This AI Agent Builds Account Plans in 90 Seconds (Here's How)

This AI Agent Builds Account Plans in 90 Seconds (Here's How)

www.gtmaipodcast.com

Account planning used to take 2 quarters of change management. Justin Driesse built a Notion AI agent that does it in 90 seconds. His CRO saw the output and asked, "Is this real?"

In this episode, Justin Driesse (Director of Sales Enablement at Legora) walks through how he built an agentic account planning workflow using 5 chained prompts in Notion AI. No code required. No engineering team. Just a Notion page, clear prompting, and the right knowledge base already in place.

We cover:

  • How the "Yes, Chef" agent generates detailed account plans with tiered stakeholder maps, competitive intel, and inline footnoted sources in 90 seconds
  • Why Notion is the ultimate RAG system (and how that changes the agent-building game)
  • The death of the 2-quarter account planning rollout
  • Why enablement needs to break up with content and focus on process
  • How Legora ran their Stockholm SKO with AI-generated team certifications built overnight from workshop content
  • The macro intelligence unlock: running agents across hundreds of account plans to find deal patterns before they close

Justin's background spans teaching high school English, training accountants at a global firm, enablement at Amazon/Twitch, Slack/Salesforce, Writer, and now Legora. His perspective on compressing learning time with AI is one of the most practical I've heard.

== CONNECT ==Justin Driesse on LinkedIn: https://www.linkedin.com/in/justin-driesse-361943159/Legora: https://legora.com/

== GTM AI PODCAST ==Website & Podcast: https://www.gtmaipodcast.comSubscribe to the GTM AI Newsletter for weekly actionable intelligence on AI for go-to-market teams

== ABOUT ==The GTM AI Podcast is where go-to-market leaders learn how to actually use AI to drive revenue, pipeline, and team performance. No hype. No fluff. Just what works.

#GTMAI #SalesEnablement #AIAgents #AccountPlanning #NotionAI #GTMAIPodcast

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