Quick Summary
Choose Decisional when:
- •Spreadsheets are your primary workspace
- •Focus is on operations automation
- •You want end-to-end workflow completion
- •Document processing is a key need
Choose Relevance AI when:
- •Building custom agent experiences
- •Need to white-label agent interfaces
- •Building for sales/customer-facing use cases
- •Require extensive tool customization
| Feature | Decisional | Relevance AI |
|---|---|---|
| Platform Type | Spreadsheet-native AI agents | General-purpose agent builder |
| Primary Interface | Spreadsheet workspace | Chat interface + tools |
| Agent Configuration | Natural language instructions | Prompts + tool chains |
| Execution Model | Batch row processing | Conversational/on-demand |
| Document Processing | Native AI extraction | Available via tools |
| Customization | Instructions + integrations | Tools + skills + templates |
| White-labeling | Not primary focus | Core feature |
| Target Use Cases | Operations, finance, data workflows | Sales, support, research agents |
| Best For | Operations teams | Builder teams, agencies |
The Core Difference: Spreadsheet Workflows vs Agent Builder
Relevance AI is a powerful platform for building custom AI agents. You configure agents with prompts, connect tools, and deploy them as chat interfaces or API endpoints. It's flexible and designed for teams building agent-powered products or services.
Decisional is specifically built for operations teams working in spreadsheets. Rather than building agents that respond to conversations, you create agents that process spreadsheet rows—executing entire workflows like invoice processing, quote generation, or data entry.
"Relevance AI helps you build agents for others to interact with. Decisional's agents work through your spreadsheets to complete your operational workflows."
Execution Model Comparison
Relevance AI: Conversational Agents
Agents respond to user queries or triggers:
- • User asks a question → Agent processes → Returns response
- • Trigger fires → Agent executes tool chain → Outputs result
- • Great for: Sales assistants, research agents, customer support
Decisional: Batch Workflow Agents
Agents process spreadsheet rows:
- • Upload spreadsheet with tasks → Agent processes each row → Results populate
- • Schedule trigger → Agent runs through worksheet → Workflow completes
- • Great for: Invoice processing, quote generation, data entry
Use Case Comparison
Processing 100 Invoices
Decisional approach:
Upload invoice files to spreadsheet. Agent reads each PDF, extracts vendor, amount, and due date, populates columns. Flags anomalies. Completes in single run.
Relevance AI approach:
Build document processing agent with PDF tools. Trigger per invoice or batch via API. Results output to configured destination. Requires tool chain setup.
Sales Research Assistant
Decisional approach:
Provide lead list in spreadsheet. Agent researches each company, finds contacts, populates columns with findings. Good for batch enrichment.
Relevance AI approach:
Build conversational research agent. Sales reps query interactively. Agent searches web, databases, returns insights. Great for ad-hoc research.
Customer Support Agent
Decisional approach:
Not the primary use case. Could process support ticket backlog in spreadsheet format, but not designed for real-time customer interaction.
Relevance AI approach:
Excellent fit. Build agent with knowledge base tools, deploy as chat widget. Handles customer queries in real-time with context from your docs.
When Relevance AI is the Better Choice
Relevance AI excels for:
- Customer-facing agents: Chat interfaces for support, sales, onboarding
- White-label solutions: Building agent products for clients
- Interactive research: Agents that respond to ad-hoc queries
- Custom tool chains: Complex agent capabilities with many integrations
- Agency/builder teams: Creating bespoke agent experiences
When Decisional is the Better Choice
Decisional is superior for:
- Spreadsheet operations: Teams that live in Excel/Google Sheets
- Batch processing: Lists of invoices, quotes, leads, documents
- End-to-end workflows: Complete automation vs. agent assistance
- Document processing: Reading and extracting from PDFs, contracts
- Operations teams: Finance, sales ops, data ops use cases
Enterprise Considerations
Decisional Enterprise
- • Workspace-level permissions
- • Credential management per workspace
- • Agent versioning and run history
- • Human-in-the-loop approvals
- • Audit trails for compliance
Relevance AI Enterprise
- • Team and role management
- • White-labeling capabilities
- • API access and webhooks
- • Usage analytics
- • Custom deployment options
By the Numbers
Summary
Decisional and Relevance AI serve different needs in the AI agent space. Relevance AI is excellent for teams building custom agent experiences—sales assistants, support bots, research tools—with extensive customization and white-labeling options.
Decisional is purpose-built for operations teams who need AI to process their spreadsheets and complete workflows end-to-end. If your work involves batch processing documents, generating quotes, or managing operational data in spreadsheets, Decisional's approach will be more effective.