Skip to main content

​
Before You Start

You’ll need a Decisional account. Sign up here if you haven’t already.

​
Step 1: Describe What You Want

Go to agents.decisional.com and sign in. You’ll see a prompt box on the home page.
Decisional home page with the agent builder prompt
Tell Decisional what you want your agent to do in plain English. For example: 
Every morning, check my HubSpot for new deals that closed yesterday,
pull the contract PDF from each deal, extract the key terms,
and add a row to my spreadsheet with the deal name, value, and renewal date.
You can also upload files for context — spreadsheets, PDFs, price lists, templates — whatever your agent needs to understand the job.
Be specific about what you want the outcome to look like. The more detail you give, the better your agent will be.

​
Step 2: Your Agent Builds Itself

Once you submit, Decisional starts a conversation to understand what you need. Your agent may ask a few clarifying questions, then it selects the right integrations and tools for the job.
Agent asking clarifying questions before building
After that, your agent writes up a set of instructions — a plain-English summary of exactly what it will do, step by step. You’ll get to review these instructions before anything is built. If something’s off, just tell it to change it.
Reviewing your agent's instructions before building

​
Step 3: Build Your Workflow

Once you approve the instructions, hit Build and your agent generates a full workflow automatically. It breaks your instructions into individual steps, writes the logic for each one, and wires everything together. You can watch it build in real time from the Workflow tab. When it’s done, you’ll see the complete workflow laid out as a visual graph — each node representing a step your agent will execute.
Agent building its workflow in real time
The completed workflow displayed as a visual graph

​
Step 4: Connect Your Integrations

Your agent needs access to the apps in your workflow. There are two ways to connect them:
  • View Connections — Click the View Connections button on your agent page to see which integrations are needed and connect them directly.
  • Ask your agent — Just tell your agent to connect an integration in the chat (e.g. “connect my Gmail”) and it will walk you through it.
Once you click connect, you’ll authorize access through the app’s standard OAuth flow. Your agent handles the rest.
View Connections panel showing connected integrations
Hover over any tool or trigger in the connections panel to see exactly where it’s used in your agent’s workflow.
You can also manage all your integrations from the Integrations page in the sidebar.

​
Step 5: Test Your Agent

Before going live, run a test to make sure everything works. Your agent will walk through its workflow step by step. For action nodes (things that write data, send emails, etc.), it pauses and asks for your approval before executing.
Testing a workflow with an action node pending approval
Review the results, check the output, and if something needs tweaking — just tell your agent in the chat.

​
Step 6: Go Live

When you’re happy with the test, set your agent live. You can configure it to run:
  • On a schedule — every morning, every hour, weekly, whatever you need
  • On triggers — when a Slack message comes in, a form is submitted, or an event fires in a connected app
  • On demand — run it manually anytime

​
Step 7: Monitor and Manage

Once live, you can see all your agent’s runs from the Runs tab. Each run shows:
  • Status (Running, Completed, Failed, Needs Approval)
  • What happened at each step
  • The files and data your agent produced
Runs tab showing agent run activity and history
Need to change something? Open the chat and tell your agent what to update. It modifies its own workflow based on your instructions.

​
Next Steps

Core Concepts

Learn about Agents, Workflows, Integrations, and Runs

Working with Agents

Deep dive into agent configuration and management

​
Need Help?

Join Our Community

Get help from our team and other users on Discord

Contact Support

Reach out to our support team