# Give your client work an AI team.

Delegate research, reports and follow-ups. Your AI coworkers work with your knowledge, tools and client portals.

### Example: client reporting
Your goal **“Prepare the client’s monthly report.”**

**FuseBase Work** **Reporting coworker** Coordinates the job

**Research** Gather the relevant data

**Analysis** Explain what changed

Your review **Client portal**

### Example: build apps
Your goal **“Build an app for our client onboarding.”**

**FuseBase Work** **App-building coworker** Coordinates the job

**Planning** Define the process

**Development** Build and test the app

Your approval **App in your portal**

### Example: meeting follow-up
Your goal **“Turn this meeting into next steps.”**

**FuseBase Work** **Account coworker** Coordinates the job

**Meeting notes** Extract decisions and actions

**Follow-up** Draft the next communication

Your review **Team workspace**

### Example: sales proposals
Your goal **“Prepare a proposal for this prospect.”**

**FuseBase Work** **Sales coworker** Coordinates the job

**Research** Understand the prospect

**Content** Tailor your sales materials

Your approval **Client deal room**

## How it works
### Give the team a goal.
Hand off the preparation and follow-through, with clear roles and review rules.

### Define the role
Give each coworker a responsibility, instructions and access to the right tools.

### Coordinate the work
Break the goal into tasks. See who owns each step and track progress.

### Choose the oversight
Let agreed tasks run automatically. Review the work that needs your approval.

## What would you hand off first?
Sales preparation  Client reporting  Meeting follow-up  Build apps  Client onboarding  Team knowledge

### Prepare a tailored proposal.
Working with
- Prospect website
- Sales materials
- Client records

⌕ **Research coworker** Understand the prospect

↗ **Sales coworker** Prepare relevant materials

Approve before sharing.

Client view **A proposal in your client deal room**

### Prepare the next client report.
Working with
- Connected analytics
- Client records
- Reporting guidelines

⌕ **Analysis coworker** Gather and interpret inputs

↗ **Reporting coworker** Prepare the branded report

Review, then publish.

Client view **A branded report in your client portal**

### Turn a meeting into next steps.
Working with
- Meeting transcript
- Account history
- Team instructions

⌕ **Account coworker** Extract decisions and actions

↗ **Follow-up coworker** Draft the next communication

Approve messages before sending, where required.

For your team **A follow-up draft and next steps**

### Build an app for your process.
Working with
- Process requirements
- Business records
- FuseBase development tools

⌕ **Planning coworker** Define the app’s job

↗ **Building coworker** Build and test with connected tools

Review and choose where to publish.

For your team or clients **Your app, for a portal or standalone use**

### Prepare a clear start for each client.
Working with
- Client requirements
- Service agreement
- Onboarding checklist

⌕ **Planning coworker** Identify the first steps

↗ **Onboarding coworker** Prepare tasks and welcome materials

Review the plan before inviting your client.

Client view **A welcome plan in your client portal**

### Turn team knowledge into useful answers.
Working with
- Internal guides
- Business records
- Team question

⌕ **Knowledge coworker** Find relevant internal information

↗ **Support coworker** Prepare an answer with references

Use only the information the coworker can access.

For your team **Guidance your team can check and use**

## Why FuseBase
### Your knowledge. Your tools. Your client experience.
Paperclip coordinates the AI team. FuseBase connects it to your business and delivers the work where it belongs.

### Keep your existing tools
Connect your systems. Add n8n for automation or Firecrawl for web research.

### Build around each client
Configure hosted teams with client-specific instructions, knowledge and connections.

## Available today
### Start before the next reporting cycle.
Every cycle brings the same preparation back. Put one recurring job to work with AI today, then reuse the process next time.

1. Start here **One recurring job**
2. Make it repeatable **Context + coworkers + review**
3. Carry it forward **The next client or cycle**

## A few useful answers.
### What does “Powered by Paperclip” mean?
Paperclip coordinates the coworkers. FuseBase adds hosting, business context, connected tools and client delivery.

### How is this different from a one-off AI conversation?
A coworker has an ongoing role, instructions and assigned tasks. It can coordinate work beyond a single response.

### Do I have to approve every action?
No. You choose what runs automatically and what needs human review.

### Do we need to move all our work into FuseBase?
No. Keep your existing systems and connect the information your coworkers need.

## More time for your clients.