Create a task for the account owner when someone replies Interested
When a reply is labelled 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.
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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 agentWhen a reply is labelled 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.
- Starts when a reply is labelled Interested
- Summarises the thread in two lines
- Works out the next step
- Prepares a task for the right owner
- Asks you to approve creating it
- Reply
- Ana Rossi, Interested
- Task
- Book a demo with Quanta Ledger
- Owner and due
- Sam, today
- Waiting for you
- Create the task
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 is labelled 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
- Connect ClickUp or monday.com.
- Create an agent from scratch with the brief: which space or board, which owner, which due date.
- 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.
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.
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
Labelled 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
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
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 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 with the label you chose. Prosyo labels 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 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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