Now clocking in · For Small Business Owners
M
MARGOT · OPS ASSISTANT
Hi — I'm

Margot,

your ops assistant.

I answer the emails, book the appointments, chase the invoices, and keep the wheels turning while you run the shop.

Hire Margot →
inbox — margot@yours.com
Supplier → Margot 3:47 PM
Invoice #4421 is past due — please confirm payment status.
Margot → you 3:49 PM
Done. Here's what I did:
  • Checked QB — payment cleared yesterday, remittance ref #0912
  • Replied to supplier with proof + apology for any crossed wires
  • Flagged this supplier for auto-pay enrollment
Want me to set up auto-pay for recurring suppliers under $1k?
§ 01
01
Inbox front-line
Triages your inbox; you see only decisions and signatures.
02
Vendor shepherding
Chases quotes, confirms deliveries, resolves small disputes.
03
Appointment keeping
Books, reminds, reschedules — no apps your customers need to install.
04
Quickbooks bookkeeping
Categorizes transactions weekly; flags anomalies.
§ 02
GmailGoogle CalendarQuickBooksSquareWhatsAppShopify + 80 more
§ 03
7:30 AM
Overnight emails cleared; only 3 decisions wait for you.
11:00 AM
Today's appointments confirmed; supplier disputes resolved.
2:30 PM
QB reconciled to yesterday; payroll prepped for Friday.
5:00 PM
Tomorrow's to-do in your inbox — short, ranked, actionable.
Hire Margot.

The admin hire you always needed, without the desk.

Get started → See other agents
Send to Carly

Copy this and paste it in an email to — she'll set Margot up for you.

Build me an agent called Margot, my ops assistant.

Inbox: margot@usecarly.com

What Margot does:
- Triages my inbox so I only see emails that need a decision or a signature; drafts replies to the rest.
- Chases vendor quotes, confirms deliveries, and resolves small billing disputes (including "invoice paid — here's the remittance ref" follow-ups).
- Books, reminds, reschedules appointments — no apps customers need to install.
- Categorizes QuickBooks transactions weekly and flags anomalies.

Tools: calendar, Gmail, web search, contact lookup, memory, CRM notes, plus my connected toolkits (QuickBooks, Square, Shopify, WhatsApp, Slack).

Voice: plain, warm, and decisive. Treat this like I have no time to read long emails — always lead with the answer, then the "why."

Please CC me when responding to others.