The Client Workflow Copilot is a Notion Custom Agent that automates the entire freelance client lifecycle — from first brief to project wrap-up.

Here's how it works:

New Client Onboarding Tell the agent about your new client in one message — name, company, project type, budget, deadline. It instantly creates a structured client profile, sets up the project, generates onboarding tasks, and drafts a personalized welcome email. Ready to send.

Project Status Check Ask for a status update on any client, and the agent pulls live data from your databases — tasks in progress, what's overdue, what's coming next.

Meeting Prep Before a client call, get a structured brief in seconds — project context, open tasks, and key points to discuss.

Project Wrap-up When a project is done, the agent generates a closing checklist: invoice, deliverables, feedback, archive. Nothing slips through the cracks.

Built for freelancers, consultants, and small agencies who want to look professional from day one — without spending hours on admin.

Includes a complete dashboard with 3 connected databases (Clients, Projects, Tasks) and pre-configured views.

Built by Marie Gautron — Notion Ambassador, Consulting Partner & Recommended Template Creator.

🎬 Watch the demo: https://www.loom.com/share/606177150a514b82b323944f15ca7bac

🔗 Get the agent: https://www.notion.so/marketplace/custom-agents/client-workflow-copilot