@Heptabase

An intelligent, visual knowledge base built for students, researchers, and lifelong learners. (YC W22)

Joined January 2021
Today, we're excited to introduce AI Skills in Heptabase. A skill is a reusable workflow that teaches the AI Agent how to perform a specific task. Simply describe what you want to accomplish, and the AI Agent will help you turn that idea into a structured workflow that you can review, customize, and reuse. What makes AI Skills especially powerful is that you're not limited to asking AI for another text summary. You can ask it to transform a dense source into a visual knowledge structure on your whiteboard—helping you see the big picture, understand how ideas relate to one another, and move between the overview and the original source through citations. In the video below, we give a live demo of creating a skill from scratch and using it on a 300-page philosophy book. The AI Agent turns the book into a series of mind maps on the whiteboard, with each card explaining a key claim and linking back to the relevant passage in the original PDF. We also demonstrate a different way to process the same book: breaking it down into sequential summaries and arranging them as cards that follow the order of the original pages. There is no single best way to read or process information. With AI Skills, you can create the workflows and visualizations that work best for you. You can customize what information a skill should extract, how detailed each card should be, and how the cards should be structured and arranged on your whiteboard. Once you've created a workflow that works for you, you can reuse it on other books, papers, videos, and knowledge sources with a simple slash command. If you create an interesting skill or discover a new way to visualize what you’re learning, feel free to share it with us—we’d love to see what you build!
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Hi everyone, We're happy to announce that our official Heptabase plugin is now available in ChatGPT! If you use ChatGPT to discuss ideas or Codex to help with your work, you may also want them to access the knowledge you’ve collected in Heptabase. Previously, this required setting up our MCP server or installing our CLI, which could be a barrier for users without a technical background. With the new plugin, you can simply search for Heptabase in the ChatGPT plugin store, install it, and connect your account. Once connected, you can ask ChatGPT to save anything you want to keep from a conversation as a card in Heptabase, add it to the appropriate whiteboard, and assign tags and properties. You can also ask it to update existing cards and journal entries. This is especially convenient on your phone: anything you ask ChatGPT to save while you’re out will sync to Heptabase on your computer in real time, ready for you to continue working with when you get home. ChatGPT can also answer questions based on your existing cards, journals, parsed PDFs, whiteboards, and tag databases. As it answers, it can display the Heptabase cards it references directly in the conversation, so you can read them and ask further questions without switching to the Heptabase app. This reflects an important direction for Heptabase: we believe our product should be easy to use, both for you and for the AI you work with every day. Over the past six months, we’ve put a lot of work into making our MCP and CLI more complete, so you can use more of your Heptabase data with the AI tools you choose. The ChatGPT plugin is another step toward that goal. If you often use ChatGPT or Codex, we’d love for you to try our official plugin! If there’s something you’d like it to do that isn’t supported yet, please let us know through customer support. We’ll work quickly to add it. We’ll also be developing a Claude Connector next, making it easier for Claude and Claude Code users to connect to Heptabase. Stay tuned!
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We’ve just released the latest Heptabase update! This time, we’ve made the mobile app feel more native, with improved navigation headers and screen transitions on iPhone and iPad, plus an updated sidebar on iPadOS 26. We’ve also made whiteboards easier to navigate on a smaller screen. The new minimap shows where you are and lets you quickly move around. You can now search within a whiteboard too, without constantly panning and zooming to find a card. That minimap is available on desktop and web as well. Alongside it, this update adds drag-to-reorder options for select and multi-select properties in Tag Database, and three new AI models to choose from: GPT-6 Sol, GPT-6 Luna, and Claude Opus 5.5.
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In the latest mobile app v1.39.2, we’ve shipped a new quick capture experience that feels more native, from opening the capture bar to typing and switching between capture options. You can now create a card, add a to-do, or write in today’s Journal directly from the capture bar. You can also record a voice note, take a photo, or upload images and files from the same place. We’ve refined the animations and keyboard interactions to make capturing things on your phone feel smoother and more natural. Give it a try and let us know what you think!
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In the latest version, we’ve made Custom Filters more powerful and unified the filtering experience across Tag Database and Card Library. You can now combine filters for properties, dates, whiteboards, tags, and keywords. For example, you can find cards on a particular whiteboard that have a specific tag and were updated in the past 30 days. Date filters support both fixed and relative ranges, so you can set up a filter for “this week” and have it update automatically as time passes. These filters work the same way wherever you use them. We’ve also added Created time and Updated time properties to Tag Database, so you can display these timestamps in your table and sort cards by when they were created or last edited.
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We’ve just shipped a new batch of updates! Desktop: - The editor now supports applying text color and background color together. - Whiteboard objects support batch resizing and custom dimensions, without adjusting each one individually. - Mind maps can now be converted into standalone whiteboard objects, keeping nodes in place and turning branches into editable connections. - Mind maps now support deleting a single node while keeping its child branches.
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Mobile: - Use Inbox on your phone to organize pending items into whiteboards or add tags, then mark them as done. You can also set reminders for later. - When viewing a card’s backlinks on mobile, you can now preview the passages in other notes that mention the card and tap to jump to their original location.
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In the latest version, we’ve shipped a new batch of updates focused on making everyday use of Heptabase smoother, including improvements to search, whiteboard workflows, spell-check, mobile app, and AI Agent. Search results now show more location context. When searching for a card, you can see which whiteboard or tag it belongs to. If it appears on multiple whiteboards or has multiple tags, the result will show the count. When searching for a whiteboard, you can also see its parent whiteboard. This makes it much easier to distinguish cards or whiteboards with the same name. Whiteboard Focus mode now displays every object connected to the selected object. It shows one level of connections by default, and you can choose how many levels you want to see. After selecting multiple objects on a whiteboard, you can now add them to another whiteboard, or create a sub-whiteboard and move them into it. You can also turn an existing section and everything inside it into a sub-whiteboard.
