Skip to main content

​
Overview

Decisional is built around a few core concepts that work together to automate your business workflows. Understanding these concepts will help you get the most out of the platform.

Agents

Autonomous AI workers that execute your workflows

Worksheets

Your data layer - spreadsheets where agents read and write

Sources

Context for your agents (PDFs, documents, links)

Runs

Executions of your agent workflows

Integrations

Connected services (CRM, email, databases)

Workspaces

Team collaboration and organization

​
Agents

Agents are autonomous AI workers that understand instructions, process documents, and complete tasks.

​
What Makes an Agent?

Natural language description of what the agent should do. Write instructions like you’re training a new team member.Example:
You are an Invoice Processing Agent.
Review uploaded invoices, extract key information,
and update the tracking spreadsheet.
The spreadsheet where your agent reads input data and writes results.
Documents that provide context:
  • PDFs (contracts, invoices, forms)
  • CSVs (price lists, templates)
  • Web links (documentation, APIs)
Connected services the agent can interact with:
  • Send emails (Gmail, Outlook)
  • Update CRM (HubSpot, Salesforce)
  • Post to Slack
  • Query databases
How the agent gets activated:
  • Time-based: Every day at 9 AM
  • Event-based: When new data arrives
  • Manual: Click “Run” button

​
Agent Lifecycle

​
Worksheets

Worksheets are your data layer - they’re spreadsheets where your agents read input and write output.

​
Key Features

Familiar Interface

Full-featured spreadsheet editor (powered by SpreadJS)

Formulas & Functions

All standard Excel formulas work

Charts & Viz

Create visualizations of your data

Auto-Save

Changes sync automatically

​
Supported Formats

  • CSV: Simple comma-separated values
  • XLSX: Excel workbooks (multiple sheets)
  • XLS: Legacy Excel format
  • Google Sheets: Import directly (coming soon)
Pro Tip: Structure your worksheet with clear column headers. This helps agents understand your data better.

​
Example Worksheet Structure

Quote IDDateCustomerProductQuantityUnit PriceTotalStatus
Q-0012025-01-15Acme CorpWidget A10$50$500Sent
Q-0022025-01-16TechCoWidget B5$100$500Draft

​
Sources

Sources provide context to your agents so they can make informed decisions.

​
Types of Sources

Upload files for your agent to reference:
  • PDFs: Contracts, invoices, forms, statements
  • Word Docs: Policies, templates, procedures
  • Excel: Historical data, price lists, catalogs
  • Images: Forms, receipts (with OCR)
Example use case: Upload past quotes so your agent can match the style and formatting.

​
How Agents Use Sources

Decisional uses Retrieval-Augmented Generation (RAG) to help agents understand your documents:
  1. Indexing: Documents are processed and indexed
  2. Retrieval: When needed, relevant sections are retrieved
  3. Citation: Agents cite specific pages/sections they reference
  4. Bounding Boxes: Exact locations in PDFs are highlighted
Your agent can understand and reference thousands of pages of documentation!

​
Runs

Runs are executions of your agent workflow. Each time your agent performs its task, that’s a run.

​
Run Status

​
Running
status
Agent is currently executing the workflow
​
Completed
status
Workflow finished successfully
​
Failed
status
Workflow encountered an error
​
Needs Review
status
Agent needs human approval to proceed

​
What’s in a Run?

Every run includes:
  • Start Time: When it began
  • Duration: How long it took
  • Inputs: Data the agent received
  • Outputs: Results the agent produced
  • Logs: Detailed execution trace
  • AI Reasoning: Agent’s thought process

​
Monitoring Runs

View run history in the Runs tab:
  • Filter by status, date range
  • See activity charts and trends
  • Click any run for detailed logs
  • Retry failed runs
  • Cancel running workflows

​
Integrations

Integrations connect external services to your agents.

​
Available Integrations

Email

Gmail, Outlook, SMTP

CRM

HubSpot, Salesforce, Attio

Calendar

Google Calendar, Outlook

Storage

Google Drive, OneDrive, S3

Communication

Slack, Microsoft Teams

Databases

PostgreSQL, MySQL, Snowflake

Payments

Stripe, Bill.com

APIs

Custom webhooks, REST APIs

More

And many more…

​
Using Integrations

  1. Connect: Authorize the integration in your workspace
  2. Reference: Mention it in agent instructions
  3. Trigger: Set up event-based triggers
  4. Act: Agent can read from and write to the service
Integrations can be shared across your workspace or kept private to specific agents.

​
Workspaces

Workspaces organize your team and agents.

​
What’s a Workspace?

A workspace is a container for:
  • Agents
  • Worksheets
  • Sources
  • Integrations
  • Team members

​
Workspace Roles

RoleCreateEditRunInviteDelete
Owner✅✅✅✅✅
Admin✅✅✅✅❌
Editor✅✅✅❌❌
Viewer❌❌✅❌❌

​
Organizations

If you sign up with a company email (not Gmail, Yahoo, etc.), you’ll automatically join your organization’s workspace. Example:

​
How It All Works Together

Here’s how these concepts combine in a real workflow:
1

Create Agent

You create a “Quote Generation Agent” in your Workspace
2

Upload Worksheet

Upload a price list Worksheet (Excel file)
3

Add Sources

Upload past quotes (PDFs) as Sources for reference
4

Connect Integration

Connect Gmail Integration to send quotes
5

Write Instructions

Tell the Agent how to generate quotes
6

Set Trigger

Configure to run daily or when new requests arrive
7

Monitor Runs

Check Runs tab to see execution history

​
Next Steps

Quickstart

Build your first agent in 5 minutes

Working with Agents

Deep dive into agent configuration

Workflow Tutorials

Step-by-step guides for common workflows

API Reference

Programmatic access to Decisional