# Collabase

## Docs

- [AI Configuration](https://docs.collabase.ch/admin/ai-configuration.md): Connect Collabase to an AI provider and configure the Brain feature.
- [Backup & Restore](https://docs.collabase.ch/admin/backup.md): How to back up your Collabase data and restore it if needed.
- [Identity Providers](https://docs.collabase.ch/admin/identity-providers.md): Let your team sign in to Collabase with their existing company credentials.
- [Troubleshooting](https://docs.collabase.ch/admin/troubleshooting.md): Solutions to the most common issues with a Collabase installation.
- [Updates](https://docs.collabase.ch/admin/updates.md): How to update Collabase to a new version.
- [Users & Groups](https://docs.collabase.ch/admin/users-groups.md): Add users, assign roles, organize teams into groups, and set up automated provisioning.
- [Approval wait-state](https://docs.collabase.ch/api/automation/approval.md): Check and resolve an automation approval gate via its one-time token.
- [Create connection](https://docs.collabase.ch/api/automation/connections/create-connection.md): Store credentials for a connector as a reusable named connection.
- [List connections](https://docs.collabase.ch/api/automation/connections/list-connections.md): List all connector connections accessible to the authenticated user.
- [Test connection](https://docs.collabase.ch/api/automation/connections/test-connection.md): Verify that a saved connection's credentials are valid.
- [Create automation](https://docs.collabase.ch/api/automation/create-automation.md): Create a new automation.
- [Delete automation](https://docs.collabase.ch/api/automation/delete-automation.md): Permanently delete an automation and all its execution history.
- [List executions](https://docs.collabase.ch/api/automation/executions/list-executions.md): Get the 50 most recent execution records for an automation.
- [Get automation](https://docs.collabase.ch/api/automation/get-automation.md): Retrieve a single automation by ID.
- [List automations](https://docs.collabase.ch/api/automation/list-automations.md): Return all automations accessible to the authenticated user.
- [List connectors](https://docs.collabase.ch/api/automation/list-connectors.md): Return metadata for all installed automation connectors.
- [List templates](https://docs.collabase.ch/api/automation/list-templates.md): Browse public automation templates.
- [Toggle automation](https://docs.collabase.ch/api/automation/toggle-automation.md): Enable or disable an automation.
- [Trigger automation](https://docs.collabase.ch/api/automation/trigger-automation.md): Manually trigger an automation by its ID.
- [Update automation](https://docs.collabase.ch/api/automation/update-automation.md): Update an automation's name, description, or flow graph.
- [Webhook trigger](https://docs.collabase.ch/api/automation/webhook-trigger.md): Fire a WEBHOOK-type automation by sending a POST request to its unique URL.
- [Health check](https://docs.collabase.ch/api/health.md): Check whether your Collabase instance is running.
- [API Reference](https://docs.collabase.ch/api/introduction.md): The Collabase REST API — integrate and automate your Collabase instance.
- [Create page](https://docs.collabase.ch/api/pages/create-page.md): Create a new document or blog page within a space.
- [SCIM Groups](https://docs.collabase.ch/api/scim/groups.md): Sync groups from your identity provider to Collabase via the SCIM 2.0 Groups endpoint.
- [SCIM 2.0](https://docs.collabase.ch/api/scim/overview.md): Provision users and groups from any SCIM 2.0 identity provider — Okta, Microsoft Entra ID, Azure AD, Google Workspace SAML.
- [SCIM Users](https://docs.collabase.ch/api/scim/users.md): Create, read, update, and deprovision users via the SCIM 2.0 Users endpoint.
- [Create project](https://docs.collabase.ch/api/test-management/create-project.md): Create a new test project inside a space.
- [Create test case](https://docs.collabase.ch/api/test-management/create-test-case.md): Create a new test case inside a test project.
- [Create test run](https://docs.collabase.ch/api/test-management/create-test-run.md): Start a new test run and automatically enrol all ready test cases.
- [List projects](https://docs.collabase.ch/api/test-management/list-projects.md): Return all test projects in a space that your API key has access to.
- [Actions](https://docs.collabase.ch/automation/actions.md): Action nodes perform operations when an automation runs — from native Collabase operations to external service integrations via connectors.
