Workflow templates

Start with a practical workflow, adapt the prompt to your team, and run it in Kollab.

30 templates

Featured · Social media

Automated Instagram posting workflow template

Create a consistent Instagram persona, generate daily images and captions, then publish to Instagram through Composio.

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Presentations

Ai presentation workflow template

Turn a topic, audience, and style into an AI presentation workflow with outline, visuals, speaker notes, team review, and exportable HTML / PDF decks.

Start with the outlineGenerate the visualsLay out the deck
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Team operations

Weekly report generator template

Kollab reads metrics, risks, launches, customer feedback, and project status from Notion / Buildin, then writes a review-ready WBR page.

Read the business workspaceAdd discussion contextGenerate the WBR page
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Content marketing

Automated content pipeline template

Turn your Notion or Buildin content database into an agent-run editorial pipeline with human review built in.

Read the content databaseResearch and draftRoute human review
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Knowledge management

Daily paper radar template

Get three to five frontier papers every morning, with transferable insights saved to your knowledge base.

Define your paper radarFilter every morningReview structure in 10 minutes
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Engineering

Bug reports to github issues template

Dedupe, structure, and assign chat bug reports in GitHub.

Report inside chatStructure and dedupeCreate and assign
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Marketing design

Campaign asset pack template

Turn one brief into a key visual, social variants, and multi-size assets.

Start with one campaign briefChoose the strongest directionRefine by conversation
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Connected workspace

Enterprise ai search workflow template

Ask one work question and get a sourced AI answer from connected apps like Slack, Notion, docs, tasks, CRM notes, tickets, and workspace databases.

Search approved appsAnswer with source trailTurn answers into action
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Customer workflow

Sales call insights template

Turn sales calls, user interviews, and support recordings into Customer Evidence, Product Themes, and review-ready Feedback Records.

Read the call evidenceExtract exact signalCluster with history
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Product teams

Feature request prioritization template

Turn support tickets, sales calls, chat feedback, and linked issues into a Notion / Buildin roadmap that product leaders can review.

Read every feedback sourceCluster and dedupeWrite the roadmap database
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Document research

Document image insight workflow template

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

Read every attachmentExtract evidence and riskCompare against criteria
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Content marketing

Ai editorial cartoon workflow template

Turn article ideas, brand commentary, and social topics into review-ready comic style visuals.

Structure the creative briefGenerate visual variationsReview and revise by chat
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Personal learning

Feynman technique ai template

Send Kollab a YouTube video, podcast, short video, article, or note, and let an agent explain it until it actually clicks.

Read the sourceExplain from first principlesTest real understanding
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Creator research

Content brief generator template

Turn saved links, audience questions, competitor posts, comments, and notes into ranked content briefs inside your Notion database.

Read raw signalsCluster by audience painCreate only strong briefs
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Creator campaign

Kol content campaign workflow template

Run creator outreach, briefs, scripts, visuals, review, and launch tracking from one shared campaign workspace.

Build the creator target listCreate one reusable story briefGenerate platform-native assets
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Website operations

Landing page revision workflow template

Audit a landing page against your brand voice, product context, and launch goals, then turn the critique into a review-ready rewrite.

Read the page and contextSeparate critique from rewriteProduce a handoff package
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Meeting workflow

Meeting audio briefing template

Create a reviewed written brief first, then generate a short listenable audio briefing from meeting recordings, Decisions, Open Questions, and Database Updates.

Collect meeting sourcesBuild the written briefGenerate the audio
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GTM workflow

Meeting notes to icp template

Turn customer meetings into ICP segments, qualification signals, fit scores, and evidence-backed lead-scoring records.

Read meeting evidenceExtract fit signalsUpdate the database
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Meeting workflow

Meeting notes action items template

Turn meeting recordings into AI meeting notes with Transcript, Decisions, Action Items, Owners, Due Dates, Blockers, and review-ready records.

Capture the meetingExtract the workWrite the database
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Team planning

Okr alignment assistant template

Mention Kollab in Slack to turn scattered feedback, strategy docs, and decisions into an OKR, Decision Log, and Action Tracker.

Trigger it in SlackPull strategy documentsRevise Key Results
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Meeting workflow

Recurring meeting memory template

Turn weekly meeting recordings into a living memory of Decisions, Repeated Blockers, Open Questions, and Follow-Up History.

Read the series historyCompare across weeksUpdate live records
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Source discovery

Research source discovery template

Start from one source and let Kollab recommend the papers, books, talks, people, and critical viewpoints worth following next.

Evaluate the seedFind diverse sourcesRank by usefulness
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Sales workflow

Post meeting follow up template

Turn demo recordings and discovery calls into Account Notes, revenue opportunities, Objection Logs, Follow-Up Emails, Next Steps, and database updates.

Transcribe the callExtract selling contextDraft the follow-up
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Deep research

Topic knowledge expansion template

Give Kollab one source or theme, and let an agent expand the surrounding concepts, blind spots, debates, and next learning path.

Start from one seedExpand the concept mapExpose blind spots
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AI tool evaluation

Ai tool evaluation template

Use Kollab to build an AI tool evaluation template for pricing, trials, subscription status, alternatives, and renewal recommendations in Notion.

Define evaluation criteriaPopulate tool profilesMerge team trial feedback
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Research

Influencer tracking template

Follow AI thought leaders, products, founders, and the people behind them, then receive a prioritized research digest.

Define the research mapSearch on scheduleRank and map relationships
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Reading research

Weread reading insight template

Use Kollab’s WeRead Skill to analyze your reading trail, recurring themes, blind spots, and next books to read.

Read the WeRead trailCluster themes and questionsFind blind spots
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Sports content planning

World cup content workflow template

Use Kollab Agent tasks to connect World Cup schedule assets, match-day captions, newsletters, and campaign briefs in one reviewable workflow.

Collect campaign and fixture inputsCreate schedule and campaign assetsRoute drafts through review
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Influencer vetting

Influencer audit template

Audit X creators for fake followers, bot-like engagement, paid-post networks, and collaboration risk before you spend campaign budget.

Collect the public X signalsScore fake-account riskCompare creators side by side
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Creator workflow

Youtube video production workflow template

Plan videos, write scripts, design thumbnails, and repurpose every upload from one shared channel HQ.

Connect channel signalsBuild each video projectReuse what worked
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Social media

Automated Instagram posting workflow template

Create a consistent Instagram persona, generate daily images and captions, then publish to Instagram through Composio.

Define the personaCreate images and captionsPublish through Composio
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