Send qualified prospects to your Airtable base, with your approval
When people are qualified as Fit, an agent prepares a record for each one in your Airtable base and asks before writing, so your ops tracker stays current without copy-paste.
- 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 agentWhen people are added to “Fit this week”, prepare a record for each one in our Airtable “Pipeline” base with name, company, title, LinkedIn and the fit reason, and ask me before writing.
- Starts when people are added to the list
- Reads each person and the reason they were tagged Fit
- Checks your Airtable base for existing records
- Prepares new records and skips duplicates
- Asks you to approve the update in Airtable
- People on the list
- 34
- Already in Airtable
- 6, skipped
- New records prepared
- 28
- Waiting for you
- Update 28 records
Many agencies and ops teams run the business from an Airtable base: the client pipeline, the weekly report, the list of accounts in play. Keeping it in step with outbound usually means somebody copying rows every Friday. This agent does it as it happens. When people are tagged Fit and added to a list, it prepares a record for each one in your base and asks before writing.
Why approval matters here
Your base is shared with other people and other automations. A runaway update can overwrite a column someone relies on. That is why changes in another app always wait for your yes by default. You see a single card, “Update 28 records in Airtable”, with what will change, and you approve it in one click.
What the agent does
It starts when people are added to the list you chose. For each person it reads the details and the reason they were tagged Fit, checks your base for an existing record, and prepares a new one for everyone who is not already there. You get one approval card for the batch. Once approved, the records are written with the fields you named in the brief.
Set it up
- Connect Airtable and choose the base.
- Create an agent from scratch: which list to watch, which table to write to, which fields to fill.
- Set it to run when people are added to the list, and tick Airtable as its app.
- Keep changes on review until you trust the mapping, then allow that one action if you want it to run alone.
Ideas
- Add a “Source” field so client reports show where every lead came from.
- Run a weekly variation that updates the status of records whose prospects replied.
- Use the same brief with monday.com or ClickUp if that is where your team works.
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
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
New people on a listFill missing contact details with Lusha before a call blockWhen people are added to your call list, an agent finds missing business contact details with Lusha and asks before saving them, so your call block starts with numbers, not research.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 Will it write to Airtable without asking?
No. Changes in another app wait for your approval, unless you explicitly allowed that action for the agent.
Can it update records that already exist?
Yes, if you ask for it in the brief. It will show you exactly which records change before you approve.
What about other tools?
The same pattern works with monday.com, ClickUp, Coda and other work apps you connect.
When does it run?
As soon as people are added to the list you choose, whether they come from an import, a form, the Chrome extension or another agent. Nobody has to remember to run it.
Which apps does it use, and do I need accounts?
It uses Airtable, 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.
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