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Research Agent · Scheduled

A fresh list of new accounts from ZoomInfo every week

Every week the Research Agent searches ZoomInfo for companies and contacts that match your ideal customer and are new since last time, and saves the fits to a list ready for outreach.

  • 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 PennyRun with Research Agent

Every Monday at 7, search ZoomInfo for heads of operations at logistics companies in the UK with 100 to 1,000 people, skip anyone already in Prosyo, and save the fits to “UK logistics – weekly”.

  1. Runs every Monday morning
  2. Searches ZoomInfo with your filters
  3. Skips people already in your workspace
  4. Checks the rest against your ideal customer
  5. Saves the new fits to this week’s list
Weekly list saved
Matches in ZoomInfo
88
Already in Prosyo
51, skipped
New fits saved
29
List
UK logistics – weekly
Illustrative run. Sending, paid actions and changes in other apps wait for your yes.
The guide

Big data exports go stale fast, and they bury the best prospects under the rest. A steady weekly flow of new, matching people keeps campaigns fresh and makes the work predictable. This agent builds that flow from ZoomInfo.

What the agent does

Every week, on the day and time you choose, it searches ZoomInfo with your account and filters. It skips people already in your workspace, checks the rest against your ideal customer, and saves the new fits to this week’s list. You start Monday with a list that has never been contacted.

Set it up

  1. Connect ZoomInfo.
  2. Write your filters in the brief: titles, industries, size and regions.
  3. Start from the Research Agent template, tick ZoomInfo and schedule it weekly.
  4. Pair it with the Qualifier and Writer for a full weekly relay.

Tips

  • Keep weekly volume close to what your sending accounts can safely contact.
  • Name lists by week, so reporting shows which batches convert.
  • Adjust filters every month based on which titles reply.
Apps in this use case

Connected in a click, used on your terms

Sign in once. Every action is marked Reads or Changes data, and changes wait for your approval.

You stay in control

Research 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.
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.
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Do I need a ZoomInfo account?

Yes. The agent searches with your ZoomInfo account, so you see what your licence allows, and ZoomInfo bills its own usage.

Why weekly?

A steady weekly flow of new people keeps campaigns full without big, stale imports.

What about duplicates?

People already in Prosyo are skipped or added to the list, never created twice.

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.

Which apps does it use, and do I need accounts?

It uses ZoomInfo, with one-click sign-in. 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 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, and what pairs well with it?

The Research Agent, Prosyo’s ai prospecting agent. Start from its template and use this request as the brief. It pairs well with the Qualifier Agent and the Writer Agent, which can pick up its results through your lists and inbox.

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.

7 days free, no card. Pay later and change your mind? Full refund within 7 days.

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