Mar 19, 2026

How to Set Up Carly's Daily Briefing for Your Calendar

Google Calendar sends you a reminder that says “Team sync in 15 minutes.” That’s a nudge, not preparation. You still don’t know who’s in the meeting, what they’ve been up to, or that your 2pm is a 45-minute drive from your 12:30.

Carly’s daily briefing is an automated morning email that turns your calendar into an actual game plan.

Setting It Up (5 Minutes)

Step 1: Open the Daily Briefing Settings

Log into your Carly dashboard and navigate to Dashboard → Daily Briefing.

Step 2: Connect Your Calendar

If you haven’t already, link your Google Calendar or Outlook Calendar. Carly needs calendar access to pull your schedule, identify who you’re meeting, and research those people.

Step 3: Choose Your Briefing Components

Toggle on the sections you want:

Schedule summary — today’s agenda or the full week ahead
People research — background info on the individuals on your calendar
News headlines — articles relevant to your meetings and contacts
Custom prompt — a free-text field where you tell Carly what else to include

Step 4: Add Custom Prompts

The custom prompt field accepts any plain-English instruction. Carly runs it every morning using web search and your calendar data, then includes the results in your briefing.

Step 5: Save and Wait for Tomorrow

Your first briefing arrives the next morning. Read it, see what’s useful, and tweak prompts from there.

What a Calendar Briefing Actually Looks Like

From: carly@usecarly.com Subject: Your Tuesday Briefing — March 18

6 meetings today (2 with people you’ve never met)

9:00 AM — Team standup (Zoom) — 30 min

10:30 AM — Intro call with Jordan Kim, Head of Partnerships at Relay (Google Meet) Jordan joined Relay 8 months ago from Stripe. Relay raised a $30M Series B in January. Recent press: launched a new API marketplace last week.

12:00 PM — Lunch with Alex (in person, Nopa) ⚠️ 25-minute drive from your office. Leave by 11:30.

1:30 PM — Client check-in with Meridian Labs (Zoom) Meridian announced a new VP of Product last week. Their Q4 earnings beat estimates.

3:00 PM — ⚠️ Conflict: Board prep overlaps with 3:30 PM design review

4:30 PM — 1:1 with Sara

Calendar-Focused Prompts to Try

Conflict and logistics:

“Show me my week ahead and flag any scheduling conflicts.”
“Give me travel time estimates between all in-person meetings today.”
“Highlight any meetings that don’t have a video link or location attached.”

Meeting prep:

“Research the people on my calendar today — role, company, and anything noteworthy.”
“For any first-time meetings, find the person’s background and recent news about their company.”
“For recurring meetings, remind me what was discussed last time.”

Schedule analysis:

“List all meetings longer than 60 minutes this week — I want to evaluate which ones I actually need to attend.”
“Show me how many meetings I have today vs. how many hours of focus time.”
“Tell me which days this week have the most back-to-back meetings.”

Week planning (great for Monday briefings):

“Give me a high-level summary of my week — total meetings, any travel days, any gaps I could use for deep work.”
“Flag any days with more than 5 meetings.”
“List all external meetings this week so I can prioritize prep.”

Combine multiple instructions in one prompt.

Pair It with Carly’s Scheduling

If your briefing surfaces a conflict, a missing Zoom link, or a meeting you need to reschedule, just ask Carly to handle it.

“Hey Carly, I have a conflict at 3pm on Tuesday. Move my design review to Wednesday morning and let the team know.”

Pro Tips

Stack prompts for different days. Your Monday briefing might focus on the week ahead and conflicts. Your daily briefing might focus on today’s meetings and people research.

Start with schedule + people research. After a few briefings, you’ll know exactly what else to add.

Be specific in prompt wording. “Pull the 3 most relevant headlines about companies I’m meeting with today — skip anything older than 48 hours” works better than “show me news.” Carly follows instructions literally.

The daily briefing is also a powerful research tool beyond your calendar — see how to use it for news, industry research, and market intelligence.

Want more than what the briefing covers? You can build your own custom AI agent with access to tools like Google Drive, your CRM, or any integration Carly supports.

Set up your daily briefing →