Can I reuse the same workflow across clients?

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.

Does it handle client meetings and calls?

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.

How do I get started?

Create a free account and describe something you need help with. Start with a question, upload a file, or ask for a draft. You can review the result and ask for changes in the same conversation.

Do I need separate AI subscriptions or API keys?

No. Your Springbase account gives you access to the models included in your plan, using one credit balance. You do not need separate subscriptions or API keys from model providers. The model picker shows the current selection.

Can I try it free, and how do credits work?

Yes. The Free plan includes 100 credits each month, with no credit card required. Credit use varies by model and task. Paid plans add more credits and access to more models and features. Check the pricing page for plan details and your account for usage.

Can I work with my own documents and meetings?

Yes. Upload supported files and group them into a Context you can select in chat. You can include meeting transcripts, too. Springbase uses the selected material to answer your questions, with source references where supported so you can check the details.

Can I edit and export what Springbase creates?

Yes. Ask for changes in chat and preview supported outputs in Canvas beside the conversation. Depending on the asset, you can export to Word, PowerPoint, Excel, or PDF, or share a published page.

Is my content used to train AI models?

Springbase does not use private customer content to train public foundation models. Relevant content is sent to the providers needed to process your request. Connected services may apply their own policies. The Privacy Policy explains processing, sharing, and retention.

Can I use Springbase on my own?

Yes. You can use Springbase for your own learning, research, creative projects, and everyday work. If you want to collaborate, team workspaces and sharing are available for supported resources, depending on your plan and permissions.

For agencies & client servicing teams

Turn client context into
polished deliverables, faster.

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.

Client recapsDeliverable scheduleCampaign prioritiesReporting structureFollow-up workflows

Plan Mode · Canvas · Live context · Meetings · Agents · Recipes

Why agencies use Springbase

The space between a client calland the deliverable on their desk.

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.

A client call isn't a deliverable.

Scattered context slows every account.

Springbase shapes the work.

Polished, on-brand, client-ready.

A workflow you rerun every month.

Where Springbase fits for agencies

Not another doc tool.
The engine behind every deliverable.

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.

PlanGroundActShip

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

CapabilityLLM chatMeeting toolsAutomationSpringbase

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

LLM chat

Meetings · transcript Q&A

Automation

Springbase

Uses your knowledge as context

LLM chat · manual upload

Meetings · meetings only

Automation · app data only

Springbase

Records and transcribes meetings

LLM chat

Meetings

Automation

Springbase

Takes actions across connected tools

LLM chat · limited

Meetings

Automation

Springbase

Ships finished, shareable assets

LLM chat · text only

Meetings

Automation

Springbase

Packages workflows you can re-run

LLM chat

Meetings

Automation

Springbase

Springbase 0/6 · closest alternative 2/6

See how a plan runs

Client-ready work, built in Springbase

From client context to polished delivery.

Brand systems, reports, interactive deliverables — the work agencies hand to clients. Click any asset to open the live version.

Corewatt Brandbook

Interactive brand system

Open

Canvas brand assetBrand story, identity system, design rules

Selected asset

Corewatt Brandbook

A cinematic brandbook for an AI infrastructure company, with story, logo, color, typography, and launch-ready visual direction.

Open asset

Answers with sources you can check.

Group your documents into a context and select it for a chat. Include meetings when you need them, too.

Include in this chatSales contextRevenue report · Account notesCustomer onboarding reviewMeeting · 3 speakers

EXAMPLE QUESTION

What should our customer team focus on this week?

EXAMPLE ANSWER

This week’s priorities

Enterprise expansion contributed $42,000 in new recurring revenue this week.

Three enterprise teams need a clearer onboarding checklist.

The next step is to share a checklist with the three account owners.

Maya · 12:34

The three enterprise teams need a clearer onboarding checklist. Let’s use one shared checklist.

3 selected sources

Sample content · try the controls to explore

Try it with your own work

How agencies run it

Client context in. Polished deliverables out.

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.

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

Build the monthly report

You bring

Campaign data, analytics exports, brand guidelines

Springbase ships

On-brand performance report with insights and next-month priorities

Plan content for a client

You bring

Brand docs, past content, and the latest brief

Springbase ships

Content plan with themes, calendar, and channel-ready drafts

One knowledge layer

Every answer runs on
real company memory.

Your documents, meetings, projects, connected files, and saved contexts live in one knowledge layer. Every answer, Canvas asset, recipe, and agent pulls from the same source of truth.

Inputs7 source types

PDFs & Docs
upload
OneDrive files
/Q3 Planning
live
Projects
workspace
Images
OCR-ready
Meetings
transcripts
live
Saved contexts
team memory
Live sources
connected
live

ContextLive sources

Q3 Planning

your knowledge layer

Sources

1,247

Chunks

Synced

Mixby chunks

DocsOneDriveImagesMeetingsOther

Every answer, grounded.cited.

Grounds everything4 surfaces

Chat
Cited answers
Canvas
Cited assets
Recipes
Baked-in grounding
Agents
Operate on it

Retrieval1.2k/s

One index, everywhere

Add a source once — chat, Canvas, recipes and agents 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

Every meeting can become
useful work.

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. It can turn that call into follow-ups, project tasks, client reports, or a Canvas brief.

Ingest meeting data from live calls, recordings, uploads, and chat apps
Meeting transcripts and participant context
Citations that connect answers back to the source
Available to chat, recipes, agents, and Canvas assets
Query one meeting or synthesize across all of them

How meetings become work

Q4 Planning Sync · Product + Growth

Apr 12 · 47 min · 4 speakers · auto-indexed

indexed

0:00—47:12

What did we decide about enterprise pricing?

Jess proposed bumping enterprise by 15% starting Q4, with grandfathering for existing contracts. Amir and Kai agreed.

Jess Mehta·32:41Amir R.·33:28Kai P.·34:02

Pricing

Start free.
Scale when work compounds.

Use Springbase for everyday chat, then upgrade when agents, live context, meetings, and Canvas assets become part of your team’s rhythm.

Free

Explore the workspace. No credit card.

$0forever

100 credits / month
Core free-tier models
Agents, web search, and image generation

Start free

Starter

For individuals turning goals into work.

$9.99/month

1,000 credits / month
Standard models — Claude Sonnet 5, GPT-5.6 Terra, Grok 4.6
Unlimited meetings & transcription

Start on Starter

Popular

Pro

For heavier work, live context, and assets.

$19.99/month

3,000 credits / month
Thorough research with cited sources
Live contexts — auto-refresh knowledge bases
Automations — scheduled and event-triggered runs

Start Pro

No credit card for Free · Cancel anytime · Keep your data

Compare every plan

Frequently asked

Before you start.

A few practical details about using Springbase.

Still wondering?

Get in touch or browse the docs for more detail.

Talk to us Read the docs

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.

Still wondering?

Get in touch or browse the docs for more detail.

Talk to us →Read the docs →