Automate sales prospecting in Notion with AI (full workflow)
Notion Account Executive Henry McKenna walks through an end-to-end workflow for generating pipeline with Notion Custom Agents — from daily account research to ready-to-send outreach. This full tutorial covers: - Running an account briefing agent every morning (news + themes + who to contact) - Using Notion AI to turn research into a POV you can actually sell from - Triggering a second agent to generate multi-channel outbound sequences (email, cold call, LinkedIn) The goal: spend less time on manual prep and more time on the conversations that close deals. Chapters: 00:00 Intro: Austom Agents for sales pipeline 00:53 Agent 1: Account Briefing Scout 01:16 Connecting tools + pages (Salesforce, Slack, methodology) 01:53 Schedule triggers for running automatically 02:10 What the daily briefing looks like 02:37 Using Notion AI to draft a POV from the briefing 02:51 What POV output looks like 03:11 Agent 2: Outbound Sequencer 03:19 Agent 2 Instructions 04:12 Reviewing the outbound sequence output 05:17 The workflow impact (time back, better conversations)