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Getting Started

No! Decisional is entirely cloud-based. Just go to agents.decisional.com in your web browser and sign up. No downloads, no installations.Recommended browsers: Chrome, Firefox, Safari, or Edge (latest versions)
About 5 minutes. Our quickstart guide walks you through creating a Quote Generation Agent from start to finish. You’ll:
  1. Upload a spreadsheet (30 seconds)
  2. Write instructions (2 minutes)
  3. Test your agent (2 minutes)
Once you get the hang of it, you can create new agents in under 2 minutes.
No coding required! You write instructions in plain English, like training a new employee.Example:
You are a Quote Generation Agent.
Look up prices from the price list and create quotes for customers.
However, if you want to use our API for advanced integrations, some programming knowledge helps.
Yes! Upload your existing Excel (.xlsx, .xls) or CSV files. All your data, formulas, and formatting are preserved.You can also start with a blank spreadsheet and build from scratch.
Your data is secure and private:
  • Stored in encrypted databases
  • Hosted on secure cloud infrastructure
  • Never shared with third parties
  • You own your data and can export it anytime
Read our Privacy Policy for details.

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Agents & Workflows

Agents can handle a wide variety of business tasks:Document Processing:
  • Extract data from PDFs (invoices, contracts, forms)
  • Generate documents (quotes, reports, emails)
  • Classify and route documents
Data Operations:
  • Update spreadsheets
  • Enrich data from external sources
  • Clean and validate data
  • Perform calculations
Integrations:
  • Send emails (Gmail, Outlook)
  • Update CRMs (HubSpot, Salesforce)
  • Post to Slack/Teams
  • Query databases
  • Call APIs
Decision Making:
  • Route items based on rules
  • Flag items for human review
  • Prioritize and categorize
See Workflow Tutorials for specific examples.
Very accurate when properly configured. Accuracy depends on:
  1. Clear instructions: Specific, detailed instructions → better results
  2. Quality sources: Clean, relevant documents → higher accuracy
  3. Good data structure: Well-organized worksheets → fewer errors
Tips for maximum accuracy:
  • Test with real data before going live
  • Use data validation in worksheets
  • Add verification steps in your workflow
  • Review run logs regularly
For mission-critical tasks, use human-in-the-loop patterns (agent flags items for review).
Yes! Unlike traditional automation that breaks on edge cases, Decisional agents use agentic reasoning to adapt.Example:
  • Traditional automation: “If SKU not found, fail”
  • Decisional agent: “If SKU not found, search by product name, suggest alternatives, or flag for review”
You guide this behavior in your instructions:
If the vendor is not in the vendor list:
1. Search for similar names
2. Add them as a new vendor
3. Send a notification to the admin
Thousands of items in a single run. Decisional is designed for batch processing.Typical performance:
  • Simple data updates: 1,000+ rows in 1-2 minutes
  • Document extraction: 100+ PDFs in 5-10 minutes
  • Complex workflows: Hundreds of items in under 10 minutes
Best practices for large volumes:
  • Process in batches (e.g., 500 at a time)
  • Use efficient worksheet structures
  • Run during off-peak hours if time isn’t critical
Yes! While an agent is running, you can:
  • Cancel: Stop immediately (partial results may be saved)
  • Pause: Coming soon
If you need to modify the agent, cancel the current run, make your changes, and start a new run.

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Worksheets & Data

Almost all Excel features are supported, powered by SpreadJS:✅ Formulas: SUM, VLOOKUP, IF, INDEX/MATCH, and 400+ functions ✅ Formatting: Cell colors, fonts, borders, number formats ✅ Charts: Bar, line, pie, scatter, and more ✅ Multiple sheets: Work with multiple tabs in one workbook ✅ Data validation: Dropdowns, number ranges, custom rules ✅ Conditional formatting: Rules-based cell formatting ✅ Freeze panes: Lock headers while scrolling ✅ Filters and sorting: Standard Excel filtering❌ Not supported: Macros (VBA), Pivot Tables (coming soon)
Coming soon! We’re working on native Google Sheets integration.For now, you can:
  1. Download your Google Sheet as Excel (.xlsx)
  2. Upload to Decisional
  3. Make edits
  4. Download and re-upload to Google Sheets
Or use our API to sync programmatically.
Soft limit: 50MB per fileFor optimal performance:
  • Recommended: Under 10,000 rows per sheet
  • Maximum: 100,000 rows (may be slower)
If you have larger datasets:
  • Split into multiple worksheets
  • Use database integrations (PostgreSQL, Snowflake)
  • Process in batches
  • Archive old data to separate files
Not yet. Real-time collaboration is coming soon.Current behavior:
  • Multiple people can view at once
  • Only one person can edit at a time (last save wins)
  • Version history lets you restore previous versions
Tip: Use workspaces to organize team access and assign clear ownership.
Yes! You own your data. Export anytime:Formats:
  • XLSX: Full workbook with formulas and formatting
  • CSV: Plain data (one sheet only)
  • PDF: Static snapshot
How:
  1. Open the worksheet
  2. Click File → Download
  3. Choose format
You can also sync to Google Drive, OneDrive, or pull via API.

