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Document image insight workflow template

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

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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.

How it works

  1. 01

    Read every attachment

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

  2. 02

    Extract evidence and risk

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

  3. 03

    Compare against criteria

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

  4. 04

    Create the insight report

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

Starter prompt

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.
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