Springbase Plan Mode

Turn big ideas
into finished work.

Springbase turns a complex request into an editable plan, runs each step with your context, and ships the final report, dashboard, app, or document in Canvas.

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

What Springbase is for

The space between an idea
and the work it becomes.

Springbase is built for the moment after inspiration: when the goal is clear enough to name, but too large for a single prompt. It turns that intent into a visible plan, gathers the right context, and shapes the result into something finished.

Most AI stops at an answer.
Real work needs a path.
A plan you can trust.
Steps you can see.
An output you can use.

The problem

Your team’s best AI work is trapped in one-off chats.

Good answers are not enough. Real work needs visible steps, shared context, follow-through, and a finished artifact your team can reuse.

One-off chats

Good answers, no reusable process

lost

Scattered context

Docs, meetings, and files all separate

slow

Manual follow-through

Humans still copy, paste, format, and send

busy

Invisible reasoning

No editable plan before the AI acts

risky

What Springbase makes reusable

workflows/week

Springbase

Plan it. Run it. Ship it. Repeat it.

Plan handles new messy goals. Canvas turns results into tangible deliverables. Recipes invoke plans when the same work needs to happen again.

Where Springbase fits

Not another chatbot.
Not another transcript. Not another Zap.

Great tools for one part of the job. Springbase connects planning, grounded context, meetings, agents, and Canvas artifacts so AI work actually gets finished.

vs. LLM chat

ChatGPT · Claude · Gemini

Them

They answer prompts.

Springbase

Springbase plans, grounds, and ships.

Chatbots stop at a reply. Springbase turns goals into editable plans, runs each step with the right model and context, and opens the result as a finished Canvas artifact.

vs. Meeting tools

Otter · Fireflies · Fathom

Them

They record what happened.

Springbase

Springbase turns meetings into work.

Transcripts are just the start. Springbase indexes meetings as cited, searchable context — ready for plans, recipes, follow-ups, and decisions across your team.

vs. Automation tools

Zapier · Make · n8n

Them

They move data between apps.

Springbase

Springbase reasons across the workflow.

If-this-then-that breaks on real work. Springbase chains AI reasoning, grounded context, and agent actions — with approval gates and visible steps you can edit.

Answers questions with reasoning

LLM chat:
Meeting tools:
transcript Q&A
Automation:
Springbase:

Uses your knowledge as context

LLM chat:
manual upload
Meeting tools:
meetings only
Automation:
app data only
Springbase:

Records and transcribes meetings

LLM chat:
Meeting tools:
Automation:
Springbase:

Takes actions across connected tools

LLM chat:
limited
Meeting tools:
Automation:
Springbase:

Ships finished, shareable artifacts

LLM chat:
text only
Meeting tools:
Automation:
Springbase:

Packages workflows you can re-run

LLM chat:
Meeting tools:
Automation:
Springbase:

Built to do the whole job — plan, ground, act, and ship.

See how a plan runs

Plan Mode

Approve the plan
before AI acts.

Most AI tools jump straight to an answer. Springbase shows the plan first. Review the steps, edit the approach, then run the work with the right context, tools, and Canvas outputs.

Editable plan first
Right mode per step
Outputs open in Canvas
Springbase.ai

Turn our scattered customer calls, CRM notes, competitor signals, and product docs into a board-ready launch plan we can share by Friday.

Plan

Build a board-ready launch room from calls, CRM, research, and product docs

1
Research

Map the wedge and competitive pressure

Exa + Claude Opus

Research the fastest-growing teams adopting AI copilots, recent competitor launches, pricing moves, and buyer language from credible public sources.

2
Agent

Mine customer truth from the business

Email · Calendar · CRMafter step_1

Read recent sales calls, customer notes, support tickets, and launch docs. Pull exact objections, buying triggers, proof points, and deal examples.

3
Deep Think

Choose the go-to-market bet

Anthropic: Claude Opusafter step_2

Synthesize the evidence into the strongest ICP, wedge narrative, launch risks, executive decisions needed, and a 30-day action plan.

4
</>Code

Build the launch room

Canvas + HTMLafter step_3

Create a shareable Canvas artifact with the launch brief, positioning matrix, source notes, target accounts, owner checklist, and live KPI dashboard.

Amend this plan... e.g. add a step to draft the founder update
Launch Brief.mdLaunch Room.htmlopens in Canvas, ready to share with the team

Artifact gallery

The work does not stay in chat.

Springbase turns plans into shareable reports, dashboards, pages, and workspaces. Click any artifact to open the live version in a new tab.

VOIDPOP Landing Page

Product launch page

Open
VOIDPOP Landing Page artifact preview
Canvas HTML artifactHero page, product story, campaign creative
Selected artifact

VOIDPOP Landing Page

A high-concept beverage landing page with product story, visual direction, tasting notes, and a premium launch feel.

