Agencies & client work template
Client intake to Notion brief
Turn intake form answers into a structured project brief in Notion, with open questions flagged, and tell the team in Slack.
- Starts from a webhook
- 1 AI step
- For agencies, operations teams
What it does
The whole workflow, at a glance.
New clients answer your intake form; AI organizes the answers into goals, budget, timeline, risks and open questions. The brief is created as a page in your Notion projects database and the team gets a Slack message with the link, so kickoff starts prepared.
- TriggerNew client brief
- AI stepStructure the brief
- App callCreate project in Notion
- OutputTell the team
This is the workflow that opens in your canvas. Every step can be edited, moved or removed.
Step by step
What happens on each run.
- Step 1New client briefYour intake form sends the new client's answers to the webhook.
- Step 2Structure the briefAI organizes goals, budget, timeline and risks, and lists open questions.
- Step 3Create project in NotionCreates a project page in your Notion projects database with the brief.
- Step 4Tell the teamPosts a link to the new Notion page in your new-clients channel.
Apps and AI
What it connects to.
Apps
Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.
AI on your own key
Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.
- OpenAI
- Anthropic
- Google Gemini
- Mistral
- Groq
- xAI
- DeepSeek
- OpenRouter
- Together AI
- Fireworks AI
- Azure OpenAI
- AWS Bedrock
- Google Vertex AI
- Any OpenAI-compatible endpoint
Setup checklist
Before you switch it on.
The canvas highlights anything still missing, and Dry Run works before any of this is done.
- Send your intake form's answers to the workflow's webhook URL.
- Connect an AI provider in Settings → AI Providers.
- Create a Notion integration token, save it as a Bearer credential, share your projects database with it and replace YOUR_DATABASE_ID in “Create project in Notion”.
- Connect Slack and pick the connection and channel in “Tell the team”.
FAQ
Questions about this template.
Does it work with any form tool?
Any tool that can send a webhook (Typeform, Tally, Jotform, your own site) works.
Is it free to try?
Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.
Which AI model does it use?
Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.
Can I test it before it touches real data?
Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.
Open “Client intake to Notion brief” in your canvas.
Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.