Marketing ops · Production

Braintrust saves hours a day with Custom Agents in Notion AI workspace

The problem

As Braintrust grew, manual coordination work expanded with it: the VP of Marketing spent early mornings researching competitors and rewriting sales materials, sales teams needed hours of prep before calls, and customer support repeatedly answered the same questions.

Workflow diagram · grounded in source
1
Daily 9 a.m. agent trigger
trigger
“They run entire multi-step workflows without anyone needing to manually intervene”
2
Competitor changelog and transcript scan
ai_action
“Competitive Intelligence Buddy monitors all competitor changelogs and scans Gong call transcripts for competitive keywords”
3
Sales one-pager update
output
“then updates sales one-pagers in Notion every morning at 9 a.m. When sales reps download PDFs, they know it's the most current information”
4
Customer evidence intake from Slack
integration
“Customer Evidence Buddy listens to the Slack channel where sales shares closed deals and logo-usage rights”
5
Evidence database update and recap
output
“It then automatically updates a customer-evidence database, sends a weekly recap to marketing, and delivers a curated "top logos" list directly to the CEO for speaking prep”
6
Usage threshold monitoring
ai_action
“Usage-Based Buddy tracks self-serve customers to see when they hit usage thresholds, surfaces the accounts most likely to convert to enterprise”
7
Sales outreach alert
routing
“alerts sales to prioritize outreach”
8
AI-first question triage
trigger
“Questions go to AI first, not into Slack messages”
9
Notion AI context lookup
ai_action
“Ankur uses it as his "primary entry point to what's happening in the organization," checking project statuses, understanding customer updates, and catching up on Slack discussions without interrupting anyone”
Reported outcome

Custom Agents now run automated multi-step workflows every morning before the team logs on—updating sales one-pagers, enriching customer databases, surfacing enterprise conversion opportunities, and answering internal questions—saving teams hours a day.

Reported metrics
Team hours saved dailysaving hours a day
Manual work replaced by agentswork that, before, entire humans on the team had to do
Reported stack
NotionNotion AICustom AgentsGongEnterprise SearchSlackGoogle Drive
Source
https://www.notion.so/customers/braintrust
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Custom Agents now run automated multi-step workflows every morning before the team logs on—updating sales one-pagers, enriching customer databases, surfacing enterprise conversion opportunities, and answering internal…

What tools did this team use?

Notion, Notion AI, Custom Agents, Gong, Enterprise Search, Slack, Google Drive.

What results were reported?

Team hours saved daily: saving hours a day; Manual work replaced by agents: work that, before, entire humans on the team had to do (source-reported, not independently verified).

How is this marketing ops AI workflow structured?

Daily 9 a.m. agent trigger → Competitor changelog and transcript scan → Sales one-pager update → Customer evidence intake from Slack → Evidence database update and recap → Usage threshold monitoring → Sales outreach alert → AI-first question triage → Notion AI context lookup.

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