Getting Started
Basebase is an AI assistant that connects to the tools your team already uses — CRM, email, calendar, Slack, and more — so you can ask questions, get answers, and take action without switching tabs.
This guide walks you through setup and the key things to know. Most teams are up and running in under 15 minutes.
Connect Your Tools
After signing in with your work Google account, head to the Connectors page in the web app. Each tool you connect uses secure OAuth — you authorize access through the provider's own login screen, and you can revoke it anytime.
Quick tip: Some connectors are team-scoped (like Slack — one person connects it for the workspace) and some are personal (like Gmail — each person connects their own). The labels below tell you which is which.
Recommended order
Start with these and add more as you need them.
This is where you'll talk to Basebase day-to-day. Connect this first.
Unlocks pipeline queries, deal updates, and contact enrichment.
Lets Basebase search your email, draft replies, and send on your behalf.
Powers meeting prep, scheduling context, and daily briefings.
Indexes your docs, sheets, and slides. Also where Google Meet notes live.
Linear, GitHub, Fireflies, Apollo, WhatsApp, Teams — connect as needed.
See What Basebase Can Do
Basebase isn't a dashboard you stare at — it's an assistant you talk to. Ask it questions in plain English and it pulls context from every tool you've connected to give you an answer or take action.
Here are some things you can try right away:
Scans your pipeline, calendar, and Slack. Surfaces the 3 things that actually matter this morning.
Pulls email threads, CRM notes, Slack mentions, and meeting transcripts into one summary.
Writes personalized drafts based on deal history. You review and approve before anything sends.
Meeting context, contact history, and open issues — summarized in 30 seconds before you join.
Creates an interactive chart with live CRM data. Saved to your Apps so you can revisit it anytime.
Pulls data from Apollo, fills in job titles and company info, and writes it back to your CRM.
These work in the web app or in Slack — wherever you prefer to work.
Key Concepts
A few terms you'll see in Basebase. Nothing complicated — just helpful to know upfront.
Connectors
The links between Basebase and your tools (Gmail, Slack, HubSpot, etc.). Each connector uses secure OAuth so you control access.
Conversations
Chats with Basebase — in the web app or in Slack. Ask questions, give instructions, get things done.
Workflows
Automated routines that run on a schedule. "Every morning, summarize my stale deals and post to #sales."
Apps
Interactive dashboards Basebase builds for you — charts, tables, and filters with live data from your tools.
Artifacts
Files and outputs Basebase creates during a conversation — reports, CSVs, images, etc.
How Basebase knows who you are
You might use different emails for Slack, Google, and your CRM. Basebase stitches these together automatically — matching your Slack identity to your Google account and your CRM profile so everything just works. If something looks off, your admin can fix identity mappings in team settings.
Understanding Your Data
After you connect a tool, Basebase starts syncing your data. Here's what to expect:
Sync isn't instant
The first sync can take 5–15 minutes depending on how much data you have. You can start using Basebase right away — it'll just get smarter as more data comes in.
Some data lives in unexpected places
Google Meet transcripts (from Gemini) appear under Google Drive, not Calendar. Fireflies and Granola transcripts sync separately. If you can't find something, ask Basebase — it knows where to look.
Check sync status anytime
Visit the Connectors page to see when each tool last synced. If something looks stale, you can trigger a manual re-sync.
Pro tip: The longer you use Basebase, the smarter it gets. Every conversation, every decision — your team's context compounds over time. It's not just a tool, it's a memory for your team.
Using Basebase in Slack
Most teams use Basebase primarily through Slack. After the Slack connector is set up, you can @mention Basebase in any channel or DM it directly.
How it works
- @Basebase in any channel to ask a question or give an instruction
- Basebase responds in-thread, so it doesn't clutter the channel
- It runs as you — using your connected data, not anyone else's
About bot messages in channels
Workflows can post to Slack channels — that's by design. But if Basebase is posting somewhere unexpected, here's how to control it:
- •Check Workflows to see if one is targeting that channel
- •Edit the workflow to change the target channel, or pause it
- •Use manual-approve on workflow tools to require sign-off before posting
Your First Workflow
Workflows are automated routines that run on a schedule. They're powerful, but start simple — you can always make them more complex later.
Safe starter workflow
Try this as your first workflow — it posts to your DM, not a shared channel:
Auto-approve vs. manual-approve
Each tool in a workflow can be set to auto-approve (runs without asking) or manual-approve (asks you first). For anything that sends a message or updates a record, start with manual-approve until you're comfortable.
Avoid targeting shared channels at first
Until you're confident in a workflow's output, point it at your own DM. A workflow that fires unexpectedly into #general will get noticed. You can always change the target later.
Privacy & Sharing
You're trusting Basebase with access to your tools, so here's exactly how privacy works.
Your data is yours
Connectors you set up (Gmail, CRM, Calendar) are private by default. Your teammates cannot see your email or calendar through Basebase unless you explicitly share connector access.
Team connectors are shared
Some connectors (like Slack and Web Search) are team-scoped — one person connects them and everyone on the team benefits.
Conversations can be private or shared
Chats in the web app are private to you. Slack conversations are visible to whoever is in that channel — same as any Slack message.
Workflows belong to their creator
Only you can see and edit your workflows. If a workflow runs and posts to a shared channel, the output is visible to the channel, but the workflow config stays private.
For more details, see the Slack integration section in our Help Center.
Need help?
We're a small team and we actually read every message. Don't hesitate to reach out.