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Sources & Documents

Documents:
  • PDF (.pdf) - up to 50MB
  • Microsoft Word (.docx, .doc)
  • Microsoft Excel (.xlsx, .xls)
  • PowerPoint (.pptx)
  • Text files (.txt, .csv, .json, .xml, .md)
Images:
  • PNG, JPG, JPEG, GIF, TIFF - up to 20MB
  • OCR automatically applied
Web:
  • Any public URL
  • API endpoints (with authentication)
Using RAG (Retrieval-Augmented Generation):
  1. Upload: You upload a PDF (e.g., pricing policy)
  2. Indexing: Decisional extracts and indexes the text
  3. Retrieval: When your agent runs, it searches for relevant sections
  4. Citation: The agent references specific pages and paragraphs
  5. Verification: You can click citations to see the exact source
Bounding boxes show you exactly what the agent read, highlighted in the PDF.
Yes! Decisional automatically applies OCR (Optical Character Recognition) to:
  • Scanned PDFs
  • Images of documents
  • Receipts
  • Forms
For best results:
  • Use 300 DPI or higher scans
  • Ensure good contrast (black text on white)
  • Avoid skewed or rotated pages
  • Use clean, printed text (handwriting is hit-or-miss)
No hard limit, but for best performance:Recommended: 10-20 sources per agentWhy? More sources = longer retrieval time. Quality over quantity.Best practices:
  • Only upload relevant documents
  • Remove duplicates
  • Split large documents into focused files
  • Archive outdated sources
Yes! Upload a new version with the same name to replace it.What happens:
  • Old version is archived (available in version history)
  • New version is indexed
  • All agents using this source automatically use the new version
Use case: Update your price list monthly - all agents instantly use new prices.

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Integrations & Triggers

Email: Gmail, Outlook, SMTPCRM: HubSpot, Salesforce, Attio, PipedriveCommunication: Slack, Microsoft Teams, DiscordStorage: Google Drive, OneDrive, Dropbox, Amazon S3Databases: PostgreSQL, MySQL, Snowflake, BigQueryPayments: Stripe, Bill.comCalendar: Google Calendar, Outlook CalendarAPIs: Custom webhooks, REST APIsMore coming soon! Request integrations via [email protected]
Yes. You’ll use OAuth to connect your existing accounts.Example: To send emails via Gmail:
  1. Click Add Integration → Gmail
  2. Sign in with your Google account
  3. Grant permission
  4. Decisional can now send emails on your behalf
Security: You can revoke access anytime in your Google/Microsoft/etc. settings.
Yes! Once you connect Gmail or Outlook:Agents can:
  • Send emails to specific recipients
  • Use templates
  • Attach files (like generated quotes)
  • CC/BCC
  • Set custom subject lines
Example instruction:
After generating the quote, send an email via Gmail to the customer.
Subject: "Your Quote from Acme Corp"
Attach the quote PDF.
Sent from: Your email address (e.g., [email protected])
Schedule your agent to run automatically:Options:
  • Every X minutes/hours
  • Daily at specific time (e.g., 9 AM)
  • Weekly on specific days (e.g., Every Monday at 8 AM)
  • Monthly on specific date (e.g., 1st of each month)
  • Custom cron expressions (advanced)
Time zones: Specify your timezone to ensure correct scheduling.Example: “Run every weekday at 9 AM Eastern Time”
Yes! Use the Decisional API:
curl -X POST https://api.decisional.com/v1/agents/{agent_id}/run \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"input": "your input data"}'
Use cases:
  • Trigger from your website when a form is submitted
  • Integrate with your internal tools
  • Build custom workflows
See API Reference for details.

