Overview

A credit advisory company helps clients dispute negative credit report remarks and improve their credit scores through direct bank and bureau correspondence. Their entire operation ran inside Notion — but the workspace wasn't built to support automation, and the team was manually drafting emails and compiling reports every week. We audited their workspace, restructured the data, and built three production AI agents directly inside their existing Notion setup.

The Problem

The client's operational backbone — clients, loan accounts, case tasks, bureaus, documents, and email drafts — lived entirely in Notion. But the data wasn't structured to support automation:

  • No reliable way to track case status changes over time
  • Bank contact details entered as free text, with no structured reference
  • No clear segmentation between dispute-resolution and score-improvement clients
  • Every week, the team manually drafted bank correspondence, sent client updates, and compiled an internal operations report by hand

The Solution

Before building anything, we audited the client's entire Notion operation and fixed the structural gaps that would have broken automation later. Then we built three production AI agents:

  1. Adds a formula-driven "Case Progress" property with live resolution status and visual indicators
  2. Builds a dedicated segment for score-improvement clients, separate from dispute-resolution clients
  3. Creates a structured Banks/NBFC reference database to replace unreliable free-text entry
  4. Bank Email Agent automatically drafts dispute correspondence whenever a case status changes, using a decision-tree architecture
  5. Client Email Agent sends a personalized closure email the moment a case is marked complete
  6. Weekly Report Agent runs on a fixed schedule, compiling an internal operations report across active, pending, completed, and stalled cases

Impact

  • Eliminated manual drafting of bank dispute correspondence and client closure emails
  • Replaced a manual weekly reporting process with an automated, scheduled report
  • Improved data structure now supports accurate, queryable reporting that wasn't previously possible
  • All three agents run natively in Notion — no external tools, no added software cost

Future Enhancements

  • Extending the decision-tree architecture to additional dispute scenarios as they arise
  • Building lightweight dashboards for client-facing case status visibility