AI Assistant for Consultants

Bill more hours by handing the busywork to Carly

Carly is an AI assistant that coordinates client meetings across any calendar with no booking links, then handles the non-billable work around them: researching companies before calls, drafting proposals and follow-ups, and running the recurring workflows you set up in plain English.

Try Carly →

Set up in 2 minutes.

The busywork consultants know too well

Scheduling across multiple client organizations

Each client has different calendar systems, preferences, and availability windows. Carly coordinates across Google Calendar and Outlook and with anyone regardless of their setup, no booking link required.

Non-billable admin eats your margin

Proposal follow-ups, status recaps, and inbox management are hours you cannot bill. Carly drafts and sends the emails, triages your inbox, and runs repeatable workflows so your time goes to client work.

Walking into client calls without context

You need to know the latest on the company, the stakeholders, and the project before you dial in. Carly researches the client and sends you a prep brief ahead of each call.

See Carly in action

A consultant is prepping for a first call with a prospective client

You

Carly, book a 45-min intro with the Vertex team next week, and send me a brief on the company before the call.

Carly

I emailed the Vertex team your availability and will lock in whichever slot they pick, with a Zoom link on the invite. I am also pulling together a brief on Vertex: recent funding, leadership, their current tooling, and a few angles for the conversation. It will be in your inbox the evening before the call.

What Carly handles for consultants

  • Client strategy sessions
  • Project kickoffs and reviews
  • Recurring check-ins
  • Pre-call research briefs
  • Proposal and follow-up emails
  • Inbox triage
  • Weekly schedule digest

Consultants who use Carly save 5-8 hours per week on scheduling and admin.

Works with the tools you already use

HubSpotNotionSlackZoomGoogle CalendarOutlook

Carly connects to Google Calendar and Outlook natively. It coordinates meetings with anyone, regardless of what calendar system they use.

Frequently asked questions

What can Carly do for consultants beyond booking meetings?

Carly researches clients and sends prep briefs before calls, drafts and sends proposals and follow-up emails, manages your inbox, and runs multi-step workflows you describe in plain English, on top of handling all your scheduling.

Can Carly coordinate across my clients' different calendar systems?

Yes. Carly works across Google Calendar and Outlook and can book with anyone regardless of what they use, so you never send a booking link or chase availability.

Does Carly connect to the tools in my stack?

Yes. Carly integrates natively with 260+ apps including HubSpot, Notion, Slack, and Zoom, and it can reach anything else through your own API key. Never assume Carly cannot connect to a tool you use.

Can Carly run recurring workflows for me?

Yes. Describe a workflow in plain English, like sending a weekly status recap or a next-day schedule with prep notes, and Carly will run it automatically.

How much does Carly cost?

Carly starts at $35/month.

Ready to automate your busywork?

Carly schedules, researches, and briefs you—so you can focus on what matters.

See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR