Auto-Proposals Agent
A custom Notion AI agent that generates professional quotations automatically. Mention the agent on any pipeline page — it reads your business context, matches services, and creates a complete proposal as a subpage. One database, one trigger, zero complexity.- Extracts information from documents
- Writes or drafts content
- Creates pages or databases
About
Stop writing proposals from scratch. This agent template gives any service-based business a complete system to generate professional quotations automatically inside Notion.
HOW IT WORKS
- Create a pipeline entry with your prospect's info
- Paste or write your discovery notes directly into the page
- Mention the agent on the pipeline page
- The agent reads your business context, matches services from your catalog, calculates pricing, and generates a complete proposal as a subpage
WHAT'S INCLUDED
- Agent Instructions page: ready-to-use instructions with critical rules, step-by-step flow, and style rules. Point your custom agent here.
- Business Context page: your single source of truth. Includes identity, voice, services catalog (as a simple table), pricing rules, client profiles, delivery methodology, case studies, and boundaries.
- Quotation Template page: the standard proposal structure the agent fills in. 9 sections: Welcome, Summary, Proposed Solution, How We Work, Expected Outcomes, Investment (tiered pricing), Payment Terms, Testimonials, and Next Step.
- Sales Pipeline database: where your prospects and deals live. Discovery notes go in the page content. The agent reads from here when triggered.
SETUP
- Duplicate this template into your workspace
- Fill in the Business Context page with your real business information
- Customize the Quotation Template to match your brand
- Create a custom agent in Notion and point it to the Agent Instructions page
- Set one trigger: Agent Mentioned
- Grant permissions: Context Page (View) + Sales Pipeline (Edit)
WHY THIS TEMPLATE
- Minimal setup: 1 database + 3 pages + 1 trigger
- No separate products database: your services catalog is a table inside the context page
- You control when it runs: the agent only fires when you mention it
- Scalable: add a Meeting Notes trigger later for full automation
- Works for any service business: consulting, legal, marketing, development, design, agencies, freelancers
REQUIREMENTS
- Notion Plus plan or above (required for custom agents)
You can copy this directly into the Full Description field.
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