Fusebase: Notes, Client Portals, and AI Tools — A Practical Guide

Fusebase

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Fusebase combines a classic notes app feel with modern AI and automation features, turning a simple knowledge base into a productivity engine. If you liked OneNote or Evernote but wanted more power for clients, content and automation, Fusebase brings together notes, portals, AI agents and integrations in one place.

At a glance: what Fusebase does

  • Notes and workbooks that behave like OneNote/Evernote with pages, files and tasks.
  • Client portals so external people can access only what you want.
  • AI agents you can create and customise for tasks such as title generation, rewriting and FAQ creation.
  • Automations and workflows that string agents together and connect to external tools.
  • Integrations and Chrome extensions for context-aware AI across the web.

Getting started: the dashboard and organisation

The interface is familiar: workbooks contain pages, and pages can include files, tasks, headings and Kanban boards. It’s easy to build a mini knowledge base or an internal reference site inside a workbook.

Pages are flexible. Add steps, headings and Kanban cards to turn a note into a project hub — so you can keep strategy, assets and execution in one place rather than scattered across multiple apps.

Client portals: controlled external access

Client portals allow you to expose specific pages or workspaces to external collaborators without giving full account access. This is ideal for agencies, consultants or freelancers who need a clean handoff or collaborative space for clients.

AI agents: the real game changer

Fusebase now includes AI agents that you can use out of the box or customise. The platform ships with a wide range of presets: AI chat with web search, rewriters, blog post creators, company profile generators and FAQ builders.

Best practice is to group your custom agents under a single category such as My agents so they are easy to find. Creating an agent is straightforward:

  1. Give it a title and a category.
  2. Add a description and specify input fields (single or multi-line) for the information you’ll pass in.
  3. Write the prompt that will drive the agent’s output.

You’re a YouTube expert who understands attention grabbing click-worthy titles. Review the working title and the video description, draw inspiration, and produce five new video titles.

That kind of prompt works well for content tasks. The input field could be a working title, a transcript or a URL. The agent then uses that context to generate targeted outputs.

Attach your knowledge base as a source

Where Fusebase gets powerful is the ability to add internal files or folders as sources for agents. If you have product Q&As, support articles or transcripts stored in Fusebase, an agent can use those documents to provide bespoke, accurate responses.

For example, a personalised YouTube title agent can take a pasted transcript, read your existing titles, and generate five optimised headings tailored to the video’s content.

Workflows and automation: string agents together

The automation section lets you build workflows that pass information between agents and external tools. You can create a form page that collects inputs, then trigger a chain of agents where each one receives the output from the previous step.

These workflows are more than just running bots. They connect to other platforms (WordPress, Trello, Airtable and more) so you can push generated content straight into your publishing or project systems.

Note: Google Sheets was one of the integrations suggested to the team and may be added later. Current connectors include Airtable, ClickUp, Apollo and options for CMS and project tools.

Use cases that work well

  • Content teams: generate titles, outlines and briefs from transcripts and notes, then pass outputs to CMS or editorial Trello boards.
  • Support and knowledge management: create FAQ generators that draw on your internal help articles.
  • Agencies: use portals to share deliverables with clients alongside generated content and project boards.
  • Freelancers: build a set of reusable agents to speed up repetitive tasks like proposal writing, bios and ad copy.

Chrome extensions and on-page AI

Chrome extensions let you access your agents while browsing, so you can run a title generator or rewriter directly on a page without switching apps.

Pricing and lifetime deals

Fusebase is available on AppSumo with tiered lifetime deals starting at $79. Keep in mind the lower tiers can be restrictive:

  • Early tier limitations include no web-search AI agents, no SOC2, no HIPAA and limited white-label options.
  • To get the full feature set (SOC2, HIPAA, white labeling and web search-enabled agents) you will likely need the five-code tier.

The five-code tier currently bundles the complete feature set and increases limits across:

  • Number of users
  • Workspaces and client portals
  • OCR records
  • Number of AI agents

At the highest tier (ten codes), you gain unlimited workspaces, unlimited client accounts, two terabytes of storage and the freedom to experiment with many custom agents.

Recommendations and considerations

If you already rely on notes for project management, client communication and content creation, Fusebase provides meaningful upgrades. The most compelling features are:

  • Custom AI agents that use your own documents as sources.
  • Workflow automation that glues agents and external tools together.
  • Client portals for secure external collaboration.

Consider tier limits before you buy. If you need compliance features such as SOC2 or HIPAA, choose the tier that includes them. Also factor in how many workspaces, OCR records and AI agents you expect to use.

Final thoughts

Fusebase is a flexible replacement for traditional note apps, now turned into a platform for AI-driven knowledge management and automation. It’s particularly strong for teams and creators who want content and workflow automation without adding dozens of separate tools.

If you want a single place to store notes, generate content from your own documents, collaborate with clients and automate the handoff to other systems, Fusebase deserves a close look.