Streamline Client Onboarding with a Custom Planner Agent

Streamline Client Onboarding with a Custom Planner AgentStreamline Client Onboarding with a Custom Planner Agent

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Alice Scalamandrè

pro

• Mar 31

One of the most tedious processes for me as a freelancer is onboarding new clients I don’t want to forget anything… but I also don’t want to get stuck in an infinite loop of copy-pasting 😅 So I built something that could help me (and hopefully you too)... → The Client Onboarding Planner Agent Find the custom agent here: https://www.notion.com/custom-agent-templates/clientonboarding Find the LinkedIn post here: https://www.linkedin.com/posts/alicescalamandr%C3%A9_notioncustomagentbuildathon-activity-7444707627286077440-EzLt?utm_source=share&utm_medium=member_desktop&rcm=ACoAADMx10MBbJ_yLYA9Q_FYknzjJzQ8S0KqXuA

Completed work

AI Agent Designer Notion NotionAI notioncustomagentbuildathon freelance aiagent

Nina Dehtiarenko

pro

• Nov 9

Hi! Sharing my new project: a CRM dashboard for dental clinics 🦷 A day timeline for every chair, patient records with tooth charts, and a voice AI assistant for the front desk. I’d really appreciate your support and feedback ❤️ Full project

dashboad UI Design healthcare

Ivan Shtefan

pro

• Nov 9

The blue-grey in the dashboard reminds me of Porsche's color. Looks elegant and powerful at the same time. Love this kind of minimal grey.

Zobia Khalid

• Nov 9

I was handed an AI agent platform that confused its own clients in a live presentation. In V2, five plain-language questions replace prompt writing, so a non-technical user has a working agent in under two minutes; Aria gives every new user a conversation from the first message; and public bots share nothing until the user chooses. 12 modules redesigned end to end with zero dropped use cases. Full case study: https://zobia-khalid-malik-portfolio.framer.website/easyagent

Completed work