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CSV templates for chatflows and agents
Directly usable CSV templates for CRM, support, and automations. You get clear field structures, clean status logic, and a fast start without guesswork. If you want to build a production workflow directly from this, continue to services or ready-made agent templates. If you are still unsure which template should come first, start with the 2-minute AI check.
Directly downloadable
Business-ready fields
Fast workflow start
Governance-ready foundation
How to use these templates
Short and practical: in a few steps from template to reliable workflow.
1. Download CSV and open in Sheets/Excel
2. Felder ausfüllen (Owner, Status, Regeln, Quellen)
3. Import into your system or automate directly
Optional: We adapt fields, taxonomy, and handovers to your business
Templates (CSV)
Search keywords like "agent", "support", "crm", "db", or "automation". All downloads are located in /csv/.
Agenten & Chatflows
Agent Briefing Template
agent-briefing-template.csv — Ziele, Inputs/Outputs, Guardrails, handover.Agent Catalog Curation
agent-catalog-curation.csv — Agenten katalogisieren, use‑cases, Owner, Status.Agent Evaluation Rubric
agent-evaluation-rubric.csv — Kriterien, Scoring, Risiko, Qualität.Agent Input JSON
agent-input-json.csv — Beispiel‑Inputs als strukturierte Payload.Agent Output Spec
agent-output-spec.csv — Output‑Schema, Felder, Validierungen.Agent Session Log
agent-session-log.csv — Sessions, status, escalation, feedback.Memory Ingest
memory-ingest.csv — Facts/Notizen sauber aufnehmen (Quelle, Gültigkeit, Owner).automations & Integrationen
API Request Log
api-request-log.csv — Requests, Fehler, Kosten, Latenz.Automation Runbook
automation-runbook.csv — Flow, Owner, Recovery, Monitoring.Automation Trigger Matrix
automation-trigger-matrix.csv — Trigger, Bedingungen, Actions, Risiken.n8n Workflow Inventory
n8n-workflow-inventory.csv — Übersicht, Versionen, Owner, SLA.Webhook Event Log
webhook-event-log.csv — Events, Payload‑Hash, Retry, Status.Integration Credentials Inventory
integration-credentials-inventory.csv — Keys, Rotation, Owner, Scope.CRM, Outreach & Wachstum
CRM Leads Import
crm-leads-import.csv — Lead‑Felder, Owner, Status, Quelle, Consent.Outreach Sequence (7 Touchpoints)
outreach-sequence-7-touchpoints.csv — Sequenz‑Plan, Kanal, Copy‑Slots, Timing.Content Briefing
content-briefing.csv — Zielgruppe, Angle, Claims, Quellen, CTA.Content Calendar (30 Tage)
content-calendar-30d.csv — Planning, status, owner, channel, KPI.KPI Dashboard (Weekly)
kpi-dashboard-weekly.csv — Leads, Tickets, Kosten, Qualität, Trends.Support & Customer Success
Support Ticket Template
support-ticket-template.csv — Kategorie, Priorität, SLA, Kontext, Lösung.Customer Onboarding Checklist
customer-onboarding-checklist.csv — Steps, owner, status, appointment.Customer Segmentation
customer-segmentation.csv — Segment, Kriterien, Nutzen, Messaging.Customer Success Playbook
customer-success-playbook.csv — Aktionen je Phase, Trigger, KPIs.Data, Databases & Quality
CSV Normalizer Mapping
csv-normalizer-mapping.csv — Mapping, Transformation, Validierung.Data Cleaning Rules
data-cleaning-rules.csv — Regeln, Checks, Auto‑Fixes, Owner.DB Data Dictionary
db-data-dictionary.csv — Tabellen/Felder, Typen, Bedeutung, Owner.DB Relationships Map
db-relationships-map.csv — Beziehungen, Keys, Cardinality.DB Index Candidates
db-index-candidates.csv — Kandidaten, Queries, Impact.DB Migration Checklist
db-migration-checklist.csv — Planung, Tests, Rollback.DB Seed Plan
db-seed-plan.csv — Seeds, Reihenfolge, Checks.DB Backup Rotation Plan
db-backup-rotation-plan.csv — Backup‑Policy, Aufbewahrung, Restore‑Tests.Ops, Finance & Governance
Invoice Reconciliation
invoice-reconciliation.csv — Reconciliation, status, deviations.Wallet Top‑Up Products
