Meetings & Emails
Never miss what clients said — in the room or in their inbox
Base ingests the meetings and emails you already run on — with explicit OAuth scopes, nothing broad. Transcripts, threads, client asks, and follow-ups tie to the right workspace so you never forget the 37th weekly sync, never lose a retention warning buried in email, and never walk past expansion signals hiding in plain sight.
The problem
Client asks live in inbox threads nobody re-reads. Meeting #37 blurs with #36. Retention warnings and expansion hints sit in emails and call notes your team already had — then vanish when someone goes on vacation or a renewal shows up.
How Base helps
Connect the meeting and email services you use today (Gmail and Google Drive are live now; more on request). Base reads only what you authorize, assigns comms to clients, extracts action items and claims, and surfaces retention and expansion signals for Client Health and Upsells — not another tab to check, memory that compounds.
How it works
Connect with explicit scopes
Wire Gmail and your meeting source from Data sources — Base requests only the access you approve, never your whole Drive or mailbox.
Meetings land on the right client
Route through an agency inbox or link per-client folders. Transcripts sync, enrich in the background, and feed Throughline and Operations.
Emails become institutional memory
Threads attach to client context — scope changes, approvals, frustrated asks, and upsell openings show up before renewals, not after.
FAQ
Is this only Google Drive for meetings?+
Google Drive for recordings and transcripts is live today — including agency inbox vs client-folder routing. Gmail for email is live too. If your agency runs on another meeting or email stack, tell us on a demo; we prioritize connectors that unblock real adoption.
How does Base use meetings and emails for retention and expansion?+
Meeting sentiment, missed follow-through, and email tone feed Client Health. Stated needs, budget hints, and scope gaps in threads and calls feed Upsell Opportunities and Throughline — so retention saves and expansion pitches start from what clients actually said.
Does Base read my entire inbox or Drive?+
No. Only mailboxes and folders you explicitly connect. OAuth scopes are shown at connect time; revoke anytime from Data sources or your provider settings.
What's agency inbox vs client folder for meetings?+
Agency inbox: one shared recordings folder for triage and auto-assign. Client folder: a dedicated folder per client — new docs skip the inbox and land on that workspace immediately.
How do you handle API limits?+
Incremental sync, deduplicated folder scans, and batched background analysis. See the Google API Services section of our Privacy policy for full disclosure.
Keep exploring our features
Every module in Base ladders to retention, expansion, growth, or revenue across your agency book.
Retention · Keep clients before renewals slip
Expansion · Grow revenue from existing accounts
Growth · Performance and strategy that compounds
Revenue · Portfolio-wide intelligence