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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

TutorialTimeDifficultyWhat You'll Learn
First Workflow10 minBeginnerBasic workflow structure
Meeting Follow-Up20 minBeginnerAI summarization, Slack posting
Deal Room Automation30 minIntermediateConditional logic, CRM integration
AI Content Generation25 minIntermediateAdvanced AI prompts, templates

Learning Path

For Beginners

Start here if you're new to Agents:

  1. First Workflow - Learn the basics
  2. Meeting Follow-Up - Add AI and notifications

For Intermediate Users

Build on your foundation:

  1. Deal Room Automation - Complex logic
  2. 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:

  1. Goal - What you'll build
  2. Prerequisites - What you need before starting
  3. Steps - Detailed instructions with screenshots
  4. Testing - How to verify your workflow works
  5. 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:

Guides

Reference

Ready to Start?

Begin with Your First Workflow to learn the basics of building automations in Agents.