- [Conditions](https://docs.collabase.ch/automation/conditions.md): Condition nodes filter whether an automation continues — if a condition fails, the pipeline stops at that branch.
- [Abacus](https://docs.collabase.ch/automation/connectors/abacus.md): Access customers, projects, and financial data in Abacus ERP via REST API.
- [AI (local)](https://docs.collabase.ch/automation/connectors/ai.md): Run prompts through any OpenAI-compatible language model including local Ollama instances.
- [Airtable](https://docs.collabase.ch/automation/connectors/airtable.md): Create, read, update, delete, and search records across Airtable bases and tables.
- [Asana](https://docs.collabase.ch/automation/connectors/asana.md): Create and update tasks, post comments, list projects, and respond to Asana events.
- [Bexio](https://docs.collabase.ch/automation/connectors/bexio.md): Manage contacts, invoices, projects, and orders in Bexio Swiss ERP.
- [Calendly](https://docs.collabase.ch/automation/connectors/calendly.md): Retrieve scheduled events, invitee details, and create one-off scheduling links in Calendly.
- [Code](https://docs.collabase.ch/automation/connectors/code.md): Run custom JavaScript logic as a step in your automation.
- [Datadog](https://docs.collabase.ch/automation/connectors/datadog.md): Send events, query metrics, manage monitors, and create incidents in Datadog.
- [Discord](https://docs.collabase.ch/automation/connectors/discord.md): Send messages, embeds, manage threads, reactions, and roles in Discord servers.
- [Dropbox](https://docs.collabase.ch/automation/connectors/dropbox.md): Upload files from URLs, list folders, move, delete, and create shared links in Dropbox.
- [Email](https://docs.collabase.ch/automation/connectors/email.md): Send emails via the SMTP server configured in Collabase Admin Settings.
- [GitHub](https://docs.collabase.ch/automation/connectors/github.md): Manage issues, pull requests, releases, and trigger GitHub Actions workflows.
- [GitLab](https://docs.collabase.ch/automation/connectors/gitlab.md): Manage issues, merge requests, trigger CI/CD pipelines, and respond to GitLab events.
- [Google Calendar](https://docs.collabase.ch/automation/connectors/google-calendar.md): Create, update, delete events, check availability, respond to invitations, and manage calendars.
- [Google Drive](https://docs.collabase.ch/automation/connectors/google-drive.md): Upload, download, move, copy, rename, share, and manage files and folders in Google Drive.
- [Google Sheets](https://docs.collabase.ch/automation/connectors/google-sheets.md): Read, append, update, clear, search rows, and manage sheets in Google Sheets spreadsheets.
- [HTTP](https://docs.collabase.ch/automation/connectors/http.md): Make GET, POST, PUT, PATCH, and DELETE requests to any external API.
- [HubSpot](https://docs.collabase.ch/automation/connectors/hubspot.md): Manage contacts, deals, companies, tickets, notes, and tasks in HubSpot CRM.
- [Jira](https://docs.collabase.ch/automation/connectors/jira.md): Create, update, transition, and search Jira issues. Trigger automations from Jira events.
- [Linear](https://docs.collabase.ch/automation/connectors/linear.md): Manage issues, projects, and teams in Linear using the GraphQL API.
- [Monday.com](https://docs.collabase.ch/automation/connectors/monday.md): Create and update items, post updates, search boards, and respond to Monday.com events.
- [Notion](https://docs.collabase.ch/automation/connectors/notion.md): Create and update Notion pages, query databases, append blocks, and search your workspace.
- [OpenAI](https://docs.collabase.ch/automation/connectors/openai.md): Generate text with GPT models, create images with DALL·E 3, transcribe audio, convert text to speech, and generate embeddings.
- [Outlook Calendar](https://docs.collabase.ch/automation/connectors/outlook-calendar.md): Manage Microsoft 365 calendar events, respond to meeting requests, and check scheduling availability.
- [Connectors](https://docs.collabase.ch/automation/connectors/overview.md): Connect Collabase automations to third-party services — from Slack to Stripe to GitHub.
