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Say hello to Pitching Pat, and goodbye to wasting hours each day applying to jobs! 🤩
Every freelancer faces the same thing: when you’re fully booked, you don’t have time to pitch - and when your projects end, you’re left with an empty pipeline and a "cold start" problem.
Pitching is the most critical part of freelancing, yet it’s often the first thing to be neglected 😬
The solution: Pitching Pat - a Notion Custom Agent designed to turn that pitching grind into a quick, seamless process.
How it works:
The freelance brain 🧠: a centralized "source of truth" where the user inputs their services, portfolio, ideal clients, and unique brand voice.
The leads database: you drop in the job descriptions (via the save to Notion extension, or manually).
Pitching Pat: she cross-references the job against its brain to rate the job fit from 1-10, and if it scores 5+, she drafts a pitch that sounds exactly like you ✨
Impact: saves freelancers several hours a week by removing the "blank page" friction of filtering through and applying to jobs.
Reliability: by grounding the Agent in a specific "brain" page, it eliminates AI hallucinations and ensures every pitch is backed by REAL portfolio results ✅
Craft: designed for a "low-friction" setup - no complex third-party automations required - it’s a self-contained Notion ecosystem.
Durability: whether you’re a video editor today or a copywriter tomorrow, you simply update the "brain" page and the system evolves with your business 🙌
PS: the agent hasn't been approved yet, been going back and forth with Notion on some details, and currently waiting their response, but this is the link: https://www.notion.so/agent/331eb5f7-8d81-80ce-8157-009266613a90 The problem it solves
Every freelance designer knows the feeling — someone fills out your intake form, and suddenly you're the bottleneck. Writing follow-ups, sending confirmations, drafting reminders, chasing proposals. The work before the work.
I built the Client Intake Agent to handle all of it.
What it does
A 9-step automated pipeline that runs from the moment a lead submits an inquiry to the moment they receive a proposal — with the right things automated and the right things kept as drafts for human review.
→ New intake submission → agent drafts a branded Gmail follow-up with portfolio examples matched to the client's service request
→ Lead books a call → confirmation email auto-sends instantly
→ Day before the meeting → reminder auto-sends at 7am
→ After the call → agent drafts the proposal, contract, and deposit invoice when you're ready
Why it's reusable
The agent is built as a template — not tied to one person's data. Anyone can duplicate it, swap in their booking link, populate their portfolio database, and run the same workflow in under an hour. The instructions include a full constants block, defined status values, and copy-paste prompts to get started immediately.
Judging criteria — how this entry maps
— Clarity of use case: Freelance designer, client intake, first inquiry to signed proposal
— Quality of instructions: Step-by-step pipeline, named triggers, send rules, guardrails, status definitions, and fallback logic
— Reliability and safety: Human review on every client-facing email except confirmations and reminders — where timing matters and content never changes
— Impact: Eliminates the highest-friction part of freelance ops — the first 72 hours after a lead reaches out
— Craft: Branded emails, STAR-format portfolio database, placeholder links for DocuSign and QuickBooks, and a clean setup guide anyone can follow
Links
— Custom Agent: https://www.notion.so/agent/3352d5cd-4ef4-80a1-a3d6-009263fd916f
(https://www.notion.so/agent/3352d5cd-4ef4-80a1-a3d6-009263fd916f)— Marketplace listing: https://www.notion.so/marketplace/custom-agents/client-intake-agent (in review)