What’s New: Explore October 2024 FuseBase Updates

Intro

Ready to elevate your client experience and streamline your workflows with FuseBase’s latest feature releases? From AI-powered assistance to enhanced customization options and automation capabilities, September brought many tools to transform the way you work and interact with your clients.

In this article, we’ll explore the exciting new features and show you how to use them in your workflow.

File Upload Trigger

FuseBase continues to enhance its automation capabilities by introducing the new “File Upload” trigger for FuseBase Automation flows. Now, you can create sophisticated automated workflows triggered by file uploads.

• Automatically detect and respond to file uploads across your workspace and client portals and set specific trigger conditions based on upload source location, file type, etc.
• Process uploaded PDFs with AI prompts for quick analysis or automatically transcribe uploaded video content to extract essential information and CTAs.
• Trigger notifications when specific files are uploaded and create automated file processing pipelines.

Transcribe Action

Here’s another powerful action for FuseBase Automation: “Transcribe”. It streamlines working with video content (like recordings of client meetings) by automatically converting speech to text, opening up new possibilities for content management and analysis.

• Instant transcription of videos uploaded to workspaces and portals, with support for multiple video formats.
• Generate concise summaries of video content, extract key points and action items, and identify important topics and themes.
• Create follow-up tasks based on video content and generate automated responses or notifications.

Portal Folder Customization

Remember those standard folder pages that just showed a list of files? Now, you can turn any ordinary folder into a welcoming, branded space that feels like its own mini-website. You can add your logo, change colors, include custom messages, and even add special buttons to guide your clients to the most important actions.

• Create a custom folder page for each client category with the needed resources and information.
• Give each of your multiple projects its branded space with relevant documents and updates.
• Design specific areas for each service, making it easy for clients to find what they’re looking for.

Ready to give your folders a makeover? Log into your FuseBase account and start customizing! Your clients will love the improved organization and professional look, and you’ll love how much easier it is to manage your content.

Ask AI Action

The “Ask AI” action is here, and it’s ready to bring the magic of AI right into your automated workflows! It’s time to create content, summarize information, and automate communication tasks. Let’s explore some of the things you can do with this exciting new tool.

• Turn long documents into quick summaries and generate professional responses to common questions.
• Create content for your docs and communications, or get help with writing and editing tasks.
• Upload documents to your workspace and ask AI to analyze them to get summaries, insights, or specific information.

You’ll be amazed at how much time and effort it can save you! Try setting up a new flow with it now.

AI Assistant Task Management

FuseBase’s AI Assistant has expanded its capabilities to include project management! Now, you can use natural language to get instant task updates, manage deadlines, and stay organized—all within your workspace.

• Get an overview of your workload, upcoming deadlines, and project progress.
• You can ask questions about tasks, update deadlines, reassign tasks, or create new ones directly within the AI Assistant interface.
• Stay on top of your projects and collaborate more effectively with your team.

“Create Page” Action

The new “Create Page” action lets you automatically generate and organize content in your workspace and client portals. For example, you can create daily standup note pages or set up new project documentation automatically. It’s easy and time-saving!

• Create new pages instantly based on triggers and set up templates for consistent formatting.
• Pull content directly from Google Drive or import information from Notion to sync documentation across platforms.
• Auto-generate meeting note pages to organize notes by project, client, or team, and never lose track of important discussions.

Portal Analytics

With the “Portal Analytics” feature, you can now track all your clients’ actions in your portal. It also allows to granulate analytics down to the client or a specific portal page. This means you will be aware of everything: what pages the clients have visited, what files they have downloaded or deleted, what links they have clicked, and much more!

• Track each logged-in client’s actions: what they did in the portal and when, at the level of individual sessions.
• Analyze the overall popularity of the portal and its pages.
• Have you ever wondered how popular your gallery is or how many people click certain links? Get an answer for that too!

Summing Up

That’s a wrap! October was quite productive, with several new features rolled out to work together and make your workspace even more efficient. Stay tuned for more updates – we’re already working on exciting new features for the months ahead! Haven’t tried these new features yet? Log in to your FuseBase account today and explore what’s new.