Notion AI Custom Agents are HERE! | How to get started guide & tutorial

If you have ever wished Notion could run parts of your system for you, custom agents are the feature you have been waiting for. Instead of prompting AI every time you need help, you can set up an agent once and let it run in the background on a schedule or in response to certain events.

The simplest way to think about it is this: a custom agent is a teammate inside your workspace. It can answer questions, summarize information across pages, and take action when something happens.

What a custom agent can do

Custom agents can support three common workflows:

1. Q&A for your workspace: People can chat with the agent to find answers quickly.
2. Event-based automation: The agent can react when a page is created or updated.
3. Scheduled work: The agent can run weekly, daily, or on another cadence you choose.

This is especially helpful for recurring tasks like weekly project updates, task digests, help desk answers, and content checklists.

How to create a custom agent in Notion

When you create an agent, you typically have three options: start from a template, start blank, or type what you want your agent to do.

If you start from a template, you can use a premade draft of instructions for what it should do. If you start blank, you get a clean slate and can write the instructions yourself. If you choose, the chat creation, it will generate an agent based on the inputted text.

Tools and access: how to control what the agent can use

The most important setup step is deciding what the agent can access.

You can:

• Turn web access on or off.
• Share specific pages so the agent pulls answers from the exact sources you want.
• Connect tools like Slack, Calendar, and Mail when you want the agent to take action outside of Notion.

A helpful best practice is to start narrow. Give your agent access to only the pages it needs so the answers stay consistent.

Triggers: how to make the agent run automatically

Triggers are what make an agent feel like it works “without you.”

Here are a few high-impact trigger ideas:

• Run every Monday morning to send you a weekly task focus list.
• Run every Friday to generate a project status report.
• Run when a new task is created to categorize it and assign the next step.

Pricing Information

Notion has released its pricing information and it will currently cost an additional $10 a month for every 1000 credits. You’ll need to purchase the credits first based on how much you think you’ll be using. Until May 4th, it will be free to explore. One other note is that this feature is only available to Business & Enterprise plans. You can check your current credit usage by going to settings, so you’ll know what to expect hen May 4th comes around!

Getting started: a simple first agent you can build today

If you are new to custom agents, start with one of these:

• A weekly task focus email.
• A project update report.
• A help desk agent for your policies or SOPs.

Once you see how it behaves, you can expand access, add tools, and create more triggers.

Interested in a Video Guide?

Check out the latest video about custom agents below! I’ll walk you through an initial getting started guide: