Tutorials
Step-by-step guides to build common workflows
These tutorials guide you through building real-world workflows from start to finish. Each tutorial focuses on a specific use case with detailed instructions.
Tutorial Overview
| Tutorial | Time | Difficulty | What You'll Learn |
|---|---|---|---|
| First Workflow | 10 min | Beginner | Basic workflow structure |
| Meeting Follow-Up | 20 min | Beginner | AI summarization, Slack posting |
| Deal Room Automation | 30 min | Intermediate | Conditional logic, CRM integration |
| AI Content Generation | 25 min | Intermediate | Advanced AI prompts, templates |
Learning Path
For Beginners
Start here if you're new to Agents:
- First Workflow - Learn the basics
- Meeting Follow-Up - Add AI and notifications
For Intermediate Users
Build on your foundation:
- Deal Room Automation - Complex logic
- AI Content Generation - Advanced AI
Prerequisites
Before starting tutorials, ensure you have:
- Access to Agents in Decision Site
- At least one integration connected in your workspace (Slack recommended)
- Familiarity with Core Concepts
Tutorial Format
Each tutorial includes:
- Goal - What you'll build
- Prerequisites - What you need before starting
- Steps - Detailed instructions with screenshots
- Testing - How to verify your workflow works
- Next Steps - Ideas for extending the workflow
Tips for Success
Take Your Time
Don't rush through tutorials. Understanding each step helps you apply concepts to your own workflows.
Test Frequently
Use MANUAL triggers to test after each significant change.
Experiment
After completing a tutorial, try modifying it:
- Change the AI prompt
- Add a new branch
- Connect a different action
Ask for Help
If you get stuck:
- Review the Troubleshooting Guide
- Check Common Issues
- Contact support
Related Resources
Guides
Reference
Ready to Start?
Begin with Your First Workflow to learn the basics of building automations in Agents.