Getting Started
Feeling Behind on AI? Do This Before You Hire
Feeling behind on AI is normal. Tools ship every week, competitors talk about agents, and it is easy to conclude you need to hire a whole team before you can catch up. The first step recommended here is the opposite: put AI workflows in before you hire. Good people are hard to find and expensive to train, while workflows need no onboarding, run the same way every time, and often start with copying a prompt and sending it to chat. Carly is built for the work a business actually runs on, email, calendar, QuickBooks and thousands of other apps, and there are workflow templates for the tools you already use. Many of them do not require connecting every service on day one, so you can connect the ones that matter when you are ready. This is also a practical thing to hand to employees who have been asking for automations: they can implement workflows themselves, free up their own day, and make output more consistent without waiting on a new hire. If you get stuck, there are real people on support who can unblock you.
Step by step
- 01
Accept that behind is the normal starting point
Tools ship weekly and everyone is talking about agents. Not knowing where to start is the common case, not a sign you are further behind than everyone else.
- 02
Automate before you hire
Hiring is slow and training is expensive. A workflow needs no onboarding and runs the same way every time, which is often the faster answer when you are underwater.
- 03
Find templates for the apps you already run
Browse workflow templates for your existing tools rather than designing something from scratch. Copy a prompt, send it to chat, and you have a starting point.
- 04
Connect services when they matter
A lot of templates do not require connecting everything on day one. Add email, calendar, QuickBooks or whatever else when that specific workflow needs it.
- 05
Hand automation to the team asking for it
Employees who have been asking for automations can implement workflows themselves. That frees their day and makes the output consistent without a new headcount.
- 06
Use human support when you stall
Carly has real people on support. Getting unblocked by a person is faster than abandoning the workflow and going back to doing the work by hand.
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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."