Carly's Daily Briefing for Finance Professionals
Scan Bloomberg, skim three newsletters, open the calendar, scramble to research whoever you’re meeting today. An hour gone before you’re actually prepared.
Carly’s daily briefing replaces that routine with a single email — built around your calendar, your clients, and your custom research prompts. Real-time news, company and people research, delivered before your first meeting.
What the Daily Briefing Actually Does
Carly’s daily briefing is an automated morning email, but the schedule summary is just the starting point. You configure custom prompts in Dashboard → Daily Briefing settings that tell Carly what to research — real-time news, SEC filings, people on your calendar, company developments — all tailored to your schedule.
A basic briefing shows your meetings. A finance-configured briefing looks like this:
From: carly@usecarly.com Subject: Your Wednesday Briefing — March 18
8:30 AM — Portfolio review with the Nguyen family (Zoom) Nguyen Holdings: Q4 earnings beat estimates by 12%. Their largest position, NVDA, is up 8% this week after the GTC keynote. Two analyst upgrades in the past 10 days.
10:00 AM — Intro call with David Park, CFO at Meridian Labs (Google Meet) Meridian Labs closed a $45M Series C last month (led by Andreessen Horowitz). David was previously VP Finance at Stripe for 6 years. Recent press coverage focuses on their expansion into clinical diagnostics.
1:00 PM — Compliance review with legal team (Conference Room B)
3:00 PM — Quarterly check-in with Sarah Chen, Apex Capital (Zoom) Apex filed a 13F last week showing new positions in three semiconductor companies. Sarah was quoted in the FT yesterday on tariff exposure in Asia-Pacific supply chains.
Custom Prompts by Finance Role
You write prompts in plain English in your dashboard settings, and Carly executes them every morning.
For Financial Advisors and Wealth Managers
- “Pull the latest news on every company I have meetings with today. Include stock performance, analyst ratings, and any earnings announcements from the past 30 days.”
- “Research the people I’m meeting — role, background, company, and any recent news or press mentions.”
- “For any client review meetings, check if their top 5 portfolio holdings had any material news this week.”
For Analysts and Portfolio Managers
- “Summarize any SEC filings from companies on my calendar this week — 10-Ks, 10-Qs, 8-Ks, and proxy statements.”
- “Pull pre-market movers and any overnight news that could impact my portfolio positions.”
- “For each company meeting on my calendar, list their last quarterly revenue, YoY growth, and current analyst consensus.”
For CFOs and VPs of Finance
- “Brief me on the people I’m meeting — their role, how long they’ve been in it, and any LinkedIn activity or recent press.”
- “Check for any regulatory news related to our industry from the past 48 hours.”
- “Summarize news about our top 3 competitors from the past week.”
For Fintech Founders
- “Research every person on my calendar today — company, role, funding history, and any recent product launches.”
- “Pull news about companies in the payments and banking infrastructure space from the past 24 hours.”
- “For investor meetings, check the investor’s recent portfolio activity and any public statements about our sector.”
Where This Replaces Expensive (or Generic) Tools
Bloomberg Terminal runs $24,000+/year. Great for real-time trading, overkill for “what should I know about the three companies I’m meeting today?” You still do the filtering yourself.
Morning newsletters (Morning Brew, Matt Levine’s Money Stuff) cover what their editors think is important, not what’s relevant to your meetings and clients.
Refinitiv and FactSet require active searching. Nobody’s pulling up FactSet to research the background of the person they’re having lunch with.
Carly fills a different gap: personalized, calendar-aware research delivered passively every morning. Set up your prompts once, and the research shows up tied to the people and companies you’re actually meeting with.
The closest analog is a human EA who reads your calendar the night before, Googles everyone, scans the news, and writes you a memo. That EA costs $60,000-80,000/year. Carly costs a fraction of that.
Real Scenarios, Step by Step
Earnings Season Prep
During earnings season, every meeting has a company with fresh numbers. Add a prompt like:
“For any company on my calendar that reported earnings in the last 14 days, summarize: revenue vs. estimates, EPS vs. estimates, guidance changes, and key takeaways from the earnings call.”
Every client meeting during earnings season comes with a pre-built cheat sheet.
Client Meeting with a New Prospect
You have a 10:30 AM intro with someone you’ve never met. Your briefing already includes:
- Their current role and tenure
- Previous companies and positions
- Their company’s recent funding, revenue, or press coverage
- Any mutual connections or shared context
You walk into the meeting informed. They notice.
Tracking Portfolio Companies
Wealth managers and PMs tracking dozens of positions can’t manually check every holding daily. Set a standing prompt:
“Check for material news on companies in my watchlist: [list your key holdings]. Flag anything that moved more than 3% or had a major announcement.”
Your briefing becomes a portfolio monitor without opening a single terminal.
Regulatory and Compliance Monitoring
A prompt like:
“Check for any SEC, FINRA, or CFPB announcements from the past 24 hours that affect wealth management or fiduciary requirements.”
Surfaces regulatory news alongside your schedule before it becomes a problem.
How to Set It Up (5 Minutes)
- Sign up or log in at dashboard.carlyassistant.com
- Connect your calendar — Google Calendar or Outlook
- Go to Daily Briefing settings in your dashboard
- Toggle it on and set your preferred delivery time (evening before or early morning)
- Add custom prompts — start with one or two from the examples above, then refine
A single prompt like “Research the people and companies on my calendar tomorrow” saves 20-30 minutes of manual prep every morning. Add more prompts as you see what’s useful.
Prompt Templates to Copy Right Now
Ready-to-paste prompts for your briefing settings:
All-purpose finance briefing:
“For each meeting tomorrow, research the company and person I’m meeting with. Include recent news, company size, funding or revenue if available, and the person’s role and background. Flag any meetings where I should prepare talking points.”
Market-aware briefing:
“Include a summary of major market moves from today — S&P 500, Nasdaq, 10-year yield, and any sector-specific moves relevant to my client base.”
Relationship-focused briefing:
“For any meeting with someone I haven’t met before, research their background and find 2-3 conversation starters — shared connections, recent accomplishments, or mutual interests.”
Deal pipeline briefing:
“For meetings tagged as ‘prospect’ or ‘pipeline,’ check the company’s latest funding round, revenue estimates, and recent press. Include anything I can reference to personalize the conversation.”
Want to go further? You can build your own custom AI agent with access to Google Drive, your CRM, and other integrations — so your briefing pulls from internal docs and client data, not just the web.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool
