# Spacebrain examples and starter templates

> Free templates to download and adapt, from a contact import file and AI agent instructions to automation recipes, email plans and support reports.

Canonical: https://help.spacebrain.ai/examples/
Last modified: 2026-09-25T00:00:00.000Z

These templates give you a head start. Each one is a real, worked example you can download, fill in and use to build something in Spacebrain. They're for anyone setting up their workspace, especially if you prefer to plan on paper (or in a spreadsheet) before you build.

  - [Contact import spreadsheet](/examples/crm-import-starter/) — A ready-to-fill CSV with the right column names for importing people into the CRM.

  - [AI agent instructions and test sheet](/examples/agent-build-and-test/) — Write clear instructions for an AI agent and a checklist of test conversations to try before it goes live.

  - [New lead follow-up automation](/examples/workflow-recipe/) — A simple automation that gives every new lead an owner and a follow-up task, with tests to run.

  - [Email follow-up cadence](/examples/sequence-cadence/) — A three-email plan with sensible gaps between messages, to build as an email automation.

  - [Landing page and funnel plan](/examples/landing-page-and-funnel/) — Plan the message, questions, thank-you page and follow-up for a lead-capture page.

  - [Support report template](/examples/support-report/) — Tell support exactly what went wrong, without sharing passwords or customer data.

## Which template do I need? [#which-template-do-i-need]

| I want to...                                   | Use                                                                     |
| ---------------------------------------------- | ----------------------------------------------------------------------- |
| Bring my contacts into Spacebrain              | [Contact import spreadsheet](/examples/crm-import-starter/)             |
| Set up an AI agent that answers calls or chats | [AI agent instructions and test sheet](/examples/agent-build-and-test/) |
| Make sure no new lead is forgotten             | [New lead follow-up automation](/examples/workflow-recipe/)             |
| Send a short series of follow-up emails        | [Email follow-up cadence](/examples/sequence-cadence/)                  |
| Capture leads from a web page or ad            | [Landing page and funnel plan](/examples/landing-page-and-funnel/)      |
| Report a problem to support                    | [Support report template](/examples/support-report/)                    |

## How to use any template [#how-to-use-any-template]

1. **Check your workspace.** Look at the name at the top of the left sidebar.
2. **Read the matching guide.** Each template links to the guide for that feature, so you can check the buttons and menus exist on your plan.
3. **Download and fill it in.** Replace everything in `[square brackets]` and all sample names, emails and phone numbers.
4. **Remove what you don't need.** Fewer columns, steps and questions are easier to manage.
5. **Check you have permission** to contact the people involved, and that any accounts you need are connected.
6. **Test on yourself.** Use your own email or phone number, clearly labelled as a test.
7. **Check the result** in Spacebrain (the contact, conversation, task or run) before you use it with real customers.

> **Note — Templates are starting points**
>
> Plans, roles and regions can change which options you see. If the template mentions something your workspace doesn't show, use what your workspace offers and keep the same testing steps.

## Prefer to have AI draft it? [#prefer-to-have-ai-draft-it]

Many of these can be built by describing them to Orbit. For example, in **Automations → All Automations**, select **New Automation**, choose **Describe with Orbit** and paste the plain-English outcome from a template. Orbit prepares a draft for you to review. Orbit AI uses credits. See [Orbit, your AI assistant](/platform/orbit-assistant/).

## FAQ [#faq]

### Are the downloads safe to open? [#are-the-downloads-safe-to-open]

Yes. They're plain text files (CSV or Markdown) with no macros. Open CSV files in Excel, Google Sheets or Numbers, and Markdown files in any text editor.

### Can I import these files directly? [#can-i-import-these-files-directly]

Only the contact import spreadsheet is designed to be imported. The others are planning sheets. You use them to plan, then build the real thing in Spacebrain.

## Next step [#next-step]

Start with the [contact import spreadsheet](/examples/crm-import-starter/) if your CRM is empty.