--- title: "Create Tasks From Interested Replies in ClickUp | Prosyo" description: "An AI agent turns every Interested reply into a task in ClickUp or monday.com for the account owner, with a summary and the next step." url: "https://prosyo.com/de/ai-agents/use-cases/interested-reply-tasks/" image: "https://prosyo.com/wp-content/uploads/2026/10/cropped-Prosyo-Icon-Transparent-1.png" language: "de" --- Custom agent · New reply # Create a task for the account owner when someone replies Interested When a reply comes in as interested, an agent prepares a task in ClickUp or monday.com for the account owner with the thread, the company and the next step, and asks before creating it. [Start free — 7 days](https://app.prosyo.com/) [Book a demo](https://prosyo.com/de/) - 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* When a reply comes in as interested, prepare a ClickUp task in “Sales follow-ups” for the account owner with the prospect, company, a two-line summary of the thread and the next step, due today. 1. Starts when a reply comes in as interested 2. Summarises the thread in two lines 3. Works out the next step 4. Prepares a task for the right owner 5. Asks you to approve creating it Task prepared **Reply** Ana Rossi, Interested **Task** Book a demo with Quanta Ledger **Owner and due** Sam, today **Waiting for you** Create the task Illustrative run. Sending, paid actions and changes in other apps wait for your yes. The guide In teams where outbound and account work live in different tools, a hot reply can sit unseen in the outreach inbox while the account owner plans their day elsewhere. This agent bridges the gap: every Interested reply becomes a task, in the tool where the team already works. ## What the agent does It starts when a reply comes in as interested. It summarises the thread in two lines, works out the next step, and prepares a task in ClickUp or monday.com for the right owner, due today. You approve once and the task is created with the prospect, the company and a link back to the conversation. ## Set it up 1. Connect ClickUp or monday.com. 2. Create an agent from scratch with the brief: which space or board, which owner, which due date. 3. Set it to run on Interested replies and keep creating tasks on review. ## Tips - Keep the task title as the action: “Book a demo with Quanta Ledger”. - Link the thread, so the owner reads context in one click. - Pair it with the Reply Agent so a draft answer is ready too. **Custom agent***Custom AI agent builder* **Starts** When someone replies **Apps** [ClickUp](https://prosyo.com/de/integration/clickup/) [monday.com](https://prosyo.com/de/integration/monday-com/) **Approval** Sending, paid actions and other apps wait for your yes **Great for** Sales teams, Agencies **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/de/) - [How the Custom agent works](https://prosyo.com/de/ai-agents/custom-ai-agent/) - [All agent use cases](https://prosyo.com/de/ai-agents/#use-cases) - [Penny pricing](https://prosyo.com/de/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. [**ClickUp**Work/Docs Search tasks and docs, and manage work across your ClickUp spaces and lists. ClickUp + Prosyo](https://prosyo.com/de/integration/clickup/) [**monday.com**Work/Docs Read and update boards and items in monday.com. monday.com + Prosyo](https://prosyo.com/de/integration/monday-com/) 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 [New replySend product feedback from replies to Linear or JiraWhen a reply contains a feature request or a product question, an agent checks Linear or Jira for a matching issue and prepares a note or a new issue for your approval.Custom agent](https://prosyo.com/de/ai-agents/use-cases/product-feedback-to-linear/)[New people on a listFill and verify missing work emails with Hunter.io before you launchBefore an email campaign goes out, an agent looks up the people on your list who have no email in Hunter.io, keeps only verified addresses and asks before saving them.Custom agent](https://prosyo.com/de/ai-agents/use-cases/verify-work-emails-hunter/)[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/de/ai-agents/use-cases/ai-account-research/) [Browse every use case](https://prosyo.com/de/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/de/) **Which work apps does it support?** ClickUp and monday.com, plus other connected work apps such as Todoist or Airtable. **Will it create tasks without asking?** Not by default. Changes in another app wait for your approval unless you allowed that action. **Can it notify the team too?** Prosyo can also post reply alerts to Slack through its alerts integration. **When does it run?** When a reply arrives on LinkedIn or email of the kind you chose. Prosyo sorts replies automatically, so the agent knows which ones are its job. **Which apps does it use, and do I need accounts?** It uses ClickUp, with one-click sign-in; monday.com, 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 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