How I Use Carly to Run My Business
Carly's founder shares the exact workflows she uses every day — from triaging email across multiple accounts to shipping code, checking metrics, and building presentations — all without leaving her inbox.
AI Agent Guides
Build AI agents that work over email — for sales, support, billing, social media, reporting, and everything in between.
How to Build an AI Competitor Intelligence Agent
An AI agent that monitors competitors, tracks product changes, and delivers monthly reports -- without you checking a single website.
How to Build an AI Customer Onboarding Agent
An AI agent that handles new patient intake, collects insurance info, and schedules appointments -- all over email, before they ever walk in the door.
How to Build an AI Daily Standup Agent
An AI agent that collects updates from your team's tools, summarizes progress, flags blockers, and delivers a standup report -- no meeting required.
How to Build an AI Document & Contract Agent
An AI agent that drafts contracts, reviews NDAs, tracks signatures, and manages your document workflow -- all through email.
How to Build an AI Invoice & Billing Agent
An AI agent that creates invoices, chases late payments, reconciles accounts, and gives you a cash flow snapshot -- all over email.
How to Build an AI Lead Enrichment Agent
An AI agent that enriches leads with LinkedIn profiles, property data, and buying signals -- then scores and routes them to your CRM automatically.
How to Build an AI Report Generator (Metrics to Slides in One Email)
An AI agent that pulls data from Shopify, Meta Ads, Klaviyo, and Google Analytics, builds a presentation in Google Slides, and sends you the PDF -- all from one email.
How to Build an AI Social Media Manager (Step-by-Step)
An AI agent that drafts posts, schedules content, and tracks engagement across LinkedIn, Instagram, X, and YouTube -- all through email.
How to Build an AI Call Analysis Agent
An AI agent that analyzes every sales call your team runs -- objection trends, rep scorecards, competitor tracking -- and delivers answers over email and Slack.
How to Build an AI CRM Agent (Pipeline Over Email)
An AI agent that manages your CRM through email -- pipeline reports, contact enrichment, deal alerts, and at-risk flags without logging in.
How to Build an AI Data Analyst (No SQL Required)
Email a question, get the answer. An AI data analyst connects to your analytics, databases, and spreadsheets — and replies with real numbers in minutes.
How to Build an AI Meeting Prep Agent
An AI agent that researches attendees, pulls CRM context, and delivers a full briefing before every meeting -- zero tab-switching.
How to Build an AI Support Agent in 2026
An AI agent that reads every support email, creates tickets, detects patterns across reports, and alerts your team -- in seconds.
12 AI Agents That Actually Do Your Work in 2026 (Not Just Chat About It)
Ranked: 12 AI agents that handle email, scheduling, CRM, research, and more autonomously. Honest reviews of what each one actually does vs. what it claims.
How to Connect Google Tasks to an AI Agent
Connect Google Tasks to your Carly AI agent to create, organize, and manage tasks through email or chat — no app switching or manual entry required.
How to Connect HubSpot to an AI Agent
Connect HubSpot to your Carly AI agent and automate contact creation, deal updates, and pipeline management — all through email or chat commands.
How to Connect Salesforce to an AI Agent
Connect Salesforce to your Carly AI agent in one click. Automate contact creation, opportunity updates, pipeline queries, and cross-tool workflows — by email or chat.
How to Connect Slack to an AI Agent
Connect Slack to your Carly AI agent to automatically send deal alerts, meeting summaries, project updates, and team notifications to any channel.
How to Use an AI Agent for Research
Use your Carly AI agent to pull reports, research companies, summarize documents, and organize findings in Google Drive — by email or chat.
Best AI Agent Platforms in 2026 (Build Custom Agents Without Code)
The best platforms for building custom AI agents compared — Carly, Gumloop, Manus, Lindy, n8n, and more. No code required for most.
Best AI Agents for Customer Support in 2026 (Beyond Basic Chatbots)
AI agents that resolve tickets, answer emails, escalate to humans, and learn from every interaction. 10 support tools compared by autonomy, integrations, and channels.
