> ## 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>

<CardGroup cols={2}>
  <Card title="Platform Integrations" icon="sparkles" href="/platform-integrations">
    Use Decisional-managed Apollo, Exa, Agent Mail, and Linq SMS tools without connecting your own provider account.
  </Card>

  <Card title="Custom Integrations" icon="wrench" href="/custom-integrations">
    Turn API documentation and an API key into tested tools that your agents can use.
  </Card>
</CardGroup>

## 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>