Turn a client call into action
You bring
Client meeting recording and internal notes
Springbase ships
Client-ready recap with decisions, action items, and owners
For agencies & client servicing teams
Springbase helps agencies transform client calls, campaign data, brand docs, and past reports into client-ready reports, briefs, recaps, content plans, and repeatable workflows your team can rerun every month.
Plan Mode · Canvas · Live context · Meetings · Agents · Recipes
Why agencies use Springbase
Client work is buried in calls, briefs, campaign data, and brand docs. Springbase turns that context into polished recaps, reports, and content plans — then packages the workflow as a recipe your team reruns for every client, every month.
Where Springbase fits for agencies
Generic tools make you start from scratch each time. Springbase grounds every deliverable in the client's brand, calls, and campaign data — and turns the whole process into a repeatable recipe your team reruns across accounts.
One task, four tools
“Turn yesterday's client call into a send-ready follow-up.”
Watch where each tool stops.
LLM chat
ChatGPT · Claude · Gemini
Stops at a reply you still have to use
Meeting tools
Otter · Fireflies · Fathom
Stops at a transcript of what happened
Automation
Zapier · Make · n8n
Moves the data — can't write the email
Springbase
Goal → asset
Ships the follow-up — drafted, formatted, ready to send
Answers questions with reasoning
Uses your knowledge as context
Records and transcribes meetings
Takes actions across connected tools
Ships finished, shareable assets
Packages workflows you can re-run
Answers questions with reasoning
Uses your knowledge as context
Records and transcribes meetings
Takes actions across connected tools
Ships finished, shareable assets
Packages workflows you can re-run
Springbase 0/6 · closest alternative 2/6
See how a plan runsClient-ready work, built in Springbase
Brand systems, reports, interactive deliverables — the work agencies hand to clients. Click any asset to open the live version.
Corewatt Brandbook
Interactive brand system

A cinematic brandbook for an AI infrastructure company, with story, logo, color, typography, and launch-ready visual direction.
Open assetThe product spine
Plan
Plan Mode decomposes open-ended work into a clear sequence, chooses the right mode for each step, and lets you edit the approach before anything runs.
Try Plan ModeBuild a client-ready launch plan from recent calls, competitor signals, and product docs.
Search recent category pages and pricing pages.
Compare promises, gaps, and buyer urgency.
Reading customer notes...
Ship a polished markdown asset in Canvas.
Canvas
Springbase opens polished assets in Canvas: reports, dashboards, diagrams, HTML pages, React tools, markdown docs, SVGs, and shareable mini-apps.
See Canvas assetsCreate market brief
The final synthesis opened as a reusable Canvas document.
Springbase Canvas
Synthesized from 8 live sources, 2 meetings, and 3 CRM notes.
Buyer pain
repeat work
Best wedge
Plan + Canvas
CTA
first goal
Recommended narrative
Show the visible plan first, then the finished asset. Models are infrastructure, not the promise.
Context
Bring in documents, PDFs, images, meetings, saved contexts, projects, and connected files. Plans, agents, recipes, and assets can cite the same source of truth.
See live contextRevenue grew 23% in Q3, led by enterprise expansion and higher annual prepay conversion.1 2
The pricing notes point to stronger expansion in the enterprise tier, while the revenue meeting calls out repeat-work automation as the key buying trigger. 3
Agents
Agents help with action steps across connected tools. Let them draft, update, create, post, or ask for approval while the workflow stays visible.
Meet the agents5 tasks · 5 apps · started 2m ago
3/5
Scan 14 overnight emails
Gmail·Flagged 3 as urgent
Block 9-10am deep work
Calendar·Added reminder
Review PR #1284
GitHub·2 comments · 1 approval
Draft launch channel update
Slack·Waiting for approval
Recipes
Use Plan for complex work. When the workflow repeats, package the inputs and trigger as a recipe that can invoke the right plan on demand, on a schedule, or from your team.
Build a recipeMarketing
Turn one topic into a structured article plan with examples, sources, and a publishing angle.
Scheduled · Mon 8:00 AM
Draft a blog post about {{topic}} in a {{tone}} voice for our {{audience}}.
Models
GPT, Claude, Gemini, Llama, Grok, and other specialist models can power the right step at the right time. Switch when you need to, but let the workflow lead.
Explore the platformAnthropic: Claude Opus 4.8
PROAnthropic · 12 credits · vision · think · search
Anthropic: Claude Sonnet 4.6
PROAnthropic · 8 credits · vision · think · search
Gemini 3 Flash
FREEGoogle · Free · vision · think · search
OpenAI: GPT-5.5
PROOpenAI · 8 credits · vision · think · search
xAI: Grok 4.1 Fast
FREExAI · 1 credit · vision · think · search
How agencies run it
Drop in the client's calls, data, and brand docs. Springbase ships the recap, report, or plan — then saves the workflow so the next one takes minutes.
