Decisional Use Cases
Explore common automation scenarios where Decisional's AI agents excel—from quote generation and invoicing to data entry and document processing.
Last updated: January 15, 2026
Template Workflows
These are the most common workflows our customers automate with Decisional:
| Use Case | Description |
|---|---|
| Quote Generation | Upload spreadsheet + price lists → Agent generates custom quotes at scale |
| Data Entry | Upload spreadsheet + source documents → Agent extracts and populates |
| Automated Invoicing | Upload customer sheet + contracts → Agent generates invoices based on contract logic |
| Collections | Upload invoice sheet + email credentials → Agent sends payment follow-ups |
| Reconciliation | Upload bank statement, DB, payment gateway → Agent reconciles discrepancies |
| Sales Outbound | Upload lead list → Agent sends personalized emails at scale |
Quote Generation
Sales teams often spend hours creating custom quotes—looking up pricing, applying discounts, and formatting documents. With Decisional:
Example instruction:
"For each row in the requirements sheet, look up the matching products in the price list, apply volume discounts based on quantity tiers, calculate totals, and generate a PDF quote with our company template."
How it works: Upload your customer requirements spreadsheet and price list. The agent reads each requirement, finds the right products, applies your pricing logic, and generates quotes—handling variations in requests automatically.
Data Entry from Documents
Manual data entry from PDFs, contracts, and emails is tedious and error-prone. Decisional agents read documents and populate your spreadsheet:
Example instruction:
"Read each contract PDF in column A. Extract the customer name, contract value, start date, and renewal terms. Populate columns B through E."
How it works: Reference document files in your spreadsheet. The agent reads each document, understands the structure (even if formats vary), extracts the relevant information, and fills in the data.
Automated Invoicing
Invoice generation often involves complex logic—contract terms, usage calculations, payment terms. Decisional handles the complexity:
Example instruction:
"For each customer in the billing sheet, read their contract to determine pricing terms. Calculate the invoice amount based on this month's usage. Generate an invoice and email it to the billing contact."
How it works: Upload your customer list with contract references and usage data. The agent reads each contract, applies the billing logic, generates invoices, and can even send them via email integration.
Collections Follow-Up
Chasing overdue payments is time-consuming. Decisional agents can manage the follow-up process:
Example instruction:
"For each overdue invoice in the sheet, check days overdue. If 7-14 days, send a friendly reminder. If 15-30 days, send a firmer follow-up. If 30+ days, escalate to the account manager."
How it works: Upload your accounts receivable spreadsheet. The agent evaluates each invoice, determines the appropriate action based on your rules, and sends personalized follow-ups.
Financial Reconciliation
Matching transactions across bank statements, payment gateways, and internal records is tedious. Agents can identify and flag discrepancies:
Example instruction:
"Compare the bank statement transactions with our internal ledger and Stripe records. Flag any transactions that don't match within a $0.01 tolerance. List unmatched items with the source of discrepancy."
How it works: Upload your data sources to the spreadsheet. The agent cross-references records, identifies matches and mismatches, and reports discrepancies for your review.
Sales Email Outbound
Personalized outreach at scale requires research and customization. Decisional agents can research leads and send tailored emails:
Example instruction:
"For each lead in the list, research their company website and recent news. Draft a personalized email referencing something specific about their business. Send the email to their work address."
How it works: Upload your lead list with company names. The agent researches each company, personalizes the message based on findings, and sends emails through your connected email account.
More Use Cases
Vendor Onboarding
Collect vendor documents, extract key information, verify compliance, and populate vendor management systems.
Contract Review
Read contracts, extract key terms, flag non-standard clauses, and summarize for review.
Expense Processing
Read expense receipts, categorize spending, verify against policies, and populate expense reports.
Lead Enrichment
Research companies, find decision-maker contacts, gather firmographic data, and populate CRM records.
Impact by Use Case
90%
Time saved on quotes
100s
Documents processed daily
10X
Faster data entry
0
Manual copy-paste
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