Collab Overview
Create, edit, and collaborate on documents and whiteboards inside your Coherence workspace
Collab is Coherence's built-in document editor. Write notes, briefs, plans, and any other content directly in your workspace — no need to switch to Google Docs or Notion.
What is Collab?
Collab gives every workspace a block-based editor powered by BlockSuite. You can create rich documents with headings, lists, tables, code blocks, and more — or switch to whiteboard mode for freeform visual planning.
Key highlights:
- Block-based editing — paragraphs, headings, lists, tables, code blocks, quotes, and dividers
- Page & whiteboard modes — structured documents or freeform canvas
- Templates — save any doc as a reusable template, or browse the community marketplace
- AI integration — Autopilot can create and update Collab docs autonomously
- Workspace-native — docs live alongside your CRM records, email, and chat
Getting Started
Creating a Document
- Click Collab in the sidebar
- Click New Document
- Start writing — the block editor auto-saves as you type
Page vs Whiteboard Mode
Toggle between modes using the toolbar at the top of the editor:
| Mode | Best for |
|---|---|
| Page | Structured content — briefs, notes, plans, policies |
| Whiteboard | Freeform layouts — brainstorming, diagrams, visual mapping |
Block Types
The editor supports these block types:
| Block | Description |
|---|---|
| Paragraph | Standard text content |
| Heading | H1–H6 section headings |
| Bulleted list | Unordered bullet points |
| Numbered list | Ordered steps |
| To-do list | Checkable task items |
| Table | Rows and columns for structured data |
| Code block | Syntax-highlighted code |
| Quote | Block quotations |
| Divider | Horizontal separator |
Managing Documents
Favorites
Pin important docs by clicking the star icon. Favorites appear in the Collab sidebar for quick access.
Search
Use the search bar at the top of the Collab page to filter documents by title.
Sorting
Sort your documents by:
- Last updated — most recently edited first
- Created date — newest or oldest first
- Title — alphabetical order
AI-Generated Documents
Coherence Autopilot can create Collab docs as part of its autonomous workflow. Common use cases:
- Meeting prep — research briefs assembled before your next call
- Daily summaries — overnight activity digests posted to your workspace
- Research notes — web research compiled into structured documents
AI-generated docs appear in your Collab list like any other document. You can edit, favorite, or save them as templates.
Related: Templates | Template Marketplace | Autopilot