Uploaded June 2026 | Updated September 2026, 2 weeks ago

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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: notion.com/help/category/custom-agents
- More Custom Agents use cases: notion.com/product/ai/use-cases?page=0&feature=customAgent

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- X: https://x.com/NotionHQ
- LinkedIn: linkedin.com/company/notionhq
- Instagram: instagram.com/notionhq
- TikTok: tiktok.com/@notionhq
- Threads: 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