A weekly funnel diagram for your team, drawn by Penny
Every Friday an agent draws your outreach funnel for the week as a diagram, from people contacted to meetings, explains what changed and emails it to you, ready to download as SVG.
- 7 days free
- No card required
- Nothing sends without your yes
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 PennyRun with Custom agentEvery Friday at 5, draw this week’s outreach funnel as a diagram: contacted, accepted, replied, interested, meetings. Compare it with last week in three bullet points and email it to me.
- Runs every Friday afternoon
- Reads the week’s outreach results
- Draws the funnel as a diagram
- Compares it with last week
- Emails you the diagram and three takeaways
- Contacted
- 412
- Replied
- 36
- Meetings
- 7
- Delivered
- Email, diagram as SVG
Numbers in a table are easy to ignore. A funnel drawn as a picture, with one line on what changed, is something a team actually looks at. This agent makes that picture every Friday.
What the agent does
Every Friday afternoon it reads the week’s outreach results, draws your funnel as a diagram, from people contacted through replies to meetings, and compares it with the week before. It emails you the diagram with three short takeaways. The diagram can be downloaded as SVG for a document or a slide.
Set it up
- Create a scheduled task, or an agent from scratch, with the brief above.
- Name the stages that matter to you.
- Schedule it for Friday afternoon and tick email delivery.
Use it in your Monday meeting
- Start with the stage that dropped. That is where to focus.
- Celebrate the stage that grew, and ask what caused it.
- Keep the stages the same every week, so trends are easy to see.
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.
- Review each stepIt asks before every step, unless you allowed that action to run on its own.
- Review changesIt reads and researches freely, then brings every change back to you.
- Run routine workSaving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait.
Use cases that pair well with this one
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
ScheduledA weekly summary of replies and who to follow up withEvery Monday morning an agent reads last week’s replies, sums up what people said, lists who needs a follow-up and why, and emails it to you, with tasks in Todoist if you want them.Custom agent What kind of diagram is it?
A clean funnel or flow drawn by Penny. You can download it as SVG for a document or slide.
Can I change the stages?
Yes. Name the stages you want in the brief, such as accepted, replied, interested and meeting.
Who gets it?
The person who set it up, by email. Share it with your team from there.
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 click Run now at any moment.
Do I need to connect other apps?
No. It works with what is already in your Prosyo workspace: your lists, campaigns, inbox, Intent and Knowledge. Connect apps later if you want it to do more.
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 the most steps and credits one run may use. A run pauses at either limit until you continue it. 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 has a page that says what it did in plain words, with the credits each step used 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.
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