Walk into planning to decide, not discover
Email Carly before planning and she'll pull the backlog, read last week's funnel, and drop a one-page brief in Coda with P0/P1/slip recommendations and the data behind each call — so a squad with a full backlog and no consensus on priorities walks into planning ready to decide.
What Carly does
- 01 Pull issues sized for the next sprint — triaged, scoped, not started
- 02 Query last week's funnel and week-over-week deltas
- 03 Map each issue to the funnel step it most directly affects
- 04 Recommend P0 / P1 / slip based on funnel impact, with the delta as justification
- 05 Write the brief to Coda — recommendations, data, and open questions
Planning meets to decide, not discover
Tomorrow's planning opens with the brief already on screen. The team argues trade-offs instead of priorities — and the meeting ends in 30 minutes, not 90.
Email this to Carly to kick it off.
Hey Carly, We've got sprint planning tomorrow and the backlog is a mess. Could you pull all the issues from Linear that are triaged, scoped, and sized for the next sprint, then query last week's funnel from PostHog with week-over-week deltas? Map each issue to the funnel step it most directly affects, and recommend P0 / P1 / slip based on funnel impact — using the delta as justification. Write the whole brief into Coda with recommendations, data, and open questions, so we walk in to decide instead of discover. Thanks!
More recipes for product & design teams
Coda transcripts → 3–5 themed insights with verbatim quotes linked back to sources.
Read →Figma → Coda spec → Linear issues, each linked and assigned by area owner.
Read →Adoption + retention for the launch cohort, posted to #product as a 4-line verdict.
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."