ClickUp + Prosyo Put to work by Agent Penny
Connect ClickUp so Agent Penny can search your tasks and docs and turn replies into tracked work across your spaces and lists, with your approval before anything changes.
- 7 days free
- No card required
- Nothing changes without your yes
Agent PennyOnlineAI SDR@ClickUp When someone replies asking for a proposal, create a ClickUp task for it in our Sales list with the thread attached.
Used ClickUp- Read the reply asking for a proposal
- Found the account’s open tasks
- Prepared a proposal task with the thread
ClickUp is where many teams plan work, track tasks and keep their docs. Connect it to Prosyo so Agent Penny can search your tasks and docs and manage work across your ClickUp spaces and lists, so outbound and the rest of the team stay on the same page.
Turn replies into work your team actually tracks
Outbound creates follow-up work: a demo to prepare, a proposal to send, a question for product. With ClickUp connected, Penny can find what already exists and create the next task in the right list, after you approve it.
- Search tasks and docs — Ask what the team already knows about an account, a launch or a campaign before you write.
- Create and update tasks on approval — Turn a positive reply into a task with the prospect’s context attached. Every change waits as a card for your yes.
- Use your docs as source material — Point Penny at the playbook, case study or messaging doc in ClickUp so openers match how your team sells.
- Keep agents in the loop — Tick ClickUp on an agent and it can check and update work as part of a scheduled or triggered job.
Where it fits
ClickUp stays your system for planning and delivery. Prosyo runs the outbound: finding the right people, writing personal LinkedIn and email messages, stopping on reply and drafting every answer. Penny connects the two, so nothing that happens in outbound gets lost on the way to the team that delivers.
A typical workflow
- A prospect replies that they want a proposal next week.
- Penny drafts your answer and suggests a ClickUp task for the proposal, with the conversation and company details attached.
- You approve both. The reply goes out from your own inbox and the task lands in the right list.
Built for teams that sell and deliver in one place
Agencies, consultancies and SaaS teams that run client work or launches in ClickUp get outbound that hands off cleanly. Reads run straight away; anything that would change your ClickUp workspace waits for your approval, and you can switch off any action you do not want Penny or your agents to use.
What to ask Penny with ClickUp
Plain-language requests that put ClickUp to work. Copy one, paste it into Penny, and watch it run.
When someone replies asking for a proposal, create a ClickUp task for it in our Sales list with the thread attached.
Search our ClickUp docs for the logistics case study and use it in openers for my freight list.
Which ClickUp tasks are open for Northwind before I follow up with them?
Every Friday, add a task summarising this week’s booked meetings to our pipeline list.
Live in three steps, not three weeks
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Step 1
Connect ClickUp
Sign in to ClickUp and allow access. No code, no CSV exports.
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Step 2
Ask Penny, or hand it to an agent
Type @ClickUp in chat for a one-off request, or tick it on an agent that runs on a schedule or a trigger.
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Step 3
Approve what changes
Reads run at once. Anything that would change data in ClickUp waits as a card for your yes.
Powerful, and always in your control
Outbound only works when you can trust what runs in your name. These are promises, not settings you have to find.
- Encrypted sign-in Sign-ins and keys are stored encrypted and never shown again.
- You choose the actions Every ClickUp action is marked Reads or Changes data. Switch off any you do not want used.
- Approval before any change Nothing is created, updated or sent in another tool without your yes.
- Disconnect anytime One click removes the stored sign-in, and Penny stops using the tool.
Can Penny create tasks in ClickUp?
Yes, with your approval. Searching tasks and docs runs straight away; creating or updating work appears as a card you approve first.
Which ClickUp spaces can Penny see?
Only what your own ClickUp account can access. You sign in and allow access, and you can disconnect at any time.
What can Agent Penny do with ClickUp?
Search tasks and docs, and manage work across your ClickUp spaces and lists. Ask in chat, or let an agent use it on a schedule or trigger. Reads run at once; anything that changes data waits for your approval.
Do I need a ClickUp account?
Yes. You sign in with your own ClickUp account, so Penny can only see and do what that account can. Any searches or credits ClickUp charges for are billed by ClickUp, separately from Prosyo.
Can Penny change data in ClickUp without asking?
No. Each action is marked Reads or Changes data. Reads run straight away; a change appears as a card you approve. You can also switch off any action you do not want Penny or your agents to use.
Which Prosyo plan includes the ClickUp connector?
Connectors come with Agent Penny plans: 5 on Penny Agents, 10 on Penny SDR and 25 on Penny SDR All-in. Every workspace starts with a 7-day free trial, no card required.
Is there a free trial?
Yes. Every workspace starts with a 7-day free trial with every core feature, and no card is required.
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