Move POs in hours, not days
Email Carly the PO and she'll validate it against policy, route to the right approver by threshold, and ping them in Slack with a 2-line summary — so under-threshold POs move same-day instead of sitting in a queue.
What Carly does
- 01 Fetch the PO — vendor, amount, cost center, line items
- 02 Check against policy — threshold, vendor allow-list, budget
- 03 If within policy, route to the designated approver
- 04 If over threshold, draft a clarifying email to the requestor
- 05 Ping the approver in Slack with the 2-line PO summary
POs approved in hours, not days
Under-threshold POs move same-day. Over-threshold items get the clarifying question automatically — so the approver sees a clean decision, not a question mark.
Email this to Carly to kick it off.
Hey Carly, Can you take a look at the latest PO in Precoro and route it for me? Pull the vendor, amount, cost center, and line items, then check it against our policy — threshold, vendor allow-list, budget. If it's within policy, route to the designated approver and ping them in Slack with a 2-line summary. If it's over threshold, draft a clarifying email to the requestor first so the approver sees a clean decision when it lands. Thanks!
More recipes for finance & ops teams
Apply GL codes to the week's QuickBooks transactions and append to the Expense Ledger sheet.
Read →Match payouts to Xero bank lines, calculate variance, post anything over $50 to #finance.
Read →NetSuite + Stripe into a Microsoft Excel close package with revenue, OpEx variance, runway, and open items.
Read →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."