marketing_ops · saas · workflow
Braintrust saves hours a day with Custom Agents in Notion AI workspace
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.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Daily 9 a.m. agent trigger
Custom Agents run entire multi-step workflows every morning at 9 a.m. without anyone needing to manually intervene.
Tools used
NotionNotion AICustom AgentsGongEnterprise Search
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.
Results
Time savedsaving hours a day
Grounding & classification
Source type: vendor customer story
29 fields verified against source quotes.
agentic workflowenterprise searchmulti agent workflowsummarizationcall recordingknowledge basemetric backednamed customerproduction runtime claimedtools describedvendor confirmedworkflow describedsoftwareemployee productivitytime savedvendor customer storycustomer supportmarketing opssales opsagentic task executiondata sync enrichmentmonitor detect alert