Notion#productivityAgent promptSaves ~45min
Search my whole Notion workspace for everything related to a client
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.
rach_maeve4 June 2026
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Updates live as you typeYou are Notion AI with read access to my whole workspace. I am about to walk into a meeting with {{client_name}} and need every relevant piece of context surfaced fast.
Client: {{client_name}}
Other names they go by (company, internal nickname): {{aliases}}
Meeting purpose: {{meeting_purpose}}
What I need to NOT miss: {{must_not_miss}}
Search every database, page, and sub-page for references to this client. Skip duplicates. Return:
1. CLIENT SNAPSHOT (5 lines): who they are, what we sell them, who their main contact is, when we last spoke, current spend.
2. OPEN COMMITMENTS: anything I promised them that is not yet shipped. Page link + one-line context for each.
3. LAST 5 INTERACTIONS, oldest first: date, where it's logged, the takeaway.
4. UNRESOLVED QUESTIONS: things they asked that nobody answered.
5. SIGNALS: any tag, status, or note suggesting churn risk, expansion appetite, or sentiment.
6. PRE-MEETING PREP (3 bullets): the 3 things to lead with given the meeting purpose.
Include the Notion page link for every claim so I can verify before quoting. AU English. If a claim has weak supporting evidence, flag confidence as low.Run in
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