A Notion AI agent that scans your whole workspace for a client and returns a pre-meeting prep brief with snapshot, open commitments, last 5 interactions, signals, and three things to lead with.

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Quarterly business review agent (slide outline + speaker notes + Q&A)

A quarterly business review pack: 10-slide outline, speaker notes, the hardest question prep, the 90-second decision script, and the same-day follow-up email.

New client first booking sequence agent (confirm, prep, arrival)

A 3-message new-client sequence: confirm with warm tone, prep them 48 hours out, and a calm day-of arrival SMS - plus a memory hook for their next visit.

Repeat client booking + confirm + memory hook agent

A 5-message repeat-client flow that uses real memory to keep the touch warm: confirm, 24-hr SMS, day-of prep, post-visit thank-you, and the memory hook for next time.

Cohort kickoff email sequence agent (3 emails into start week)

A 3-email cohort sequence that handles the calendar prep, the day-before nerves, and the mid-week-one drop-off pattern that kills group programs.

Quarterly BAS prep agent for solo coaches

A 5-step BAS prep workflow for solo coaches: income split, expense categories, GST position, owner-pay check, and the 5 questions to ask the accountant.

Vendor price conversation prep agent

A 6-piece vendor price conversation pack: data sheet, opening script, the recommendation, three objection answers, the refusal script, and the follow-up email.

Telehealth session prep + tech-check agent

Morning of telehealth: lists today's clients, sends each a personalised reminder + Zoom link + tech check, prepares the digital tools you'll use.

Auction day prep agent

Builds the full auction-day pack — caller script, vendor briefing, buyer game-plan, and post-auction next steps.

Build a 'first board meeting' guide

Helps a first-time CEO prep for and run their first board meeting.

Workflow: 'pre-meeting prep' for any meeting

Generates 5-min meeting prep notes for any upcoming meeting.

Workflow: weekly all-hands prep + recap

Coordinates the prep, run, and recap of the weekly all-hands meeting.

Build a 'how to be a good interviewee' guide

Drafts a guide for being an effective interviewee — preparing and showing your best work.

Build a travel optimisation system

Sets up a travel system for repeat trips with packing list, bookings, and prep.

Build a 1:1 prep template (with manager)

Drafts a prep template for your weekly 1:1 with a manager that drives action and growth.

Materials & supplier order agent

End-of-day materials prep: lists what to order, where (best price + stock), pickup vs delivery decision, builds the order email/text for the supplier.

Repeat no-show — final-notice message (warm but firm)

After 2-3 no-shows, the message that switches a client to prepayment without burning the relationship. Names the pattern, sets the new boundary, gives them an exit if it doesn't suit.

First-visit prep email — what to expect

A "first visit" email that takes the nerves out. Walks the new client through exactly what happens, what to bring, where to park — so they show up relaxed and on time.

Parent-teacher meeting prep notes

A 1-page brief for a parent-teacher meeting — strengths first, factual growth areas, a clear ask, and 3 questions that invite the parent's perspective.

Run a quarterly BAS prep workflow in Xero

Pre-BAS Xero checklist: clean GST coding, fix unreconciled items, reconcile GST control accounts, generate the Activity Statement report, sanity-check vs P&L.

Build a 'meeting prep' template

Provides a 5-minute meeting prep template that improves outcomes from every meeting.

Build a 'hard conversation' prep protocol

Drafts a 30-minute prep protocol before a hard conversation to be clear and kind.

Booking confirmation that reduces no-shows

A confirmation message that is warm, short, and includes the prep info that makes clients show up on time and ready.

Build a 'between meetings' protocol

Designs a 5-minute protocol for the gap between meetings to reset and prep.

Build a deep work block plan

Plans a 90-minute deep work block with prep, execution, and shutdown.

Build a customer-funded growth plan

Plans how to grow profitably without raising venture capital, using customer revenue and prepays.

Build a 'how to ask for a promotion' guide

Drafts a guide for an employee preparing the case for their own promotion.

Workflow: monthly metric review prep

Prepares the monthly leadership metric review with anomaly investigation + action prompts.

Workflow: monthly board prep coordinator

Coordinates monthly board prep — pre-read, pre-meetings, decisions sought.

Workflow: bookkeeping prep for monthly close

Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.

Cliniko / Halaxy weekly admin agent

Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.

Group/family session prep agent

When the next session involves family, partner, or a group: helps plan the structure, anticipates dynamics, drafts the consent + ground-rules conversation.

Bookkeeping agent: receipt to Xero entry

Snap a receipt, this agent extracts the data, classifies it (job-attributable vs overhead), prepares the Xero entry, and flags anything weird for your bookkeeper.