You bring
Client meeting recording and internal notes
Springbase ships
Client-ready recap with decisions, action items, and owners
You bring
Campaign data, analytics exports, brand guidelines
Springbase ships
On-brand performance report with insights and next-month priorities
You bring
Brand docs, past content, and the latest brief
Springbase ships
Content plan with themes, calendar, and channel-ready drafts
One knowledge layer
Your documents, meetings, projects, connected files, and saved contexts live in one knowledge layer. Every Plan step, Canvas asset, recipe, and agent can pull from the same source of truth.
PDFs & Docs
upload
OneDrive files
/Q3 Planning
Projects
workspace
Images
OCR-ready
Meetings
transcripts
Saved contexts
team memory
Live sources
connected
Q3 Planning
your knowledge layer
14
Sources
1,247
Chunks
2m
Synced
Every answer, grounded.cited.
Plan
Step context
Canvas
Cited assets
Recipes
Baked-in grounding
Agents
Operate on it
One index, everywhere
Add a source once — Plan, Canvas, recipes, agents, and chat all see it.
Auto-refresh, live
Supported live sources refresh on their own schedule. No re-upload.
Cite, don't hallucinate
Every claim can trace back to source material or meeting context.
Context + Meetings
Capture calls from Zoom, Google Meet, or Teams, or add recordings, transcripts, Slack threads, and WhatsApp voice notes. Springbase turns them into searchable context, then folds them into the same knowledge layer everything else runs on. A plan can turn that call into follow-ups, project tasks, client reports, or a Canvas brief.
Q4 Planning Sync · Product + Growth
Apr 12 · 47 min · 4 speakers · auto-indexed
Jess proposed bumping enterprise by 15% starting Q4, with grandfathering for existing contracts. Amir and Kai agreed.
Pricing
Use Springbase for everyday chat, then upgrade when Plan, agents, live context, meetings, and Canvas assets become part of your team’s rhythm.
Explore the workspace. No credit card.
For individuals turning goals into work.
For heavier plans, live context, and assets.
No credit card for Free · Cancel anytime · Keep your data
Compare every planFrequently asked
The questions we get most — answered like we’d want them answered.
Yes. Upload the client's brand docs, past reports, and campaign data into a saved context. Every recap, report, and content plan is grounded in that client's material, so deliverables stay on-brand instead of generic.
That's the point. Build a deliverable once, save it as a Recipe, and rerun it for each client with their context swapped in. Monthly reports and recurring deliverables go from hours to minutes.
Add a meeting or drop in a recording and Springbase turns it into searchable context — then folds it into recaps, action lists, reports, and content plans for that client.
A single AI workspace that plans, runs, and ships complex work from your knowledge, meetings, and apps. Use Plan Mode for new messy goals, Canvas for finished assets, Recipes for repeatable work, and Agents for actions across your tools.
Plan Mode turns an open-ended goal into editable steps before execution. Each step can use the right capability — research, deep thinking, code, creative writing, images, or agents — and you can run the plan automatically or step by step.
Canvas assets are finished outputs that open beside chat: markdown docs, reports, dashboards, diagrams, HTML pages, React tools, SVGs, Mermaid charts, and shareable mini-apps. They make the final result usable instead of leaving it buried in a chat bubble.
Those are excellent chat apps. Springbase is built around workflows: it can draft a visible plan, ground the steps in your docs and meetings, use agents for action steps, and produce a polished Canvas asset at the end.
Springbase supports major model families like GPT, Claude, Gemini, Llama, Grok, and specialist models. You can switch manually, but Springbase is designed so the workflow leads and the right model powers the right step.
Upload PDFs, docs, and images, or use meetings, projects, OneDrive files, saved contexts, and supported live sources. Springbase indexes them into Context and uses citations so answers and assets can point back to the source.
Springbase can turn meetings and uploaded recordings into searchable Context. That meeting context can then support Plan steps, recipes, agents, and Canvas assets.
Free forever with 100 credits a month to explore — no card required. Paid plans add more credits and unlock heavier workflows such as Plan Mode, agents, live context, meetings, premium models, and richer asset generation.
Your data is yours. Springbase uses workspace, account, and database-level controls to keep user data scoped to the right people, and lets you delete conversations, contexts, and meetings when you no longer need them.
Yes. Invite teammates, share Recipes, publish Contexts, reuse assets, and build a common workflow library so everyone works from the same source of truth. Higher plans add stronger admin and billing controls.
The iOS app ships today — full chat, every model, recipes, agents, and on-device meeting recording. Android is in the works. The web app is responsive and works beautifully on mobile browsers in the meantime.
You don't have to switch — you can consolidate. Springbase adds workflow features chat apps usually don't center: team knowledge, visible plans, agents, meetings, recipes, and Canvas assets.
Free forever plan available. Sign up to run the plan you just drafted.