets mentioned during your meeting, and allows you to create new tickets based on recommendations with one click.
Project Management
Trello
Spinach identifies and tags relevant Trello cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management

Trello

Spinach identifies and tags relevant Trello cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management
Asana
Spinach identifies and tags relevant Asana tasks referenced in your meetings, and enables one-click creation of new tasks based on recommendations.
Project Management

Asana

Spinach identifies and tags relevant Asana tasks referenced in your meetings, and enables one-click creation of new tasks based on recommendations.
Project Management
Linear
Spinach identifies and tags relevant Linear issues discussed in your meetings, and offers one-click creation of new issues based on recommendations.
Project Management

Linear

Spinach identifies and tags relevant Linear issues discussed in your meetings, and offers one-click creation of new issues based on recommendations.
Project Management
ClickUp
Spinach identifies and tags relevant Clickup cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management

ClickUp

Spinach identifies and tags relevant Clickup cards discussed in your meetings. Create new cards based on recommendations with one click.
Project Management
Monday.com
Spinach identifies and tags relevant Monday tasks discussed in your meetings. Create new tasks based on recommendations with one click.
Project Management

Monday.com

Spinach identifies and tags relevant Monday tasks discussed in your meetings. Create new tasks based on recommendations with one click.
Project Management
Azure DevOps
Zapier
Spinach identifies and tags relevant Azure DevOps work items discussed in your meetings, and enables one-click creation of new items based on recommendations.
Project Management

Azure DevOps

Spinach identifies and tags relevant Azure DevOps work items discussed in your meetings, and enables one-click creation of new items based on recommendations.
Project Management
Smartsheets
Zapier
Spinach identifies and tags relevant Smartsheet rows discussed in your meetings. Create new rows based on recommendations with one click.
Project Management

Smartsheets

Spinach identifies and tags relevant Smartsheet rows discussed in your meetings. Create new rows based on recommendations with one click.
Project Management
Notion
Add meeting summaries, including key decisions and tagged action items, as new entries to your Notion workspace.
Document Management

Notion

Add meeting summaries, including key decisions and tagged action items, as new entries to your Notion workspace.
Document Management
Confluence
Add meeting summaries, with key decisions and tagged action items, as new pages to your Confluence space.
Document Management

Confluence

Add meeting summaries, with key decisions and tagged action items, as new pages to your Confluence space.
Document Management
Google Docs
Add meeting summaries, including key decisions and tagged action items, as new documents to Google Drive.
Document Management

Google Docs

Add meeting summaries, including key decisions and tagged action items, as new documents to Google Drive.
Document Management
Airtable
Zapier
Add meeting summaries, including key decisions and tagged action items, as new records to your Airtable bases.
Document Management

Airtable

Add meeting summaries, including key decisions and tagged action items, as new records to your Airtable bases.
Document Management
Microsoft Sharepoint
Zapier
Add meeting summaries, with key decisions and tagged action items, as new pages or documents to your Sharepoint site.
Document Management

Microsoft Sharepoint

Add meeting summaries, with key decisions and tagged action items, as new pages or documents to your Sharepoint site.
Document Management
Microsoft Onedrive
Zapier
Add meeting summaries, including key decisions and tagged action items, as new documents to your OneDrive.
Document Management

Microsoft Onedrive

Add meeting summaries, including key decisions and tagged action items, as new documents to your OneDrive.
Document Management
Dropbox
Zapier
Add meeting summaries, including key decisions and tagged action items, as new documents to your Dropbox account.
Document Management

Dropbox

Add meeting summaries, including key decisions and tagged action items, as new documents to your Dropbox account.
Document Management
Microsoft Onenote
Zapier
Add meeting summaries, with key decisions and tagged action items, as new pages or sections to your OneNote notebooks.
Document Management

Microsoft Onenote

Add meeting summaries, with key decisions and tagged action items, as new pages or sections to your OneNote notebooks.
Document Management
Box
Zapier
Add meeting summaries, including key decisions and tagged action items, as new documents to your Box account.
CRM

