> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decisional.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

> Connect agents to the apps, triggers, and outputs used by Decisional templates

## 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.

At the platform level, each integration exposes tools, and each tool can use one or more credentials. Access-control policy decides which tools and credentials an agent can use and whether a tool call needs approval.

<Card title="Browse Agent Templates" icon="copy" href="https://www.decisional.com/templates">
  See the live template library on decisional.com.
</Card>

## What agents connect

<CardGroup cols={2}>
  <Card title="Triggers" icon="bolt">
    Start agents from schedules, integration events, webhooks, form submissions, chat requests, or manual runs.
  </Card>

  <Card title="Source systems" icon="database">
    Pull context from inboxes, CRMs, spreadsheets, files, meeting notes, payment systems, issue trackers, and web sources.
  </Card>

  <Card title="Actions" icon="paper-plane">
    Send messages, update records, create documents, write spreadsheets, archive files, comment on PRs, or notify reviewers.
  </Card>

  <Card title="Outputs" icon="file-lines">
    Produce review packages, spreadsheets, documents, approval requests, summaries, exception notes, and audit-ready archives.
  </Card>
</CardGroup>

## 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.

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## 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

<Steps>
  <Step title="Start with the output">
    Decide what the agent should produce: a spreadsheet, document, email, CRM update, approval request, archive, or notification.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Card title="Approvals and Policy" icon="user-check" href="/agents/approvals">
  Learn how tool policies, approval modes, and bypass approvals apply to integration actions.
</Card>

<Card title="Credentials" icon="key" href="/guides/credentials">
  Learn how integrations, tools, credentials, and access-control policy fit together.
</Card>

## Connect integrations

You can connect tools ahead of time from the Integrations page in the app, or connect them during agent setup and agent runs when Decisional asks for access.

<CardGroup cols={2}>
  <Card title="Build from a template" icon="copy" href="https://www.decisional.com/templates">
    Start from a public template and connect the required systems during setup.
  </Card>

  <Card title="Create your own agent" icon="robot" href="https://agents.decisional.com">
    Describe the workflow in the Decisional web app, then connect the apps it asks for.
  </Card>
</CardGroup>