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What You’ll Build

In this quickstart, you’ll create a simple Quote Generation Agent that:
  • Takes a spreadsheet of products and pricing
  • Generates customized quotes based on customer requirements
  • Outputs results back to your spreadsheet
Prerequisites: You’ll need a Decisional account. Sign up here if you haven’t already.

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Step 1: Sign In

Go to agents.decisional.com and sign in with your account.

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Step 2: Create Your First Agent

1

Navigate to Home

From the sidebar, click Home. You’ll see the automation prompt input.
2

Describe Your Workflow

In the prompt box, type:
I want to generate quotes for customers based on a price list.
The agent should take customer requirements and create a customized quote.
3

Upload Your Spreadsheet

Click Upload Spreadsheet and select a CSV or Excel file with your price list.Don’t have one? Download our sample price list.Your spreadsheet should have columns like:
  • Product Name
  • Unit Price
  • Description
  • Category
4

Submit

Click Create Agent and wait a few seconds while Decisional sets up your agent.

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Step 3: Configure Your Agent

You’ll be taken to the Agent page with three sections:

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Writing Agent Instructions

In the Instructions tab, you’ll see a rich text editor where you can refine what your agent should do.Example instructions:
You are a Quote Generation Agent. Your job is to:

1. Review the price list spreadsheet
2. When given customer requirements, select appropriate products
3. Calculate total pricing including any discounts
4. Generate a professional quote
5. Save the quote to a new row in the spreadsheet

Always include:
- Quote ID (auto-generated)
- Date
- Customer name
- List of products with quantities
- Subtotal, taxes, and total
Write instructions in natural language. The AI understands context and intent.

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Step 4: Test Your Agent

1

Open the AI Assistant

On the right side of the screen, you’ll see the AI Assistant panel.This is where you interact with your agent in real-time.
2

Give Your Agent a Task

Type a message like:
Generate a quote for Acme Corp. They need:
- 10x Product A
- 5x Product B
- 3x Product C

Apply a 10% volume discount.
3

Watch It Work

Your agent will:
  1. Read the price list from your worksheet
  2. Calculate pricing
  3. Apply the discount
  4. Generate the quote
  5. Add it to your worksheet
You’ll see the agent’s reasoning in the chat as it works.
4

Review Results

Switch to the Worksheet tab to see the generated quote added to your spreadsheet!

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Step 5: Run It Automatically

Want your agent to check for new quote requests daily?
  1. Click the calendar icon in the Instructions tab
  2. Set a schedule (e.g., “Every day at 9 AM”)
  3. Your agent will run automatically
You can also trigger your agent when:
  • A new row is added to your spreadsheet
  • An email is received
  • A form is submitted
  • A webhook is called
Connect integrations in the Integrations page to enable event triggers.
Click Test Run anytime to execute your agent manually.

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Step 6: Monitor Runs

1

View Run History

Click the Runs tab to see all past executions.
2

Check Status

Each run shows:
  • Status (Running, Completed, Failed, Needs Review)
  • Duration
  • Timestamp
  • Output
3

Debug Issues

Click on any run to see detailed logs and fix any issues.

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What You’ve Learned

✅ Created your first agent
✅ Uploaded a spreadsheet
✅ Wrote agent instructions
✅ Tested your agent
✅ Monitored run history

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Next Steps

Core Concepts

Learn about Agents, Worksheets, Sources, and Runs

Working with Agents

Deep dive into agent configuration

Workflow Tutorials

Follow step-by-step tutorials for common workflows

API Reference

Programmatic access to Decisional

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Need Help?

Join Our Community

Get help from our team and other users on Discord

Contact Support

Reach out to our support team