Automate sales prospecting in Notion with AI (full workflow) @Notion

Uploaded June 2026 | Updated September 2026, 1 week ago

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)

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