Coda + Prosyo Put to work by Agent Penny
Connect Coda so Agent Penny can search your docs and tables and update your workspace, so playbooks, account lists and trackers power your outreach.
- 7 days free
- No card required
- Nothing changes without your yes
Agent PennyOnlineAI SDR@Coda Use the case studies in our Coda sales doc to write openers for my healthcare list.
Used Coda- Read the case studies in your sales doc
- Matched one to each healthcare prospect
- Drafted openers that cite it
Coda brings docs and tables together, which is why many teams keep playbooks, account lists and trackers there. Connect it to Prosyo so Agent Penny can search your docs and tables and update your Coda workspace, and that knowledge works in every message.
Your playbook, applied to every prospect
Messaging guides and case studies help most when they are used. With Coda connected, Penny reads them while it writes, and keeps your tracking tables current as outbound moves.
- Search docs — Find the right case study, objection answer or positioning note for a prospect.
- Read tables — Use target-account lists, territories and notes as structured input for research.
- Update your workspace on approval — Log replies, meetings or next steps back to a Coda table once you say yes.
- Share context across agents — Tick Coda on an agent so scheduled jobs use the same source of truth.
Where it fits
Coda holds how your team thinks and tracks. Prosyo does the outbound: research, personal LinkedIn and email sequences, stop on reply and a drafted answer for every response. Penny connects them so the playbook and the pipeline agree.
A typical workflow
- Your target accounts live in a Coda table with an owner and a priority.
- Penny reads the high-priority rows, finds the right people and writes openers using the matching case study from your docs.
- When replies arrive, Penny proposes updates to the table. You approve and the tracker stays accurate.
Built for teams that run on docs
Startups, agencies and RevOps-minded teams get outreach grounded in their own material. Reads run straight away; anything that would change your workspace waits for your yes.
What to ask Penny with Coda
Plain-language requests that put Coda to work. Copy one, paste it into Penny, and watch it run.
Use the case studies in our Coda sales doc to write openers for my healthcare list.
Read the high-priority rows in our target accounts table and find two contacts at each.
Log this week’s booked meetings to our pipeline table in Coda.
What does our objection guide in Coda say about pricing? Use it in today’s replies.
Live in three steps, not three weeks
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Step 1
Connect Coda
Sign in to Coda and allow access. No code, no CSV exports.
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Step 2
Ask Penny, or hand it to an agent
Type @Coda 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 Coda 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 Coda 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 change my Coda docs?
Only with your approval. Searching docs and tables runs straight away; any update appears as a card you approve first.
Which docs can Penny see?
Only those your Coda account can access. You sign in and allow access, and you can disconnect at any time.
What can Agent Penny do with Coda?
Search docs and tables, and update your Coda workspace. 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 Coda account?
Yes. You sign in with your own Coda account, so Penny can only see and do what that account can. Any searches or credits Coda charges for are billed by Coda, separately from Prosyo.
Can Penny change data in Coda 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 Coda 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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