Skip to the content
FuseBase FuseBase
  • Solutions

    Solutions
    Client Portal

    Level up your collaboration with unified digital hubs

    Project Management

    Work on clients’ projects without extra hurdles

    AI Agents (apps)

    User-friendly AI agents in minutes for every team

    Knowledge Base

    Create one source of truth for clients & teams

    Deal Rooms

    Close faster with smart, sleek spaces for every deal

    Book a demo with our experts to build your custom workflow
    • Industries

      Industries
      Professional Services

      Get a one-stop-shop for collaboration

      Agencies

      Align teams and clients in one branded space

      Design Agencies

      Crafted designs deserve crafted delivery tools

      Consultants & Coaches

      Deliver exceptional client service

      Wedding & Events

      Stress-free way to organize events

      Fusebase highlights

      Book a demo with our experts to build your custom workflow
      • Pricing
      • Resources

        Resources
        Blog

        Read the latest collaboration tips

        Guides

        Answer your FuseBase questions

        Webinars & eBooks

        Expand your knowledge of client collaboration

        Roadmap

        See what waits for you in the future

        Contact us

        Get growth advice from our experts

        Book a demo with our experts to build your custom workflow
        • Book a demo Get Started Free
        • Book a demo with our experts to build your custom workflow
        • Sign in
        • Book a demo
        • Get started for free
        Categories
        • All articles
        • Client & Customer Portals
        • Client Collaboration & Communication
        • Comparisons
        • Customer & Self-Service
        • Knowledge Management
        • Productivity
        • Sales & Deal Management
        • Team & Project Management
        • Updates and News
        • Home
        • Blog
        • Knowledge Management...
        • How can You Use Nimbus Notes as a Researcher or Writer?
        Knowledge Management

        How can You Use Nimbus Notes as a Researcher or Writer?

        • by Sabina Sher
        • May 12, 2022
        • 6 Min read

        Our awesome Nimbus Community continues sharing their amazing stories of using Nimbus Note. Today, let us introduce Robert Intersimone to you!

        After varied life experiences being a student, a vagabond, living on a commune, being a working cowboy, running non-profit businesses, designing & building companies, health resorts, and a stint at a software company, Robert is enjoying semi-retirement and working on several books.

        His home base is a small farm in Sebastopol, California, but he and his wife travel extensively, from ashrams in India to beaches in Bali. That is why he likes Nimbus Platform TM, as it fully supports his digital research and nomadic lifestyle. 

        Robert Intersimone shared his video Use Case with us where he shows how researchers and writers can benefit from Nimbus Note. This video is definitely worth your attention, so check it out:

        If you find the text format more convenient now, read what Robert says below ?

        Robert’s Must-Have Criteria for Note-taking Apps

        Before choosing the all-in-one solution for writing, Robert decided to create a list of crucial features he needed in a note-taking app. He also created a list of nice-to-have features. As he details in the video, Nimbus Note has checked every box of both lists. On top of that, it offered even more functionality that Robert finds extremely useful and that he hadn’t even thought of before.

        These are the most important criteria for Robert:

        • Cross-platform compatibility: possibility to use on Windows, macOS, Web, and mobile.
        • Import from other services.
        • Capturing information through type-in, speak-in, and copy-in. Plus, the ability to use Web Clipper.
        • Preview of files and integrations: open the video or PDF directly inside the Nimbus page, without going to the next tab;
        • Clear structure: folder-level organization combined with tags and links.
        • Rich text editor.
        • Storing files in the cloud and locally. It also gives the possibility to work online and offline, and have data back up.
        • Easy page sharing.
        • Export in an industry-standard format.

        Robert Intersimone’s Workflow

        Step One: Capturing Information

        Robert enjoys different options of capturing information and adding it to Nimbus Note. He shows how to easily add bright ideas to the desired Nimbus page, both on desktop and mobile. On iOs, it’s also possible to use the speak-in feature: just say the sentence on the microphone and it becomes text on your Nimbus page. It’s an extremely convenient feature when you can’t type. Nimbus Note synchronizes across devices so that you can easily start writing on mobile and continue on desktop. BTW, there are no device limits, so you can download Nimbus Note on as many devices as you need.

        Robert also loves to start his pages with a citation from books on Kindle. He pastes the phrase he determines as important to Nimbus Note and the attribution to the author and book is already in place ✨ Magic, isn’t it?

        The other great idea to bring the content from the web, and especially the visual content, is Nimbus Capture – Screenshot Solution & Video Recorder. Robert shows his favorite features of this tool such as creating a screenshot of a selected area, annotating the screenshot, adding comments to it, and sending it to the specific folder in Nimbus. This way, he gathers information from different sources to process it and enrich his books.

        Step Two: Organizing and Processing Data

        Robert uses a modified Zettelkasten method in Nimbus Note. He has a workspace and many folders for various projects.