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Spell-check now supports language and dictionary settings. If foreign-language text or specialized terms were incorrectly marked with red underlines, you can select the languages you use or add specific terms to your dictionary. On mobile, we’ve added two useful workflows. You can now use the Share Sheet in your mobile browser to save the webpage you’re viewing as a note card, making it possible to do web clipping directly from your phone. When you tap a Heptabase deep link in another app, it will open the Heptabase mobile app and take you directly to the linked card, whiteboard, or other object. Following last week’s release of block mentions and embeds, AI Agent can now inspect block links and embeds while reading a card, allowing it to access the content of the referenced blocks.
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In the latest version, we’ve shipped a new batch of updates focused on making everyday use of Heptabase smoother. We’ve improved two common workflows in the editor: searching and linking. Cmd + F can now search for content inside code blocks. When a result is inside a folded list, the list will expand to show it and fold again as you move to another result. You can also create or link a card directly from selected text. After selecting some text and opening the Link menu, you can create a new card using that text as its title, or link to an existing card with the same title. Tag Database table view now supports more complete spreadsheet-like editing. You can select any range of cells, copy and paste their values, clear their content, or fill multiple cells at once. All of these table operations also support undo and redo.
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On mobile, we’ve added more of the workflows that previously required the desktop app. You can now access every tab group created on desktop, including its folders and pinned tabs, making frequently visited whiteboards, cards, and tags much easier to find. Deleted cards and whiteboards can now be recovered from Trash. You can also copy code blocks directly from the mobile editor. Files such as PDFs and videos can now be shared or downloaded directly on your phone. AI Agent can now view all backlinks to a card, allowing it to understand where that card is referenced across your knowledge base. We’ll continue shipping more features and quality-of-life improvements. You can follow what’s coming next on our public roadmap!
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Just three days after our last release, we’ve shipped another batch of updates. In the latest version, we’re continuing to focus on two things: making everyday work in Heptabase smoother and making AI integrations more open and flexible. We’ve upgraded three parts of the editor: backlinks, links, and tables. You can now search, sort, and collapse backlinks, making it easier to navigate cards with many references. References from mind map nodes and date properties now appear in backlinks, giving you a more complete view of how a card is connected. For links, you can hover over a card or block link to preview its content, without opening it and losing your place.
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Tag Database now supports exports to CSV and Excel, making it easier to use your structured data in other tools for further processing or analysis.
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For AI, you can now bring the models and infrastructure you already use into Heptabase AI Chat. You can connect a public OpenAI-compatible provider or Google Vertex AI, add the exact models you want, and select them directly in AI Chat. For example, you can connect to DeepSeek or Kimi directly, use models through Vercel AI Gateway or Cloudflare AI Gateway, or use Gemini models from your own Google Cloud project. You can set this up under Settings → AI Features → Custom providers. Heptabase supports Bearer API keys, provider-specific API-key headers, and optional custom headers for gateway authentication and routing. Compatibility varies across providers and models, so not every OpenAI-compatible endpoint is guaranteed to work. We’ll keep refining the everyday experience while opening up more ways to connect Heptabase with the tools and services you already use. You can follow our latest releases and upcoming plans on the public roadmap!
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In the latest version, we’ve shipped a new batch of important updates. These updates focus on two things: making Heptabase smoother to use, and making your data more accessible to external AI agents. We’ve made it easier to connect and reuse content in the editor. You can now mention or embed a specific block from a card. When you type @ to search for a card, you can also insert it directly as an embed, without creating a mention and converting it afterward. We’ve also addressed a few common editing frustrations. Right-clicking selected text now opens the native system context menu instead of accidentally opening the whiteboard menu. At the end of inline code, you can press ArrowRight to move out and keep typing. You can also copy an entire card as Markdown in one click, without exporting it first. Mind maps now give you two new ways to reuse the content of a branch. You can turn an entire branch into a card, or copy and paste it into the editor. When pasted, the original hierarchy becomes a nested list, with card nodes converted into card links and text nodes converted into regular text. On mobile, you can now view and edit Tag Properties directly from a card, without going back to the desktop app. For AI, Heptabase CLI 0.6.0 significantly expands what external AI agents can do with whiteboards. Agents such as Codex and Claude Code can not only read whiteboard content, but also understand its layout, modify objects, sections, connections, and mind maps, and export whiteboard screenshots. We’ve also expanded Heptabase MCP with more read and write capabilities. AI tools can search cards, journals, images, PDFs, whiteboards, mind maps, and tag databases. They can also create and edit notes and journals, update card properties, and place existing objects on whiteboards. We’ll continue shipping more features and quality-of-life improvements. You can follow what’s coming next on our public roadmap!
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In the latest version of Heptabase, you can now use Find & replace text and Full width mode in the card editor, as well as Back to content and improved Tidy up sections on the whiteboard. We will continue shipping more quality-of-life improvements in the upcoming weeks. You can check what’s coming next on our public roadmap!
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In the latest version of the mobile app, you can now use both AI Agent and AI Tutor! Whether you want to ask questions about your notes, create new notes from your conversations with AI, or continue learning from courses created by AI Tutor, you can do it all on your phone now.
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For users who don’t use AI, we also have good news for you! We’ve started the quality-focused month for shipping the non-AI features and improvements that you’ve requested through in-app support. We’re going to release the first batch of improvements very soon, and you can check them in our public roadmap. wiki.heptabase.com/roadmap
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RT @alanchan_tw: It’s been a while since I’ve written a letter to the @Heptabase community, and it’s been a while since I hosted my last AM…
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