Core Workflows Overview

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Welcome

Core workflow overview

CollabOS is organized around a few connected workflows.

  1. 1.Workspace setup

A workspace holds the team, projects, deals, settings, branding, billing, Discord connection, and public hiring presence.

  1. 2.Project tracking

Projects are the relationship layer. A project can be added before a raffle exists. This is useful when a founder, lead, or manager wants to track a target early with a stage such as Target, Contacted, Replied, Negotiating, Approved, or Rejected.

  1. 3.Collab Tracker

The Collab Tracker is the spreadsheet-style operating surface. Teams can type directly into cells, add sheets, add columns, create manual rows, edit saved rows, delete rows, filter rows, and export data.

  1. 4.Alphabot sync

Alphabot handles live raffle details when a raffle exists. It can sync spots, GTD, FCFS, raffle spots, required roles, entries, start dates, end dates, and status into Collab Tracker.

  1. 5.Discord management

Discord Management connects the community side of the workflow. Teams can track activity, roles, server tags, role history, snapshots, temporary roles, giveaways, exports, and slash commands.

  1. 6.Community Admissions

Community Admissions gives private communities a public application page, Discord OAuth applicant verification, application batches, X/social tasks, generated application posts, member voting, and an invite queue. Communities can keep the included manual X process or activate the paid Advanced X Process for real X OAuth and separate user-initiated follow, like, and repost actions.

  1. 7.Follow-ups and accountability

Managers can be assigned to projects and rows so leadership can understand ownership and workload.

  1. 8.Public profiles and hiring

CollabOS also supports public manager profiles, workspace hiring pages, hire requests, and verification.

A common workflow

  1. 1.Create a workspace.
  2. 2.Invite team members.
  3. 3.Add early projects manually or from Discord.
  4. 4.Update project stages as conversations progress.
  5. 5.Let Alphabot sync live raffle rows when raffles go live.
  6. 6.Use Collab Tracker as the operating spreadsheet.
  7. 7.Use Discord Management for community activity, snapshots, and rewards.
  8. 8.Use Community Admissions when the community wants applicants reviewed through a public page and member voting.
  9. 9.Review Dashboard, Pipeline, exports, and team performance.
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