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Integrations power agent templates

Decisional integrations are not just app connections. They are the read tools, write tools, triggers, files, and approval surfaces that let an agent complete a workflow end to end. The public template library shows the pattern clearly: each template combines a trigger, one or more connected systems, AI or data-processing steps, and a final output that is ready for review or downstream use.

Browse Agent Templates

See the live template library on decisional.com.

What agents connect

Triggers

Start agents from schedules, integration events, webhooks, form submissions, chat requests, or manual runs.

Source systems

Pull context from inboxes, CRMs, spreadsheets, files, meeting notes, payment systems, issue trackers, and web sources.

Actions

Send messages, update records, create documents, write spreadsheets, archive files, comment on PRs, or notify reviewers.

Outputs

Produce review packages, spreadsheets, documents, approval requests, summaries, exception notes, and audit-ready archives.

Template-backed integration patterns

Use these public templates as examples of how integrations work together in real workflows.
TemplateWorkflow areaTriggerConnected systemsOutput
Stripe Invoice Processor AgentFinanceScheduledStripe, Google Drive, Google SheetsInvoice PDF archive and summary spreadsheet
Stripe Outstanding Invoices EmailFinanceOn triggerStripe, Google Sheets, GmailInternal overdue invoice summary
Procurement Approval AgentFinance & operationsRequest intakeGoogle Sheets, SlackbotLogged procurement request and approval flow
Invoice Data Extraction AgentFinanceEmail inboxGmailStructured spreadsheet from invoice files
Trade Finance Underwriting AgentFinanceIntegration triggerGmailUnderwriting review workflow
ETF News Summary AgentWealth managementScheduled or manualExa, Gmail, Slack, Google DriveNews summary and distribution package
Attio Follow-up Automation AgentSalesScheduledAttio, Google Sheets, Google Docs, SlackbotFollow-up draft package with sheet and doc links
HubSpot Follow-up with Specific Tone AgentSalesScheduled or task-basedHubSpot, Gmail, Google Sheets, Google Docs, SlackbotDrafted follow-ups in the sender’s tone
HOT Lead Enrichment & Scoring PipelineGTMIntegration triggerHubSpot, Slack, Google Sheets, Gmail, FirecrawlHOT lead alert and scored lead record
Signed Up / Visited Email SequenceGTMProduct or visit eventGmailFour-step outreach sequence
Email to HubSpot Sync AgentGTMEmail eventGmail, HubSpot, SlackbotSynced CRM contact and notification
Market Data Enrichment AgentGTM researchSpreadsheet or manual runGoogle Sheets, Exa, Firecrawl, Parallel, Apollo, AttioEnriched lead and CRM record
GitHub PR Review AgentProduct & engineeringSlack request or new PRGitHub, SlackbotPR review comments and thread summary
Weekly Shipping Report AgentProduct & engineeringScheduledLinear, GitHub, Google Docs, Google Sheets, SlackbotWeekly shipping report
Call Recording Analyzer AgentProduct & engineeringScheduled or integration triggerFathom, Slackbot, GitHub, LinearProduct issue summary from calls
Supabase Webhook Login Notifier AgentProduct & engineeringWebhookSlackbotSignup notification
Supabase User Onboarding AgentProduct & engineeringWebhookSlackbot, AttioCRM update and onboarding notification
Website Health Monitor AgentGTMScheduledAhrefs, SlackbotSite health findings and alert
HVAC Quoting AgentSMB operationsForm or manual intakeGoogle Sheets, GmailProfessional quote
Engineering Drawing GeneratorSMB operationsEmail intakeGmail, Google DriveGenerated drawing files
Email Filtering AgentEmail triageScheduled or manualGmailLabeled and filtered inbox items

Common integration bundles

Templates usually combine several integration types rather than relying on one tool alone.
Finance templates often combine payment or invoice systems with spreadsheets, file storage, email, and approval messaging. This pattern is useful for invoice archiving, close support, procurement review, and exception handling.
GTM templates combine CRM records, inbox context, enrichment tools, spreadsheets, documents, and chat notifications. This pattern is useful for lead scoring, follow-up drafting, account research, and CRM hygiene.
Product and engineering templates connect repositories, issue trackers, call transcripts, chat, docs, and spreadsheets. This pattern is useful for PR review, shipping reports, call issue detection, onboarding, and webhook-driven notifications.
Operations templates combine email or forms with spreadsheets, file storage, and generated outputs. This pattern is useful for quotes, drawings, inbox routing, and lightweight back-office workflows.

Trigger types

Templates use a small set of repeatable trigger patterns.
Trigger typeUse it whenExample templates
Scheduled triggerThe work should run on a cadenceStripe Invoice Processor, Weekly Shipping Report, Attio Follow-up Automation
Integration eventA connected app event should start the workflowHOT Lead Enrichment, Signed Up / Visited Email Sequence
WebhookAnother system should call Decisional directlySupabase Login Notifier, Supabase User Onboarding
Chat requestA person should start work conversationallyGitHub PR Review Agent
Manual runA user should run the agent on demandHVAC Quoting Agent, Market Data Enrichment Agent
Email intakeNew or recent email should be the inputInvoice Data Extraction, Email Filtering, Engineering Drawing Generator

How to choose integrations

1

Start with the output

Decide what the agent should produce: a spreadsheet, document, email, CRM update, approval request, archive, or notification.
2

Pick the trigger

Choose whether the work should start on a schedule, from an app event, from a webhook, from chat, from email, or manually.
3

Add the source systems

Connect the systems the agent needs to read from, such as inboxes, CRMs, spreadsheets, issue trackers, meeting tools, payment systems, or files.
4

Add the action systems

Connect the systems the agent needs to write to, such as chat, email, spreadsheets, documents, file storage, CRMs, or code review tools.
5

Set approvals

Use approval policy for write actions, customer-facing outputs, financial operations, and any step where a human should review before the agent proceeds.

Approvals and Policy

Learn how tool policies, approval modes, and bypass approvals apply to integration actions.

Connect integrations

You can connect tools ahead of time from the Integrations page in the app, or let Dex ask for the right connection while building or running an agent.

Build from a template

Start from a public template and connect the required systems during setup.

Create your own agent

Tell Dex what workflow you want, then connect the apps it asks for.