Heptabase connects notes, sources and whiteboards with AI assistance for research and structured learning.
Heptabase is a knowledge workspace built around cards and whiteboards. Notes, source material and discussions can be connected so that a research topic becomes a visible structure rather than only a folder of documents. The official product includes a block-based editor, bidirectional links, PDF annotation and daily journals. These tools support a workflow in which reading, note-taking and organizing ideas remain close together instead of being split across unrelated applications.
The current offering adds an AI agent that can explain sources, assist with notes and organize material. AI Tutor provides structured, personalized learning sessions around a goal. The advertised input sources include PDFs, YouTube content, notes and journals, while integrations include Readwise and Zotero. A CLI also connects the knowledge base with coding-agent workflows. Offline access is described for notes and files, but this should not imply that every AI function operates without a network connection. Mobile access and voice-note support provide additional ways to capture ideas.
Plans differ in upload capabilities, supported AI model families and monthly credits. The official pricing distinguishes a Pro tier with Gemini-based agent access from higher tiers that include broader model choices and AI Tutor. Check the billing period and allowance before subscribing. Begin with a small research topic, import a few sources and connect the most important ideas on a whiteboard. Compare AI explanations with the original passages and keep citations or page references where they matter. Review sharing settings before inviting collaborators. Heptabase can make a learning process more organized and interactive, but generated lessons and summaries still need critical reading, especially when a source is ambiguous or the topic requires specialist knowledge.
