How to build a sales AI agent for better follow‑up emails with Notion Custom Agents (full tutorial)
Learn how to build a sales AI agent in Notion Custom Agents that drafts high-quality, human-sounding follow-up emails using the right context (your sales cycle, examples, meeting transcripts, and resources)—so you can move faster without sounding generic. In this walkthrough we'll cover: - Setting up the agent’s goal + writing style (so it sounds like you) - Adding the right context (accounts, transcripts, resources, references) - Testing the output and give feedback - Updating the agent instructions to match your personal preferences (like hyperlink formatting) - Drafting the final email directly in your inbox Resources: - Custom Agents help center: https://www.notion.com/help/category/custom-agents - More Custom Agents use cases: https://www.notion.com/product/ai/use-cases?page=0&feature=customAgent Follow Notion: - X: https://x.com/NotionHQ - LinkedIn: https://linkedin.com/company/notionhq/ - Instagram: https://instagram.com/notionhq/ - TikTok: https://tiktok.com/@notionhq - Threads: https://www.threads.net/@notionhq Chapters: 00:00 Intro: why sales follow-up emails matter 00:49 Create a new agent in Notion + overview of the prompt 01:39 Set the trigger (run the agent when mentioned) 02:09 Give the agent the right context (accounts, transcripts, resources) 02:58 Add references like case studies + connect email 03:18 Test run: review the drafted follow-up email 03:48 Provide feedback: shorten the email 04:35 Wrap: repeatable workflow for faster follow-up + staying focused on closing