Workflows & Automations

How to Automate Daily Email Reports

1:28 · September 9, 2026

If you check the same handful of things every morning, you can have them delivered instead. This 90-second walkthrough shows how to set up daily email reports by emailing Carly a plain-English description of what you want, rather than assembling a workflow by hand. There is no builder, no flowchart, and no scheduler to configure: you say what should be in the report and when it should arrive, and if you want it at a different time or with different sections, you email again and it changes. The examples are the reports actually in use every day: a 6am competitor tracking report that checks whether competitors published new pages and emails the list to click through, a lead enrichment report that scores new signups against a qualification metric and sends a personalised email, and a Hacker News digest linking straight to the source. A daily report is not limited to fetching links either, since Carly can pull information from public websites, run the data analysis, and email you the resulting graphs. If you would rather not add to your inbox, the same information can sit on your Carly homepage as a widget, and most people end up running a combination of the two.

Step by step

1. 01

   Decide what you check every morning

   The reports worth automating are the ones you already open by habit. Competitor pages, new signups, a news feed, yesterday's numbers. If you find yourself visiting the same page each day to see whether anything changed, that is a daily report waiting to be set up.

2. 02

   Email Carly what you want, in plain English

   Describe the report the way you would ask a person: what should be in it, and what time it should land. That is the whole build. There is no builder to open, no flowchart to assemble, and no scheduler to configure separately.

3. 03

   Change it by emailing again

   Want it at 6am instead of 9, or with a section added or dropped? Email again and say so. The report updates, so you are not going back into a canvas to rewire a step.

4. 04

   Let the report do real work, not just fetch links

   A daily report can pull information from public websites, run the data analysis on it, and email you the graphs. The competitor report checks for newly published pages and sends the list from the day before; the lead report enriches new signups, scores them against a qualification metric, and sends a personalised email.

5. 05

   Start from a prebuilt template if you prefer

   Several daily reports ship ready to run: your daily briefing with tomorrow's schedule, open to-dos and the email waiting on you; a chief-of-staff style morning brief with newsletters filtered out; a curated daily newsletter from feeds you pick; any RSS feed or subreddit turned into a morning email; a digest of email from your key contacts grouped by person; and a to-do digest that only sends on days you actually have open items.

6. 06

   Put it on your homepage instead of your inbox

   Not everything needs to be an email. Keep something like the top Hacker News post as a homepage widget and click through when it looks worth reading. Prebuilt widgets cover calendar, email, to-do list and recent activity, so the same information is on the page the moment you open it.