I Built an Agent That Automates Client Onboarding — Inside Notion

See how I built a Notion custom agent that reads emails and calendars to automatically create client portals, draft welcome emails, and handle onboarding — no Zapier, no Make, just Notion.

What you'll learn

• How Notion custom agents use email and calendar triggers to kick off workflows automatically
• Building a full client onboarding flow — portal creation, welcome email drafting, and task setup — without leaving Notion
• Why this approach removes the need for Zapier or Make and keeps all context in one place
• The real advantage: your agent works on top of your existing workflow, no data transport needed