‼️ Important reminder:
Submit the Custom Agent via the Notion Marketplace submission flow. If this is your first time using marketplace, first go to notion.so/profile to complete your profile. Please note that it can take up to 48 hours for the team to review and approve or reject the agent.
*As long as your submission is posted, by March 31st at 11:59pm PDT, your submission will be reviewed and considered for the prize.
As a freelance graphic and UI/UX designer, I was losing hours every week on admin work — tracking projects, writing outreach emails, chasing payments, onboarding clients. So I built an agent to handle all of it automatically.
Been working on something on the side for a while. rough.agency is an AI-native product studio that takes you from idea to live product.
Launching soon....
Your website could be generating enquiries every day, but how many potential customers are slipping through because nobody is following up quickly or qualifying them properly?
A business owner reached out to me with exactly this problem.
Their website was collecting enquiries, but there was no consistent process for reviewing them, identifying serious prospects and responding.
So I built a system to handle that entire process.
Here's what happens when someone submits an enquiry:
→ The system picks it up immediately, whether it's 2 PM or 2 AM.
→ Invalid submissions and duplicate enquiries are filtered out.
→ Each enquiry is assessed against the business's own qualification rules and classified as qualified, needing more information, or not a fit.
→ Every assessment must be supported by exact quotes from the original enquiry. Those quotes are independently verified, so unsupported claims are marked as unknown.
→ Each lead is added to the CRM with its assessment, notes and pipeline card.
→ A personalised reply is drafted based on the information provided, asking only for what's missing.
→ The draft goes to Slack for human review. A team member can approve it, edit it or reject it.
→ Once approved, the email is sent and the lead moves forward in the pipeline.
I built the entire system using n8n and Claude, with the client's existing tools and accounts.
One important detail: AI makes only two decisions throughout the entire workflow. Everything else is designed to validate those decisions and keep the process controlled, traceable and reliable.
The goal isn't simply to automate emails. It's to make sure incoming enquiries are properly handled, qualified and followed up without relying on someone to manually manage every step.
If you're a business owner, founder or agency owner looking to improve how your business handles incoming leads, send me a DM.