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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.

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Most teams do not have one source of truth. The answer to “what is happening?” may be split across Slack threads, Google Docs, Notion pages, Linear issues, GitHub PRs, customer notes, and meeting transcripts.

Kollab turns that connector layer into a working answer flow: it searches the approved apps, cites where each claim came from, shows what is uncertain, and can turn the result into an update, action list, decision brief, or follow-up task.

How it works

  1. 01

    Search approved apps

    Kollab reads only the connectors you choose, such as Slack, docs, tasks, GitHub, CRM notes, and workspace databases.

  2. 02

    Answer with source trail

    The agent gives a direct answer, groups supporting evidence, and marks uncertainty or conflicting signals instead of hiding them.

  3. 03

    Turn answers into action

    The result becomes a shareable project update, decision brief, action list, or follow-up plan without changing external systems automatically.

Starter prompt

I want Kollab to answer this work question across our connected apps.

Question:
- [What do I need to know? Example: catch me up on the mobile onboarding project.]

Apps and sources to search:
- Slack channels: [#product, #engineering, #support, #sales]
- Docs or workspace pages: [Notion / Google Docs / Confluence links]
- Tasks and issues: [Linear / Jira / GitHub project or repo]
- Customer or sales notes: [CRM, call notes, support tickets, meeting transcripts]
- Time window: [last 7 days / last 30 days / current quarter]

Please run this workflow:
1. Search the connected apps that are relevant to the question. Do not use sources outside the approved list.
2. Give me a direct answer first, then group the evidence by theme: goals, recent progress, blockers, decisions, open questions, and next actions.
3. Cite the source trail for each important claim: app, document/thread/issue name, owner if visible, and date.
4. Mark anything uncertain or conflicting instead of smoothing over disagreements.
5. Create a short follow-up artifact I can share with the team:
   - executive summary
   - project status
   - blockers and owners
   - decisions already made
   - suggested next actions
6. Do not message anyone, change issue status, or update external records unless I explicitly approve the proposed actions.
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