Tutorials
Carly AI tutorials
Getting Started
0:40 The Easiest Way to Start Automating Your Work With AI
The hardest part of using AI is knowing where to start. Carly ships with hundreds of prebuilt workflows that connect to the apps you already use — browse by category, pick one for your role, and you're automating in minutes. No code.
6:39 Set Up an AI Assistant for Your Inbox and CRM
Connect Gmail and your calendar, teach the agent how you work, automate inbox labeling, and keep your CRM current. The full Carly setup, start to finish.
1:04 7 AI Automations I Use Every Day to Run My Business
The seven workflows actually running behind this business: competitor monitoring, CRM enrichment, auto-replies, email sorting, blog-to-Facebook posting, meeting to-do lists, and a Hacker News digest.
0:51 Feeling Behind on AI? Do This Before You Hire
Good people are slow to find and expensive to train. Start with workflow templates for the apps you already run, then hand them to your team.
1:00 How to Build a Custom AI Dashboard
Put your to-dos, calendar and unanswered email on one screen, then describe any other widget in plain English and Carly builds it.
0:54 Set Up an AI SMS Assistant in Under a Minute
Register your number, and one assistant watches every inbox you own, texts you only when something matters, and handles customer replies while you are away.
1:01 How to Add an AI Sales Chatbot to Your Website
Carly Chat answers sales and support questions from your product information, qualifies the leads it captures, and routes the good ones to your booking link.
9:16 How to Know When to Automate Your Business
Automating before your numbers are trustworthy amplifies the mess. The two mistakes that sink most rollouts, and what to fix first so automation pays off.
Email Agents
2:49 How to Auto-Reply to Customer Support Emails with Carly AI
Build a no-code Carly workflow that sends an instant acknowledgment the moment a support email arrives — triggering only on the first message in a thread, filtered to your support inbox.
0:59 How to Set Up an AI Email Agent with Carly to Answer Customer Questions
Set up a no-code AI email agent with Carly that answers customer questions straight from your knowledge base — you describe the agent you want, Carly builds it, and you send a test question to confirm it answers correctly.
2:45 How to Build Custom AI Email Agents — No Code, in Minutes
An email agent in Carly is an AI assistant with its own inbox address that anyone can email. Describe what it should do in plain English, choose which tools and data it can touch, and Carly builds it for you. This full demo builds a real customer-support agent from scratch — then locks it down so it's safe to deploy.
1:36 How to Auto-Answer Customer Questions with an AI Email Agent
Build a customer FAQ email agent whose answers come from your own email history: Carly reads three months of mail, pulls the real questions and answers into a file, and the agent works from that.
1:23 Teach Your AI Assistant to Write Warm Intro Emails
Build a custom skill that takes two names and emails, researches both people, writes a short bio for each, and leaves a ready-to-send warm introduction in your drafts.
Inbox Management
3:28 How to Auto-Surface the Emails You Need to Reply To
Build a no-code Carly workflow that reads your inbox and surfaces only the emails worth replying to — delivered as a digest on whatever schedule you choose.
1:16 Fix Your Gmail Auto-Labeling by Emailing Carly AI
Promotional mail landing in Primary? Email Carly and ask her to change it. She rewrites the labeling workflow, proves it works on a real message, and re-sorts the backlog.
2:34 How to Auto-Label Gmail and Outlook Email with AI
Gmail flags the wrong mail as important. Turn on Carly's auto-label workflow, then open it up and see exactly how it classifies, preview real emails, and correct it in plain language.
2:10 Build an AI Inbox Zero System
Rules miss nuance and manual filing never ends. Start from Carly's Inbox Zero prompt, sort mail as it arrives or in one end-of-day pass, and audit every call.
0:18 Set Up Text Alerts for Urgent Emails in About a Minute
One AI watches every inbox you own and texts your phone only when an email genuinely needs you. Add your inboxes, register a number, ask for the workflow.
Calendar & Scheduling
1:51 How to Sync Google and Outlook Calendars Without Double-Booking
Copy events between a work and personal calendar with rules: block time without exposing titles, strip attendees so nobody gets a duplicate invite, and copy only the events that matter.
0:48 How to Send Your Availability Without Leaving Gmail
Put your calendar inside Gmail. Click the calendar icon, hit Show Availability, and paste your open times into the reply you're already writing. Reads across every connected calendar.
1:15 How to Block Your Booking Page While You're on Vacation
Block specific days on your booking page in about ten seconds with a date override, without tearing down and rebuilding your recurring weekly availability.
0:50 How Booking Links Get You More Calls Booked Every Week
A booking link removes the most wasteful part of scheduling. Where to put yours, and the reminders, lead qualification and CRM automations most people don't expect.
0:48 Let Your Calendar Fill Itself From Your Email
Newsletters bury real events in the body text. Make a separate calendar, email Carly once, and every incoming message gets scanned and the real events added.
