AI Agents 101: Agentic Sales Workflows in Notion

Join the AI Agent Experts from Notion for an engaging workshop designed to help you create a practical sales agent for your business. 🤖✨

What to Expect:

This collaborative session, hosted by Brendan Rodgers, a Notion Consulting Partner, focuses on building a custom sales agent tailored to your specific needs! No more confusion—get real insights into making Notion work for you.

🔧 Who Should Attend:

• Founders eager to streamline their sales processes—whether it's managing outreach, tracking deals, or automating follow-ups.
• Bring your own tools and stack! If you're already using a CRM, social scheduler, or email sequencer, feel free to integrate them.
• Note: A Notion Business tier is required for custom agents. Free trial links will be provided for eligible participants.

The Agenda:

• 🕕 6:00 PM - Doors Open
  Arrive, grab a drink, and network with fellow builders.

• 🧠 6:30 PM - How to Build a Custom Agent
  Brendan Rodgers takes you through the THREAD framework and demonstrates a live custom agent inside a CRM. Learn about:

  • AI meeting notes directly to CRM contacts
  • Extending Notion with AI Connectors
  • Real-world applications vs. overhyped claims about agents
    Outcome: Gain an understanding of the Notion model and what sets it apart.

• ⚙️ 7:00 PM - Build Time: Phase 1
  Open build session where you configure your workspace, define agent roles, and run a real task from your pipeline.
  Outcome: Your agent completes its first task—whether it's drafting a follow-up or updating a deal stage.

• 🍕 7:45 PM - Food & Networking
  Grab some pizza and drinks, discuss your builds, and share insights with others.
  Outcome: Ideate and troubleshoot with peers for faster iterations.

• 🔁 8:15 PM - Build Time: Phase 2
  For those who want to explore further, refine your agent's tasks, and test cross-functional work interactions.
  Outcome: Transition your agent into a cohesive sales system!

• 📢 9:00 PM - Show and Tell
  Up to six founders will demo their creations! Learn what worked, what didn’t, and how to enhance the next version.
  Outcome: Gain insights on translating concepts into functioning Notion sales agents.

Spaces are limited to 30 participants. Come prepared to build something amazing!

Explore more about Notion here.

For ticketing and more information, visit the event page here.