Win clients faster with context-complete drafts—Notion Agent reads transcripts and docs to propose clear scopes and next steps tailored to your business.
I need to get back to this client with a scope and clear plan for the next couple of days of work together. Can you analyze this transcript as well as the proposal and previous meetings transcripts that are connected to this project and help me draft something?
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Beginning an Agent prompt from a specific page can enhance its results. This example begins from a page with Notion AI meeting notes, which transcribed and summarized a client call. The prompt asks Notion Agent to look around in the workspace and connected apps (here Slack, Gmail, and Google Drive), find relevant context, and then draw up both a scope of work and a plan for executing that work.
Key benefits:
Quickly turn conversation to structured plans
Eliminate the manual copying-and-pasting of standardized offerings
Turn those standardized offerings into custom proposals for each client
Perfect for: consultants and agencies looking to streamline the process from discovery call to signed contract; teams seeking momentum; freelancers