How to automate sales prospecting in Notion with Custom Agents

Learn how to build two Custom Agents that brief you on prospect accounts each morning, help you turn the signal into a sharp point of view (POV), and draft a ready-to-send outreach sequence (with a quick human-in-the-loop step in between to keep your judgment in the mix).

10 min de lectura

What you'll build

  1. Account Briefing Scout, a Custom Agent that runs every weekday morning and posts a fresh briefing on your target accounts: recent news (last 7, 30, and 90 days), the top five to focus on today, and recurring themes worth a POV.

  2. A quick check-in with your Notion agent that turns one of those themes into a structured POV doc and files it in your Prospecting POVs database.

  3. Outreach Sequencer, a second Custom Agent that triggers the moment a new POV lands and drafts a full multi-channel sequence (emails, cold call scripts, LinkedIn messages) into your Outbound Sequences database, ready to paste into your sales engagement tool.

Who this is for

Account executives, SDRs, and sales leaders who run their own outbound and want to spend less time researching and writing, and more time talking to prospects.

Have these ready before you build

  • A list of target accounts in Salesforce (or wherever your CRM lives) for the briefing agent to pull from.

  • A Notion database for daily account briefings (one page per day works well).

  • A Notion database for prospecting POVs.

  • A Notion database for outbound sequences, with a relation property back to your POV database.

  • Your sales methodology saved as a Notion page the agents can reference (Henry uses

    Fanatical Prospecting).

  • [Optional] Slack connected under Tools and access, if you want the agent to post notifications there.

1. Build the account briefing agent

This is the agent that does your morning research for you. Instead of opening five tabs, scanning Google Alerts, and stitching together a list of who to reach out to, you start your day with a Notion page that already has the top accounts, the news behind them, and the themes worth pulling on.

Tarea

Try this prompt

Use this as a starter and adapt it to your book of business:

You are an Account Briefing Scout for an AE/SDR team covering [INDUSTRY/SEGMENT]. Every weekday morning, pull recent news (last 7, 30, and 90 days) across my target accounts in Salesforce (or my CRM / accounts list database). Identify the top five accounts to prioritize for outreach today and explain why, with links to sources. For each top account, suggest a next action (call/email/LinkedIn) and the angle to lead with. Flag any themes showing up across multiple accounts. Publish the briefing as a new page in my Daily Account Briefings database (one page per day) so I can act on it first thing.

1.1 Prompt the agent

In this step, you'll set the agent's foundation: what to look at each morning, what to produce, and the guardrails that keep the briefing consistent day-to-day.

  1. Open Agents from your sidebar and click + to start a new chat.

  2. Describe what you want the agent to do (the Try this prompt callout above is a good starting point).

  3. The agent will draft instructions, suggest triggers, and flag the Tools and access it needs. You'll fine-tune each of these in the next steps.

  4. Answer any quick follow-ups, like which accounts to monitor (e.g., your AE Target Accounts view), the news window (7, 30, and 90 days is a good default), and which database the daily briefing should land in.

Helpful tips

  • @-mention your sales methodology page so the agent can align its account prioritization and recommendations with the framework your team already uses.

  • @-mention your brand style guide so the briefing sounds like you wrote it.

  • If your account list lives in Salesforce, name the exact view or report to pull from (e.g., "the AE Target Accounts view in Salesforce").

  • If you'd like Slack notifications, name the channel (e.g., #sales) and connect Slack under Tools and access.

1.2 Check tools and access

This agent needs read access to your CRM and reference pages, and write access to your briefings database. Connecting Slack is optional, but useful if you want a morning summary posted to your channel.

Open Tools and access in your agent's settings and set permissions for each:

  1. Salesforce or your CRM (read access): to pull your target account list and recent activity.

  2. Sales methodology page and brand style guide (read access): so the briefing follows your team's frameworks and tone.

  3. Daily Account Briefings database (edit access): to create a new briefing page each morning.

  4. Web search (enabled): to pull recent news beyond what's in Salesforce.

  5. [Optional] Slack (read and write access): to post a short summary in your sales channel.