For Project Managers ·
What you'll accomplish
You'll set up Spinach.ai to run your daily standup — either as a structured async check-in via Slack or as a live facilitated meeting where Spinach captures updates automatically. Either way, you get a compiled summary of what everyone worked on yesterday, what they're doing today, and what's blocking them — without running a single standup yourself. For PMs juggling multiple projects, this reclaims 15–30 minutes every morning.
What you'll need
Go to spinach.ai and click Get started free. Sign up with your Google Workspace or Slack account — using Slack is strongly recommended since it's the primary delivery channel for async standups.
Complete the short onboarding: enter your team name, select your team size, and indicate whether you want live meeting facilitation, async standups, or both.
What you should see: Your Spinach dashboard with a prompt to create your first "Board" (Spinach's term for a team/project workspace).
Troubleshooting: If you sign up with email instead of Slack, you'll need to connect Slack manually in Settings → Integrations before async standups will work.
Click + New Board and name it after your project (e.g., "ERP Implementation — Delivery Team" or "Q2 Website Redesign").
Configure the board settings:
#erp-team-standup)What you should see: A configured board showing your team members and standup schedule.
Troubleshooting: If team members don't appear in the Slack user search, they may need to join the Slack workspace first or be added to the project channel.
Spinach's default standup format is the classic Scrum structure: Yesterday / Today / Blockers. This is a fine starting point, but you can customize it for your project type.
Go to your board → Settings → Questions and consider adding:
Keep it to 3–5 questions maximum. More than 5 and team members start skipping.
What you should see: Your custom question set displayed in the board's configuration panel.
If your team uses Jira, go to Settings → Integrations → Jira and connect your Jira Cloud workspace (OAuth flow, takes 2 minutes).
With Jira connected:
What you should see: A green checkmark next to the Jira integration and a "Jira Activity" section appearing in the board's summary view.
Troubleshooting: If Jira connection fails, confirm you're connecting to a Jira Cloud instance (not Jira Server/Data Center — those require a different integration approach).
Before rolling this out to your team, test it yourself. In the board view, click Run standup → Test mode. Spinach sends you the standup prompt in Slack.
Fill in a sample update as if you were a team member. After submitting, go back to the board and check the compiled summary.
What you should see: Your test update appearing in the summary, formatted with your name, date, and the answers to each question.
Send your team a quick message explaining the change. A simple message that works:
"Starting Monday I'm trialing Spinach.ai for our daily standups. Each morning around 8:30 you'll get a quick Slack prompt asking what you did yesterday, what you're doing today, and any blockers. Takes 2 minutes. I'll use the compiled summary to track progress and surface blockers faster — it means I'll bug you less during the day. Give it a try this week and let me know what you think."
Teams generally adapt in 2–3 days. The biggest resistance is usually habit-switching, not the tool itself.
What you should see: Team members submitting their first standup updates on Day 1.
Each morning, after the submission window closes (typically 9:30–10am), Spinach posts a compiled summary to your Slack channel. Open it and scan for:
The whole review takes 2–3 minutes. You no longer need to run a live standup just to collect status information.
What you should see: A Slack post in your project channel with each team member's update formatted under their name, and a blockers section highlighted at the top.
If your team runs a live standup via Zoom or Teams, Spinach can join as a facilitator. In the board settings, select Live standup mode and connect your calendar.
Spinach joins the call and:
This is particularly useful if you have a distributed team where standup tends to run over time.
What you should see: Spinach joining as a participant, with a timer display visible to all attendees.
These are suggested standup question configurations for different PM contexts:
Agile / Sprint-based team (3 questions):
1. What did you complete yesterday (link Jira tickets if applicable)?
2. What are you working on today?
3. Any blockers or dependencies you need help with?
Consulting / client delivery team (4 questions):
1. What did you complete or deliver yesterday?
2. What are you working on today?
3. Any blockers — internal or client-side?
4. Any client feedback, requests, or scope questions I should know about?
Hybrid / distributed team (4 questions + confidence):
1. Progress update: what did you move forward yesterday?
2. Focus for today?
3. Any blockers or help needed?
4. Confidence in your deliverable for this week (1=low, 5=high)?
End-of-sprint check-in (special Friday format):
1. What sprint commitments did you complete this week?
2. Anything not completed — will it carry to next sprint?
3. One thing that slowed you down this sprint?
4. One thing that worked well?