0:44 Set Up a Team Booking Page With Round Robin
Set up team booking pages with round-robin, collective or managed scheduling, then track attendance, booking conversion and CRM activity in one place.
Workflows & Automations
2:36 Turn Any Website Into a Daily Email Digest
Build a free, automated daily email digest with Carly. Pull articles from any website, Google search, or Reddit thread into a clean newsletter delivered every morning — no code.
3:09 How to Automate Email Tracking in Google Sheets
Log every email you send and receive into a Google Sheet automatically with a free, no-code Carly workflow. Step-by-step video walkthrough.
2:34 Send an Email Sequence From a Messy Spreadsheet — Just by Asking
Watch Carly clean a messy contact spreadsheet, push the valid records into a CRM, send a templated email sequence from your own Gmail, and check for bounces afterward — all from a single request.
3:10 How to Auto-Post Your Blog to Facebook with AI
Automatically turn every new blog post into a Facebook post with a no-code Carly workflow. Carly fetches your RSS feed, writes a catchy caption, and publishes to your page every day. Step-by-step video walkthrough.
1:56 Auto-Update Your CRM From Meeting Notes
Connect your meeting notes tool to Carly with an MCP URL, then describe the automation in plain language. The CRM fills itself in after every call.
2:49 Connect a Meeting Notetaker to Your CRM and To-Dos
Connect Fathom, Fireflies, Gong or any notetaker to Carly, backfill the calls you already had into your CRM, then let every meeting write its own to-dos.
1:20 Turn Meeting Notes Into Tasks Automatically
Pull every commitment from your meeting recorder and sent email, turn it into a task, and block time on your calendar so the follow-up actually gets done.
0:53 Automatically Text Leads Back and Book Appointments
Let Carly reply to new leads from your business number, qualify them and book the right people on your calendar, while your team can take over any conversation.
2:36 Automate Lead Intake: Capture, Enrich, Qualify and Follow Up
Every website lead captured, logged to Sheets, enriched, checked against Stripe, qualified, and answered with a personal draft. Built end to end in Carly.
1:38 Organize Your To-Do List with AI: 70 Tasks Into 6 Projects
Carly captures every commitment from your sent email and your meeting recaps, then groups a long flat list into five or six projects you can work through.
1:28 How to Automate Daily Email Reports
Set up daily email reports by describing them in plain English. Competitor pages, new signups, or a news digest, delivered every morning with no builder to configure.
ChatGPT & Claude (MCP)
0:40 How to Use Carly AI Inside ChatGPT (MCP Setup)
Connect the Carly MCP server to ChatGPT and drive your assistant from the chat window you already have open: same account, same workflows, 122 tools for email, calendar, CRM, and files.
0:37 How to Connect All Your Email Accounts to ChatGPT and Claude
ChatGPT and Claude hold one inbox per provider. Add the Carly MCP once and both can search, send and file across every email account you own.
0:29 How Many Email Accounts Can ChatGPT and Claude Use?
Ask ChatGPT how many addresses it can send from and it names all of them. One MCP connection covers every inbox, calendar, file store and contact you add.
0:31 How to Fix Your Email Signature in ChatGPT and Claude
AI-drafted email signs off wrong every time. Write your signature once in Carly, hyperlink the words, and every draft through the MCP picks it up.
0:34 Edit Your Booking Pages by Just Asking ChatGPT
Switch a booking page from Zoom to Google Meet or rewrite its description without opening a settings screen. Add the Carly MCP and just ask ChatGPT.
1:22 How to Connect an MCP Server to ChatGPT
No plus button on the Plugins page? Developer mode is the missing step, now under Security and login. Enable it, paste the /mcp URL, pick auth, use it with @.
0:18 Get Texted the Second an Urgent Email Arrives, From ChatGPT
Ask ChatGPT or Claude in plain English and Carly builds an alert that watches every inbox and texts you only when a message really needs you.
0:51 How to Connect Multiple Outlook Accounts to Claude
Claude reads one Outlook account at a time. Add the Carly connector and it works across every inbox you own, in about a minute.
0:52 How to Add Multiple Outlook Accounts to ChatGPT
ChatGPT sees one Outlook account at a time. Add the Carly plugin and chat works across every inbox you own, in under a minute.
Advanced & Troubleshooting
0:38 Carly AI Can Hit Any API: 5 Prompts to Try
Carly pulls live data by calling public APIs (no key needed) and your own private ones once you save a key. Five real examples, plus how to write a data prompt that returns a verdict.
5:48 How to Build AI Agent Skills (and When Not To)
Skills teach an agent your voice, your rules, and your know-how. A real warm-intro skill, an API call inside a skill, and the part people get wrong: skills are static.
1:42 See Exactly Why Your AI Agent Didn't Reply
Carly records every action an agent takes and the reasoning behind it. Open the run, read why it stayed quiet, then add a rule so it confirms next time.
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."