Templates

Project templates that start the work

Structured discovery briefs for every kind of agency project — with AI that helps clients fill them in. Use them in Cobilder, where they become live, fillable briefs your clients complete themselves.

Featured template
★ Most detailed template
EnterpriseITSMPlatform

ServiceNow Implementation Brief

A deep, enterprise-grade discovery brief for ServiceNow projects — process scope, integrations, data migration, environments, and governance — so nothing critical is missed before a single story is written.

10
sections
43
guided fields
18
AI-assisted fields
ServiceNow Implementation · sections
1Organisation & stakeholders6 fields
2Process scope & modules7 fields
3Integrations & APIs5 fields
4Data migration & environments6 fields
✦ AI suggestion
On “Integrations & APIs”, Cobilder proposes the systems and auth methods worth capturing — so the client doesn’t forget the ones that bite later.
The full library · 8 templates
01/0801
ServiceNow Implementation Brief AI
Enterprise · most detailed
Process scope, integrations, migration, governance.
10Sections
43Fields
18AI fields
02/0802
Web Development Brief AI
Web dev
Goals, audience, pages, tech, content, launch.
8Sections
24Fields
03/0803
Marketing Campaign Brief AI
Marketing
Objectives, channels, audience, KPIs, budget.
8Sections
23Fields
04/0804
General Project Brief AI
General
A flexible starting brief for any engagement.
6Sections
22Fields
05/0805
AI Automation & Workflow Discovery AI
AI automation
Use case, data sources, models, guardrails.
9Sections
27Fields
06/0806
CRM Implementation AI
CRM
Pipeline, objects, integrations, migration.
9Sections
29Fields
07/0807
Digital Transformation AI
Transformation
Current state, target state, roadmap, change.
10Sections
35Fields
08/0808
E-commerce Store AI
E-commerce
Catalogue, payments, fulfilment, platform.
10Sections
35Fields
+
More on the way
We add new project templates regularly — tell us what your agency needs.

Every template is fully editable in Cobilder — add sections and fields, toggle AI suggestions per field, or build your own from scratch.

Built-in AI

Clients write better briefs, with a nudge

On long-answer fields, a ✦ Suggest button gives clients a prompt-aware starting point — what to include, what's usually forgotten — so the brief you get back is complete the first time.

  • Context-aware: suggestions reflect the field and the project type
  • Per-field toggle — turn AI on only where it helps
  • The client stays in control; it suggests, never auto-fills
Integrations & APIs
We need it to connect with our identity provider and…
✦ Suggest with AI
“List each system to integrate (HR, ITSM, SSO), the direction of data flow, and the auth method (SAML, OAuth, API key). Flag anything that must be real-time vs nightly.”

From template to live client brief in one click

Pick a template, share the link, and your client fills it in — with AI helping them get it right.