A weekly results report for every agency client, written for you
Every Friday an agent summarises each client’s outreach week: people contacted, replies, meetings and what changes next, and prepares the report page in Notion or Coda for your approval.
- 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 4, for each client workspace campaign, summarise this week’s outreach: people contacted, replies, meetings and the best reply. Suggest one change for next week and prepare the report page in our Notion client wiki.
- Runs every Friday afternoon
- Reads the week’s campaign results
- Picks the best replies and what worked
- Suggests one change for next week
- Prepares the report page and asks before writing it
- Campaigns covered
- 6
- Replies this week
- 23
- Meetings booked
- 4
- Waiting for you
- Update the Notion page
Agencies keep clients by showing progress, clearly and on time. Building the weekly report by hand, for every client, eats the hours that should go into improving campaigns. This agent writes the report for you every Friday.
What goes in a good client report
Clients want four things: what happened (people contacted, replies, meetings), proof (the best replies), what you learned, and what changes next week. The agent structures every report around those, so each client gets a consistent, readable update.
What the agent does
Every Friday afternoon it reads the week’s campaign results, picks the strongest replies, notes which messages and audiences performed, and suggests one concrete change for next week. It prepares the report page in your Notion or Coda client wiki and asks before writing it. The run report keeps the full write-up, so you can also copy it into an email.
Set it up
- Connect Notion or Coda and share the client wiki.
- Create an agent from scratch with the report structure as its brief.
- Schedule it for Friday afternoon, and keep writing to other apps on review.
Make reports clients read
- Lead with meetings, not activity. Clients pay for conversations.
- Quote one great reply. It makes the work real.
- Always end with next week’s single change, so the report drives action.
Connected in a click, used on your terms
Sign in once. You choose what it may do, and changes wait for your approval.
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 stepIt asks before every step, unless you allowed that action to run on its own.
- Ask before any changeIt reads and researches freely, then brings every change back to you.
- Handle routine work aloneSaving 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
ScheduledKeep your objection playbook fresh from real sales callsEvery week an agent reads your recorded calls in Gong, collects new objections and the answers that worked, and prepares updates to your objection playbook in Notion for approval.Custom agent
New replyAnswer prospect questions with the case studies in your NotionWhen a reply asks a question, the Reply Agent finds the answer in your Notion or Coda pages, cites the right case study and drafts a reply for your approval.Reply AgentScheduledEvery 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 Can it report on several clients?
Yes. Run one agent per client workspace, or describe the campaigns to cover in the brief.
Will it write to our Notion without asking?
No. Changes in another app wait for your approval unless you explicitly allowed that action.
Can it include a chart?
It can draw diagrams such as a funnel, which you can download as SVG for the report.
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 Notion, with one-click sign-in; Coda, 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.
- 7 days free
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