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Client Onboarding Agent — Notion Custom Agent
Stop wasting hours setting up new client projects manually.
This Notion Custom Agent triggers the moment you mark a Kickoff as complete. In seconds it creates the project, assigns it to the right area, sets dates and priority, generates 6 phase-based tasks with due dates, creates base resources, schedules a Weekly Check-in, and builds a Commercial Intelligence Brief by reading the client's trade data from website in real time.
One trigger. Full client workspace. Ready to work.
Agent Link: https://www.notion.so/agent/33554f99cbb58031a4340092d3f0c337
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Related posts
Meet Scope Guard for the #notioncustomagentbuildathon 👀
This agent watches for scope creep by checking new scope items against the original project baseline and classifying them as in-scope, out-of-scope, or pending review.
If something is out of scope, it drafts a change order with estimated cost, deadline impact, and justification — making project management a lot less manual.
It is designed to work across any client engagement, so once you populate the databases for a new project, it can handle the rest.
Unfortunately, it is still under revision in Notion, so I’m sharing the links here for now:
@Notion x @Contra HQ buildathon is almost over! Let's submit that agent 🔥
If you're on Contra, you probably know the pain of spending two hours on a proposal that never gets read.
That's why I built the Freelance Gig Agent, a Notion custom agent that helps you qualify, analyse, and review opportunities, then drafts tailored proposals and Loom note ideas for the ones worth pursuing as requested.
You paste a job. It does the thinking.
What it does:
→ Scores every opportunity across fit, competition, and client readiness
→ Flags green and red flags based on your profile
→ Writes a tailored proposal in your voice
→ Saves everything to your applications database automatically
→ Searches for new opportunities when you ask (limited by search access, but the agent can guide an automation setup)
Built for: Freelancers and independent consultants who apply to multiple opportunities and want a system that thinks with them.
Hope you enjoy it and if you use it, I'd love to hear how it goes. DM me here or on LinkedIn!
(Marketplace approval is still under review at the time of posting, so the link may not be live yet).
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