Skip the scheduling ping-pong on next week's deal call
Tell Carly which Opportunity you need to meet on and she'll find the slot, send the invite with a Zoom link, and log the Meeting Activity on the Salesforce Opportunity — no scheduling ping-pong, no orphan calendar events.
What Carly does
- 01 Find free slots next week in both calendars
- 02 Pick the earliest 30-minute window that works for both
- 03 Create the event with a Zoom link and a clear agenda
- 04 Send the invite from your inbox
- 05 Log a Meeting Activity on the Salesforce Opportunity with the agenda
Meeting on the calendar, Activity on the Opportunity
No scheduling back-and-forth, no orphan calendar events, no forgotten Activities. The Opportunity timeline stays current on its own.
Email this to Carly to kick it off.
Hey Carly, Need to book a 30-min next week with [name] at [Account] — the [Account] Opportunity in Salesforce. Find the earliest 30-minute window that works for both of us next week. Create the event with a Zoom link and a short agenda based on where we are in the deal. Send the invite from my inbox, then log a Meeting Activity on the Salesforce Opportunity with that agenda so the timeline stays current. Thanks!
More recipes for sales teams
Read the last thread, pull the Opportunity stage from Salesforce, and draft a four-sentence follow-up that sounds like you.
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Read →Pull the LinkedIn profile, link the Lead to the right Account or Opportunity, and log a recent-signal hook in one shot.
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."