Box

Add meeting summaries, including key decisions and tagged action items, as new documents to your Box account.
CRM
Salesforce
Automatically sync meeting data with Salesforce and receive comprehensive summaries to enhance lead tracking and customer relationship management.
CRM

Salesforce

Automatically sync meeting data with Salesforce and receive comprehensive summaries to enhance lead tracking and customer relationship management.
CRM
HubSpot
Automatically sync meeting data with HubSpot and get insightful summaries to improve lead management and customer engagement.
CRM

HubSpot

Automatically sync meeting data with HubSpot and get insightful summaries to improve lead management and customer engagement.
CRM
Attio
Automatically sync meeting notes to contacts in Attio after calls, enhancing CRM updates and boosting client engagement.
CRM

Attio

Automatically sync meeting notes to contacts in Attio after calls, enhancing CRM updates and boosting client engagement.
CRM
Zoho
Automatically sync meeting notes to contacts in Zoho after calls, enhancing lead management, customer insights, and overall team productivity.
CRM

Zoho

Automatically sync meeting notes to contacts in Zoho after calls, enhancing lead management, customer insights, and overall team productivity.
CRM
Close
Zapier
Automatically sync meeting data with Close and receive comprehensive summaries to enhance deal tracking and improve sales communication.
CRM

Close

Automatically sync meeting data with Close and receive comprehensive summaries to enhance deal tracking and improve sales communication.
CRM
Pipedrive
Zapier
Automatically sync meeting data with Pipedrive and get insightful summaries to streamline sales workflows and boost customer relationship management.
CRM

Pipedrive

Automatically sync meeting data with Pipedrive and get insightful summaries to streamline sales workflows and boost customer relationship management.
CRM
Zapier
Connect Spinach to your favorite apps via Zapier to automate scheduling, data transfer, and meeting summary generation, boosting overall productivity.
Automation

Zapier

Connect Spinach to your favorite apps via Zapier to automate scheduling, data transfer, and meeting summary generation, boosting overall productivity.
Automation
Lever
Zapier
Integrate with Lever to generate insightful analytics, and automated candidate tracking to help you make better hiring decisions.
HR & Recruiting

Lever

Integrate with Lever to generate insightful analytics, and automated candidate tracking to help you make better hiring decisions.
HR & Recruiting
Greenhouse
Zapier
Automatically sync meeting notes related to candidate interviews with Greenhouse, streamlining feedback capture and improving hiring workflows.
HR & Recruiting

Greenhouse

Automatically sync meeting notes related to candidate interviews with Greenhouse, streamlining feedback capture and improving hiring workflows.
HR & Recruiting
BambooHR
Zapier
Automatically sync meeting summaries related to employee discussions with BambooHR, enhancing employee profile updates and HR record-keeping.
HR & Recruiting

BambooHR

Automatically sync meeting summaries related to employee discussions with BambooHR, enhancing employee profile updates and HR record-keeping.
HR & Recruiting
Vitally
Zapier
Automatically sync meeting data with Vitally and receive insightful summaries to enhance customer health monitoring and proactive engagement.
Customer Success

Vitally

Automatically sync meeting data with Vitally and receive insightful summaries to enhance customer health monitoring and proactive engagement.
Customer Success
Churnzero
Zapier
Automatically sync meeting data with Churnzero and get comprehensive summaries to improve customer success workflows and reduce churn risk.
Customer Success

Churnzero

Automatically sync meeting data with Churnzero and get comprehensive summaries to improve customer success workflows and reduce churn risk.
Customer Success
Gainsight
Zapier
Automatically sync meeting data with Gainsight and receive actionable summaries to optimize customer health scoring and drive proactive interventions.
Customer Success

Gainsight

Automatically sync meeting data with Gainsight and receive actionable summaries to optimize customer health scoring and drive proactive interventions.
Customer Success
Totango
Zapier
Automatically sync meeting data with Totango and get insightful summaries to enhance customer journey mapping and improve customer retention strategies.
Customer Success

Totango

Automatically sync meeting data with Totango and get insightful summaries to enhance customer journey mapping and improve customer retention strategies.
Customer Success