- [PagerDuty](https://docs.collabase.ch/automation/connectors/pagerduty.md): Create, acknowledge, resolve, and annotate PagerDuty incidents. Respond to on-call events.
- [Personio](https://docs.collabase.ch/automation/connectors/personio.md): Manage employee records, submit absence requests, and sync HR data from Personio.
- [Pipedrive](https://docs.collabase.ch/automation/connectors/pipedrive.md): Manage deals, persons, organizations, activities, and notes in Pipedrive CRM.
- [SendGrid](https://docs.collabase.ch/automation/connectors/sendgrid.md): Send transactional emails with dynamic templates, manage contacts and lists, and track delivery events.
- [Sentry](https://docs.collabase.ch/automation/connectors/sentry.md): Triage issues, manage releases, and track projects in Sentry error monitoring.
- [Slack](https://docs.collabase.ch/automation/connectors/slack.md): Post messages, send DMs, manage channels, reactions, and files in Slack.
- [Stripe](https://docs.collabase.ch/automation/connectors/stripe.md): Process payments, manage customers, subscriptions, invoices, coupons, and refunds via Stripe.
- [Microsoft Teams](https://docs.collabase.ch/automation/connectors/teams.md): Send channel messages, create online meetings, and manage teams via Microsoft Graph API.
- [Telegram](https://docs.collabase.ch/automation/connectors/telegram.md): Send messages, media, keyboard buttons, edit and pin messages via Telegram Bot API.
- [Transform](https://docs.collabase.ch/automation/connectors/transform.md): Format dates, filter arrays, reshape JSON objects, and assign values between automation steps.
- [Trello](https://docs.collabase.ch/automation/connectors/trello.md): Create and manage cards, add comments and labels, and respond to Trello board events.
- [Twilio](https://docs.collabase.ch/automation/connectors/twilio.md): Send SMS, MMS, WhatsApp messages, make voice calls, and respond to inbound messages via Twilio.
- [WhatsApp](https://docs.collabase.ch/automation/connectors/whatsapp.md): Send messages, media, templates, and locations via WhatsApp Business API. React to inbound messages.
- [Node reference](https://docs.collabase.ch/automation/nodes.md): Reference for all trigger and action node types in the Collabase Automation builder.
- [Overview](https://docs.collabase.ch/automation/overview.md): Build visual no-code workflows that react to events, apply logic, and take action across Collabase apps and 38 external services.
- [Triggers](https://docs.collabase.ch/automation/triggers.md): Triggers are the starting point of every automation — they listen for an event and fire the pipeline when it occurs.
- [Release Notes](https://docs.collabase.ch/changelog/overview.md): History of Collabase releases and updates.
- [Version 0.8.3](https://docs.collabase.ch/changelog/v0.8.3.md): Layout improvements, Kanban updates, and new macros.
- [AI features](https://docs.collabase.ch/concepts/ai.md): A complete guide to every AI capability in Collabase — from the in-editor Brain assistant to semantic search, AI automation nodes, and the AI logs.
- [Permissions](https://docs.collabase.ch/concepts/permissions.md): How access control works in Collabase — global roles and Space roles.
- [Your profile](https://docs.collabase.ch/concepts/profile.md): Update your personal profile, change your password, and manage your notification preferences.
- [Search](https://docs.collabase.ch/concepts/search.md): Collabase has a unified search index that spans all content you have access to — pages, test cases, test runs, tasks, and automations.
- [Space settings](https://docs.collabase.ch/concepts/space-settings.md): Configure a Space — rename it, toggle apps, manage members, and transfer or delete the Space.
- [Spaces](https://docs.collabase.ch/concepts/spaces.md): Spaces are the top-level containers in Collabase. Everything — pages, tasks, test cases, and automations — lives inside a Space.
- [WASM Plugins](https://docs.collabase.ch/developer/wasm.md): Deploy sandboxed, ultra-fast backend logic and event processors via WebAssembly
- [Overview](https://docs.collabase.ch/docs/overview.md): Collabase Docs is the collaborative knowledge base built into every Space — versioned, status-tracked, and connected to the rest of Collabase.
- [Pages](https://docs.collabase.ch/docs/pages.md): Pages are the fundamental unit of Collabase Docs — rich-text documents with status, version history, permissions, and a place in the Space tree.
