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Notion Custom Agents: Your Ultimate Guide

428 views· 4 likes· 23:52· Mar 26, 2026

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Custom agents are now Notion's next big learning pillar. Learn them with me & Simon. Subscribe to Simon on @BetterCreating & @systemsmadebetter Unlock AgentOS: https://bettercreating.com/agentos Get software savings: https://toolfinder.com/ 00:00 Intro: Notion's biggest shift — custom agents launch 00:59 Personal agent vs. custom agents explained 02:08 Agent OS template & personal agent setup 02:42 Mode picker: coaching, strategy & decision-making agents 03:54 Custom agents: automation & triggers 04:05 Naming your agents (meet Walt 👋) 04:52 Credit-based pricing model explained 05:13 Walt: weekly Monday briefing agent walkthrough 06:37 Common mistakes when setting up agents 07:08 ALF: affiliate link extractor agent 08:31 Best practices: focus, context, guardrails 09:09 Choosing the right model (Opus vs Sonnet vs Haiku) 10:39 Notion credits breakdown & cost analysis 10:57 Merrill: meeting organizer agent demo 12:40 Cost vs. value: is it worth it for small businesses? 14:23 The real ROI shift for agencies & teams 15:08 Subscription savings: $500 → $250 via Claude 17:05 Andrea: customer service analyzer agent 18:01 Pro tip: create a "Who Am I" brand page for agents 19:16 Weekly customer service report walkthrough 20:36 Connecting Notion forms to agents 21:37 Personal agent still matters: thinking partner use case 22:18 Knowledge database for business strategy coaching 23:07 Final thoughts: agents as a game changer for small teams ✨ Find Tools: https://toolfinder.co/ 👀 Top Ranked Tools: https://dub.sh/zzV7lpE 📱 Get Stacks Weekly: https://dub.sh/BeYpCqv 🔥 News Tools Drop: https://dub.sh/oI07dq9 💰 Save Money with Deals: https://dub.sh/5EJ0yVH Our main mission is to help you find the perfect productivity tools. You can discover, shortlist & optimise your tools with Tool Finder: https://toolfinder.co/ All our videos and sites include affiliate links. This isn't for every tool. However, this allows us to make a commission on any sales. Please note that we are an independent publisher and have been doing this for 10+ years, eager to recommend you the best tool no matter the pros and cons. 🔥 POPULAR TOOLS - monday - https://toolfinder.co/go/monday-dot-com - ClickUp - https://toolfinder.co/go/clickup - Notion - https://toolfinder.co/go/notion - Akiflow - https://toolfinder.co/go/akiflow - Motion - https://toolfinder.co/go/motion - Sunsama - https://toolfinder.co/go/sunsama - Todoist - https://toolfinder.co/go/todoist - Wrike - https://toolfinder.co/go/wrike #productivity

About This Video

In this video, I break down what I think is Notion’s biggest shift in a while: custom agents. I walk through the difference between your personal agent (more like a thinking partner) and custom agents (the ones you actually wire into workflows with automation and triggers). With Simon, I also show how AgentOS helps you structure this properly—from the personal agent setup to using the mode picker for coaching, strategy, and decision-making so you’re not just prompting randomly. Then I get practical: I demo a few agents (like “Walt” for a Monday briefing, ALF for affiliate link extraction, a meeting organizer, and a customer service analyzer) and point out the common mistakes people make—usually too much scope, not enough context, and weak guardrails. I also explain Notion’s credit-based pricing, how model choice matters (Opus vs Sonnet vs Haiku), and how to think about cost vs value depending on whether you’re a solo user, small business, or agency. My biggest takeaway: the ROI isn’t “AI magic,” it’s repeatable systems—especially when you add a clear “Who Am I” brand page and connect forms to agents for consistent inputs.

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