Playbooks that run
your business.

Define workflows once. Execute with your team, clients, partners—or AI. Track progress across any boundary.

Quick tasks
Day projects
Week sprints
Month engagements

The Problem

Your workflows deserve better

Every business runs on playbooks. But most playbooks aren't executable—they're just documentation that people ignore, or tribal knowledge that doesn't scale.

Playbooks stuck in docs

Your processes live in Notion or Google Docs. Great for reference, but nobody follows them consistently.

Manual status tracking

Spreadsheets that go stale. Endless "what's the status?" messages. You become the bottleneck.

AI without structure

AI can help, but random prompts create chaos. No visibility, no accountability, no consistency.

The result? Work falls through the cracks. Clients don't know where they stand. Teams waste time on coordination instead of delivery.

The Solution

Executable playbooks for any workflow

Kollab turns your processes into living playbooks. Define the workflow, assign participants, and let it run—with full visibility for everyone involved.

Playbook Template

Define once

customer_onboarding

  • AI prepares welcome docs
  • Team schedules kickoff
  • Client completes profile
  • AI generates setup guide
  • Team reviews & approves

Playbook Runs

Execute many times

Acme CorpStep 4/5

Sarah reviewing setup guide

TechStart IncStep 2/5

Waiting for kickoff scheduling

Global PartnersStep 1/5

AI preparing welcome docs...

Define Once
Create playbook templates with steps, conditions, and automations. Reuse across every project.
Execute with Anyone
Team, clients, partners—or AI. Everyone participates with role-based access.
Track Everything
Real-time visibility for all participants. No more "what's the status?" messages.
Mix Human + AI
Any step can be human, AI, or automated. Start manual, add AI as you're ready.
Access Anywhere
Web dashboard, mobile app, menu bar. Your playbooks, however you work.
Your Platform
White-label for your brand. Clients see your app, your experience.

AI-Ready

AI as a participant, not a replacement

The world is shifting from humans doing work to humans overseeing AI that does work. Kollab is built for this new world—structured playbooks with AI execution and human oversight.

Example: Proposal Generation

Client provides requirements

Human input step

✓ Complete

AI drafts proposal

AI execution step • Uses client context + templates

✓ Complete

Team reviews and edits

Human review step • Approve or request changes

→ In Progress

AI formats and sends

AI execution step • PDF generation + email

Pending

Wait for client response

Wait step • 3 day timeout → auto follow-up

Pending

Any step can be AI-powered

Document generation, data extraction, scheduling, follow-ups—AI handles the repetitive work.

Human checkpoints keep you in control

Review and approve AI outputs before they go out. You set where humans stay in the loop.

Start manual, add AI over time

Begin with human playbooks. Identify automatable steps. Add AI when you're ready. Evolve as AI improves.

Without Kollab: AI is powerful but chaotic. Random prompts, no visibility, no accountability.

With Kollab: AI becomes a reliable participant. It executes defined steps within a structure you control.

Use Cases

From quick tasks to long engagements

Same platform, any timescale. Whether it's a 5-second AI task or a 5-month project, Kollab gives you structure and visibility.

Quick Tasks

Seconds to minutes. AI does the work, you review. Run from your phone, menu bar, or voice.

Generate branded assets

Prompt → AI generates → Review → Save

Summarize document

Upload → AI extracts → Done

Draft email response

Context → AI drafts → Edit → Send

Create meeting notes

Transcript → AI summarizes → Share

How It Works

Three steps to structured workflows

Turn any process into a repeatable playbook. Then run it with your team, clients, and AI—with everyone seeing their part.

01

Define your playbook

Build a template with the steps your process needs. Mix human tasks, AI actions, and automated follow-ups. Decide who does what.

Client Onboarding Playbook
Send welcome email
AI generates personalized welcome
Client fills intake form
Client completes in their portal
Schedule kickoff call
Account manager handles
+ 3 more steps...
02

Start a run for each client

Kick off the playbook for a new client, project, or task. Add participants. AI steps start running automatically.

Start New Run
Client Onboarding
Acme Corp
Sarah (Account Manager)
03

Everyone sees progress

AI steps run automatically. Team members get notified for their tasks. Clients see their portal. You see the big picture.

Acme Corp OnboardingStep 3 of 6
Welcome email sentAI
Intake form completedClient
Schedule kickoff callSarah
Kickoff meeting
Sarah, schedule the Acme kickoff call

Comparison

Built for a different problem

Documentation tools document. Automation tools automate. Kollab executes workflows with humans and AI together.

CapabilityKollabNotionZapierMonday
Runs your workflows
Not just docs—actually executes
Client portal
Clients see their own view
AI does the work
AI handles steps automatically
Human approvals
Review and approve when needed
Mobile app
Work from anywhere
Your own branded app
White-label with your brand

Notion

Great for documenting processes. But documentation doesn't execute itself.

Zapier

Automates between apps. But workflows involve people, not just systems.

Monday

Good for team tracking. But clients need their own portal, not a seat license.

Kollab

Playbooks that actually run—with AI doing the work, clients seeing their progress, and your team staying in sync.

Pricing

Pricing plans for teams of all sizes

Start free and scale as you grow. Every plan includes AI-powered execution, real-time tracking, and collaboration with your team, clients, and partners.

Starter

For small teams getting started with playbooks.

$0

Get started
  • 1 playbook template
  • Up to 20 playbook runs / month
  • 500 AI execution credits / month
  • Community support

Pro

Most popular

Personal onboarding by our service team. The perfect plan for medium-sized businesses.

$20/ active user / month

Get started
  • Custom domain & branding
  • Kollab mobile app with custom theming
  • 5 playbook templates
  • Up to 100 playbook runs / month
  • 2500 AI execution credits / month
  • 24-hour support response time

Enterprise

Dedicated engineering support and infrastructure for your company.

Custom pricing

Get started
  • Custom domain & branding
  • Own native mobile app in AppStore & PlayStore
  • Unlimited playbook templates
  • Unlimited playbook runs / month
  • Unlimited AI executions
  • Dedicated engineering representative
  • 1-hour support response time and SLA

Frequently asked questions