Best AI Agents for Marketing Teams in 2026 (Automate the Busywork)
AI agents that handle email campaigns, social scheduling, analytics reporting, and content workflows autonomously. 10 marketing tools compared.
Best AI Agents for Sales Teams in 2026 (That Actually Close Deals)
AI agents that autonomously prospect, follow up, update your CRM, and book meetings. 10 tools compared for sales teams who want agents that do the work.
How to Build an AI Bookkeeper (Step-by-Step)
Build an AI bookkeeping agent that sends invoice reminders, tracks payments in Stripe, updates QuickBooks, and manages AR — with Carly.
How to Build AI Employees for Your Business (No Coding Required)
Build AI employees that handle sales, support, recruiting, and admin — each with their own email, instructions, and tool access. Step-by-step guide using Carly.
How to Build an AI Marketing Assistant (Step-by-Step)
Build an AI marketing agent that sends campaigns, pulls analytics, schedules social posts, and manages your content calendar — step-by-step with Carly.
How to Build an AI Project Manager That Keeps Your Team on Track
Build an AI project management agent that tracks tasks, sends status updates, preps meetings, and coordinates your team — step-by-step with Carly.
How to Build an AI Recruiter That Screens, Schedules, and Follows Up
Build an AI recruiting agent that screens candidates, schedules interviews, files resumes, and manages your hiring pipeline — step-by-step with Carly.
How to Build an AI Sales Rep (Step-by-Step Guide)
Build an AI sales rep that prospects, qualifies leads, follows up, updates your CRM, and books meetings — step-by-step using Carly.
How Financial Advisors Use AI Agents to Manage Clients and Grow AUM
AI agents for financial advisors handle prospect intake, review scheduling, and client follow-ups autonomously. Copy these agent setups and reclaim 10+ hours per week.
How Law Firms Use AI Agents to Manage Clients and Recover Billable Hours
AI agents for law firms handle client intake, deadline tracking, and follow-ups autonomously. Copy these agent setups and recover 8+ billable hours per week.
How Ops Managers Use AI Agents to Run Tighter Operations
AI agents for operations handle vendor coordination, internal scheduling, and status reporting autonomously. Copy these agent setups and free up 10+ hours per week.
How Real Estate Agents Use AI Agents to Close More Deals
AI agents for real estate handle lead follow-up, showing coordination, and transaction management autonomously. Copy these agent setups and reclaim 12+ hours per week.
How Consultants Use AI Agents to Manage Clients and Pipeline
AI agents for consultants handle client intake, follow-ups, and CRM updates autonomously. Copy these agent setups and reclaim 9+ hours per week.
How Recruiters Use AI Agents to Fill Roles 3x Faster
AI agents for recruiters automate screening, interview scheduling, and follow-ups. See how talent teams fill roles 3x faster.
5 AI Email Agents Every Small Business Should Set Up
AI email agents help small businesses automate sales follow-ups, client intake, recruiting, and filing. Copy-paste setup instructions for 5 agents.
The First 30 Days With an AI Agent: What to Actually Expect
Your first 30 days with an AI agent, week by week. A practical AI agent onboarding guide covering setup, trust-building, and full autonomy.
How to Give Your AI Agent a Name, Email, and Personality That Fits Your Brand
How to choose an AI agent name, email address, and personality instructions that match your brand voice and build client trust.
How to Create a Custom AI Email Agent in 5 Minutes
Step-by-step guide to creating your own custom AI email agent with 60+ integrations. Set up autonomous email workflows across CRM, project management, accounting, and more.
What Are AI Employees? The 2026 Guide to Digital Workers
A practical 2026 guide to AI employees—what they are, real examples, latest adoption stats, and how to deploy your first digital worker.
What Are AI Agents? The Complete Guide to Autonomous AI Assistants
Learn what AI agents are and how they work. Discover how autonomous AI assistants save time on scheduling, emails, and more. Simple guide for beginners.
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