--- title: "Personal Follow-Up on Demo Requests With an AI Agent | Prosyo" description: "An AI agent reads new Jotform or Typeform submissions every morning, researches each company and drafts a personal reply for your approval." url: "https://prosyo.com/ai-agents/use-cases/demo-request-follow-up/" image: "https://prosyo.com/wp-content/uploads/2026/10/cropped-Prosyo-Icon-Transparent-1.png" language: "en" --- Custom agent · Scheduled # Follow up on every demo request and form fill by morning Each morning an agent reads new submissions from Jotform or Typeform, researches each company and drafts a personal reply for every person, ready for your approval. [Start free — 7 days](https://app.prosyo.com/) [Book a demo](https://prosyo.com/) - 7 days free - No card required - Nothing sends without your yes Loved by founders, agencies and sales teams How it runs ## One request. The agent does the rest. Type it to Penny, or use it as the agent’s brief and let it run on its trigger. **Agent Penny***Run with Custom agent* Every weekday at 8, read yesterday’s demo requests in Jotform, research each company, check them against my ideal customer, and draft a personal reply for each with two times I am free. 1. Runs every weekday morning 2. Reads new submissions from your form app 3. Researches each company and checks it against your ideal customer 4. Drafts a personal reply that uses their answers 5. Waits for your approval before anything sends Morning replies **New submissions** 18 **Good fits** 11 **Personal replies drafted** 18 **Waiting for you** Send 18 replies Illustrative run. Sending, paid actions and changes in other apps wait for your yes. The guide Inbound leads are the easiest to lose. Someone fills in your demo form at 9 in the evening and gets an automated “thanks, we will be in touch”. By the time a person replies, they have booked calls with two competitors. This agent makes sure every form fill from yesterday has a personal, researched reply waiting for you first thing in the morning. ## Why personal beats instant An instant autoresponder is fast but empty. A reply that mentions their company, their answer on the form and two real times feels like it came from someone who cares about the deal. Drafting that by hand for ten or twenty submissions takes an hour. The agent does it before you sit down. ## What the agent does Every weekday at the time you choose, it reads new submissions from Jotform or Typeform. For each person it researches the company with web search, checks it against your ideal customer, and drafts a reply that uses what they wrote on the form. Good fits get times for a call; others get a helpful answer and a resource. Everything waits for your approval. ## Set it up 1. Connect Jotform or Typeform, and a web research app. 2. Create an agent from scratch with the brief above. 3. Schedule it for weekday mornings, and keep sending on review. 4. Add your meeting link, and connect your calendar for open times. ## Tips - Ask one qualifying question on your form, such as team size. The agent uses it to tailor the reply. - Keep replies short and specific. The goal is a booked call. - Review the Maybes yourself. Inbound Maybes often turn into great customers. **Custom agent***Custom AI agent builder* **Starts** On a schedule **Apps** [Jotform](https://prosyo.com/integration/jotform/) [Typeform](https://prosyo.com/integration/typeform/) [Parallel Search](https://prosyo.com/integration/parallel-search/) **Approval** Sending, paid actions and other apps wait for your yes **Great for** Founders, Sales teams, Consultants **Available on** Penny Agents, Penny SDR and Penny SDR All-in [Start free — 7 days](https://app.prosyo.com/) [Book a demo](https://prosyo.com/) - [How the Custom agent works](https://prosyo.com/ai-agents/custom-ai-agent/) - [All agent use cases](https://prosyo.com/ai-agents/#use-cases) - [Penny pricing](https://prosyo.com/pricing/#penny) Apps in this use case ## Connected in a click, used on your terms Sign in once. You choose what it may do, and changes wait for your approval. [**Jotform**Work/Docs Read forms and submissions, and manage forms with your Jotform account. Jotform + Prosyo](https://prosyo.com/integration/jotform/) [**Typeform**Work/Docs Create forms, manage contacts and explore response insights. Typeform + Prosyo](https://prosyo.com/integration/typeform/) [**Parallel Search**Research/Web Search the public web and read pages for company and prospect research. Parallel Search + Prosyo](https://prosyo.com/integration/parallel-search/) You stay in control ## Custom agent asks before it acts You choose how much it does alone. Reading and research always run straight away; anything that sends, spends or changes another app waits as a card you approve, unless you allowed it. - **Ask before every step**It asks before every step, unless you allowed that action to run on its own. - **Ask before any change**It reads and researches freely, then brings every change back to you. - **Handle routine work alone**Saving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait. Keep going ## Use cases that pair well with this one [On demandAI account research: a sourced brief on every target accountAn agent runs deep research on each target account with Parallel and Exa, and hands you a one-page brief with priorities, news, people and a reason to reach out, every claim with its source.Custom agent](https://prosyo.com/ai-agents/use-cases/ai-account-research/)[ScheduledEvery morning, the people who turned high intent and who to contact firstEach weekday morning an agent collects the new Hot people from Intent, saves them to a list and tells you who to contact first and why.Custom agent](https://prosyo.com/ai-agents/use-cases/morning-high-intent-shortlist/)[ScheduledRevive closed-lost deals with a reason to reconnectEvery Monday an agent reads deals lost more than 90 days ago in your CRM, checks what changed at each company, and drafts a reason to reconnect for the ones worth another look.Custom agent](https://prosyo.com/ai-agents/use-cases/closed-lost-revival/) [Browse every use case](https://prosyo.com/ai-agents/#use-cases) FAQ ## This use case, answered Straight answers on what the agents do, what they cost and how you stay in control. **Want to see it on your market?** Book a short demo. A real person runs the agents on your own ideal customer. [Book a demo](https://prosyo.com/) **Which form apps work?** Jotform and Typeform connect as apps the agent can read. Any form that adds people to Prosyo works with the Qualifier as well. **Can it reply instantly instead of each morning?** Agents run on a schedule or on Prosyo events. A morning run means every form fill from yesterday has a personal reply drafted before your day starts. **Will it send without asking?** No. Sending waits for your approval unless you explicitly allowed it. **When does it run?** On the schedule you choose: every day, on weekdays, or one day each week at a set time in your time zone. You can still run it at any moment. **Which apps does it use, and do I need accounts?** It uses Jotform, with one-click sign-in; Typeform, with one-click sign-in; Parallel Search, no account needed. Each app works with your own access, so the agent only sees what your account can see, and anything an app charges for is billed by that app. **Can the agent act without my approval?** Reading and research run straight away. Routine work such as saving people to a list or tagging can run alone if you allow it. Sending, paid actions and changes in other apps wait for your yes unless you explicitly allowed that action. **What does a run cost?** Each step uses AI credits like a Penny question, and you set a spending cap for each run. If a run reaches its cap, it waits for you. Paid actions such as enrichment, and charges from connected apps, are separate. **Can I change what the agent does?** Yes, in plain words. Edit the brief, attach a skill such as your own playbook, tick or untick apps and change what needs approval. The next run follows the new instructions, and finished work stays saved. **Which agent runs it?** An agent you create from scratch with this use case as its brief. It takes a few minutes: name it, paste the request, pick the trigger and apps, and choose what needs approval. **How do I see what the agent did?** Every run comes with a plain-English report of what it did, what it cost and anything waiting for you. Results show as formatted answers, tables or diagrams, and you get a notification when a run finishes or needs your approval. **Which Prosyo plan do I need?** Agents come with the Penny Agents, Penny SDR and Penny SDR All-in plans: 5, 10 or 20 agents. Every workspace starts with a 7-day free trial, no card required. ## Your next 10 meetings are already on LinkedIn. 7 days free, no card. Pay later and change your mind? Full refund within 7 days. [Start free — 7 days](https://app.prosyo.com/) [See pricing](https://prosyo.com/pricing/) - 7 days free - No card required - Cancel in two clicks