Getting Started
How to Build a Custom AI Dashboard
Most dashboards show you what the tool decided to show you. This one starts empty and fills with whatever you actually check first thing in the morning. The prebuilt widgets cover the obvious ground: your to-do list, today's events, and the emails still waiting on a reply, plus a shortcut to add an event without leaving the screen. Tags and projects keep related items grouped, and anything you do not want to look at comes off with one press. The part that makes it yours is the plain-English builder. You describe the widget you want, in the video it is the top ten BBC articles from today, press build, and Carly assembles it. Preview it first to check the layout and that the links resolve, then add it to the dashboard once it looks right. Carly also suggests widgets based on what you have already connected, so the more of your stack is on the Integrations tab the better the suggestions get, across Gmail, Outlook, Google Calendar, Google Tasks, Todoist, Slack, Asana, Airtable, Google Sheets, HubSpot, Salesforce, Stripe and Linear. Notes, quick links and data tables cover everything the widgets do not. The dashboard is new and rolling out now.
Step by step
- 01
Start from the prebuilt widgets
Your to-do list, today's events, and the emails still waiting on a reply. That is the morning check most people open three tabs for, on one screen.
- 02
Add events without leaving the screen
The calendar widget carries a shortcut to create a new event in place, so a quick booking does not send you back into your calendar app.
- 03
Group what you are tracking with tags and projects
Tag items and file them under a project and the dashboard keeps them together, so a single client or launch reads as one block instead of scattered rows.
- 04
Describe the widget you want in plain English
Say what you want to see. In the video it is the top ten BBC articles from today. You are writing a sentence, not configuring a data source.
- 05
Press build and let Carly assemble it
Carly turns the sentence into a working widget, pulls the data and lays it out for you.
- 06
Preview before you commit
Check the layout and that the links actually resolve. Adjust the request and rebuild if it is not right, then add it to the dashboard.
- 07
Take the suggestions from what you already connected
Carly proposes widgets based on your live integrations, so Gmail, Outlook, Google Calendar, Google Tasks, Todoist, Slack, Asana, Airtable, Google Sheets, HubSpot, Salesforce, Stripe and Linear each bring their own. Connect more on the Integrations tab and the suggestions get better.
- 08
Fill the gaps with notes, links and data tables
Anything the widgets do not cover goes in a note, a quick link, or a data table you map out yourself.
- 09
Clear off what you do not read
Remove any widget in one press. A dashboard earns its place by being short enough to take in at a glance.
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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."