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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
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
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Idea Architect Pro is an advanced AI brainstorming partner designed to transform simple thoughts into structured, actionable ideas.
Instead of generating generic suggestions, this agent helps users explore multiple perspectives around a concept and develop ideas that can be executed in the real world.
It analyzes the user's idea, expands it into creative variations, identifies unique angles, and highlights opportunities that could lead to projects, content strategies, or business ventures.
The agent also evaluates ideas based on originality, practicality, and potential impact, helping users focus on the concepts with the greatest potential.
🚀 Aegis Autonomous Agency Suite
An AI-powered freelance operating system built with Notion Custom Agents.
🎯 Problem
Freelancers and agencies waste hours manually:
Reviewing leads
Writing proposals
Preparing onboarding
This leads to inconsistent workflows and lost opportunities.
💡 Solution
Aegis automates the entire client pipeline:
🛡 Sentinel — Qualifies incoming leads
🏗 Architect — Generates structured proposals
🤝 Concierge — Prepares onboarding
From first inquiry to project kickoff — fully automated.
⚙️ How It Works (End-to-End)
Add a new lead in Sales Pipeline
Sentinel evaluates and scores the lead
Status updated → triggers Architect
Architect creates a proposal in Client Portal
When marked Active → Concierge prepares onboarding
✨ Key Features
Lead scoring with transparent reasoning
Automated proposal generation (scope, timeline, budget)
Onboarding workflow with email + checklist
Structured, reusable system for any freelance workflow
⏱ Saves 3–5 hours per client
🧠 Why This Matters
This system is:
Reusable across clients and industries
Reliable with structured outputs
Designed for real-world messy inputs
Anyone can duplicate the template, plug in their own workflow, and start instantly.
🔗 Template
🤖 Agents (Submitted to Marketplace – In Review)
The Sentinel — (Notion Agent Template Link)
The Architect — (Notion Agent Template Link)
The Concierge — (Notion Agent Template Link)
📢 Social Post
Built for the Notion x Contra Custom Agent Buildathon.🎥 Demo Video:
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