Kollab

Kollab

Kollab turns business workflows into executable playbooks you define once and run with your team, clients, partners, or AI. Instead of processes living in docs that nobody follows, you get step-by-step templates that actually execute, with real-time visibility for every participant.

Each playbook mixes human tasks, automated follow-ups, and AI execution steps. AI can draft proposals, generate documents, schedule follow-ups, and handle repetitive work, while human review gates keep you in control before anything goes out.

Built for agencies, service businesses, and operations teams who coordinate work across client boundaries. Use it for client onboarding, content production, franchise operations, or any process that spans quick tasks to multi-month engagements.

Top Features:
  1. Define playbook templates with human, AI, and automated steps

  2. Run the same template for every client with its own progress tracker

  3. Clients and partners get role-based portals with real-time visibility

  4. White-label with custom domain, branding, and a themed mobile app on Pro

  5. Connect 100+ tools via dynamic variables including OpenAI, Airtable, and Stripe

Pros:
  1. Free Starter tier with 20 playbook runs and 500 AI credits per month.

  2. Client and partner portals with role-based access, no seat license required for external participants.

  3. Mix human review gates with AI execution steps in the same workflow.

  4. 100+ integrations via dynamic variables including OpenAI, Airtable, Stripe, and Xero.

  5. White-label custom domain and mobile app theming on paid plans.

Cons:
  1. Starter plan limited to one playbook template and 20 runs per month.

  2. Pro pricing scales at $20 per active user per month.

  3. Enterprise required for unlimited templates, runs, and a native App Store mobile app.

FAQs:

What is a playbook in Kollab?

A Kollab playbook is a reusable workflow template with defined steps, conditions, and automations. You define it once, then start separate runs for each client or project so the same process executes consistently every time.

How does AI work in Kollab?

In Kollab, AI acts as a participant in playbook steps rather than a standalone chatbot. It can execute tasks like document generation, data extraction, scheduling, and follow-ups, with optional human review gates before outputs are sent.

Can clients and partners participate in Kollab playbooks?

Yes. Kollab supports role-based access so team members, clients, and partners each see their own portal view. Clients get visibility into their project progress without needing a full team seat license.

What are AI execution credits in Kollab?

Kollab meters AI-powered step execution with credits. The Starter plan includes 500 AI execution credits per month, Pro includes 2,500 per month, and Enterprise offers unlimited AI executions.

Can I white-label Kollab for my business?

Yes. Kollab Pro includes custom domain and branding plus a themed mobile app. Enterprise adds your own native mobile app published in the App Store and Play Store under your brand.

Does Kollab have a free plan?

Yes. Kollab Starter is free and includes one playbook template, up to 20 playbook runs per month, and 500 AI execution credits per month with community support.

What integrations does Kollab support?

Kollab connects to 100+ tools through dynamic variables, including OpenAI chat and embeddings, Airtable, AWS S3, Xero, Stripe, Google Maps, WhatsApp, and email services. The integrations page lists categories across AI, accounting, CRM, scheduling, and more.

Category:

Pricing:

Freemium

Tags:

workflow automation
playbook software
team collaboration
client portals

Tech used:

Next.js
Ruby
Webpack
Tailwind CSS

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