Open artifact

The product spine

Plan the work.
Ship the artifact.

Plan

Complex goals become editable steps.

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 Mode

Canvas

The answer does not end in chat.

Springbase opens polished artifacts in Canvas: reports, dashboards, diagrams, HTML pages, React tools, markdown docs, SVGs, and shareable mini-apps.

See Canvas artifacts

Context

Every step uses your real knowledge.

Bring in documents, PDFs, images, meetings, saved contexts, projects, and connected files. Plans, agents, recipes, and artifacts can cite the same source of truth.

See live context

Agents

When a step needs action, agents do it.

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 agents

Recipes

Recipes invoke plans for repeatable work.

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 recipe

Models

Major models, quietly underneath.

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 platform

One knowledge layer

Your plans run on
real company memory.

Your documents, meetings, projects, connected files, and saved contexts live in one knowledge layer. Every Plan step, Canvas artifact, recipe, and agent can pull from the same source of truth.

Inputs7 source types
  • PDF

    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

14

Sources

1,247

Chunks

2m

Synced

Mixby chunks
DocsOneDriveImagesMeetingsOther

Every answer, grounded.cited.

Grounds everything4 surfaces
  • Plan

    Step context

  • Canvas

    Cited artifacts

  • Recipes

    Baked-in grounding

  • Agents

    Operate on it

Retrieval1.2k/s

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

Every meeting can become
useful work.

Add a meeting or drop in a recording. Springbase turns the transcript into searchable context, then folds it 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.

  • Meeting transcripts and participant context
  • Citations that connect answers back to the source
  • Available to Plan steps, recipes, agents, and Canvas artifacts
  • 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

JM
AR
KP
SO
0:0047:12
B
What did we decide about enterprise pricing?
S

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

Repeat the work

Recipes can run the plan for you.

Use Plan for complex work. When that work repeats, create a recipe that invokes the right plan with fresh inputs, on demand or on a schedule.

1Recurring trigger
2Recipe invokes plan
3Plan runs steps
4Canvas artifact ships
Recipe trigger

After every client call

When this happens

New recording, transcript, loose promises, and half-written notes.

Recipe invokes

Client follow-up plan

Springbase ships

Recap, decisions, owner list, CRM update, and follow-up email.

Packaged as Client Follow-Up Recipe
Recipe trigger

Before every leadership meeting

When this happens

Dashboards, team threads, customer issues, and roadmap notes.

Recipe invokes

Leadership briefing plan

Springbase ships

Exec brief, risk register, decisions needed, and talking points.

Packaged as Weekly Leadership Brief
Recipe trigger

When a deal goes quiet

When this happens

CRM history, old emails, call notes, and fresh company news.

Recipe invokes

Deal recovery plan

Springbase ships

Account summary, objection map, next-best action, and reactivation email.

Packaged as Stalled Deal Recovery
Recipe trigger

When you launch something

When this happens

Product notes, competitor signals, customer quotes, and screenshots.

Recipe invokes

Launch room plan

Springbase ships

Launch brief, landing copy, visuals, and internal checklist.

Packaged as Launch Room Recipe

Recipes turn plans into operating loops.

Build or edit the plan once. Then wrap it in a recipe so the same sequence can run with new context, approvals, schedules, and inputs whenever the moment comes back.

Build a recipe

Where it lands

Built for teams that repeat knowledge work.

Meeting → artifact

Client service teams

Turn calls, docs, and internal notes into client-ready recaps, project plans, and follow-up emails without starting from a blank chat.

Lead → sequence

Growth and sales teams

Research accounts, score fit, draft outreach, and keep humans in the loop before anything reaches a prospect or CRM.

Goal → system

Operators and founders

Give Springbase a messy operating goal and let Plan coordinate research, reasoning, app actions, and a shareable final deliverable.

Pricing

Start free.
Scale when work compounds.

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

Free

Explore the workspace. No credit card.

$0forever
  • 100 credits / month
  • Core free-tier models
  • Try recipes and basic artifacts
Start free

Starter

For individuals turning goals into work.

$9.99/month
  • 1,000 credits / month
  • Plan, agents, and web search
  • Image generation + knowledge bases
Start on Starter
Popular

Pro

For heavier plans, live context, and artifacts.

$19.99/month
  • 3,000 credits / month
  • Premium models (GPT, Claude, Gemini)
  • Live contexts + Canvas workflows
  • Priority queue
Start Pro

Frequently asked

Straight answers.
No fluff.

The questions we get most — answered like we’d want them answered.

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 artifacts, 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 artifacts 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 artifact 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 artifacts 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 artifacts.

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 artifact 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 artifacts, 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 artifacts.

Still wondering?

Book 15 min with a human, or read the docs. No pitch.

Start with a goal.
Leave with the artifact.

Free forever plan available. Upgrade when your workflows start compounding.