- [Suggestions](https://docs.collabase.ch/docs/suggestions.md): Viewers can propose edits to any page without overwriting the original content. Page owners review each suggestion and accept or reject it.
- [Templates](https://docs.collabase.ch/docs/templates.md): Templates are saved pages you can reuse when creating new pages — keeping content consistent and saving teams from starting from scratch every time.
- [First Login](https://docs.collabase.ch/first-run.md): What to do after Collabase is installed — your first login, initial setup, and next steps.
- [Installation](https://docs.collabase.ch/installation.md): Set up Collabase on your server in a few minutes. You need Docker and a Linux server — the installer handles the rest.
- [Birthdays](https://docs.collabase.ch/intranet/birthdays.md): Automatic birthday recognition for team members who have shared their date.
- [Blog Posts](https://docs.collabase.ch/intranet/blog-posts.md): Blog posts are pages of type BLOG — they have the same rich editing capabilities as standard pages and automatically appear in the Intranet feed when published.
- [Events](https://docs.collabase.ch/intranet/events.md): Company events, team meetings, and important dates shared across the organization.
- [Overview](https://docs.collabase.ch/intranet/overview.md): The Intranet is Collabase's internal communication hub — announcements, events, quick links, birthday recognition, and more.
- [Quick Links](https://docs.collabase.ch/intranet/quick-links.md): Pinned shortcuts to tools, documents, and external resources — accessible from the Intranet home.
- [Introduction](https://docs.collabase.ch/introduction.md): What Collabase is, who it is for, and how it is licensed.
- [Overview](https://docs.collabase.ch/projects/overview.md): Projects is Collabase's agile project management app — tasks, sprints, queues, SLAs, and custom workflows in every Space.
- [Customer Portal](https://docs.collabase.ch/projects/portal.md): Give external customers a branded view into their support tickets — no Collabase account required.
- [Queues](https://docs.collabase.ch/projects/queues.md): Queues organize tasks into named triage inboxes — ideal for support teams, review pipelines, and multi-stage workflows.
- [SLA Policies](https://docs.collabase.ch/projects/sla.md): Define response and resolution time targets per priority. Track and surface SLA breaches across your project.
- [Sprints](https://docs.collabase.ch/projects/sprints.md): Organize and time-box work into sprints. Plan, run, and review sprints with a dedicated backlog and velocity tracking.
- [Tasks](https://docs.collabase.ch/projects/tasks.md): Tasks are the fundamental unit of work in Projects — learn how to create, triage, track, and close tasks effectively.
- [Custom Workflows](https://docs.collabase.ch/projects/workflows.md): Define task statuses, transitions, and task types to match how your team works.
- [Object Browser](https://docs.collabase.ch/registry/object-browser.md): Browse, create, filter, sort, and manage registry objects in a structured table view.
- [Overview](https://docs.collabase.ch/registry/overview.md): The Registry is Collabase's structured data modeling app — define custom schemas, populate them with objects, and connect them with typed relations.
- [Schema Designer](https://docs.collabase.ch/registry/schema-designer.md): A visual ER-diagram canvas to build your data model — create Object Types, define Attributes, and draw typed Relations.
- [Settings & Visibility](https://docs.collabase.ch/registry/settings.md): Control who can access a Registry Schema, enable public API access, and manage Schema details like name, icon, and description.
- [Milestones](https://docs.collabase.ch/test-management/milestones.md): Milestones group test runs to a release or sprint so you can see aggregate quality across all linked runs.
- [Overview](https://docs.collabase.ch/test-management/overview.md): Test Management is the quality operating system built into every Collabase Space — structured test cases, execution runs, milestones, and result history all in one place.
- [Test Suites](https://docs.collabase.ch/test-management/suites.md): Suites organize test cases into logical groups within a project — by feature, module, or priority.
- [Test Cases](https://docs.collabase.ch/test-management/test-cases.md): A test case describes a single verification. Learn how to create, structure, and get cases into READY status for execution.
- [Test Runs](https://docs.collabase.ch/test-management/test-runs.md): A test run executes all READY cases, lets testers record results, and creates an immutable quality snapshot.