Email Workflow Automation: Tools, Examples, and Setup
Automate inbound email operations and outbound sequences without confusing the two. Compare tools, map triggers and controls, and launch safely.
AI Email Agent
26 posts
How to Set Up an AI Email Agent (Step by Step)
Set up an AI email agent: its own email address anyone can write to, restricted tools, uploaded knowledge, and sender approval — in about five minutes.
Which AI Agent Automatically Follows Up With Leads? (2026)
Carly sends timed follow-ups over email, logs every reply to your CRM, and stops the moment a lead responds. Here's how it compares to sequencers.
Which AI Agent Can Triage My Inbox? (2026)
See how Carly, Gemini Spark, SaneBox, and Fyxer approach automatic inbox triage, drafting, and exception handling.
Can AI Reply to Customer Emails Automatically? (2026)
Yes — Carly drafts and sends customer replies in your voice, escalates edge cases, and runs on guardrails you set. Here's how it works and where to be careful.
AI Reply to Customer EmailsAI Email SupportAutomated Email Replies
Where to Buy an AI Email Agent That Updates Your CRM (2026)
Want an email agent that tracks emails, sends replies, and updates your CRM automatically? Carly does all three end-to-end from $35/month. Here's how, plus 5 alternatives.
7 Zapier Email Parser Alternatives in 2026 (Parsers + AI Assistants)
Zapier Email Parser only reads plain text, can't open attachments, and hasn't been updated in years. Here are 7 alternatives — dedicated parsers and AI assistants that read the whole email and act on it.
Zapier Email ParserEmail Parser AlternativeEmail Parsing
How to Connect Apify to an AI Agent
Connect Apify to your Carly AI agent and run web scrapers, kick off Actors, and pipe scraped data into Sheets, CRMs, and more — all through email or chat commands.
How to Connect Instantly to an AI Agent
Connect Instantly to your Carly AI agent and add leads, launch campaigns, pull engagement metrics, and route replies to your CRM — all through email or chat commands.
How to Connect Jira to an AI Agent
Connect Jira to your Carly AI agent and create issues, update statuses, assign work, and pull sprint summaries — all through email or chat commands.
How to Connect Mem0 to an AI Agent
Connect Mem0 to your Carly AI agent and store, search, and update long-term memory for your AI workflows — all through email or chat commands.
How to Connect Mixmax to an AI Agent
Connect Mixmax to your Carly AI agent and add prospects to sequences, send tracked emails, pull engagement, and route booked meetings — all through email or chat commands.
How to Connect Postmark to an AI Agent
Connect Postmark to your Carly AI agent and send transactional emails, pull delivery stats, investigate messages, and monitor bounces — all through email or chat commands.
How to Connect SerpApi to an AI Agent
Connect SerpApi to your Carly AI agent and run Google searches, scrape Maps, track SERP rankings, and pull news mentions — all through email or chat commands.
How to Build an AI Address Collector Agent
An AI agent that collects addresses and contact info over email and adds each entry to your Google Sheet or Excel -- no forms, no portals, no manual entry.
How to Give an AI Agent Its Own Email Address
Step-by-step guide to giving an AI agent email access — from dedicated addresses to inbox monitoring. Covers Gmail, Outlook, and dedicated agent platforms.
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.
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.
Best AI Email Agents for Business in 2026
Compare the best AI email agents that autonomously triage, draft, respond, and take action on your behalf. Find the right tool for your business.
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.
How to Get Started With Carly
Three ways to use Carly: email her directly, set up workflows that run on a trigger, or give a recurring job its own address. When to use each.