How CollabBase works
One clear path from creator search to campaign learning
CollabBase helps brands find relevant creators, compare the available evidence, organize creator lists, approve outreach, and keep campaign progress and supported results connected. Here is the complete workflow in plain language.
See the workspacePractical guide
7 minute product guide
- Published
- Updated
By CollabBase · Product and campaign guidance. Planning examples are illustrative, not customer results.
The short answer
Describe the creator and audience you need, search YouTube, Instagram, and TikTok, save qualified creators to a campaign, choose and approve the outreach channel, then keep stages, notes, supported replies, and posted links in one shared workspace. Eligible paid Early Access adds costs and available performance.
Inside the workspace
See the workflow before you start
Actual product screens from the September 7, 2026 local preview. All names, profiles, offers and metrics shown are sample data—not customer results. Open any screenshot for a closer look.
Keep your creator list and next step together
Save creators to a campaign, then see who needs outreach and who has posted. Open a profile for more detail or select eligible creators for batch outreach.
Sample data · Local product preview Edit the offer, then review each recipient
Start from a reusable template. Personalization fields fill saved names and business details; you supply the real fit, deliverables, timing, rights and offer. Review recipients and the delivery channel before sending.
Sample data · Local product preview Learn from recorded campaign results
Paid Early Access Beta, included with Pro, brings agreed collaborations and later stages into Campaign results. See recorded costs, supported metrics and what still needs recording. Download or copy a report for additional analysis with whichever AI or LLM you use.
Sample data · Paid Early Access Beta
1. Discover
Start with the audience and result you want
Describe the creator you need in everyday language. Add a niche, geography, language, platform, and follower range when those boundaries matter. CollabBase interprets the brief, shows the structured search, and lets you correct it before the search begins.
Discovery covers YouTube, Instagram, and TikTok. Results are pulled first from CollabBase's own creator database, then from across the web. Search depth, which comes with your plan, controls how long the system keeps searching for your request. A search does not guarantee a specific creator or number of matches.
2. Evaluate
Compare the evidence that is available
Review profile identity, topics, bio, location, follower count, average views, engagement, recent content, cross-platform profiles, contact paths, and fit context when those fields exist. Missing information stays missing rather than becoming a made-up score.
Want additional analysis? Download or copy the complete search results with their filters, explanations and profile links for external review with whichever AI or LLM you use. Optional brand and campaign context helps you ask a more specific question. Exporting does not run another discovery search or AI analysis in CollabBase.
Ownership verification means a creator proved control of a matching supported social account. Creator-submitted shared-catalog changes may still require moderation. Verification does not certify every metric, audience member, or external claim.
3. Organize
Turn your creator list into a campaign your team can use
Save creators from search or add an external creator manually when you already know who belongs in the campaign. Use stages, notes, posted URLs, and activity history to keep the work and decisions visible.
Campaign and creator limits apply to the shared workspace plan. Growth and Pro workspaces can add team members within their seat limits so the group works from the same campaigns, records, and plan capacity.
4. Reach out
Choose the channel and approve the message
Use connected Gmail or Google Workspace for direct email, CollabBase messaging for eligible verified creators, or assisted Instagram and TikTok DM workflows. Email and CollabBase messages are sent after review. Social DM tools prepare the message and open the destination; you send it in the social platform yourself.
Email outreach uses a private CollabBase reply address so supported responses can stay connected to the workspace without CollabBase reading the connected Google mailbox; replies in eligible CollabBase conversations remain in the app. Instagram and TikTok replies must be marked manually unless an approved platform connection explicitly supports reply import. Sender identity, compliance details, and daily email limits are managed in settings.
5. Follow through
Keep replies, follow-ups, and decisions distinct
A follow-up is one second outreach attempt after no reply or an appropriate negative response that is not an opt-out. A new message inside an active conversation is a reply, not another follow-up. Positive, question, negotiation, and agreement responses continue as replies.
Update campaign stages and notes as the relationship changes. Honor unsubscribe and do-not-contact requests. Send-time policy checks remain authoritative even when circumstances changed after a page loaded.
6. Learn
Record posted work and the results you can support
Add posted content URLs in every plan. With paid Early Access Beta, which is included with Pro, Campaign results focuses on agreed collaborations and later stages, not uncontacted prospects. Choose your goal, review recorded costs and supported metrics, and follow the next action when more evidence is needed.
Download or copy the recorded results for external review with whichever AI or LLM you use, with optional campaign context. Sales, refunds and cost coverage stay explicit; recorded sales are not profit or proof that the campaign caused additional sales.
Performance tracking is a paid early-access capability and depends on the data the platform, creator, brand, or tracking link actually provides. CollabBase does not invent attribution or guarantee followers, sales, replies, content delivery, or return on investment.
For creators
Creators keep ownership and choice
Creators can create a free account, claim a profile, verify ownership through a supported official connection, submit current details and a contact email, review CollabBase conversations, and respond to secure reporting invitations when a participating brand sends one.
Supported social connections are read-only. CollabBase does not receive the creator's social password and cannot post, edit, or message as the creator. Claiming a profile does not guarantee ranking, discovery, outreach, or paid work.
What stays outside CollabBase
Your team remains responsible for the partnership
CollabBase does not negotiate contracts, set creator rates, approve content, transfer creator payments, provide legal advice, guarantee deliverables, or run the creator's social accounts. Those decisions remain between the brand, creator, and their advisers.
The product is the shared operating layer around discovery, decisions, outreach, campaign progress, and supported evidence—not a replacement for the human relationship.