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Pricing & Plans

Yes! The free plan includes:
  • 100 agent runs per month
  • 1 workspace
  • Up to 3 agents
  • Basic integrations
  • Community support
Perfect for:
  • Individuals
  • Small projects
  • Testing Decisional
No credit card required to sign up!
Professional Plan:
  • 1,000+ runs per month
  • Unlimited agents
  • All integrations
  • Priority support
  • Advanced RAG features
  • Audit logs
Enterprise Plan:
  • Unlimited runs
  • Dedicated infrastructure
  • Custom integrations
  • SSO (SAML, OIDC)
  • SLA guarantees
  • Dedicated support
Contact sales for pricing: [email protected]
One run = one execution of your agent, regardless of how many items it processes.Examples:
  • Agent processes 1 row → 1 run
  • Agent processes 1,000 rows in same execution → 1 run
  • Agent runs on schedule (even if no new data) → 1 run
Tip: Batch processing is efficient - process many items in one run!
Yes! Change plans anytime in Settings → Billing.Upgrading: Takes effect immediately, prorated billingDowngrading: Takes effect at end of current billing periodCanceling: You can export all your data before canceling.

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Troubleshooting

Debugging steps:
  1. Check run logs
    • Go to Runs tab
    • Click the failed/unexpected run
    • Read the AI reasoning to see what it thought
  2. Review instructions
    • Are they clear and specific?
    • Did you provide examples?
    • Are edge cases handled?
  3. Check sources
    • Are they attached to the agent?
    • Are they indexed (not still processing)?
    • Do they contain the expected information?
  4. Test with simple data
    • Try with 1-2 rows first
    • See where it goes wrong
    • Refine instructions
  5. Ask for help
    • Share run logs with our support team
    • We can review and suggest improvements
Common causes:
  1. Too many sources → Reduce to only essential documents
  2. Large sources → Split into smaller, focused files
  3. Processing many rows → Consider batching
  4. Complex instructions → Simplify if possible
  5. Heavy integrations → API calls add time
Expected performance:
  • Simple tasks: Seconds per row
  • Document extraction: 5-30 seconds per PDF
  • Complex workflows: 30-60 seconds per item
If still slow, contact support - we can help optimize!
Troubleshooting:
  1. Check pop-ups → Enable pop-ups for agents.decisional.com
  2. Check third-party cookies → Enable in browser settings
  3. Check account permissions → Make sure you’re admin of the service
  4. Try different browser → Sometimes browser extensions interfere
  5. Check OAuth app restrictions → Your org may restrict OAuth apps
Still stuck? Email us the error message: [email protected]
Quick fixes:
  1. Refresh the page (Cmd+R / Ctrl+R)
  2. Clear browser cache and reload
  3. Try different browser
  4. Check file size (50MB limit)
If the worksheet is corrupted:
  • Download the last working version from version history
  • Re-upload a clean copy
Possible reasons:
  1. Removed by workspace owner → Contact your workspace admin
  2. Email changed → Sign in with your original email
  3. Workspace deleted → Cannot be recovered (contact owner)
  4. Account locked → Contact support
Prevention: Regular backups! Download worksheets and export agent configs.

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Security & Privacy

Yes! Security is our top priority:
  • Encryption at rest: All data encrypted in databases
  • Encryption in transit: TLS/SSL for all connections
  • Access controls: Role-based permissions
  • Audit logs: Track who did what (Professional/Enterprise plans)
  • SOC 2 Type II: Compliance in progress
  • GDPR compliant: EU data protection standards
Read our Security page for details.
Within Decisional:
  • You and your workspace members (based on roles)
  • Decisional engineers (only for debugging, with your permission)
Outside Decisional:
  • No one. We never share, sell, or access your data without permission
AI models:
  • Your data is NOT used to train AI models
  • Processed only for your specific workflows
Yes, with proper precautions:For sensitive data:
  1. Use Enterprise plan (dedicated infrastructure)
  2. Enable 2FA for all users
  3. Use audit logs to track access
  4. Redact sensitive info if not needed by agent
Compliance:
  • HIPAA: Enterprise plan with BAA (contact sales)
  • GDPR: Supported on all plans
  • SOC 2: In progress
Email [email protected] for compliance questions.
You have 30 days to recover:
  1. Immediate: Account marked for deletion, data inaccessible
  2. Day 1-30: Contact support to restore
  3. Day 30: Permanent deletion - all data erased
Before deleting:
  • Export all worksheets
  • Download agent configs (JSON export)
  • Back up sources
Cannot be recovered after Day 30!

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