Documentation Index
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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.| Template | Workflow area | Trigger | Connected systems | Output |
|---|---|---|---|---|
| Stripe Invoice Processor Agent | Finance | Scheduled | Stripe, Google Drive, Google Sheets | Invoice PDF archive and summary spreadsheet |
| Stripe Outstanding Invoices Email | Finance | On trigger | Stripe, Google Sheets, Gmail | Internal overdue invoice summary |
| Procurement Approval Agent | Finance & operations | Request intake | Google Sheets, Slackbot | Logged procurement request and approval flow |
| Invoice Data Extraction Agent | Finance | Email inbox | Gmail | Structured spreadsheet from invoice files |
| Trade Finance Underwriting Agent | Finance | Integration trigger | Gmail | Underwriting review workflow |
| ETF News Summary Agent | Wealth management | Scheduled or manual | Exa, Gmail, Slack, Google Drive | News summary and distribution package |
| Attio Follow-up Automation Agent | Sales | Scheduled | Attio, Google Sheets, Google Docs, Slackbot | Follow-up draft package with sheet and doc links |
| HubSpot Follow-up with Specific Tone Agent | Sales | Scheduled or task-based | HubSpot, Gmail, Google Sheets, Google Docs, Slackbot | Drafted follow-ups in the sender’s tone |
| HOT Lead Enrichment & Scoring Pipeline | GTM | Integration trigger | HubSpot, Slack, Google Sheets, Gmail, Firecrawl | HOT lead alert and scored lead record |
| Signed Up / Visited Email Sequence | GTM | Product or visit event | Gmail | Four-step outreach sequence |
| Email to HubSpot Sync Agent | GTM | Email event | Gmail, HubSpot, Slackbot | Synced CRM contact and notification |
| Market Data Enrichment Agent | GTM research | Spreadsheet or manual run | Google Sheets, Exa, Firecrawl, Parallel, Apollo, Attio | Enriched lead and CRM record |
| GitHub PR Review Agent | Product & engineering | Slack request or new PR | GitHub, Slackbot | PR review comments and thread summary |
| Weekly Shipping Report Agent | Product & engineering | Scheduled | Linear, GitHub, Google Docs, Google Sheets, Slackbot | Weekly shipping report |
| Call Recording Analyzer Agent | Product & engineering | Scheduled or integration trigger | Fathom, Slackbot, GitHub, Linear | Product issue summary from calls |
| Supabase Webhook Login Notifier Agent | Product & engineering | Webhook | Slackbot | Signup notification |
| Supabase User Onboarding Agent | Product & engineering | Webhook | Slackbot, Attio | CRM update and onboarding notification |
| Website Health Monitor Agent | GTM | Scheduled | Ahrefs, Slackbot | Site health findings and alert |
| HVAC Quoting Agent | SMB operations | Form or manual intake | Google Sheets, Gmail | Professional quote |
| Engineering Drawing Generator | SMB operations | Email intake | Gmail, Google Drive | Generated drawing files |
| Email Filtering Agent | Email triage | Scheduled or manual | Gmail | Labeled and filtered inbox items |
Common integration bundles
Templates usually combine several integration types rather than relying on one tool alone.Finance operations
Finance operations
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.
Sales and GTM
Sales and GTM
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
Product and engineering
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.
SMB and operations
SMB and operations
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 type | Use it when | Example templates |
|---|---|---|
| Scheduled trigger | The work should run on a cadence | Stripe Invoice Processor, Weekly Shipping Report, Attio Follow-up Automation |
| Integration event | A connected app event should start the workflow | HOT Lead Enrichment, Signed Up / Visited Email Sequence |
| Webhook | Another system should call Decisional directly | Supabase Login Notifier, Supabase User Onboarding |
| Chat request | A person should start work conversationally | GitHub PR Review Agent |
| Manual run | A user should run the agent on demand | HVAC Quoting Agent, Market Data Enrichment Agent |
| Email intake | New or recent email should be the input | Invoice Data Extraction, Email Filtering, Engineering Drawing Generator |
How to choose integrations
Start with the output
Decide what the agent should produce: a spreadsheet, document, email, CRM update, approval request, archive, or notification.
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.
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.
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.
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.