        One of Robert’s projects is writing a book about golf. He shows the folder named Golf which contains about 300 notes in various subfolders. These subfolders cover different topics of the future book. The principle of Zettelkasten is to write notes, organize them in the desired structure and then write your research or book directly from the notes.

        Besides the structure, Robert shows his typical note. There, he adds a link to the source he wants to use (f.e. a YouTube link), the creator of the content, and several links to other notes and folders. The other way to do it is to create a table in Nimbus with “Author”, “Source”, “Similar Notes”, “My Comments” columns. Robert makes extensive use of the @-mention feature to link notes between pages in his current writing project and also to link to other subject area folders for future projects.

        Want to unlock all the Nimbus powers? Try our business plan for free with a 14-day trial. No credit card required.

        Get More

        Robert also shows an additional way to organize his data for the Zettelkasten method. It’s a system of tags. Robert has elaborated tags that are the most efficient for his workflow. Here they are:

        • Idea. Marks the pages including concepts for further elaboration;
        • Resource. This tag is usedfor different sources on the Web and in books;
        • In process. Shows the notes Robert is working on;
        • Finished. Used for the notes ready to be exported and added to his future book.

        Step Three: Sharing Notes & Collaboration

        Robert sometimes needs to collaborate with others: to ask for their opinion about his book or to dive into a specific topic with an expert.

        For this, he uses Shared and Internal links in Nimbus Note. Shared links allow anyone on the Internet to open and check out the content of the Nimbus page. Here is how shared links work>

        Internal links work only for people who are members of your Nimbus organization. Here you can find more information about internal links>

        Both ways are great for collaborating with your colleagues, clients, and teams. You can choose the way that best suits your needs. If the person you’re sending this link to has access to your Nimbus organization, send the internal link. If he/she is not a part of your Nimbus team, you can turn your Nimbus page to a shared page. If needed, you can also add a password to your shared page>

        Besides internal links, Robert collaborates with his colleague via comments in Nimbus. Comments are a relatively new feature that already has won the hearts of our users. You can read more about comments in Nimbus Note here>

        💡 Read more posts on this topic:
        • 👌 7 Best Free/Paid Evernote Alternatives & Competitors in 2023
        • 👌 Best OneNote Alternatives You Must Know About

        Step Four: Exporting Notes if Needed

        Once Robert finishes his work on a note, he can export it in HTML or PDF formats. HTML format helps Robert create an additional backup of his notes, while PDF format notes can be shared with other people who prefer this industry standard format.

        Robert says that it is easy to export individual Nimbus notes or the whole folder if needed.

        Robert invites you to see other features, such as the OCR scanner or content branding.

        Check our best features in the guides and learn how you can benefit from all of them!

        Check Out

        Author Image

        Sabina Sher

        Chief Strategy Officer at FuseBase

        Meet Sabina Sher, a Chief Strategy Officer at FuseBase and a storyteller turning industry challenges into engaging content packed with actionable advice. She channels rich industry experience and knowledge into our blog, making it a go-to resource for life hacks, tips, and innovative ideas.

        Found it useful? Share the article with your community


        Related Articles

        Why Knowledge Management Systems Matter for B2B Software Companies
        Knowledge Management

        Why Knowledge Management Systems Matter for B2B Software Companies

        • by Sabina Sher
        • 11 Min read
        Marketing Information Management for Professionals: What it is and Why it Matters?
        Knowledge Management

        Marketing Information Management for Professionals: What it is and Why it Matters?

        • by Sabina Sher
        • 11 Min read
        Subscribe to our blog!

        Get weekly tips and insights on how to grow your business

        Our solutions
        • Professional Services
        • Agencies
        • Consultants & Coaches
        • White Label
        • Knowledge Base
        Plans & Pricing
        • Pricing
        Company & Contacts
        • Templates
        • Guides
        • Roadmap
        • Privacy
        • Contact us
        Compare with
        • Notion
        • Monday
        • SuiteDash
        • Zoho Portals
        • Softr
        • See all
        Blog
        • Top client portal software
        • Client database solutions
        • How to build a client portal
        • Power of client dashboard
        • Virtual Data Room Softwares
        • See all
        Fusebase Logo
        • English
          • Deutsch (German)
          • Türkçe (Turkish)
          • Français (French)
        FuseBase - Client collaboration platform for professional services | Product Hunt
        • g2
        • capterra
        • software advice
        • ★ All Awards
        • Terms & Privacy
        • GDPR
        Copyright © 2025 FuseBase is a product of Nimbus Web Inc., a Delaware company

        Get a Sneak Peek on Managing Your Projects

        Watch how you can boost your results by setting workflow with Nimbus Platform

        Book a demo
        Get started

        Unlimited time on Free plan