Decision Site Agents

Build powerful AI-driven workflows to automate your sales processes

Welcome to Agents, a powerful workflow automation feature within Decision Site that helps you build AI-driven automations for your sales processes.

Workflow canvas showing connected nodes

New to Agents? Start here to learn the basics and build your first workflow.

Detailed documentation for every node type available in the workflow builder.

Best practices and patterns for building effective workflows.

Connect to your existing tools and platforms.

What Can You Build?

Agents enables you to automate complex sales workflows:

Automatically summarize meetings and send follow-up emails to attendees with AI-generated insights and action items.

Keep your CRM in sync by automatically updating deal stages, creating tasks, and logging activities based on meeting outcomes.

Route important information to the right people at the right time via Slack, email, or SMS based on configurable conditions.

Leverage AI to analyze meeting transcripts, extract key insights, and generate actionable recommendations.

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Trigger → Process → Act

Triggers start your workflow when specific events occur (meetings end, schedules fire, manual triggers)
Processing nodes transform, analyze, and route your data (AI analysis, conditionals, data merging)
Action nodes take action in the real world (send messages, create tasks, update records)

Feature	Description
Visual Builder	Drag-and-drop interface to design workflows without code
AI Integration	Built-in AI nodes for summarization, analysis, and content generation
CRM Sync	Native integrations with HubSpot and Salesforce
Reliable Execution	Automatic retries, error handling, and dead letter queues
Scheduling	Run workflows on cron schedules with timezone support
Real-time Triggers	React to events as they happen