Document and image insight workflow

Attach PDFs, screenshots, reports, proposals, or photos, and let Kollab turn them into summaries, evidence, risks, and next actions.

Many research inputs are not clean web links. They arrive as PDFs, screenshots, scanned notes, product images, proposals, reports, or meeting photos.

Kollab helps read those attachments, extract the useful evidence, compare them against your question or criteria, flag uncertainty, and create a structured insight report that can be saved to a project or knowledge base.

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Document and image insight workflow workflow visual

Please analyze these PDFs and images and create an actionable insight report. Attachments: - PDFs, screenshots, photos, scans, reports, proposals, or charts: [upload files] - Background: [why I need to understand these materials] - Evaluation criteria: [requirements, research question, rubric, or decision standard] - Output purpose: [research / decision / proposal comparison / meeting cleanup / product analysis] Please: 1. List each attachment, its type, topic, and main information. 2. Extract key conclusions, evidence, data points, charts, and visual details. 3. Flag uncertainty, missing information, risks, and parts that need human confirmation. 4. If I provided criteria, compare each material against Meets / Does not meet / Not enough information. 5. Give me the 5-10 most important insights. 6. Create next actions: questions to ask, materials to collect, and who should handle each item. 7. Finish with a structured report that I can save to the project knowledge base.

How the workflow runs

Read through the workflow once, then swap in your own roles, sources, and outputs.

Read every attachment

Kollab starts from PDFs, images, screenshots, scans, reports, proposals, or charts instead of requiring clean text first.

Extract evidence and risk

The agent pulls out conclusions, data points, visual details, missing information, and uncertainty that need review.

Compare against criteria

If you provide a research question, requirement, or rubric, each source is mapped to what it supports or fails to support.

Create the insight report

The final report keeps summaries, evidence, risks, questions, and next actions together for follow-up work.

What the attachment analysis creates

The output should support a decision or research path, not just summarize files.

Inventory

Attachment map

File type and topic
Main information
Source notes

Evidence

Insight report

Key conclusions
Data and chart meaning
Visual details

Action

Follow-up plan

Risks and gaps
Questions to ask
Next owners

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Preguntas frecuentes

What does the Document and image insight workflow use case do?

Attach PDFs, screenshots, reports, proposals, or photos, and let Kollab turn them into summaries, evidence, risks, and next actions.

How do I run this workflow in Kollab?

Copy the setup prompt into Kollab, replace the placeholders with your team context, then run it as a reviewable task in your workspace.

What does this workflow create?

A structured insight report with attachment inventory, key takeaways, evidence, visual details, risks, criteria comparison, open questions, and next actions.

Does this workflow publish or change external tools automatically?

No. The workflow is designed to produce reviewable drafts, briefs, artifacts, or database updates first, so your team can approve the result before anything is published or changed.

Turn attachments into decisions

Use Kollab to analyze PDFs, images, screenshots, and reports with evidence and next steps.

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