Custom AI Agents for repetitive business workflows

Building reliable agents that run in the background is hard. Decisional makes them easy to create and run.

Left decorationRight decoration
Decisional

Meet Dex, Your AI Automation Manager

Dex helps you build automation agents that work across your apps, checks their progress, and keeps them on track.

Agent manager
Dex
Dex
Plans work, assigns automations, and monitors outcomes.
Talk on:
Slack
Telegram
OpenClawHardened fork of OpenClaw
Automation agents
Automation Agent Workflow
Dex builds each step the right way
Some steps use simple rules. Some use AI. Some use custom code. Dex sets up each part of the workflow so it runs reliably.
Preview changing
Workflow type
Workflow

Integrates with your favorite tools

Connect seamlessly with the apps you already use

Gmail
Slack
Linear
Notion
Airtable
Bill
Stripe
Crunchbase
Ahrefs
Gmail
Slack
Linear
Notion
Airtable
Bill
Stripe
Crunchbase
Ahrefs

Built-in Capabilities

Every agent comes equipped

Your agent can read documents, use a computer, edit a spreadsheet, and load the right skills for every tool.

Document Intelligence

Extract data from PDFs, invoices, contracts, and scanned documents. Your agent reads, understands, and structures unstructured files.

PDF
invoice_Q4_2024.pdf
2 pages · 340 KB
Parsed
OCR + RAG
VendorAcme Corp
Amount$12,450.00
Due Date2024-12-15
PO NumberPO-2024-0847

Spreadsheet Use

Your agent can use a spreadsheet to help keep track of its work over long running tasks.

File
Home
Insert
Layout
A1
fx
A
B
C
D
E
F
1
2
3
4
5
6
7
8
9
10

Integrations & Triggers

Call APIs, listen to webhook triggers, connect to tools you already use. Agent writes code to get the job done.

Gmail
Gmail
Integration
Slack
Slack
Integration
Stripe
Stripe
Integration
New email
Trigger
Scheduled
Trigger
Form submit
Trigger
HubSpot
HubSpot
Integration
Invoice paid
Trigger
Sheets
Sheets
Integration

Dynamic Skills

Decisional loads the right skill for each connected tool, so agents know how to work inside your apps instead of guessing from scratch.

skills.md
Skill loaded for QuickBooks, HubSpot, Sheets
1
# QuickBooks skill
2
Loaded for accounting integrations.
3
 
4
## How it works
5
- Authenticate connected workspace
6
- Read invoices, vendors, payments
7
- Match records before updates
8
- Preserve source links
9
- Ask before sending reminders
10
- Never overwrite reconciled data
11
 
12
## Output contract
13
- status: matched | needs_review
14
- confidence: high | medium | low
15
- next_action: update_sheet
16
 
17
## Guardrails
18
- Log every API write
19
- Retry transient sync errors
20
- Escalate duplicate matches

Turn everyday business tools into automated workflows

Decisional connects to your email, spreadsheets, chat, CRM, accounting, and payment apps so AI Agents can handle follow-ups, approvals, reporting, and updates for you.

Configure in Natural Language

Give your Agent a job description in plain english

Email Receipt Tracker

Live
18 Mar 2024
DT
Daily at 9:00 AM EST
Gmail

Instructions

Monitor my Gmail inbox continuously for emails containing receipts and invoices. Scan both the email subject and body for receipt indicators. Look for common receipt patterns including:

  • Subject lines containing "receipt", "invoice", "order confirmation", "purchase", "payment received", or "transaction"
  • Emails from common retailers (Amazon, Target, Walmart, etc.) and service providers (utilities, subscriptions, SaaS)
  • PDF attachments with receipt formatting or inline HTML receipts
  • Order numbers, tracking numbers, or confirmation codes in the subject or body

For each receipt identified, extract the following information with high accuracy:

  • Merchant name: Extract the business or vendor name, standardizing common variations (e.g., "AMZN" → "Amazon")
  • Purchase date: Parse the transaction date in YYYY-MM-DD format
  • Total amount: Identify the final total (after tax and fees), removing currency symbols and formatting as a decimal number
  • Payment method: Identify the card type and last 4 digits if available (Visa ****1234)
  • Category: Auto-categorize based on merchant (groceries, utilities, entertainment, shopping, dining, transport, subscriptions, etc.)
  • Tax amount: Extract sales tax or VAT amount if separately listed
  • Items purchased: For major purchases, list line items and quantities

Add each receipt as a new row in the "Expenses 2024" Google Sheet. Populate columns: Date, Merchant, Category, Amount, Tax, Payment Method, and Notes. Apply conditional formatting: green for <$50, yellow for $50-$200, red for >$200.

For recurring subscriptions (Netflix, Spotify, utilities), tag them as "recurring" and track month-over-month changes. Alert me via email if any subscription increases by more than 10%.

Handle edge cases: duplicate emails, refunds (mark with negative amounts), partial refunds, and multi-currency transactions (convert to USD using current exchange rates).

AI Agents That Stay on Track

Your Agent builds its own workflow that you can inspect and monitor as it runs.

Review Outputs

Your Agent tracks its work in a spreadsheet that you can review in realtime.

A
B
C
D
E
F
1
Date
Status
Merchant
Category
Amount
Tax
2
03/1/24
Complete
Amazon
Shopping
$45.99
$3.68
3
03/2/24
Complete
Starbucks
Dining
$54.49
$4.36
4
03/3/24
Complete
Netflix
Subscriptions
$62.99
$5.04
5
03/4/24
Complete
Uber
Transport
$71.49
$5.72
6
03/5/24
Complete
Target
Retail
$79.99
$6.40
7
03/6/24
Complete
Walmart
Groceries
$88.49
$7.08
8
03/7/24
Complete
Apple
Tech
$96.99
$7.76
9
03/8/24
Complete
Best Buy
Electronics
$105.49
$8.44
10
Processing
11
Processing
12
Processing
13
Processing
14
Queued
15
Queued

Control with Human Feedback

Your Agent asks for your approval when necessary.

Job 3 of 12
Job Execution Details
This job requires your review
What happened
Prepared follow-up email to client regarding overdue invoice. Email draft includes payment link and updated terms.
Job summaryNeeds Review
Run ID
run_abc123xyz789
Job ID
job_456def
Row reference
Row 8
Duration
2.3s
Timestamp
14:32:18
Actions3 actions
Fetch client data from spreadsheet
0.8s
Generate email draft with payment link
1.2s
Validate email content and recipients
0.3s
Approval Required
Ready to send follow-up email to client@acmecorp.com regarding overdue payment

Build your first agent in minutes

Give Decisional one workflow to automate and see how Dex turns it into a reliable agent with the right tools, rules, and AI.

Get Started