wallet-topup-products.csv — Produkte, Preise, Limits.Voucher Codes
voucher-codes.csv — Codes, Laufzeit, Regeln.Team Roles (RBAC)
team-roles-rbac.csv — Rollen, Rechte, Verantwortungen.GDPR Data Request
gdpr-data-request.csv — DSGVO‑Auskunft/Deletion: Status, deadlines, Owner.Industries CSV Templates (neu)
Hotels & Resorts: Guest Intake
csv/branchen/hotels-resorts-guest-intake.csv — Gastinquiries, pre-qualification, Team-handover.Restaurants & Cafés: Reservation Flow
csv/branchen/restaurants-cafes-reservation-flow.csv — Reservierungen, Reminder, No-Show-Steuerung.E-Commerce / D2C: Order Support
csv/branchen/ecommerce-d2c-order-support.csv — Tracking, Retouren, Eskalationspfade.Crafts: inquiry Intake
csv/branchen/handwerk-service-anfrage-intake.csv — Problemdaten, Dringlichkeit, Slot-Routing.Immobilien: Lead Qualifizierung
csv/branchen/immobilien-lead-qualifizierung.csv — propertyfit, Besichtigung, Lead-Score.healthcare: patients Intake
csv/branchen/healthcare-patienten-intake.csv — Request classification, documents, appointment path.tax advisory: clients Triage
csv/branchen/steuerberatung-mandanten-triage.csv — deadlinesfragen, documentscheck, Statuspfade.law firm: Mandats Intake
csv/branchen/kanzlei-mandats-intake.csv — Fallart, Dokumentenstand, Terminvorschläge.Recruiting / HR: Screening
csv/branchen/recruiting-hr-screening.csv — Kriterien, Scorecards, Interviewpfad.Bildung / Coaching: Programm Intake
csv/branchen/bildung-coaching-programm-intake.csv — Lernziel, Level, Kursvorschlag.Fitness / Wellness: Member Flow
csv/branchen/fitness-wellness-member-flow.csv — Tarife, Kursbuchung, Reaktivierung.Autohaus / Werkstatt: Service Intake
csv/branchen/autohaus-werkstatt-service-intake.csv — Fahrzeugdaten, Anliegenkategorie, Slotplanung.Bau / Project Management: Statusflow
csv/branchen/bau-projektsteuerung-statusflow.csv — status update, approval, Gewerk-Weitergabe.Logistik: Shipment Exception Flow
csv/branchen/logistik-shipment-exception-flow.csv — Tracking, Ausnahmen, SLA-Kommunikation.Versicherung / Finanzberatung: consulting Intake
csv/branchen/versicherung-finanzberatung-beratung-intake.csv — documentscheck, pre-qualification, Terminlogik.Event / Location: inquiryflow
csv/branchen/event-location-anfrageflow.csv — Teilnehmer, Budget, Paketfit, offersrouting.Industrie / Fertigung: Störungstriage
csv/branchen/industrie-fertigung-stoerungstriage.csv — Störungen, Prioritäten, Schichtübergaben.IT / Digital Agency: Project Intake
csv/branchen/it-digital-agentur-projekt-intake.csv — Scope, Priorität, Arbeitspakete, Statusrhythmus.Need templates tailored to your use case?
We adapt fields, status logic, and KPIs to your business so chatflows and agents run cleanly with reliable handovers. For ready-made setups, you can also jump straight to agent templates, bots, or assistants.
Frequently asked questions about downloads
These templates are built for speed. Here are the most common questions before download or before the next step.
Who are these CSV templates for?
For companies that want to set up chatflows, agents, CRM processes, or automations in a structured way without starting from zero.
Are the templates ready to use directly?
Yes. They are structured so you can use them directly in Sheets, Excel, or as a base for automations and agent workflows.
What if I do not know which template fits first?
Then start with the 2-minute AI check. It prioritizes the best first lever and makes selection much easier.
Can this become a production workflow?
Yes. The templates can serve as a starting point and be expanded by kitzlabs.ai into production bots, assistants, or automations with clear handovers.
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Agent Templates
Ready-to-use templates for lead intake and follow-up.
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